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Eplan P8 - Manual
Eplan P8 - Manual
EPLAN Training 1
Starting and Exiting EPLAN
Starting and Exiting EPLAN
EPLAN Training 2
1 Starting EPLAN.............................................................................................3
2 Exiting EPLAN...............................................................................................5
This functionality is only available for certain module packages. Info
Starting and Exiting EPLAN
EPLAN Training 3
1 Starting EPLAN
After installation, you can start EPLAN via the Windows Start menu.
Precondition:
You have the required software protection dongle for EPLAN and the required
license.
1. Click the Windows Start button and select All Programs.
2. Open the EPLAN program group and click the icon for your EPLAN version.
1. The EPLAN main window will open. By default EPLAN opens the Tip of the
Day dialog.
3. Deselect the Show tips at startup check box if you do not wish for it to
appear every time the program is started.
Starting and Exiting EPLAN
EPLAN Training 4
4. Click [Close].
Notes:
You can set up EPLAN such that after the program is started the most recently
opened project, or the most recently opened page, appears. The settings for
this can be changed via the menu items Options > Settings > User >
Display > User interface.
If you use EPLAN Rights management you may (depending on the operating
mode) have to log on via Logon dialog before you can work in EPLAN.
This functionality is only available for certain module packages. Info
Starting and Exiting EPLAN
EPLAN Training 5
2 Exiting EPLAN
You can exit EPLAN at any time. All of the data and settings, including those relating
to the user interface (i.e. open dialogs, displayed toolbars, etc.), are saved and used
again when the program is restarted.
Precondition:
You have closed all of the dialogs in the foreground using the [Esc] key or the
shortcut key [Alt] + [F4].
1. Select the menu item Project > Exit or use the shortcut key combination [Alt]
+ [F4].
2. EPLAN is exited.
Starting and Exiting EPLAN
EPLAN Training 6
User Interface
EPLAN Training 1
User Interface
User Interface
EPLAN Training 2
User Interface
EPLAN Training 3
1 Operating EPLAN with the Keyboard..........................................................5
1.1 Open a menu item....................................................................................5
1.2 Select elements within a dialog.................................................................5
1.3 Select tabs ................................................................................................5
1.4 Open menus and popup menus................................................................6
1.5 Select / deselect check boxes...................................................................6
1.6 Open drop-down lists................................................................................7
1.7 Use the keyboard in list or tree views .......................................................7
2 Changing Keyboard Shortcuts ..................................................................11
2.1 Create keyboard shortcuts......................................................................11
2.2 Remove keyboard shortcuts ...................................................................12
2.3 Reset keyboard shortcuts .......................................................................13
3 Adjusting Toolbars .....................................................................................15
3.1 Activating Toolbars .................................................................................15
3.2 Activate tooltips.......................................................................................16
3.3 Changing the Button Display Type..........................................................16
3.4 Create user-defined toolbars ..................................................................17
3.5 Delete user-defined toolbars...................................................................20
3.6 Extend pre-defined toolbars....................................................................20
3.7 Delete buttons from toolbars...................................................................22
3.8 Reset toolbars.........................................................................................22
4 Exporting and Importing Toolbars ............................................................24
4.1 Export user-defined toolbars...................................................................24
4.2 Import user-defined toolbars ...................................................................25
5 Docking / Undocking Control Elements....................................................27
5.1 Undock the menu bar, toolbars and dockable dialogs ............................27
5.2 Dock the menu bar, toolbars, and dockable dialogs ...............................28
5.3 Undock editors........................................................................................29
5.4 Dock editors............................................................................................30
5.5 Setting Editors as Subordinate Windows ................................................31
6 Setting the Dialog Language......................................................................33
7 Working with Selection Dialogs.................................................................34
7.1 Searching for Objects in the List View ....................................................34
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7.2 Change the sorting sequence of list objects ...........................................36
8 Selecting Objects........................................................................................39
8.1 Select single objects ...............................................................................39
8.2 Select several objects in sequence.........................................................40
8.3 Select several objects not in sequence...................................................41
8.4 Remove selection ...................................................................................42
9 Copying and Pasting Data in Tables.........................................................43
9.1 Copy and paste single cells ....................................................................43
9.2 Multiple copying and insertion of several cells ........................................44
9.3 Copy and paste several cells once .........................................................45
10 Affecting List Displays ...............................................................................47
10.1 Optimize the display of individual columns .............................................47
10.2 Optimize the display of all columns.........................................................47
10.3 Changing the height or width of all rows / columns together...................48
11 Defining Display and Sorting Sequences .................................................49
11.1 Define display and sorting sequences using buttons ..............................49
11.2 Define display and sorting sequences using the popup menu................49
11.3 Optimize the display of individual columns .............................................50
11.4 Optimize the display of all columns.........................................................51
11.5 Changing the height or width of all rows / columns together...................51
12 Using Drag & Drop......................................................................................53
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 5
1 Operating EPLAN with the Keyboard
You can call up all menu items from the keyboard using the underlined identifier
letters in the menu designations. Within the dialog elements, you can control the
cursor using the keyboard and execute commands via key combinations.
Precondition:
You have opened the program.
1.1 Open a menu item
1. On the keyboard, hold down the [ALT] key and then press the key
corresponding to the underlined identifier of the desired item in the menu bar.
The menu is opened.
2. Enter the underlined identifier of the desired menu item within this menu.
3. Proceed in the same way until you reach the desired menu item.
1.2 Select elements within a dialog
1. Press the [TAB] key as many times as necessary until you have selected the
desired element.
1.3 Select tabs
1. In the dialog, press the [CTRL] + [TAB] keys together until you have selected
the desired tab. The "paging" through the tabs takes place from left to right.
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2. Or press the [CTRL] + [SHIFT] + [TAB] keys together until you have selected
the desired tab. The "paging" through the tabs then takes place from right to
left.
1.4 Open menus and popup menus
1. In the dialog, press the [TAB] key until you have selected the desired menu
button.
2. Press the [SPACE] key.
The menu opens.
3. Use the arrow keys to reach the desired menu item.
4. Press [ENTER] to call up the menu item.
1.5 Select / deselect check boxes
1. In the dialog, press the [TAB] key as many times as necessary until you have
selected the desired check box.
2. Press [SPACE].
The check box is then selected or deselected, depending on the current
status.
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EPLAN Training 7
1.6 Open drop-down lists
1. In the dialog, press the [TAB] key until you have selected the desired drop-
down list.
2. Press [ALT] + [DOWN ARROW].
The list is opened.
3. Use the arrow keys to reach the desired entry.
4. Press [ENTER] to accept the value.
1.7 Use the keyboard in list or tree views
1. Select the highest level in the tree structure, i.e. the project names for
instance.
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2. Press [*] on your numeric keypad. (If your keyboard does not have a numeric
keypad, e.g. a laptop keyboard, you can also use the key combination [Fn]
combined with the computer and country specific key for "X".)
The tree is opened.
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3. Switch between the tree and list views by pressing [CTRL] + [TAB] .
4. Use the arrow keys to select the desired object within the list and tree
structures.
Tip:
At any time you can press the [Strg] + [F12] keys to switch between the "dockable"
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EPLAN Training 10
dialogs, e.g. between the Page Navigator, the Message Management and a
graphical editor.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 11
2 Changing Keyboard Shortcuts
In EPLAN, you can edit and create key combinations assigned to particular menu
commands.
2.1 Create keyboard shortcuts
Options > Keyboard shortcuts
1. In the Keyboard shortcuts dialog, select the desired menu command from
the Select command list.
The fields Description and Assigned shortcut keys are automatically
filled with the appropriate data, if this exists.
2. Click [Create].
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3. In the Create keyboard shortcuts dialog, in the New shortcut key field,
enter the desired shortcut key for the selected command.
If you select a shortcut key that is already assigned then the Current
assignment is displayed. You can overwrite this. If you do not wish to
overwrite the assignment, enter a different shortcut key.
4. Click [OK].
The dialog is closed and the (new) shortcut key is displayed in the
Assigned shortcut keys field.
5. Perform all further assignments in a similar manner .
6. Click [OK].
2.2 Remove keyboard shortcuts
Options > Keyboard shortcuts
1. In the Keyboard shortcuts dialog, select the desired menu command from
the Select command list.
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EPLAN Training 13
The fields Description and Assigned shortcut keys are automatically
filled with the appropriate data, if this exists.
2. In the Assigned shortcut keys field, select the shortcut key to be deleted.
(Multiple selection isn't possible here).
3. Click [Remove].
The selected shortcut key is deleted.
4. Click [OK].
2.3 Reset keyboard shortcuts
Options > Keyboard shortcuts
1. Click [Reset all].
EPLAN displays a message window.
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2. Click [Yes], if all keyboard shortcuts that you have created are to be removed
and the original settings restored, otherwise click [No].
3. Click [OK].
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 15
3 Adjusting Toolbars
EPLAN has pre-defined toolbars that you can activate or deactivate. You can also
change the display type of the buttons. You can also create your own toolbars and
equip them with the desired commands. These user-defined toolbars can be edited
and deleted. You can also edit the EPLAN pre-defined toolbars. Buttons can be
added or deleted. The pre-defined toolbars cannot however be deleted.
3.1 Activating Toolbars
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. Select the check box for each toolbar in the list that is to be displayed.
3. If required, deselect the check boxes for toolbars that are not to be displayed.
4. Click [OK].
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Tip:
As an alternative to activation via the dialog, toolbars can also be activated /
deactivated using the popup menu within a toolbar.
3.2 Activate tooltips
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. Select the Show tooltips check box.
3. Click [OK].
When you now move the cursor over a toolbar symbol in EPLAN, then a small text
window is displayed below the symbol with a description of the symbol.
3.3 Changing the Button Display Type
Options > Toolbars > Customize
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EPLAN Training 17
1. In the Customize dialog, select the Toolbars tab.
2. Select the Cool look check box.
The buttons of the symbols are displayed as flat buttons.
3. Click [OK].
3.4 Create user-defined toolbars
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. Click [New].
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3. In the New toolbar dialog, in the Toolbar name field, enter a designation for
your toolbar.
4. Click [OK].
The dialog is closed, the new toolbar is created and displayed in the user
interface.
5. Select the Commands tab.
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6. From the Categories list, select the desired category whose buttons are to be
displayed.
Under Buttons, the button symbols, menu items or categories belonging to
the selected category are displayed.
7. Click the desired button and use "Drag & Drop" to pull it onto your toolbar.
If you select an Action or a Menu without pre-defined image data, then you
must specify further settings for the button in a subsequent dialog.
8. Repeat these steps until the toolbar contains all desired symbols.
Note:
Once you have created user-defined toolbars, you must save the current user
interface configuration as a new workspace or as a selected workspace (edit), so that
the user-defined toolbars are permanently available for use (in the current
workspace).
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EPLAN Training 20
3.5 Delete user-defined toolbars
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. In the Toolbars list, select the toolbar that is to be deleted.
3. Click [Delete].
The toolbar is removed from the list.
3.6 Extend pre-defined toolbars
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. Select the check box of the toolbar to which you wish to add extra commands.
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EPLAN Training 21
3. Select the Commands tab.
4. From the Categories list, select the desired category whose buttons are to be
displayed.
Under Buttons, the button symbols, menu items or categories belonging to
the selected category are displayed.
5. Click the desired button and use "Drag & Drop" to pull it onto the previously
activated toolbar.
If you select an Action or a Menu without pre-defined image data, then you
must specify further settings for the button in a subsequent dialog.
6. Repeat these steps until the toolbar contains all desired symbols.
Note:
Once you have extended the predefined toolbars, you must save the current user
interface configuration as a new workspace or as a selected workspace (edit), so that
the extended predefined toolbars are permanently available for use (in the current
workspace).
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EPLAN Training 22
3.7 Delete buttons from toolbars
1. Select Options > Toolbars > Customize.
2. Click the desired button and use "Drag & Drop" to pull it off your toolbar.
Note:
Once you have removed buttons, you must save the current user interface
configuration as a new workspace or as a selected workspace (edit), so that the
modified toolbars are permanently available for use (in the current workspace).
3.8 Reset toolbars
Options > Toolbars > Customize
1. In the Customize dialog, select the Toolbars tab.
2. In the Toolbars list, select the predefined toolbars that you have modified and
now wish to reset.
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3. Click [Reset].
The added commands are removed from the toolbar.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 24
4 Exporting and Importing Toolbars
In EPLAN, user defined toolbars are stored in a workspace. If you wish to use self-
created toolbars in another workspace, or make them available to another user, then
an export / import feature is available for this.
4.1 Export user-defined toolbars
Precondition:
You have created user-defined toolbars.
Options > Toolbars > Export
1. In the Export Toolbars dialog, select the toolbar(s) that you wish to export.
2. Click [OK].
3. In the subsequent dialog, select the directory to where you wish to export the
toolbar.
4. In the File name field, enter the name for the export file.
5. Click [Save].
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EPLAN Training 25
The toolbar is exported and saved as an XML file under the specified
name.
4.2 Import user-defined toolbars
Precondition:
You have created and exported user-defined toolbars or another user has made an
appropriate export file containing toolbars available to you.
Options > Toolbars > Import
1. In the Import toolbars dialog, select the directory from which you wish to
import the toolbar(s).
2. Select the XML file to be imported.
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3. Click [Open].
The toolbars are imported. If the toolbars already exist then an appropriate
message is displayed.
Note:
After importing user-defined toolbars, you must save the current user interface
configuration as a new workspace or as a selected workspace (edit), so that the user-
defined toolbars are permanently available for use (in the current workspace).
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 27
5 Docking / Undocking Control Elements
Different user interface control elements, such as the menu bar, the toolbars or the
"dockable" dialogs (e.g. Page Navigator), can be positioned inside or outside the
EPLAN main window. You can dock these elements to the frame of the EPLAN main
window or "couple" them to an already docked element.
When the program is exited, EPLAN notes the last settings of these elements
(docked, undocked, size, position) and restores them the next time the program is
started. If a particular configuration of dockable elements is to be permanently
retained, i.e. when changing workspaces, then these settings must be saved as a
new workspace or saved under the existing workspace.
The windows of open pages are also "dockable and undockable". However, the
settings of these editors cannot be saved with a workspace.
5.1 Undock the menu bar, toolbars and dockable dialogs
Precondition:
You have selected a workspace with docked control elements.
1. Using the left mouse button, click a "free" area within the menu bar, within a
toolbar, or in the title bar of a dockable dialog and keep the mouse button
pressed.
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2. Press the [CTRL] key to avoid docking and pull the docked element to the
desired position.
If the borders of the respective control element are displayed with a thick
line, then EPLAN positions the control element as an independent, undocked
element on the Windows desktop.
5.2 Dock the menu bar, toolbars, and dockable dialogs
Precondition:
You have selected a workspace with undocked control elements.
1. Click the title bar of the desired undocked control element with the left mouse
button and keep the button pressed.
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2. Pull the element to the desired position in the EPLAN main window.
To dock the undocked element to the border of the EPLAN main window
(or the border of another dockable element), you must move the edge of the
element exactly to the border of the EPLAN main window. You can recognize
this by the border of the element being displayed as a thin line. This will be a
horizontal or vertical line, depending on whether you wish to position the
control element at the top, bottom, left or right. You can recognize the
orientation from the thinly drawn preview rectangle.
5.3 Undock editors
Precondition:
You have opened a page in an editor (graphical editor, symbol editor, form editor,
etc.). The editor is displayed as a subordinate window in the main window.
1. Click the Windows button of the respective editor.
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2. Click the title bar of the editor using the right mouse button, and select Popup
menu > Floating.
The editor is immediately undocked from the frame of the EPLAN main
window.
3. Pull the editor to the desired position.
5.4 Dock editors
Precondition:
You have opened a page in an editor (graphical editor, symbol editor, form editor,
etc.). The editor is displayed in your user interface as an undocked window.
1. Click the title bar of the respective editor with the right mouse button.
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2. In the popup menu, first select Docked to and then select the docking
direction from the submenu (Top, Left, Bottom, Right).
The editor is docked in the selected docking direction to the frame of the
EPLAN main window.
5.5 Setting Editors as Subordinate Windows
Precondition:
You have opened a page in an editor (graphical editor, symbol editor, form editor,
etc.). The editor is displayed in your user interface as a docked or undocked window.
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1. Click the title bar of the editor using the right mouse button, and select Popup
menu > Child window.
The respective editor is adjusted to fit in the main window so that its
internal area is optimally used. The tile bar of the subordinate window is then
integrated into the title bar of the main window.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 33
6 Setting the Dialog Language
EPLAN allows you to define a different language for the user interface.
Note:
You can only select another dialog language if this language was installed when the
system was initially installed.
Options > Settings > User > Display > User interface
1. Select the desired language from the Dialog Language drop-down list in the
Settings: User interface dialog.
2. Click [OK].
3. Exit EPLAN and restart the program.
The new language is now used in the user interface.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 34
7 Working with Selection Dialogs
In selection dialogs, objects are displayed in a list or tree structure and can be
selected for editing. The objects are hierarchically displayed in a tree structure, while
all objects in the list can be displayed in alphanumerically increasing or decreasing
order, or the original order, as desired.
Note:
Although the Page Navigator has both list and tree structures, the "list" in this case
is a table. This means that page overview lists are controlled in a different manner to
the "normal" selection dialog lists.
7.1 Searching for Objects in the List View
Precondition:
You have opened a selection dialog and selected the List tab.
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EPLAN Training 35
1. Enter a character
The cursor jumps to the first list entry beginning with this character.
2. Enter the character several times (slowly).
With every entry, the cursor jumps to the next object beginning with this
character.
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EPLAN Training 36
3. Quickly enter several characters one after the other.
EPLAN interprets the entry as a string of characters and the cursor jumps
to the first object beginning with this string of characters.
Note:
The search direction is always from the top down and the first display column is
always searched. Once the last element in the list is reached, the search begins
again from the top.
7.2 Change the sorting sequence of list objects
Precondition:
You have opened a selection dialog and selected the List tab.
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EPLAN Training 37
1. Click one of the column headers.
If the displayed data is in the original sequence, then sorting first takes
place in increasing alphanumeric order of the column whose header you
clicked. (An arrow symbol in the column header shows the sorting direction.)
2. Click the same header once more.
The sorting now occurs in decreasing order, again of the column whose
header you clicked. (An arrow symbol in the column header shows the sorting
direction.)
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3. Click the same header a third time.
The column data is now displayed in the original order.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 39
8 Selecting Objects
In selection dialogs, one or more objects can be selected.
8.1 Select single objects
Precondition:
You have opened a selection dialog.
1. Click the desired object.
The object is selected.
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8.2 Select several objects in sequence
Precondition:
You have opened a selection dialog.
1. Click the first object to be selected.
2. Hold down the [SHIFT] key and click the last object to be selected.
The first, last, and all objects in between are selected.
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EPLAN Training 41
8.3 Select several objects not in sequence
Precondition:
You have opened a selection dialog.
1. Click the first object to be selected.
2. Hold down the [CTRL] key and click the next object to be selected.
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3. Repeat this step for all desired objects.
All clicked objects are selected.
8.4 Remove selection
Precondition:
You have opened a selection dialog and selected at least one object.
1. To remove the selection of a single selected object, click next to the object.
2. To remove the selection of one or several selected objects, hold down the
[CTRL] key and click the desired objects.
This functionality is only available for certain module packages. Info
User Interface
EPLAN Training 43
9 Copying and Pasting Data in Tables
In tabular displays such as Message management, the Page navigator list display,
Structure identifier management, and when editing terminal strips and plugs, etc.,
you can copy and paste data in the tables in different ways. The following sources
and targets are possible:
Copying and pasting within the same EPLAN table
Copying from an EPLAN table to another EPLAN table in a different dialog
Copying from an EPLAN table and insertion into another program such as
Excel
or Notepad
.
9.1 Copy and paste single cells
Precondition:
You have opened a dialog containing a tabular display.
1. Select the cell whose content is to be copied.
2. Press [CTRL] + [C].
The content of the cell is written to the clipboard.
3. Select the cells where the contents of the clipboard are to be copied to.
Multiple selection is possible here.
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4. Press [CTRL] + [V].
9.2 Multiple copying and insertion of several cells
Precondition:
You have opened a dialog containing a tabular display.
1. Select the cells whose content is to be copied.
2. Press [CTRL] + [C].
The content of the cells is written to the clipboard.
3. Select the cells where the contents of the clipboard are to be copied to.
Multiple selection is possible here but the number of cells to be filled must be a
multiple of the number of originally copied cells.
4. Press [CTRL] + [V].
Example:
You have selected two cells with different content and pressed [CTRL] + [C]. If you
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now select five cells and press [CTRL] + [V], then EPLAN displays an error message
stating that this multiple selection is not possible. If you now select four or six cells
instead and press [CTRL] + [V] then the data is inserted.
9.3 Copy and paste several cells once
Precondition:
You have opened a dialog containing a tabular display.
1. Select the cells whose content is to be copied.
2. Press [CTRL] + [C].
The content of the cells is written to the clipboard.
3. Select the cell where the contents of the first source cell are to be copied to.
4. Press [CTRL] + [V].
Depending on whether you selected source cells lying next to each other or under
each other, the cells are filled with the copied data next to or under the first target
cell.
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Notes:
If entire lines or columns are selected when copying, then the row / column
header is also copied.
The inserted value is ignored when inserting into read-only cells.
When illegal values are inserted into a cell, either the original value remains
unchanged or an automatic correction is made to the inserted value.
Tip:
You can insert the content of an Excel
template.
Utilities > Reports > Labeling
1. Click [...] in the Settings field of the Output labeling dialog.
Labeling
EPLAN Training 16
2. In the dialog Settings: Labeling dialog in the Scheme field, select a user-
defined scheme, or create one.
Labeling
EPLAN Training 17
3. On the File tab in the Type of file field, select the file type Excel file
(*.xls).
Labeling
EPLAN Training 18
4. Click [...] next to the Target file field, and enter the storage location and the
name of the labeling file into the Open dialog.
5. Click [...] next to the Template field, then use the Open dialog to select an
Excel template *.xls.
This functionality is only available for certain module packages. Info
Labeling
EPLAN Training 19
5 Outputting Labeling
Precondition:
You have opened a project.
In the Settings: Labeling dialog, you have specified the settings for a fixed or
user-defined labeling scheme.
Utilities > Reports > Labeling
1. Select one of the possible labeling scheme from the Settings drop-down list.
In the Report type field, the report type is displayed on which the scheme
is based.
2. To limit the output of labeling data, select the Active check box next to the
Filter drop-down list and select a filter scheme.
3. To specify the order of labeling data, select the Active check box next to the
Sorting drop-down list and select a sorting scheme.
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EPLAN Training 20
4. In the Language drop-down list, select the language in which the labeling text
should be output.
5. Click [...] next to the Target file field, and enter the storage location and the
name of the labeling file into the Open dialog.
6. In the Repetitions per label field, specify how many times the labeling text of
each label should be output to the labeling file.
7. In the Repetitions of total output field, specify how many times the entire
labeling text should be output to the labeling file.
8. Click [OK].
The labeling file is generated in the directory you selected as a storage
location.
Labeling
EPLAN Training 21
Parts Management
EPLAN Training 1
Parts Management
Parts Management
EPLAN Training 2
Parts Management
EPLAN Training 3
1 Creating a Part ..............................................................................................5
1.1 Create a part .............................................................................................5
1.2 Create variants..........................................................................................6
2 Editing a Part.................................................................................................7
2.1 Copy / cut parts.........................................................................................7
2.2 Add a part .................................................................................................8
2.3 Paste technical data..................................................................................9
2.4 Paste function templates...........................................................................9
2.5 Enter parts data ......................................................................................10
3 Working with a Part Variant .......................................................................11
3.1 Create variants........................................................................................11
3.2 Delete variants........................................................................................12
3.3 Copy, cut, and paste variants..................................................................13
4 Creating Assemblies ..................................................................................14
4.1 Assign assembly positions......................................................................14
5 Creating Modules........................................................................................17
5.1 Assign module items...............................................................................18
6 Filtering Parts..............................................................................................23
6.1 Filter based on fields...............................................................................23
6.2 Text-based filtering .................................................................................28
7 Exporting Parts Data ..................................................................................30
7.1 Export subsets of the database...............................................................30
7.2 Export selected records ..........................................................................31
8 Importing Parts Data...................................................................................33
9 Editing Master Person Data .......................................................................34
9.1 Create master person data .....................................................................34
9.2 Copy / cut master personal data .............................................................35
9.3 Paste master personal data....................................................................35
9.4 Enter master personal data.....................................................................37
10 Editing Prices..............................................................................................38
10.1 Specify price information.........................................................................38
10.2 Calculate purchase price ........................................................................38
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10.3 Convert currencies..................................................................................40
11 Managing Multilingual Parts Data..............................................................42
11.1 Translate text automatically ....................................................................42
11.2 Enter translation texts .............................................................................43
11.3 Delete translation texts ...........................................................................45
12 Using the List View.....................................................................................46
12.1 Configure list view...................................................................................46
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 5
1 Creating a Part
Utilities > Parts > Management
In the Parts management dialog, you can create, edit, and organize your master
data. Using [Extras] > Settings, select the database you want to edit.
In the left area of the dialog, the data to be managed is displayed in a tree or list,
where the hierarchical structure of the tree contains the following main groups:
Electrical engineering
Fluid power
Mechanics
Construction
Connection points
Customers
Manufacturers / suppliers.
Within a trade, the parts are divided into "Components", "Assemblies", and possibly
"Modules". Cables and housings are included in the individual parts group.
The part type Components of the various trades is further broken down into product
groups according to DIN and / or manufacturer ([Extras] > Settings).
For parts which cannot be clearly categorized as electrical components or fluid
technology components, the trade "Mechanics" is available, which contains general
and mechanical data (for instance from EPLAN Cabinet
).
Note:
The product groups are only displayed if they contain at least one part.
1.1 Create a part
Utilities > Parts > Management
Precondition:
You have selected the Part types level in the tree, or if the tree view of the
components has been specified in more detail, the level of product groups. Or you
have selected a part entry in the list.
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EPLAN Training 6
1. Select Popup menu > New.
EPLAN automatically generates a new part with the part number
New_<autoincrement_number>.
2. Enter the data for the part into the tabs on the right side of the dialog, first
assigning a descriptive part number.
1.2 Create variants
Utilities > Parts > Management
Precondition:
You have marked the level of the part number.
1. In the tree or list, select Popup menu > New variant.
2. Provide the designation for the new variant of the current part in the New
variant dialog. Valid designations are 0 through 9 and A through Z.
Note:
Part and variant numbers must be unique. If you accidentally enter a designation
which already exists, EPLAN warns you as soon as you click [Apply] or [Close]. The
record can only be saved after you have assigned a new part number.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 7
2 Editing a Part
Utilities > Parts > Management
In the Parts management dialog, you can create, edit, and organize your master
data. Using [Extras] > Settings, select the database you want to edit.
In the left area of the dialog, the data to be managed is displayed in a tree or list,
where the hierarchical structure of the tree contains the following main groups:
Electrical engineering
Fluid power
Mechanics
Construction
Connection points
Customers
Manufacturers / suppliers.
Within a plant, the parts are divided into "Components", "Assemblies", and possibly
"Modules". Cables and housings are included in the individual parts group.
The part type Components of the various trades is further broken down into product
groups according to DIN and / or manufacturer ([Extras] > Settings).
For parts which cannot be clearly categorized as electrical components or fluid
technology components, the trade "Mechanical" is available, which contains general
and mechanical data (for instance from EPLAN Cabinet
).
Note:
The product groups are only displayed if they contain at least one part.
2.1 Copy / cut parts
Utilities > Parts > Management
Precondition:
You have marked one part.
1. Select the Popup menu > Copy or Popup menu > Cut.
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EPLAN Training 8
The part is copied into the buffer. When cutting, it is also removed from the
list.
2.2 Add a part
Utilities > Parts > Management
Precondition:
You have copied or cut a part into the Clipboard.
1. Choose Popup menu > Paste.
EPLAN creates the new part in the current level of the hierarchy with the
part number <original_part_number>_1.
Example:
Copies of the part SIE.ABC are named SIE.ABC_1, SIE.ABC_2, etc.
2. Edit the copied data in the tabs on the right side of this dialog, or enter new
data.
During insertion, only the relevant data is taken, i.e., copied data might
possibly not be inserted because the target part cannot store that data.
Example:
You copy the cable HELU.33 with order number ABC and a bending radius of
50 cm, and you add this part as a general single part. As a result, you have
the single part HELU.33_1 (in the "General" product group) with order number
ABC. Since individual parts have no bending radius, the value of 50 cm has no
effect.
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EPLAN Training 9
2.3 Paste technical data
After copying a part, its technical data can be pasted into another part.
Utilities > Parts > Management
Precondition:
You have copied the part whose technical data should be copied to the Clipboard
using Popup menu > Copy or Popup menu > Cut, and selected the parts or
variants into which the technical data should be copied.
1. Select Popup menu > Paste technical data.
The data is copied into the appropriate fields of the part or parts, while any
already existing data is discarded. The technical data (the data on the General
tab (all fields), function templates, and special technical data) are taken into
account. It is here too that only the relevant data is inserted, i.e., copied data
possibly might not be inserted because the target part can't store that data.
2.4 Paste function templates
After copying a part, its function definitions can be pasted into another part.
Utilities > Parts > Management
Precondition:
You have copied the part whose function definitions should be copied to the
Clipboard using Popup menu > Copy or Popup menu > Cut, and selected the parts
or variants into which the function definitions should be copied.
1. Choose Popup menu > Paste function templates.
2. Answer the security question.
The data is copied into the corresponding fields of the part or parts.
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EPLAN Training 10
2.5 Enter parts data
Utilities > Parts > Management
Precondition:
You have selected the desired part or variants.
1. Use the tabs on the right side of the dialog to enter data for the selected part
or parts.
If multiple parts are selected, then only that data is shown which is identical
or undetermined (i.e., "empty"); this can be entered or changed globally for all
selected parts. Compare the dialog-specific information with the fields in the
individual tabs.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 11
3 Working with a Part Variant
Utilities > Parts > Management
Part variants have identical part numbers with identical sales data, but with partly
differing technical data. The variants are displayed as the last nodes in the tree
structure of parts management, once multiple variants are stored in an part. (In the
list view, the parts are displayed under one another, so for three variants the part
number will be listed three times in a row.)
A part always has at least one variant. When a part is created, it receives one variant
with the unique designation "1", but it is only displayed in the tree with its part
number. If a part has more than one variant, then all variant designations are
displayed under the part number. This display behavior applies for filtered data as
well: If a filter is set, then variants are also filtered, meaning that only those variants
are displayed which correspond to the filter.
3.1 Create variants
Utilities > Parts > Management
Precondition:
You have marked the level of the part number.
1. In the tree or list, select Popup menu > New variant.
2. Provide the designation for the new variant of the current part in the New
variant dialog. Valid designations are 0 through 9 and A through Z.
When the variant designation is entered, it is checked for uniqueness; if the
variant name already exists, then a corresponding message is displayed and
you must repeat the procedure. This applies especially to the variant
designation "1", since this is assigned to the first variant of each part by
default. Only after a unique variant designation is entered will the new variant
be inserted into the tree or list structure.
Warning:
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EPLAN Training 12
If more than one part is selected, then this function can't be executed.
3.2 Delete variants
Utilities > Parts > Management
Precondition:
In the tree, you have selected exactly one entry at the variant level, or you have
selected the part number of the variant to be deleted in the list.
1. Select Popup menu > Delete.
2. Answer the security question.
Depending on your response, the variant is deleted. If it was the next-to-last variant,
i.e., if the part now has only one variant left, then the hierarchical level of the variants
is closed.
Note:
Only a single variant may be deleted at a time. If more than one variant is selected,
the action is canceled with a corresponding message.
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EPLAN Training 13
3.3 Copy, cut, and paste variants
Utilities > Parts > Management
These options in the popup menu are impossible for variants, since they always
apply to the entire part. Therefore, if you call up one of these options on the level of a
variant designation, then the part to which the variant belongs to is cut or copied, and
then inserted, along with all of its current variants.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 14
4 Creating Assemblies
An assembly is a collection of parts belonging to one device (e.g., a pushbutton with
an NO contact, the appropriate bracket, and the pushbutton head). The assembly
has its own part number and can contain subassemblies. The parts contained in
assemblies also contain information about part variants. Specially for device selection
and for reports, then, the technical data for variants will also be taken into account.
Utilities > Parts > Management
Precondition:
In the tree, you have selected the assemblies level or you have selected an assembly
part in the list.
1. Select Popup menu > New.
EPLAN automatically generates a new assembly with the part number
New_<autoincrement_number>.
2. Enter the data for the assembly into the tabs on the right side of the dialog,
first assigning a descriptive part number.
4.1 Assign assembly positions
Utilities > Parts > Management
Precondition:
You have selected an assembly and opened the Assembly tab.
1. Click on (New) to generate a line in the list of assembly positions.
The new line will be appended to the end of the list.
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2. Click [...] in the Part number field.
3. Select the desired part from the tree or list structure of parts selection.
Multiple selection is not possible here, i.e., the uppermost selected part is
always used.
4. Click [OK].
The part is written into the Part number field of the Assembly tab.
5. If necessary, overwrite the value in the Quantity field.
6. If necessary, overwrite the value of the current variant in the Variant field.
7. Repeat these steps for each additional assignment.
8. Click (delete), to remove assignments again.
9. Click (move up) and (move down), in order to change the order of
display.
10. Click [Apply] to write the entries and changes to the database without leaving
parts management.
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EPLAN Training 16
Note:
The default values for a newly generated line are taken from the line currently
selected, i.e., its data on number and part number are used. If no entry is marked,
then an empty line (with preset quantity = 1) will be generated.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 17
5 Creating Modules
Modules are needed for working with devices. They have the same properties as
parts, but additionally contain lists of subparts structured by device tag (DT) (so-
called module items). A module is thus set of parts that belong to several nested
devices (for example, a motor control unit installed in a 19" rack). It can also contain
assemblies. The parts contained in modules also contain information about part
variants. Specially for device selection and for reports, then, the technical data for
variants will also be taken into account.
Utilities > Parts > Management
Precondition:
In the tree, you have selected the modules level or you have selected a module part
in the list.
1. Select Popup menu > New.
EPLAN automatically generates a new module with the part number
New_<autoincrement_number>.
2. Enter the data for the module into the tabs on the right side of the dialog, first
assigning a descriptive part number.
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EPLAN Training 18
5.1 Assign module items
Utilities > Parts > Management
Precondition:
You have selected a module and opened the Module tab.
1. Click (New) to generate a line in the list of module positions.
The new line will be appended to the end of the list.
2. Click [...] in the Part number field.
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3. Select the desired part from the tree or list structure of parts selection.
Multiple selection is not possible here, i.e., the uppermost selected part is
always used.
4. Click [OK].
The part is written into the Part number field of the Module tab.
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EPLAN Training 20
5. Assign the device tag in the DT cell.
6. If necessary, overwrite the value in the Quantity field.
7. If necessary, overwrite the value of the current variant in the Variant field.
8. Repeat these steps for each additional assignment.
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EPLAN Training 21
9. Click (delete), to remove assignments again.
10. Click (move up) and (move down), in order to change the order of
display.
11. Click [Apply] to write the entries and changes to the database without leaving
parts management.
Note:
The default values for a newly generated line are taken from the line currently
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EPLAN Training 22
selected, i.e., its data for number, part number, and DT are used. If no entry is
marked, then an empty line (with preset quantity = 1) will be generated.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 23
6 Filtering Parts
Utilities > Parts > Management
The filtering of parts offers an effective option for limiting the number of parts
displayed, increasing ease of use. You can filter in parts management in two ways:
text-based
field-based.
The text-based filter shows in the left-hand side of the window only those parts for
which an arbitrary field in the field contains the text specified by the filter. The field-
based filter performs the search only in particular record fields (e.g., for the field
"Type number"). In this filter, the entire field contents are checked to ensure that they
match the search text.
Note:
The filtering of records is possibly only in part-indexed databases. This means that in
the "manufacturer / supplier" and "customer" databases, no filtering can be
performed!
6.1 Filter based on fields
Utilities > Parts > Management
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
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EPLAN Training 24
1. Click [...] in the Field-based filter field.
2. In the Filter dialog, select a scheme from the drop-down list and edit it as
needed, or click (New) to create a new scheme.
3. Click (New) on the toolbar for the filter criteria in order to insert a new
criterion.
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EPLAN Training 25
4. In the Criteria selection dialog, select the property to be used as a filter
criterion, or select the "OR" entry in order to specify an OR combination.
5. Click [OK].
6. Select the Active check box to use the filter settings.
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EPLAN Training 26
7. Select the Negated check box to invert the filter settings.
Example:
You have selected the "Manufacturer" criterion and set the filter to "= SIE".
Select Negated for all of the parts to be found that do not come from the
manufacturer SIE.
8. In the Operator cell, open the drop-down list of possible operators and select
the desired one.
9. In the Value cell, enter the text to be searched.
10. Repeat these steps in order to specify additional filter criteria and further limit
the selection of parts. If multiple fields are selected, they are logically
combined with AND (by default), but you can force an OR combination by
selecting OR from the Criteria selection dialog.
11. Click [OK].
12. Activate the filter setting by selecting the Active check box beside the Field-
based filter field.
Notes:
A filter criterion can also be opened in the Criteria selection dialog by double-
clicking it.
Once the filter criteria have been specified, they can be replaced by others by
clicking [...] in the Criterion field, and by simply replacing them with a different
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EPLAN Training 27
criterion from the Criteria selection dialog.
For a field-based filter, the text entered is checked to ensure that it corresponds
exactly to the data field contents.
Example:
If you filter the parts databases on, for instance, on the manufacturer short name
"HER", then parts where "HER1" is entered in the corresponding data field will not be
found.
Warning:
Wildcard characters such as * and ? must not be used in the text to be found; they
will be interpreted as "normal" characters. If data with Units are used as filter criteria,
e.g., the "Installation distance" or the "Weight" (Mounting data tab), you must enter
the corresponding value without the units if it should be used for filtering. When
filtering based on file names like the names for a graphical macro or an external
document, each file name must be entered with path and file extension.
Once a filter is used, the entire parts database is filtered, i.e., the number of parts will
be reduced and the name of the scheme displayed in the drop-down list on the left
beside the [...] button. The evaluation of filtration takes only those parts into account
which contain all the fields selected.
Example:
The following filters are defined:
Field Order number = 69932
Field Voltage type = AC.
In this case, the cable database is not searched, because a cable has an order
number, but it doesn't have a voltage type. The individual parts, however, will be
searched, because they have an order number and voltage type.
To delete an entire line from a field-based filter (Filter dialog), proceed as follows:
1. Move the cursor into a cell of the line to be deleted.
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2. Click (Delete) on the toolbar for the filter criteria, in order to delete the line
and its criteria.
6.2 Text-based filtering
Utilities > Parts > Management
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
1. Click [...] in the Full text filter field.
2. Enter the text to be searched for in the Partial text field of the Full text
search dialog. The text entered can be in this case only a part of the term to
be searched. For instance, if you filter the individual part database on the text
"capacitor", then parts will also be displayed in which the text "power
capacitor" appears.
3. Select the Match case check box if a difference should be noted between
texts such as SIE and Sie when filtering.
4. Select the part type for which you want to execute the search by selecting the
appropriate check box.
5. Click [OK].
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6. Activate the filter setting by selecting the Active check box beside the Full
text filter field.
The search text can be extended with logical operators. These are && (AND) and ||
(OR). The search always applies to one field of the part.
Example:
You are searching for SIE&&39. The part with order number SIE.62392 is found. The
part with order number SIE.55 and type number 39, on the other hand, will not be
found.
Once a filter is used, all properties of the different part types are searched, the
number of parts correspondingly reduced, and the search text is displayed in the filter
field on the left next to the [...] button.
Warning:
Wildcard characters such as * and ? must not be used in the text to be found; they
will be interpreted as "normal" characters.
When parts management is closed, text-based filters are deleted.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 30
7 Exporting Parts Data
When exporting part data, there is a difference noted between:
The export of subsets of the database
The export of selected records.
7.1 Export subsets of the database
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
Utilities > Parts > Management > [Extras] > Export
1. In the File field of of the Export records dialog, enter the file name for the
export file or click [...] to select the file interactively. The export type is
determined based on the extension of the file type (XML, text, CSV, etc.).
2. Select the desired file type from the File type drop-down list. Depending on
the export format determined here, another dialog is opened in which the
export behavior is given in more detail (e.g., how to handle separator
characters, etc.).
3. In the Part type group box, select the check boxes of the data that you would
like to export.
4. In the Trade group box, select the check boxes of the trades that you would
like to export.
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5. Change the scope of the fluid data to be exported by selecting / deselecting
the check box.
6. Click [OK].
The data is exported and a progress bar shows the process.
7.2 Export selected records
Preconditions:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
You have marked the records to be exported in the tree or in the list.
Utilities > Parts > Management > Popup menu > Export
1. In the File field of of the Export records dialog, enter the file name for the
export file or click [...] to select the file interactively. The export type is
determined based on the extension of the file type (XML, text, CSV, etc.).
2. Select the desired file type from the File type drop-down list. Depending on
the export format determined here, another dialog is opened in which the
export behavior is given in more detail (e.g., how to handle separator
characters, etc.).
3. Click [OK].
The selected data is exported and a progress bar shows the process.
Note:
If the current selection contains nodes (in the tree view) then all the records under
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EPLAN Training 32
those nodes will be exported.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 33
8 Importing Parts Data
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
Utilities > Parts > Management > [Extras] > Import
1. In the File field of of the Import records dialog, enter the file name for the
import file or click [...] to select the file interactively. The import type is
determined based on the extension of the file type (XML, text, CSV, etc.).
2. Select the desired file type from the File type drop-down list. Depending on
the import format determined here, another dialog is opened in which the
import behavior is given in more detail (e.g., how to handle separator
characters, etc.).
3. Use the options to specify the treatment of new or existing records during
import.
4. Click [OK].
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 34
9 Editing Master Person Data
Utilities > Parts > Management
In the Parts management dialog, you can create, edit, and organize your master
data. Using [Extras] > Settings, select the database you want to edit.
In the left area of the dialog, the data to be managed is displayed in a tree or list,
where the hierarchical structure of the tree contains the following main groups:
Electrical engineering
Fluid power
Mechanics
Construction
Connection points
Customers
Manufacturers / suppliers.
Warning:
The master person data can only be viewed and edited in the tree structure; the list
shows only the parts data but no manufacturers, suppliers, or customers.
9.1 Create master person data
Utilities > Parts > Management
Precondition:
In the tree, you have selected the level of customers or manufacturers / suppliers.
1. Select Popup menu > New.
EPLAN automatically generates a new record with the short name
New_<autoincrement_number>.
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2. Enter the data for the customer or manufacturer / supplier into the Address
tab on the right side of the dialog, first assigning a descriptive short name.
Note:
The short names of customers and manufacturers / suppliers must be unique. If you
accidentally enter a name which already exists, EPLAN warns you as soon as you
click [Apply] or [Close]. The record can only be saved after you have assigned a
new name.
9.2 Copy / cut master personal data
Utilities > Parts > Management
Precondition:
In the tree, you have selected exactly one customer or manufacturer / supplier.
1. Select the Popup menu > Copy or Popup menu > Cut.
The customer (manufacturer / supplier) is copied into the Clipboard. When
cutting, it is also removed from the list.
9.3 Paste master personal data
Utilities > Parts > Management
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Precondition:
You have copied or cut a customer (manufacturer / supplier) into the buffer.
1. Choose Popup menu > Paste.
EPLAN creates the new record in the current level of the hierarchy with the
short name <original_short_name>_1.
2. Edit the copied data in the Address tab on the right side of this dialog, or enter
new data.
Example:
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The copies of the customer AEG are AEG_1, AEG_2, etc.
9.4 Enter master personal data
Utilities > Parts > Management
Precondition:
You have selected the desired customers or manufacturers / suppliers.
1. Use the Address tab on the right side of the dialog to enter data for the
selected record or records.
If multiple records are selected, then only that data is shown which is
identical or undetermined (i.e., "empty"); this can be entered or changed
globally for all selected records.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 38
10 Editing Prices
10.1 Specify price information
Utilities > Parts > Management
Precondition:
You have defined the currencies and currency abbreviations in the settings ([Extras]
> Settings > [Currency]).
1. Select the Prices / Other for the selected part or parts.
2. Enter the data.
Example:
Assume you want to order cables. The manufacturer sells the cables in lots of 4 rolls
at 25 m each for 200 US dollars per lot. The minimum order amount is thus 100 m of
cable. The price unit is "25", the quantity unit "m", and the quantity per packaging "4".
So you enter the following values into the fields:
Price unit: 25
Quantity unit: m
Quantity/packaging: 4
Purchase price/unit: 50 USD
Purchase price/package: 200 USD
10.2 Calculate purchase price
Utilities > Parts > Management
Precondition:
You have defined the currencies and currency abbreviations in the settings ([Extras]
> Settings > [Currency]).
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1. Select [Extras] > Prices for the selected part or parts.
2. Specify which purchase prices should be calculated by selecting the
appropriate option.
Note:
You can only select one option at a time for a currency, i.e., you can calculate either
the "Purchase price/unit" or the "Purchase price/package".
Example:
Assume that the purchase price per package is 200 US dollars for the cable, and the
Quantity/packaging is "4". You can now calculate the other purchase price by
selecting the option Purchase price/unit for currency 1 in the Calculate prices
dialog, and clicking [OK]. The purchase price/unit will then be displayed as "50 USD"
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for currency 1 on the Prices / Other tab.
There is no currency conversion via the options for the Currency 2 field in the
Calculate prices dialog, but rather a purchase price calculation. For this to work,
however, you must enter a purchase price in the field for currency 2 in the Prices /
miscellaneous tab.
10.3 Convert currencies
Utilities > Parts > Management
Precondition:
You have defined the currencies and currency abbreviations in the settings ([Extras]
> Settings > [Currency]).
1. Select [Extras] > Currencies for the selected part or parts.
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2. In the Convert group box of the Convert currencies dialog, specify the
direction in which conversion should be performed.
3. In the Selection group box, specify which prices should be converted. Select
the appropriate check box or check boxes.
Note:
In the Currencies group box of this dialog, the specified exchange rate configured
under [Extras] > Settings > [Currency] is displayed.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 42
11 Managing Multilingual Parts Data
Utilities > Parts > Management
If you want to use foreign-language designations, for instance for deliveries overseas,
you can create and edit the master parts data in different languages. A display
language can then be defined for parts management which is independent of the
display language currently selected in EPLAN, and foreign-language entries for the
following fields can be managed:
Designation 1 3 (General tab)
Description (General tab)
Function group (Technical data tab)
Mounting site (Mounting data tab)
Description 1 - 100 (Free properties tab).
11.1 Translate text automatically
Utilities > Parts > Management
Precondition:
You have positioned the mouse cursor in one of the fields listed above for one or
more part(s) and entered the text in the source language.
1. Choose the Popup menu > Translate.
If there are already translations in the dictionary for the term entered, the
Found words dialog is opened, listing all the texts in the source language
beginning with the letters entered.
2. In the Found words dialog, select the matching translation text by double-
clicking or by clicking [OK].
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3. Edit the translation text in the Multilingual input.
If no translations are entered in the dictionary, then the Multilingual input
dialog is opened, in which you can enter a new translated text.
4. Click [OK].
Example:
Enter the text "Tacho" into the "Designation 2" field. Select Popup menu >
Translate. The Found words dialog lists the following entries:
DE: Tacho EN: Tachometer
DE: Tachogenerator EN: Tachometer generator
Double-click the entry you want. The Multilingual input is opened and you can edit
the translation.
11.2 Enter translation texts
Utilities > Parts > Management
Precondition:
You have positioned the mouse cursor in one of the fields listed above for one or
more part(s) and entered the text in the source language.
Parts Management
EPLAN Training 44
1. Select Popup menu > Multilingual input.
2. In the Multilingual input dialog, enter the translation text.
3. Click [OK].
Parts Management
EPLAN Training 45
11.3 Delete translation texts
Utilities > Parts > Management
Precondition:
You have positioned the cursor in one of the fields listed above for one or more parts.
1. Select Popup menu > Remove translations.
The translation texts of the currently selected field are deleted.
This functionality is only available for certain module packages. Info
Parts Management
EPLAN Training 46
12 Using the List View
Utilities > Parts > Management
In addition to the tree view, which shows the data in a hierarchical structure, the List
tab is available, with which you can display all parts, but not manufacturers,
suppliers, or customers; only those properties are displayed which all parts have (for
instance, part numbers, product group, etc.).
List and tree update each other. This means that if a part is selected in the tree, it is
also selected in the list (and vice versa). If a node (that is, a hierarchical level) is
selected in the tree, then in the list, the first part is selected which is located below
that level.
The field-based, full text, and automatic filters are also used in the list view.
12.1 Configure list view
Precondition:
You have selected the List tab.
Popup menu > Configure columns
Parts Management
EPLAN Training 47
1. In the Column configuration dialog, select the properties which should be
displayed in the list, by selecting the corresponding check box.
Parts Management
EPLAN Training 48
2. Use the buttons on the toolbar to influence the order of the display.
3. Select two properties and click (Exchange).
The positions of both properties are exchanged.
4. Click [OK].
The display in the list is adjusted.
Parts Management
EPLAN Training 49
Rights Management
EPLAN Training 1
Rights Management
Rights Management
EPLAN Training 2
1 Managing Users ............................................................................................3
1.1 Create users .............................................................................................3
1.2 Edit users..................................................................................................4
1.3 Delete users..............................................................................................6
1.4 Assign users to groups .............................................................................7
2 Managing User Groups ................................................................................9
2.1 Create user groups ...................................................................................9
2.2 Edit user groups......................................................................................10
2.3 Delete user groups..................................................................................11
2.4 Assign editing rights to groups................................................................11
3 Logging on or Changing Users .................................................................13
3.1 Log on users ...........................................................................................13
3.2 Switch users............................................................................................13
This functionality is only available for certain module packages. Info
Rights Management
EPLAN Training 3
1 Managing Users
The rights management allows you to create users and assign them to particular user
groups. You can also subsequently edit or delete users.
1.1 Create users
Utilities > Rights management
1. To the left of the Rights management dialog, select the User folder, and click
[New].
2. In the User dialog, enter a name and short description of the new user.
Note:
In EPLAN, the user name is always managed in capital letters (as in
Windows). This means that, in EPLAN, the users "Paul Smith" and "PAUL
SMITH" define the same person with the same rights.
Rights Management
EPLAN Training 4
3.
4. You can assign a password in the Password field. To avoid typing errors on
entry, you must enter the password a second time into the Confirm password
field.
To ensure protection of your input, the password is not displayed in plain
text but rather as * characters.
5. Click [OK].
The dialog is closed and you are returned to the Rights management
dialog. The user is now created in EPLAN, but still has no editing rights since
they do not yet belong to a group.
6. Assign the user to one or more groups as described in the section "Editing
Users".
The user received the appropriate editing rights.
1.2 Edit users
Utilities > Rights management
Rights Management
EPLAN Training 5
1. To the left of the Rights management dialog, select the User folder.
2. Select a (self-defined) user name in the right-hand field and click [Edit].
3. In the User dialog, change the name, description and password and then click
[OK].
The dialog is closed and the changed data is displayed in the Rights
management dialog.
Rights Management
EPLAN Training 6
1.3 Delete users
Utilities > Rights management
Note:
The EPLAN pre-defined users cannot be changed or deleted.
1. To the left of the Rights management dialog, select the User folder.
Rights Management
EPLAN Training 7
2. Select a (self-defined) user name in the right-hand field and click [Delete].
After confirmation of the warning message, the user name is deleted.
1.4 Assign users to groups
Utilities > Rights management
Rights Management
EPLAN Training 8
1. in the Rights management dialog, click the plus sign next to the User folder
to open the folder and select a user name.
The existing user groups are displayed in the right-hand side of the dialog.
2. Select the check box corresponding to the user groups for which you wish the
user to be a member of.
The editing rights of the respective groups are assigned to the user. The
assignments are stored as soon as you leave the dialog by clicking [OK].
This functionality is only available for certain module packages. Info
Rights Management
EPLAN Training 9
2 Managing User Groups
The rights management allows you to create user groups and assign particular
editing rights to them. You can also subsequently edit or delete user groups.
2.1 Create user groups
Utilities > Rights management
1. To the left of the Rights Management dialog, select the Groups folder, and
click [New].
2. In the Group dialog, enter a name and short description of the allowed editing
rights of the new user group.
Rights Management
EPLAN Training 10
3. Click [OK].
The group is created but editing rights have not yet been assigned.
4. Assign editing rights to the group as described under "Editing user groups".
2.2 Edit user groups
Utilities > Rights management
1. To the left of the Rights management dialog, select the Group folder.
2. Select a (self-defined) user group in the right-hand field and click [Edit].
3. In the Group dialog, change the name or description.
4. Click [OK].
Rights Management
EPLAN Training 11
The dialog is closed and the changed data is displayed in the Rights
management dialog.
2.3 Delete user groups
Utilities > Rights management
Note:
The EPLAN pre-defined user groups cannot be changed or deleted.
1. To the left of the Rights management dialog, select the Group folder.
2. Select a (self-defined) user group in the right-hand field and click [Delete].
After confirmation of the warning message, the group name is deleted.
2.4 Assign editing rights to groups
Utilities > Rights management
1. in the Rights management dialog, click the plus sign next to the Group folder
to open the folder and select a user group.
Rights Management
EPLAN Training 12
The existing editing rights are displayed in the right-hand side.
2. Select the check box in front of the user groups in which the current user is to
be a member. Click the plus sign to open the subordinate rights.
If all subordinate rights are deselected, then the check box for the
superordinate entry is displayed in gray.
Tip:
The editing rights are thematically grouped. You can assign the entire editing
rights for a particular thematic area by selecting the check box in front of
the superordinate entry.
3.
4. Click [OK].
The editing rights are assigned to the respective groups.
This functionality is only available for certain module packages. Info
Rights Management
EPLAN Training 13
3 Logging on or Changing Users
Precondition:
You are using the "Logon" operating mode.
3.1 Log on users
The Logon dialog is automatically displayed when EPLAN starts.
1. Enter the user name and password and click [OK].
EPLAN checks if the user is correctly set up and the password is correct. If
this is the case then you are logged on under your user name.
3.2 Switch users
1. Select the menu item Project > Switch user.
2. Enter the user name and password into the Logon dialog and click [OK].
EPLAN checks if the user is correctly set up and the password is correct. If
this is the case then you are logged on under the new user name.
Rights Management
EPLAN Training 14
Revision Control
EPLAN Training 1
Revision Control
Revision Control
EPLAN Training 2
1 Completing Projects and Pages ..................................................................3
1.1 Complete pages........................................................................................3
2 Generating Revisions...................................................................................5
3 Generating Comparison Projects................................................................6
3.1 Show revisioned project / comparison projects.........................................6
4 Comparing Projects......................................................................................8
5 Specifying Comparison Settings...............................................................10
6 Adding Revision Markers...........................................................................12
6.1 Add revision markers after a project comparison....................................12
7 Displaying or Hiding Revision Markers ....................................................14
7.1 Display revision markers.........................................................................14
7.2 Hide revision markers .............................................................................14
7.3 Find revision modifications in properties.................................................15
8 Removing Revision Markers......................................................................16
9 Removing Write Protection........................................................................17
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 3
1 Completing Projects and Pages
In EPLAN, projects can be completed at any time. The project is then write-protected
and can no longer be changed. A completed project is stored in the project directory
with the extension *.elr.
Precondition:
You have opened a project.
1. Select the menu item Utilities > Revision control > Complete project.
If you have not yet completed all of the pages of the project, a message will
be displayed.
2. Click [Yes] in the message window in order to use the comments on the
revision as the description for the page modification. (If you click [No], the
process will be canceled, and you can complete the pages manually).
First, all of the pages are completed. The project is then write-protected
(i.e. it is written as an *.elr project).
1.1 Complete pages
1. Select the project or the modified pages in the page overview, and select the
menu item Utilities > Revision control > Complete pages.
2. In the Description of the page modification dialog, you can enter the
revision data (index, description, and reason for change) for the modified
pages.
3. Click [OK].
The marker on the pages as "draft" is removed.
Revision Control
EPLAN Training 4
The revision data is saved to the modified pages.
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 5
2 Generating Revisions
Precondition:
You have opened a project.
Utilities > Revision control > Generate revision
1. In the Generate revision dialog, enter a name for the revision in the Revision
name field.
2. In the Comment field you can enter a short description of the revision, but the
field may also be left blank.
3. Click [OK].
EPLAN generates the revision and is then saved with the extension *.ell.
If a page is then modified, it is marked as a "draft".
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 6
3 Generating Comparison Projects
Precondition:
You have selected a project in the page navigator.
Utilities > Revision control > Generate comparison project
1. In the Generate comparison project dialog, enter a name for the comparison
project in the Project name field.
2. In the Comment field you can enter a short description of the comparison
project, but the field may also be left blank.
3. Select the check box Generate temporary comparison project if you would
like to generate a non-write-protected project that you can delete again later.
4. Click [OK].
EPLAN generates the comparison project with the file extension *.elr.
3.1 Show revisioned project / comparison projects
In order to show revised projects or comparison projects in the page navigator,
proceed as follows:
1. Select the menu item Project > Open.
2. In the Open project dialog in the Files of type field, select the entry "Revision
of EPLAN project (*.elr)".
Revision Control
EPLAN Training 7
3. Select the desired project (if necessary, switch to a different directory) and
click [Open].
The selected project is shown in the page navigator.
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 8
4 Comparing Projects
Differences between two projects are registered by comparing particular properties
with one another. In the Compare projects dialog, you can determine which projects
will be compared. The properties to be compared are determined in the Comparison
settings dialog. If the value of the properties is identical for two projects, then no
difference is registered between them.
Preconditions:
The result of the comparison is written to a MS Access database. To be able to
interpret a comparison run, you therefore need to have the program MS
Access installed on your computer.
The database for the result of the project comparison is determined in the project
settings in the Settings: Revision dialog.
1. Select the desired project in the page navigator and select the menu item
Utilities > Revision control > Compare projects.
2. In the Compare projects dialog, select the check box Show only associated
comparison projects.
Then only the comparison projects of the marked project will be shown in
the list. Otherwise, the list will show all of the projects in the project directory
(except for the one marked).
3. In the list, select Compare with to select the comparison project you would
like to compare with the currently opened project.
4. In the Comparison settings field, select the scheme which determines the
settings for the comparison. (If you have not stored your own schemes, then
only the standard scheme will be offered here. In this case create a new
scheme by Specifying comparison settings.)
Revision Control
EPLAN Training 9
5. In the Text field, enter the text to be used to mark the revision changes in the
properties.
6. Click [OK].
The comparison run is executed and the result of the comparison is written
to the given database.
To make the modifications visible in the project, you must generate revison
markers.
Notes:
Such a comparison run can take a relatively long time for large projects; this also
depends on the number of properties you have selected for comparison. It can
therefore make sense to execute runs overnight or on a dedicated computer.
To evaluate the results of a comparison run, you will need an external database
program, such as MS Access.
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 10
5 Specifying Comparison Settings
In the Comparison settings dialog, you have the option of determining in detail
which properties should be compared with one another. The settings are stored in a
scheme. You can create different schemes for different tasks, and retrieve settings
together whenever needed.
1. In the Compare projects dialog, click [...] beside the Comparison settings
field.
2. From the drop-down list in the Comparison settings dialog, select a user-
defined scheme that you would like to change, or use (New) to create a
new scheme.
3. In the tabs in the lower part of the dialog, you can determine the properties of
the different objects which should be compared. These tabs are all structured
in the same way: In the Do not compare field, all of the properties are initially
selected that can be compared. The properties in the Compare field are those
which have been selected for comparison.
4. In the field Do not compare, select the desired properties, and move them
using the arrow button into the Compare field.
5. To undo the selection, if necessary, use the second arrow button to move the
property selected in the Compare field back into the Do not compare field.
6. Click [OK].
Your settings are saved in the scheme selected, and then you are returned
to the Compare projects dialog.
Revision Control
EPLAN Training 11
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 12
6 Adding Revision Markers
Revision markers can be generated in two ways:
If you have created a revision and are still working in it, changes are
automatically marked ("change tracking").
If you have compared two projects, you must first generate the revision markers
in order to show the changes in the project.
Revision changes in the schematic are shown with graphical markers. Under the
project settings in the Settings: Revision dialog, define the appearance and size of
this graphic.
Changes in properties are shown with marker text entered into the "Revision marker
(change tracking)" or "Revision marker (project comparison)" properties. In addition,
the modified object is shown with a graphical marker.
In change tracking, this text is generated automatically, but it can be changed.
Formatting is determined in the project settings in the Settings: Revision dialog.
In a project comparison, you enter this text in the Compare projects dialog.
6.1 Add revision markers after a project comparison
Preconditions:
You have already executed a comparison run, so that changed information is
present in the database for the comparison result.
The project into which you would like to write the revision markers is open.
Utilities > Revision control > Add revision markers
1. In the Open dialog, select the database in which the results of the comparison
run are stored. By default, the database Revision.mdb is set in the
..\Projects directory.
2. Click [OK].
EPLAN writes the revision markers into the project.
Revision Control
EPLAN Training 13
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 14
7 Displaying or Hiding Revision Markers
The revision markers can be displayed or hidden as needed. This is independent of
whether they were generated through change tracking or by project comparison.
7.1 Display revision markers
Precondition:
You have generated revision markers in the project.
1. Select the menu item View > Revision markers.
A check mark before the menu item signifies that the item is activated.
The revision markers are displayed in the project.
2. If necessary, update the display using the menu item View > Redraw.
7.2 Hide revision markers
Precondition:
The display of revision markers is activated.
1. Select the menu item View > Revision markers.
The revision markers will be hidden.
2. If necessary, update the display using the menu item View > Redraw.
Revision Control
EPLAN Training 15
7.3 Find revision modifications in properties
Modified objects (even the objects to where their hidden properties have been
changed) are shown on the page with a graphical marker.
If you move the mouse pointer over a changed object in a revision, then a tooltip is
displayed containing information about the revision.
To make it easier to find changes in the properties of objects, you can use the Find
function.
Find > Find
1. In the Find function in the Find what field, enter the text that you provided for
the idenfication of revision changes in the Compare revision dialog.
2. In the Search in group box, select the All properties of all components
check box.
3. In the Search location group box, determine whether the entire project or only
the current page should be searched, and then select the Logic pages check
box.
4. Click [OK].
The results of the search are displayed in the Search results dialog.
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 16
8 Removing Revision Markers
You can remove revision markers created via change tracking or a project
comparison from the project separately.
Precondition:
You have opened a project containing revision markers.
Utilities > Revision control > Delete revision markers
1. In the Delete revision markers dialog, select which markers you would like to
delete: Check the corresponding check boxes.
2. Click [OK].
The selected revision markers will be deleted from the current revision.
This functionality is only available for certain module packages. Info
Revision Control
EPLAN Training 17
9 Removing Write Protection
Completed projects and comparison project are always write-protected. Only
temporary comparison projects are not write-protected. However, it is possible to
remove the write protection if necessary.
Precondition:
You have opened a write-protected project.
Utilities > Revision control > Remove write protection
EPLAN removes the write protection from the project.
Note:
You can reactivate the write protection by completing the project.
Revision Control
EPLAN Training 18
Dictionaries
EPLAN Training 1
Dictionaries
Dictionaries
EPLAN Training 2
1 Opening a Dictionary....................................................................................3
2 Creating a Dictionary....................................................................................5
2.1 Add dictionary language ...........................................................................6
2.2 Delete dictionary language .......................................................................7
3 Creating Keywords .......................................................................................9
4 Searching, Editing, and Deleting Keywords.............................................11
4.1 Find and edit keywords ...........................................................................11
4.2 Deleting Keywords..................................................................................11
5 Not Translating a Word in the Project Pages ...........................................13
6 Entering a Separator Suggestion ..............................................................14
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 3
1 Opening a Dictionary
As standard, EPLAN dictionaries are stored in the ..\Translation directory.
1. Select Utilities > Translation > Edit dictionary > Management tab.
2. Click [...] next to the Dictionaries field.
Dictionaries
EPLAN Training 4
3. Select the directory where the dictionary is located.
4. Select the Microsoft Access-Datenbanken (*.mdb) file type and then
select the desired file.
5. Click [Open].
The dictionary is entered into the Dictionary field. You can now edit it.
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 5
2 Creating a Dictionary
You can create and manage multiple dictionaries. Select the appropriate dictionary
for each of your projects.
Utilities > Translation > Edit dictionary > Management tab
1. Select [Extras] > New.
2. To create a new database for the dictionary, enter a file name into the File
name field and select the Microsoft Access databases (*.mdb) file type.
Dictionaries
EPLAN Training 6
3. Click [Save].
2.1 Add dictionary language
1. In the Management tab, use [...] to select the dictionary to which you wish to
add a dictionary language.
2. Click (New) next to the Dictionary language field.
EPLAN displays all of the languages that can be accepted into the
dictionary.
Dictionaries
EPLAN Training 7
3. One after the other, select all of the languages that should be available in the
dictionary.
2.2 Delete dictionary language
1. In the Management tab, use [...] to select the dictionary from which you wish
to remove a dictionary language.
Dictionaries
EPLAN Training 8
2. Select a language in the Dictionary languages field.
3. Click (Delete).
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 9
3 Creating Keywords
You can add an unlimited number of keywords to the dictionary. Keywords are case-
sensitive. Each keyword has a source language. The keyword always must contain a
translation text in the source language, because this text is used as a reference for all
of the other target languages.
Precondition:
You have created a dictionary or have access to a dictionary.
You have opened a dictionary.
Utilities > Translation > Edit dictionary > Edit words tab
1. Select the source language for the current keyword in the Source language
field.
Example:
If you specify de_DE, German will be the source language for all of the other
target languages.
2. To create a keyword, click (New).
EPLAN places the insertion mark in the Keyword field in the line for the
source language translation text.
3. First enter the source language translation text in the Keyword field.
4. Then enter the translation texts for the other dictionary languages in the
Keyword field.
Dictionaries
EPLAN Training 10
5. If desired, enter a short description into the Comment field.
6. Click (Save).
The keyword is added on the left in the list of keywords.
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 11
4 Searching, Editing, and Deleting Keywords
A keyword is always stored in the dictionary in a source language.
Precondition:
You have access to a dictionary containing keywords.
You have opened a dictionary.
Utilities > Translation > Edit dictionary > Edit words tab
4.1 Find and edit keywords
1. In the Source language field, select the language that is used for the keyword
in the dictionary.
2. Specify the desired keyword in the Find field.
If the keyword is in the dictionary, EPLAN shows the matching keyword in
the keyword list.
3. Select the keyword and edit the translation texts in the Keyword field.
4. Click (Save).
4.2 Deleting Keywords
1. Select the keyword in the keyword list.
Dictionaries
EPLAN Training 12
2. In the Keyword field click (Delete).
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 13
5 Not Translating a Word in the Project Pages
You can define the words that are not to be translated. These words are therefore
fixed terms and are ignored in the translation process. The setting is only valid for
word-by-word translation.
Precondition:
You have access to a dictionary containing keywords.
You have opened a dictionary.
Utilities > Translation > Edit dictionary > Do not translate tab
1. Click (New).
2. Specify the desired word in the Word not to be translated field.
3. Click (Save).
The word is added to the word list.
This functionality is only available for certain module packages. Info
Dictionaries
EPLAN Training 14
6 Entering a Separator Suggestion
A separator enables you to separate a keyword at a desired location. If you add a
line break to a project text, the translated texts will have a line break at the location
indicated by the separator suggestion.
Precondition:
You have access to a dictionary containing keywords.
You have opened a dictionary.
Utilities > Translation > Edit dictionary
1. Select the Edit words tab.
2. In the Source language field, select the language that is used for the keyword
in the dictionary.
3. In the Find field enter the existing keyword, and select it in the keyword list.
4. Place the mouse pointer in the Keyword field where it is that you would like to
insert the separator suggestion in the translation text.
The mouse pointer changes into an insertion marker.
5. Press the "Pipe" key [|].
EPLAN inserts a vertical line.
Example:
Tacho|meter
Dictionaries
EPLAN Training 15
6. Click (Save).
Dictionaries
EPLAN Training 16
Translation
EPLAN Training 1
Translation
Translation
EPLAN Training 2
1 Defining a Dictionary....................................................................................3
2 Generally Translating / Not Translating Texts and Properties..................4
2.1 Text elements ...........................................................................................4
2.2 Path function texts ....................................................................................5
2.3 Properties .................................................................................................6
3 Generally Translating / Not Tanslating Page Types...................................8
3.1 Select page types for translation...............................................................8
3.2 Exclude page types from the translation...................................................9
4 Defining the Translation and Display Languages....................................11
4.1 Specify translation languages .................................................................11
4.2 Specify display languages ......................................................................12
5 Performing a Test Translation of the Text ................................................13
6 Translating During Data Entry ...................................................................14
7 Performing a Translation ...........................................................................19
8 Deleting Translation From a Project .........................................................20
9 Exporting the Missing-word List ...............................................................23
9.1 Export individual words or sentences......................................................23
9.2 Specify source language.........................................................................24
9.3 Specify and export target languages.......................................................27
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 3
1 Defining a Dictionary
You have to select a dictionary in order to translate a project. This selection is saved
on a user basis.
Precondition:
You have access to a dictionary containing keywords.
Utilities > Translation > Settings
1. Select the User tab.
2. Next to the Dictionary field click [...] and select the desired dictionary in the
Open dictionary dialog.
All languages in the dictionary are displayed in the Dictionary languages
field.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 4
2 Generally Translating / Not Translating Texts
and Properties
If you do not want to translate all of the texts and properties in the project, you can
generally exclude texts and properties from the translation. These settings are stored
on a per project basis.
Precondition:
You have opened a project.
Utilities > Translation > Settings
2.1 Text elements
Text elements are schematic elements that you insert in the schematic via the menu
items Insert > Graphic > Text. Text elements are not generated from project data.
1. Select the Extent tab.
Translation
EPLAN Training 5
2. To select text elements for translation, select the Free texts check box.
3. To exclude text elements from translation, deselect the Free texts check box.
2.2 Path function texts
1. Select the Extent tab.
2. To select path function texts for translation, select the Path function texts
check box.
3. To exclude path function texts from translation, deselect the Path function
texts check box.
Translation
EPLAN Training 6
2.3 Properties
Texts whose contents are generated from properties and project data are placed in
project pages. Texts whose contents are generated from descriptive properties can
be translated. These properties are divided into the item, form, plot frame, project,
page, symbol, and symbol library areas.
1. Select the Extent tab.
2. Select the desired file range from the Extent drop-down list.
3. To select a property for the translation, select the check box in front of the
desired property.
4. To exclude a property from the translation, deselect the check box in front of
the desired property.
Translation
EPLAN Training 7
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 8
3 Generally Translating / Not Tanslating Page
Types
If you do not want to translate all of the pages from a project you can generally
exclude page types from the translation. Pages of that type will then be excluded
from the translation. These settings are stored on a per project basis. The page type
of a selected page is displayed in the Pages - <Project Name> navigator dialog via
Popup menu > Properties in the Page type field.
Precondition:
You have opened a project.
Utilities > Translation > Settings
3.1 Select page types for translation
1. Select the Translatable pages tab.
All of the available page types in EPLAN are displayed.
Translation
EPLAN Training 9
2. To select one page type for the translation, select the check box in front of the
desired page type.
3. To select multiple page types, hold down the [CTRL] key or the [SHIFT] key,
select all of the desired page types, and then select the check box in front of
one of the selected page types.
3.2 Exclude page types from the translation
1. Select the Translatable pages tab.
All of the available page types in EPLAN are displayed.
2. To exclude one page type for the translation, deselect the check box in front of
the desired page type.
Translation
EPLAN Training 10
3. To exclude multiple page types from the translation, hold down the [CTRL]
key or the [SHIFT] key, select all of the desired page types, and then deselect
the check box in front of one of the selected page types.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 11
4 Defining the Translation and Display
Languages
The translation languages determine the languages in which the text is translated. All
translated texts are stored in the project and can be removed from the project via
Remove translation. The display languages, determine which of the translation
languages will be displayed in the project pages.
Precondition:
You have opened a project.
Utilities > Translation > Settings
4.1 Specify translation languages
1. Select the Project tab.
2. In the Translation group box next to the Languages field click (New).
Translation
EPLAN Training 12
3. From the drop-down list select all of the languages into which the project
should be translated.
4.2 Specify display languages
1. Select the Project tab.
2. In the Display group box next to the Languages field click (New).
3. From the drop-down list select all of the languages in which the project pages
should be displayed.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 13
5 Performing a Test Translation of the Text
If for individual project texts you would like to check whether translation texts exist in
the right language in the dictionary, you have to first create a text project. You have
the option of performing test translations of texts.
Precondition:
You have opened a project.
You have defined the translation settings.
Utilities > Translation > Test input
1. Enter a text in the input field that is to be translated.
2. Click [Translate].
If EPLAN finds translated texts assigned to the source text, they will be
entered into the list below.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 14
6 Translating During Data Entry
Translate during data entry means that EPLAN will translate the project text while you
are entering it.
Preconditions:
You have opened a project.
You have defined a dictionary.
You have defined the translation and display languages.
Utilities > Translation > Settings
1. Select the Project tab, then select the Translate on input check box and click
[OK].
Translation
EPLAN Training 15
2. Select the menu item Page > Navigator.
Translation
EPLAN Training 16
3. Double-click a page.
Translation
EPLAN Training 17
4. Select the menu item Insert > Graphic > Text.
Translation
EPLAN Training 18
5. In the Properties dialog in the Text tab, enter a word that is already in the
selected dictionary as a keyword with translation texts.
6. Click [OK].
The translated text is shown.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 19
7 Performing a Translation
During translation you can translate across multiple pages.
Preconditions:
You have opened a project that contains translatable texts.
You have defined a dictionary.
You have determined which texts and page types can generally be translated.
You have defined the translation and display languages.
1. Select a project, pages, or schematic elements.
2. Select the menu items Utilities > Translation > Translate.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 20
8 Deleting Translation From a Project
When removing the translation from the project the translation texts of one or more
translation languages will be deleted from the project. In doing so, the translation
texts not shown in the project will also be deleted.
Preconditions:
You have opened a project.
The project contains translation texts.
Page > Navigator
1. In the Pages - <Project Name> navigator dialog, select the project from which
the translation texts are to be deleted.
Translation
EPLAN Training 21
2. Select the menu items Utilities > Translation > Remove translation from
project.
In the Select languages dialog, all of the translation languages that you
have selected in the project-related settings as translation languages are
displayed.
3. Press the [CTRL] key and in the Select language dialog select all of the
translation languages whose translation texts should be deleted.
4. Click [OK].
Translation
EPLAN Training 22
The translation texts are deleted. The selected languages are no longer
translation languages.
This functionality is only available for certain module packages. Info
Translation
EPLAN Training 23
9 Exporting the Missing-word List
You can export project texts that EPLAN couldn't translate as missing-word lists.
These project texts can then be translated into one or more languages outside of
EPLAN and reimported.
Precondition:
You have opened a project.
9.1 Export individual words or sentences
A project can be translated by word or sentence. It is therefore possible to export the
missing-word list in individual words or in full sentences.
1. Select the menu item Utilities > Translation > Settings.
Translation
EPLAN Training 24
2. Select the Project tab.
3. To export full sentences select the Translate whole sentences only check
box.
4. To export individual words deselect the Translate whole sentences only
check box.
9.2 Specify source language
The source language here is the language for which you already have translation
text. The source language is the language at the top of the list of display languages.
Precondition:
The project must contain texts in the source language.
Translation
EPLAN Training 25
1. Select the menu item Utilities > Translation > Settings.
Translation
EPLAN Training 26
2. Check whether the desired source language is listed as the translation
language in the Translation group box in the Languages field.
3. If the language is not present, click (New), and select the desired language.
4. Check whether the desired source language is listed as the translation
language in the Display group box in the Languages field.
5. If the language is not present, click (New), and select the desired language.
6. Select the desired language in the Display group box in the Languages field.
Translation
EPLAN Training 27
7. Click (up one row) until the language is in the first row.
9.3 Specify and export target languages
The target languages are the languages for which you have no translation text. The
missing-word list can be exported for one or more target languages.
1. Select the menu item Utilities > Translation > Settings.
Translation
EPLAN Training 28
2. Check whether the desired target languages are listed as the translation
languages in the Translation group box in the Languages field.
3. If the languages are not present, click (New), and select the desired
languages.
4. Click [OK].
Translation
EPLAN Training 29
5. Select the menu item Page > Navigator.
Translation
EPLAN Training 30
6. To export a missing-word list for the entire project, select the project name in
the Pages - <Project Name> navigator dialog.
7. To export a missing-word list for one or more pages, select one or more pages
in the Pages - <Project Name> navigator dialog.
8. To export a missing-word list for individual, translatable schematic elements,
double-click a page, and select the desired schematic elements in the
graphical editor.
Translation
EPLAN Training 31
9. Select the menu items Utilities > Translation > Export missing-word list.
10. In the Export missing-word list select and save the location as well as a file
type.
11. In the File name field enter a file name and click [Save].
Translation
EPLAN Training 32
12. Press [Ctrl] and select the desired target languages in the Languages dialog.
13. Click [OK].
Translation
EPLAN Training 33
Panel Layout
EPLAN Training 1
Panel Layout
Panel Layout
EPLAN Training 2
1 Placing Mounting Panels..............................................................................3
1.1 Place mounting panels from parts management.......................................3
1.2 Freely placing mounting panels ................................................................5
2 Placing Items on the Mounting Panel .........................................................7
3 Placing Items Without Schematic..............................................................10
4 Placing Items on the DIN Rail ....................................................................13
5 Plotting Locked Areas................................................................................15
6 Editing and Displaying Part Placement Properties..................................17
7 Checking the Part Placements...................................................................21
8 Generating Legends ...................................................................................23
8.1 Create page legends...............................................................................23
8.2 Create window legends...........................................................................27
8.3 Prevent window legends .........................................................................30
9 Editing Legend Positions...........................................................................33
10 Updating the Main Elements......................................................................37
11 Updating the Part Dimensions...................................................................39
12 Using Jump Functions ...............................................................................41
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 3
1 Placing Mounting Panels
When placing mounting panels on "Panel layout" pages, a distinction is made
between placing a part from the parts management system and "free" placement
using the properties dialog.
1.1 Place mounting panels from parts management
Preconditions:
You have opened a project.
You are in the graphical editor on an "Panel layout" page.
Project data > Devices / parts > Panel layout > Generate mounting panel
1. In the Part selection dialog, in the generic product group Mechanics, open
the hierarchy level Housing.
2. Select the desired housing part.
Panel Layout
EPLAN Training 4
3. Click [OK].
The mounting panel symbol is scaled to the entered size (only values larger
than 0.0 are accepted!) and hangs on the cursor.
4. Place the symbol.
The Properties <...>: Mounting panel dialog is opened.
5. Enter a device tag in the Displayed DT field on the Mounting panel tab.
6. If necessary, assign further properties to the mounting panel.
7. Click [OK].
Panel Layout
EPLAN Training 5
The mounting panel is created.
1.2 Freely placing mounting panels
Preconditions:
You have opened a project.
You are in the graphical editor on an "Panel layout" page.
1. Select Insert > Box / connection point / mounting panel > Mounting panel.
The box symbol representing the mounting panel hangs on the cursor.
Panel Layout
EPLAN Training 6
2. Place the rectangle representing the mounting panel.
The Properties <...>: Mounting panel dialog is opened.
3. Enter a device tag in the Displayed DT field on the Mounting panel tab.
4. If necessary, assign further properties to the mounting panel.
5. Click [OK].
The mounting panel is created.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 7
2 Placing Items on the Mounting Panel
When placing items on the mounting panel, a distinction is made between single
placement, multiple placement, and the placement of locked areas. For this the
installation spacing for every item / device must be stored in the parts data to where
the device walls are not on top of each other, but rather next to each other. For
multiple placements, the clearances are automatically accounted for, otherwise the
single placement and multiple placement interactions are identical.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
You are in the graphical editor on an "Panel layout" page.
You have added a mounting panel.
There are no parts in the tree view with an "Unplaced"part status.
In the Settings: Panel layout dialog, (Popup menu > Settings) you have not
selected the Manual input option.
1. Select the items in the tree view that have not yet been placed. (Multiple
selection is possible.)
Panel Layout
EPLAN Training 8
2. Select Popup menu > Place on mounting panel.
The first part placement hangs on the cursor.
3. Position the part placement on the mounting panel with a mouse click.
4. Proceed in this way for all additional part placements selected in the tree.
The newly placed parts are removed from the "Not placed" hierarchy level and
moved to the hierarchy level of the populated mounting panel.
Panel Layout
EPLAN Training 9
Notes:
Even if you do not move the cursor during placement, the symbols will be placed
from left to right. If a symbol extends over the edge of the mounting panel, an
error message will inform you of this.
If you have selected the Manual input option in the Panel layout dialog (Popup
menu > Settings) you must first specify the dimensions of the device in the
Extension and distance dialog prior to placing the device.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 10
3 Placing Items Without Schematic
In order to support the various working methods of builders and engineers, it is also
possible to create panel layouts without an existing schematic.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
You are in the graphical editor on an "Panel layout" page.
You have added a mounting panel.
In the Settings: Panel layout dialog, (Popup menu > Settings) you have not
selected the Manual input option.
Popup menu > New device
1. In the Part selection dialog select the desired part.
2. Click [OK].
The part symbol is scaled to the entered size (only values larger than 0.0
are accepted!) and hangs on the cursor.
Panel Layout
EPLAN Training 11
3. Place the part on the mounting panel.
The Properties <...>: Part placement dialog opens.
4. In the Part placement tab allocate a device tag to the part.
5. Edit the other properties of the part placement as required.
6. Click [OK].
7. Proceed in a similar manner for all the parts that you would like to place.
When the part is placed, a check is performed that the current page is of type "Panel
layout" and that the part placement is within a mounting panel. If these conditions are
not met, the part is not placed and an appropriate message is displayed.
Panel Layout
EPLAN Training 12
When generating part placements, the function definition is derived from the part
master data (Technical data tab in the Parts management dialog) in the following
manner:
Product group
Product
subgroup
Function definition
Terminals Mounting rail Part placement terminal strip
Terminals (no preference) Part placement terminal
Plugs (no preference)
Part placement plug male pin /
female pin
PLC (no preference) Part placement PLC card
(all product groups except terminals
/ plugs / PLC)
(no preference) Part placement normal item
Note:
If you have selected the Manual input option in the Panel layout dialog (Popup
menu > Settings) you must first specify the dimensions of the device in the
Extension and distance dialog prior to placing the device.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 13
4 Placing Items on the DIN Rail
As an alternative to equipping a mounting panel, the items can be placed on a DIN
rail. An "Auxiliary function" for performing this is available, with which you must define
the position of the items. A DIN rail can currently be represented on a "Line", a
"Polyline", a "Closed polyline", a "Rectangle" or a "Spline". Not allowed are "Circle",
"Ellipse", etc.
The insertion point of the part placement is then placed on the selected object. The
clearances defined in the parts management are also accounted for here when
placing.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
You are in the graphical editor on an "Panel layout" page.
You have added a mounting panel.
There are no parts in the tree view with a "Unplaced"part status.
In the Settings: Panel layout dialog, (Popup menu > Settings) you have
selected the Manual input option.
1. Select the items in the tree view that have not yet been placed. (Multiple
selection is possible.)
2. Select Popup menu > Place on mounting panel.
The first part placement hangs on the cursor.
3. Select the object on which the part placement is to be positioned.
Panel Layout
EPLAN Training 14
4. Define the dimensions of the part placement using the Extension and
distance dialog.
5. Click [OK].
6. Move the cursor along the object to move the part placement.
7. Confirm the position with a mouse click.
8. Proceed in this way for all additional part placements selected in the tree.
The newly placed parts are removed from the "Unplaced" hierarchy level and moved
to the hierarchy level of the populated DIN rail. If part placements already exist on the
DIN rail, then new placements can only occur in free areas.
Note:
Even if you do not move the cursor during placement, the symbols will be placed
from left to right. If a symbol extends over the edge of the mounting panel, an error
message will inform you of this.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 15
5 Plotting Locked Areas
Areas on the mounting panel can be locked for placement so that no part placement
can occur on these areas. Locked areas are independent objects drawn as
rectangles.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
1. In the graphical editor, select the panel layout page where you would like to
draw a locked area.
2. Select Popup menu > Locked area.
3. Draw the rectangle representing the mounting panel.
The locked area is drawn.
Note:
As soon as part placement is attempted in a locked area, the placement is prevented,
and an appropriate message is displayed.
Panel Layout
EPLAN Training 16
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 17
6 Editing and Displaying Part Placement
Properties
In the Display of part placement properties, the following point should be noted:
Individually placed properties can be docked with each other and made into a single
block; when moving, this allows all the (desired) text to be moved at once and avoids
overlapping of multi-line text with other text.
Preconditions:
You have opened a project.
You are in the graphical editor on an "Panel layout" page.
You have inserted a part placement or have double-clicked a part placement (or
selected Popup menu > Properties; in this way, multiple part placements can
be selected).
1. In the Part placement tab, click [...] in the Displayed DT field.
2. In the DT selection dialog, select the DT that is to be displayed on the part
placement in the graphical editor.
3. Click [OK].
The DT is entered into the Displayed DT field.
4. Click [...] in the Part field to allocate a part to the part placement.
5. In the Part selection dialog, select the desired part.
Panel Layout
EPLAN Training 18
6. Click [OK].
The part number is entered into the Part field.
7. Edit the part placement properties by entering a string of characters into the
Value field, selecting a value from a drop-down list, etc.
8. Click (New) on the toolbar above the property list.
9. In the Property selection dialog, select further properities that you would like
to set. (Multiple selection is possible.)
10. Click [OK].
The properties are appended to the end of the list in the Property name
column.
11. Allocate the desired values to the new properties.
12. Select the properties that you no longer require. (Multiple selection is
possible.)
13. Click (Delete) on the toolbar above the property list.
The properties are deleted from the list, i.e., without the values that you
previously allocated in the Property selection dialog, so that they may be re-
allocated, if needed.
Panel Layout
EPLAN Training 19
14. Change to the Display tab.
15. From the Property arrangement drop-down list, select the User defined
entry to define your own display layout.
16. In the list of properties, select the property for which you would like to define
the display settings.
The default values for the individual fields are taken from the Standard
defaults.
17. Define the display settings in the fields.
18. Change to the Format tab.
19. Define the formatting settings for the part placement by selecting entries from
the drop-down list, selecting / deselecting check boxes, etc.
20. Click [OK].
The properties display is updated.
Note:
Every device can contain several part references with different quantity values.
However, a part reference can only be placed with a quantity of "1". This means that
several part placements with the same device tags may be placed on a mounting
area.
Panel Layout
EPLAN Training 20
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 21
7 Checking the Part Placements
When part placements are placed, the part placement assumes the mounting
location of the mounting panel. In the process, a check is performed to see if the part
placement has been performed on the correct mounting panel, based on the
structure identifier blocks of the mounting panel and the placed device. In addtion to
this, you can compare the Mounting site (describing) property of the mounting
panel with the main function.
Example:
Mounting panel Devices Status
=A1MP1 =A1K1 Correct
=A1MP1 =A1K1 Errors
MP1 (Mounting location =O1) K1 (Mounting location =O1) Correct
MP1 (Mounting location =O1) K1 (Mounting location =O2) Errors
Preconditions:
You have opened a project.
You have selected Options > Settings > Projects > "Project name" >
Management > Message management and in the Settings: Message
management dialog, in the Check-related settings field you have clicked
[...].
1. If required, in the Settings: Messages and checks dialog, select a Scheme
for the settings or create a new one.
2. Select the Class "Panel layout".
3. Define the individual errors and messages in the table on the right-hand side
of the Category and Type of check dialogs by selecting an entry from the
drop-down list for each one.
Panel Layout
EPLAN Training 22
4. Click [OK].
Once you have performed this, when making part placements on the mounting panel,
these are then checked according to the settings; if disagreement is found, then a
suitable message is displayed.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 23
8 Generating Legends
Legends gather and display information, or store information from the graphic in a
free area.
If the legends are created on the same page where the mounting panel is located,
then we speak of a Window legend; Window legends are freely positionable
graphical objects, and have an insertion point and symbol properties, and / or a
device tag.
The legend can also be output as a separate form. In this case no legend is shown in
the graphical editor on the panel layout page. However, items will display item
numbers but no device tags. We call this type of legend a Page legend.
8.1 Create page legends
Precondition:
You have opened a project that contains mounting panels.
1. Select Utilities > Reports> Generate.
Panel Layout
EPLAN Training 24
2. If in the Reports - <Project name> dialog, the enclosure legend is not yet
contained in the Pages hierarchy level, select [Settings] > Output to pages.
3. In the Settings: Output to pages dialog, select a form for the Panel layout
report type, and if necessary, specify any additional settings.
4. Click [OK].
Panel Layout
EPLAN Training 25
5. In the Reports - <Project name> dialog, click [New].
6. In the Select report dialog, define the Output format and Output project.
7. Select Enclosure legend from the list of available report types.
Panel Layout
EPLAN Training 26
8. Select the Manual selection check box if you would like to select the
mounting panels for which a legend is to be generated.
9. Click [OK].
10. In the Manual selection dialog, select the mounting panels for which a legend
is to be generated.
11. Click [OK].
12. In the Enclosure legend <...> dialog, define the structure identifier and
designation of the pages on which the legends are to be generated.
13. Click [OK].
The page legends are generated.
14. In the Reports - <Project name> dialog, click [Close].
The page legends are generated according to their settings.
Panel Layout
EPLAN Training 27
8.2 Create window legends
Window legends are directly placed on creation of the Enclosure legend report type,
by defining the following entries in the Report selection dialog:
Preconditions:
You have opened a project that contains mounting panels.
You are in the graphical editor on an "Panel layout" page.
The Suppress generation of legend check box (Category "Settings") in the
Mounting panel tab is not selected.
1. Select Utilities > Reports> Generate.
Panel Layout
EPLAN Training 28
2. If in the Reports - <Project name> dialog, the enclosure legend is not yet
contained in the Embedded reports hierarchy level, select [Settings] >
Output to pages.
3. In the Settings: Output to pages dialog, select a form for the Panel layout
report type, and if necessary, specify any additional settings.
4. Click [OK].
Panel Layout
EPLAN Training 29
5. Click [New].
6. In the Select report dialog, in the Output format list, select the Manual
placement entry.
7. Select Enclosure legend from the list of available reports.
8. Click [OK].
The legend hangs on the cursor.
9. Place the legend on the panel layout page.
The program checks which items are on the page and creates a provisional bill of
materials with all of the part data for the items positioned on the mounting panel.
Panel Layout
EPLAN Training 30
8.3 Prevent window legends
For every mounting panel, a Window legend is generated as the standard. To
prevent this, proceed as follows:
Preconditions:
You have opened a project.
You are in the graphical editor on an "Panel layout" page.
You have inserted a mounting panel, or have double-clicked a mounting panel
(or selected Popup menu > Properties; in this way, multiple mounting panels
can be selected).
1. In the Mounting panel tab of the Properties <...> dialog, click (New) on
the toolbar above the property list.
Panel Layout
EPLAN Training 31
2. In the Property selection dialog, select the Suppress generation of legend
property.
3. Click [OK].
The property is appended to the end of the list in the Property name
column.
4. Select the check box in the Value column of the Suppress generation of
legend property.
Panel Layout
EPLAN Training 32
5. Click [OK].
The legend is not generated.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 33
9 Editing Legend Positions
In the case of changes to the equipping of a mounting panel it may become
necessary to renumber the legend positions.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
In the tree view you have selected the mounting panel whose legend items are
to be updated. (Multiple selection is not possible here).
Project data > Devices / parts > Panel layout navigator > Popup menu > Edit
legend item
Panel Layout
EPLAN Training 34
1. In the Edit legend item dialog, use the buttons to move the
legends up / down, or to the beginning / end of the list.
Panel Layout
EPLAN Training 35
2. Click [Number].
3. In the Number dialog, define the numbering settings.
4. Click [OK].
The entries in the Legend item column are updated.
5. Click [OK].
Panel Layout
EPLAN Training 36
The legend items are updated. The updated entries can be displayed in the List of
project data (Popup menu > Configure columns in the list and selection of the
Legend item check box).
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 37
10 Updating the Main Elements
Once the part placements have been generated, and thereafter the components,
alignment problems may occur since different data can exist for the placements. The
main function usually thereafter has no part references because there may be one or
more placements matching the devices. This menu item allows all of the part
references to all of the relevant part placements to be adopted in the main function,
where the device to be updated must be selected in the graphical editor or the panel
layout navigator.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
1. In the Panel layout - <Project name> dialog, select the part placements that
are to be updated.
Panel Layout
EPLAN Training 38
2. Select Popup menu > Update main elements.
The elements are updated.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 39
11 Updating the Part Dimensions
The dimensioning of the parts can be subsequently changed, consequently
necessitating an update.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
1. In the graphical editor, open the panel layout page for which the update is to
be performed.
Panel Layout
EPLAN Training 40
2. Select Popup menu > Update part dimensions.
3. Click [Yes], to adopt the new part dimensions.
4. Click [Yes] for each further part.
The current part dimensions are added to the part placements. In the process, the
current dimensions of the part are internally checked for every part and for every
differing value, a message is displayed allowing you to accept or discard the update.
This functionality is only available for certain module packages. Info
Panel Layout
EPLAN Training 41
12 Using Jump Functions
Jump functions allow jumping to all cross-referenced "Parts" of a particular item,
where the main function is always jumped to.
Preconditions:
You have opened a project.
You have opened the Panel layout - <Project name> dialog.
You have inserted mounting panels and part placements.
1. Select the item to whose graphical representation in the graphical editor you
would like to spring to, in the tree or the list in the Panel layout - <Project
name>.
Panel Layout
EPLAN Training 42
2. Select Popup menu > Go to (graphic).
The graphical editor forks to the page where the main function is located. The main
funtion is optically highlighted in the process.
Panel Layout
EPLAN Training 43
Change of Standard
EPLAN Training 1
Change of Standard
Change of Standard
EPLAN Training 2
1 Setting up the Target Project - Changing Standards.................................3
2 Specifying the Template and Rotation / Mirroring Scheme - Changing
Standards ......................................................................................................5
3 Creating Rotation / Mirroring Schemes - Changing Standards ................7
4 Replacing Plot Frames, Forms, and Function Definition Libraries -
Changing Standards.....................................................................................9
5 Replacing Symbol Libraries and Symbols - Changing Standards .........11
5.1 Assign target symbol libraries .................................................................11
6 Creating Allocation Schemes for Symbols...............................................15
6.1 Create a scheme.....................................................................................15
6.2 Select source and target symbol library..................................................17
6.2.1Enter and assign source and target symbols automatically ................... 19
6.2.2Enter and assign source and target symbols manually.......................... 20
7 Defining the Project Structure - Changing Standards.............................23
8 Defining Device Numbering - Changing Standards.................................26
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 3
1 Setting up the Target Project - Changing
Standards
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have a template containing country- or standards-specific settings.
Utilities > Change of standard
1. Specify a recognizable project name without file name extension in the Target
Project Name field of the Project tab.
2. Click [...] next to the Storage location field to select a location for the project.
Change of Standard
EPLAN Training 4
3. In the Find folder dialog select the directory where you want to save the new
project and click [OK].
4. Click [Next].
Specify the template and rotation / mirroring scheme
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 5
2 Specifying the Template and Rotation /
Mirroring Scheme - Changing Standards
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have a template containing country- or standards-specific settings.
You have set up a target project.
Utilities > Change of standard
1. To specify a template for the target project, use [...] on the Rotation /
Mirroring tab to select a project template *.ept .
2. From the Rotation / Mirroring drop-down list, select the way in which you
want to rotate and mirror.
Change of Standard
EPLAN Training 6
3. Click [Next].
Replacing Plot Frames, Forms and Function Definition Libraries
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 7
3 Creating Rotation / Mirroring Schemes -
Changing Standards
The rotation / mirroring scheme determines how the schematic elements are rotated
and mirrored. Symbols are rotated in their configuration on the schematic. Text
elements and special texts are rotated in their configuration on the schematic as well
as within themselves.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
Utilities > Change of standard > Project tab > [Next]
1. To create a rotation / mirroring scheme, go to the Rotation / mirroring tab
and click [...] next to the Rotation / mirroring field.
2. In the Settings: Rotation / Mirroring dialog click (New).
3. In the New scheme dialog enter a recognizable name and a descriptive text
for the scheme in the Description field and click [OK].
In the Settings: Rotation / mirroring dialog the new scheme is now
available as a user-defined scheme in the Scheme drop-down list.
Change of Standard
EPLAN Training 8
4. From the Rotate drop-down list select the number of degrees the schematic
elements should rotate in their configuration in the schematic.
5. To mirror the configuration of the schematic elements on the page, select the
Mirror check box.
6. Click (Save) and then click [OK].
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 9
4 Replacing Plot Frames, Forms, and Function
Definition Libraries - Changing Standards
To adjust a project to a different standard you can replace existing plot frames and
forms with different ones.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
You have specified template and rotation / mirroring schemes.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring tab >
[Next]
1. In the Master data tab in the Name column, select a form, a plot frame, or a
function definition library to be replaced.
Change of Standard
EPLAN Training 10
2. Within the same row, click [...] in the New name column.
3. In the following dialog select the form, the plot frame, or the function definition
library to be used for the target project and click [Open].
The selected file is entered in the New name column.
Next, you can replace symbol libraries and symbols.
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 11
5 Replacing Symbol Libraries and Symbols -
Changing Standards
You can replace basic symbol libraries, symbol libraries, and individual symbols. The
basic symbol library contains the symbols for the basic symbol preview. When
exchanging the basic symbol libraries and symbol libraries, the source data is saved
in the target project. Individual symbols are replaced there.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
You have specified template and rotation / mirroring schemes.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring tab >
[Next]
5.1 Assign target symbol libraries
1. In the Master data tab in the Name column select the symbol library to be
replaced.
Change of Standard
EPLAN Training 12
2. Within the same row, click [...] in the New name column.
3. In the Select Symbol Library dialog, select the symbol library to be used for
the target project and click [Open].
The symbol library is entered in the New Name column.
4. To assign the entire symbol library click [Next] in the Master data tab and do
the same in the Symbols tab.
Defining the Project Structure.
Change of Standard
EPLAN Training 13
5. To assign the source symbol library symbols to the target symbol library
symbols, select the Individual assignment check box in the Master data tab
and click [Next].
The source and target symbol libraries are entered in the Symbols tab.
6. In the Symbols tab in the Scheme column select an assignment scheme.
If you do not want to use an existing assignment scheme, click [Scheme]
and create your own assignment scheme.
Change of Standard
EPLAN Training 14
7. Click [Next].
Defining the Project Structure.
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 15
6 Creating Allocation Schemes for Symbols
In the assignment scheme assign the symbols from the target symbol library to the
symbols of the source symbol library. When changing standards the symbols of the
source symbol library are replaced by the symbols of the target symbol library.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
You have replaced the necessary forms and plot frames.
You have selected a target symbol library in the Master data tab and selected
the Individual assignment check box.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring tab >
[Next] > Master data tab > [Next]
6.1 Create a scheme
1. Click [Schemes] in the Symbols tab.
Change of Standard
EPLAN Training 16
2. In the dialog Settings: Symbol assignment dialog, in the Scheme field,
select the scheme you want to edit or click and create a scheme.
Change of Standard
EPLAN Training 17
6.2 Select source and target symbol library
1. Select [Extras] > Select source and target symbol library.
2. In the Select Source Symbol Library dialog select the symbol library you
want to create for the assignment and click [OK].
Change of Standard
EPLAN Training 18
3. In the Select Target Symbol Library dialog select the symbol library you
want to create for the assignment and click [OK].
Change of Standard
EPLAN Training 19
6.2.1 Enter and assign source and target symbols automatically
1. Select [Extras] > Enter source symbols automatically.
All symbols from the source symbol library are entered in the Assign
symbols table.
2. Select [Extras] > Suggest matching target symbols.
The symbols from the selected target symbol library are entered in the
Assign symbols table and assigned to source symbols.
3. Check the symbol assignments.
If EPLAN finds suitable symbols then the status changes to "OK" .
4. Click (Save) and then click [OK].
The scheme is entered into the Symbols tab.
Change of Standard
EPLAN Training 20
5. Click [Next].
Defining the Project Structure.
6.2.2 Enter and assign source and target symbols manually
Precondition:
You have selected source and target libraries.
1. In the Settings: Symbol Assignment dialog, click next to the Assign
Symbols field on (New).
In the Assign Symbols table an empty row is inserted.
2. Click in the Source Symbol Name column.
The source symbol library opens in the Symbol selection dialog.
Change of Standard
EPLAN Training 21
3. Select a symbol and click [OK].
4. Click in the Target Symbol Name column in the Settings: Assign Symbols
tab.
The target symbol library opens in the Symbol selection dialog.
5. Select a suitable symbol and click [OK].
The assignment of symbols is checked.
6. Assign other symbols in the same way.
7. Click (Save) and then click [OK].
The scheme is entered into the Symbols tab.
Change of Standard
EPLAN Training 22
8. Click [Next].
Defining the Project Structure.
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 23
7 Defining the Project Structure - Changing
Standards
User-defined and existing schemes for page and device structure are taken from the
template that you specified when creating the target project.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
You have specified template and rotation / mirroring schemes.
You have replaced the necessary plot frame, forms, symbol libraries, and
symbols.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring tab >
[Next] > Master data tab > [Next]
1. To change the page structure, select an identifier scheme for the page
structure from the Pages drop-down list in the Structure tab.
Change of Standard
EPLAN Training 24
2. To change separators click [...] next to Separator and specify the desired
separator in the Extended Project Structures dialog.
Change of Standard
EPLAN Training 25
3. To change the identifier schema for devices, select an identifier scheme in the
corresponding drop-down list.
4. Click [Next].
Specifying Device Numbering.
This functionality is only available for certain module packages. Info
Change of Standard
EPLAN Training 26
8 Defining Device Numbering - Changing
Standards
User-defined and existing schemes for device numbering are taken from the template
that you specified when creating the target project.
Preconditions:
You have opened a project.
If multiple projects are open: You have selected a project in the page
navigator.
You have set up a target project.
You have specified template and rotation / mirroring schemes.
You have replaced the necessary plot frame, forms, symbol libraries, and
symbols.
You have specified the project structure.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring tab >
[Next] > Master data tab > [Next] > Structure tab > [Next]
1. In the Number tab select the Number Device check box.
Change of Standard
EPLAN Training 27
2. Select a numbering format from the Device Numbering drop-down list.
3. Click [Make available].
The page description is displayed in the page navigator.
Change of Standard
EPLAN Training 28
Symbol Editor
EPLAN Training 1
Symbol Editor
Symbol Editor
EPLAN Training 2
1 Editing Connection Points ...........................................................................3
2 Editing Symbol Library Properties..............................................................7
3 Working with Symbol Variants ....................................................................9
3.1 Generate symbol variants .........................................................................9
3.2 Delete symbol variants............................................................................11
3.3 Toggle symbol variants...........................................................................11
4 Creating Symbol Libraries .........................................................................13
5 Editing Symbol Libraries............................................................................15
6 Documenting Symbol Libraries.................................................................17
7 Importing / Exporting Symbol Libraries....................................................19
7.1 Import symbol libraries............................................................................19
7.2 Export symbol libraries............................................................................19
8 Copying Symbol Libraries..........................................................................21
9 Closing Symbol Libraries...........................................................................23
10 Creating Symbols .......................................................................................24
11 Editing Symbols..........................................................................................28
11.1 Insert symbols in the graphical editor......................................................28
11.2 Edit symbols in the symbol editor............................................................29
12 Importing / Exporting Symbols..................................................................32
12.1 Import symbols........................................................................................32
12.2 Export symbols .......................................................................................33
13 Copying Symbols........................................................................................36
14 Deleting Symbols........................................................................................38
15 Scaling Symbols .........................................................................................39
16 Checking Symbols......................................................................................41
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 3
1 Editing Connection Points
Precondition:
You have opened a project.
Utilities > Master data > Symbol > Open
1. Select the menu items Utilities > Number connecting points.
2. In the Sequence group box specify whether the connection points should be
numbered according to the "from top to bottom and left to right " method or the
"from left to right and top to bottom" method.
3. Click [OK].
Symbol Editor
EPLAN Training 4
4. Select Insert > Connection point " Direction".
The connection point arrow hangs on the cursor.
5. Place the connection point.
Or, before placement, press [Ctrl] and move the mouse to switch back and
forth between the connection point directions.
Or press the [TAB] button to rotate the connection point counterclockwise
through the possible directions.
Symbol Editor
EPLAN Training 5
6. In the Connection point number field in the Connecting point dialog specify
the connection point number (or use the "Next free number" default).
7. Select the desired Connection point direction from the drop-down list.
8. From the drop-down list on the left select one or more of the property sets
(Connection point designation and Connection point description).
9. Specify the settings for the corresponding texts in the field on the right of the
dialog.
10. Click [OK].
11. Proceed in a similar way for any additional connection points.
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EPLAN Training 6
12. Select Popup menu > Cancel action to terminate the action.
Warning:
Multiple symbol connection points can't be located on top of another.
Connection point data will be applied according to your settings for the symbol. The
graphic for the connection point will indicate the connection point direction explicitly,
but later on it is not an integral element of the symbol.
If you have already drawn connection points, and then have inserted the basic
symbol graphic via Insert > Basic symbol, the connection points inserted via the
basic symbol will be renumbered according to the existing connection points (i.e.
counted upwards).
Notes:
The menu items View > Properties as numbers displays the property text
(device tags, function text etc.) to be switched in order to make the display
clearer.
To display and switch between the Connection point designation /
Connection point description property sets, use the menu items View >
Non-rotated connection point designations or View > Rotated connection
point designations.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 7
2 Editing Symbol Library Properties
The Symbol Library Properties - <Library Name> dialog is automatically opened
after creating a symbol library. It can also be opened later for a symbol library.
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol library > Properties
1. If you have more than one symbol library open, go to the Symbol library
selection dialog to select the symbol library whose properties you would like
to edit.
2. Click [OK].
3. In the Symbol library properties - <Library name> dialog use the drop-down
list to select the library you would like to use as the basic symbol library.
Symbol Editor
EPLAN Training 8
4. In the Category drop-down list select the category (data, revision, etc.) whose
properties should be displayed in the lower section of the table.
5. Assign values to the desired properties by entering text in the Value cell or
selecting a value from the drop-down list, etc. Please note read-only properties
cannot be edited.
6. Use the (New) and (Delete) buttons to add additional properties to the
list or delete unnecessary ones. Deletions are also limited to certain
properties.
7. Use the Popup menu to translate texts, configure the display sequence, etc.
8. Click [OK].
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 9
3 Working with Symbol Variants
A symbol can have up to eight variants with names from A to H, a contact image
variant, and a variant for point wiring whereby all variants for a symbol all have
common properties. The variants all behave identically and they each represent the
same function. This way they always have the same number of connection points
and are only different in their graphical configuration of the connection points.
3.1 Generate symbol variants
Precondition:
You have opened a project and are editing a symbol in which all of the variants do
not exist yet.
Utilities > Master data > Symbol > New variant
1. In the Create variant dialog select the target variant that you would like to
generate from the list of variants that are not available yet.
Symbol Editor
EPLAN Training 10
2. In the subsequent Create variant dialog select the variant that is to be used
as the Source variant. In this dialog only the already available variants will be
listed as possible target variants.
3. In the Rotate by field select how many degrees the source variant should be
rotated in order to generate the new variant.
4. Select the Mirror graphic across Y-axis check box if the graphic for the
symbol should be mirrored across the Y-axis (through the point of origin).
5. Select the Rotate connection point designation check box if the text for the
connection point designation should be rotated.
6. Select the Rotate placed properties check box if placed properties should be
rotated.
7. Click [OK].
Symbol Editor
EPLAN Training 11
The variant is generated and displayed on a new page <Symbol
Library>;<Symbol Name>:<Symbol Number>;<Variant Designation>
(e.g. new.test:1;A for variant A for the test symbol with the internal symbol
number 1 in symbol library new.slk). On the Symbol editor toolbar the button
for the new variant will be switched on so that it is easy to move back and forth
between the variants of a given symbol.
Note:
If all variants have been generated, the New variant function is inactive.
3.2 Delete symbol variants
To delete symbol variants, proceed as follows:
Precondition:
You are editing a symbol for which at least one variant exists, in which you have
activated the graphical view of the variant to be deleted.
1. Select the menu items Utilities > Master data > Symbol > Delete variant.
2. Answer the prompt.
Depending on your response, the variant is deleted.
3.3 Toggle symbol variants
To toggle between graphical views of symbol variants, proceed as follows:
Precondition:
You are editing a symbol for which at least one variant exists.
Symbol Editor
EPLAN Training 12
1. Open the Symbol editor toolbar if it is not already displayed (Popup menu >
Symbol editor in the EPLAN main menu or on any toolbar).
2. Click the variant button for the graphical view you would like to display.
3. If necessary, answer the prompt if changes were made on the current page
that have not yet been saved.
The selected symbol variant is displayed.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 13
4 Creating Symbol Libraries
Precondition:
You have opened a project.
Utilities > Master data > Symbol library > New
1. In the Create symbol library dialog select a drive and a directory where you
would like to save the new symbol library from the Save in drop-down list.
2. Overwrite the preset file name <New symbol library.slk> with a name of
your choice.
3. If you have changed the drive and directory, but you would like to return to the
EPLAN-specific setting or the setting under Options > Settings > User >
Management > Directories, click the menu items Popup menu > Go to
default in the Path field.
4. Click [Save].
5. If a symbol library with that name already exists in the selected drive and
directory, reply to the prompt regarding overwriting the file.
6. In the Symbol library properties- <Library name> dialog select the basic
symbol library and assign values to the desired properties.
7. Click [OK].
The new symbol library is created, added to the list of open symbol libraries
and can now be edited. The EPLAN then extracts the company code,
Symbol Editor
EPLAN Training 14
workstation number, and the short name of the employee from the system and
user settings and stores this data in the symbol library.
Note:
A project configuration (Options > Settings > Projects > "Project name" >
Management > Symbol libraries) can be used to assign an arbitrary number of
symbol libraries to a project. The symbol libraries selected are then stored in the
project.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 15
5 Editing Symbol Libraries
Precondition:
You have opened a project.
Utilities > Master data > Symbol library > Open
1. In the Open symbol library dialog select the desired symbol library from the
list. Multiple selection is possible.
Once a symbol library is selected in the list on the left, information including
comments, date of creation, creator, company, and the number of symbols is
displayed on the right.
2. Click on [Open].
Symbol Editor
EPLAN Training 16
3. In the subsequent Symbol selection dialog select the symbols you would like
to open.
4. Click [OK].
Every opened symbol is shown in a separate symbol editor and can be
edited there.
Note:
A project configuration (Options > Settings > Projects > "Project name" >
Management > Symbol libraries) can be used to assign an arbitrary number of
symbol libraries to a project. The symbol libraries selected are then stored in the
project.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 17
6 Documenting Symbol Libraries
Symbol library documentation can be generated either in the original project or in a
separate project. In a separate project you are allowed, for example, to add plot
frames or edit text information, but you can't edit the symbols!
Proceed as follows to generate a symbol overview, i.e. the index of symbols for a
symbol library:
Preconditions:
You have opened a project and haven't opened the symbol editor.
You have selected a form via Options > Settings > Projects > "Project Name"
> Reports > Graphical output > Symbol overview and specified the settings
for the pages you would like to create.
Utilities > Reports > Generate
1. If the symbol overview is not listed under the reports, click [New].
2. In the Select report dialog select the Symbol overview report type.
3. If necessary, change the settings for Output project, Created by, and
Created on.
4. Select the Manual selection check box if all of the symbol overviews should
not be automatically documented.
5. Click [OK].
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EPLAN Training 18
6. If you have selected Manual selection then you have to specify in the Manual
selection which symbol libraries should be taken into consideration: Use the
arrow buttons to make a selection from the available libraries.
7. Click [OK].
8. In the Symbol overview dialog specify the settings for the pages to be
generated.
9. Click [OK].
The symbol overview is generated but this process depends on the size of
the selected symbol libraries and may take some time.
10. Exit the Reports dialog by clicking [Close].
The generated report pages are inserted into the specified target project.
The list of reports is extended with the level Symbol overview and, under
this, with the list of documented symbol libraries.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 19
7 Importing / Exporting Symbol Libraries
7.1 Import symbol libraries
Precondition:
You have opened a project.
Utilities > Master data > Symbol library > Import
1. In the Import symbol library dialog select the desired symbol library (*.esl)
from the list. Multiple selection is not possible.
Once a symbol library is selected in the list to the left of the dialog,
information including comments, date of creation, creator, company, and the
number of symbols is displayed on the right-hand side.
2. Click on [Open].
3. In the Create symbol library dialog select a drive and a directory where you
would like to save the imported symbol library from the Save in drop-down list.
4. Overwrite the file name if you would like to.
5. Click [Save].
The symbol library is imported and can now be edited in the current project.
7.2 Export symbol libraries
Precondition:
Symbol Editor
EPLAN Training 20
You have opened a project.
Utilities > Master data > Symbol library > Export
1. In the Export symbol library dialog select the symbol library (*.esl) to be
exported from the list. Multiple selection is not possible.
Once a symbol library is selected in the list to the left of the dialog,
information including comments, date of creation, creator, company, and the
number of symbols is displayed on the right-hand side.
2. Click on [Open].
3. In the Create export file dialog select a drive and a directory where you would
like to save the exported symbol library from the Save in drop-down list.
4. Overwrite the file name if you would like to.
5. Click [Save].
The export file is generated with the name provided in the designated drive
and the directory.
Tip:
You can import symbol libraries using Drag & Drop by dragging the selected symbol
library from Windows Explorer and dropping it into the Pages - <Project name>
Navigator dialog of your project.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 21
8 Copying Symbol Libraries
Precondition:
You have opened a project.
Utilities > Master data > Symbol library > Copy
1. In the Copy symbol library dialog select the file to be copied. Multiple
selection is not possible here.
2. Click on [Open].
3. In the Create symbol library dialog select a drive and a directory where you
would like to save the copied symbol library from the Save to drop-down list.
4. If necessary, overwrite the preset file name of the original with a name you can
recognize.
5. Click [Save].
6. In the Symbol library properties - <Library name> dialog, select the basic
symbol library and assign (new) values to the desired properties of the copied
symbol library.
Symbol Editor
EPLAN Training 22
7. Click [OK].
The copy of the new symbol library is generated, added to the list of open
symbol libraries, and can now be edited.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 23
9 Closing Symbol Libraries
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol library > Close
1. If multiple symbol libraries are open, select the one(s) you would like to close
in the Symbol library selection dialog and click [OK].
If only one symbol library is open, this one will be closed without any further
prompting.
If changes have been made to a symbol and would be lost if the library is
closed, you are prompted whether to save the page or not.
Note:
If the Close / Save action is canceled for a symbol, the symbol library will also not be
closed.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 24
10 Creating Symbols
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > New
1. If multiple symbol libraries are open, select the symbol library in which you
would like to create the new symbol in the Symbol library selection dialog.
2. Click [OK].
3. In the Create variant dialog select which symbol variant you would like to
create.
4. Click [OK].
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EPLAN Training 25
5. In the Symbol properties - <Library name> dialog, specify the data for the
symbol to be generated. The next available number will be assigned as the
Symbol number.
6. In the Function definition field click [...] in order to specify the symbol logic in
the Function definitions dialog.
Symbol Editor
EPLAN Training 26
7. Select the Basic symbol preview check box to display the appropriate basic
symbol for the function definition in the preview area.
8. Click [OK].
You will return to the Symbol properties - <Library name> dialog.
9. Click [OK].
10. Click [Basic symbol] (toolbar Symbol editor) or select Insert > Basic
symbol.
The basic symbol hangs on the cursor.
11. Now place the symbol in order to insert its graphic and use it as a basis for
further editing.
12. Select Popup menu > Cancel action to terminate the action.
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EPLAN Training 27
The symbol is created and opened in a separate graphical editor so it can
be edited directly. Please note that the insertion point can only be moved, and
can't be deleted.
Notes:
The symbol number "0" is offered as the starting value in an empty symbol.
Negative values and values that exceed the maximum number of 32,000 are not
allowed as symbol numbers.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 28
11 Editing Symbols
11.1 Insert symbols in the graphical editor
Preconditions:
You have opened a project and at least one symbol library.
You are on a schematic page.
Insert > Symbol
1. In the Symbol selection dialog, select the symbol(s) you would like to insert.
The preview on the right of the dialog shows the graphic for the selected
symbol as well as all available variants.
2. For faster selection, click [...] in the Filter field if necessary, and then select
the filter criteria or create new ones.
3. Or, enter a character string in the Direct entry field in the list view.
The cursor jumps to the first symbol matching your entry as soon as you
enter a single character, and selects it.
4. In the Tree view select Popup menu > Function-oriented if the hierarchical
display of the symbols should not be performed according to the symbol
library, but according to their functional Category (such as "Coils and
contacts", "Signal devices", etc.).
5. In the list view select Popup menu > Configure columns if you would like to
change the display and / or the order of the symbol properties in the list.
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EPLAN Training 29
6. Click [OK].
The symbol hangs on the mouse pointer.
7. Place the symbol using the mouse.
8. Specify the device-specific properties in the Properties <...> dialog.
9. Click [OK].
10. Proceed as follows for every placement of the selected symbol.
11. Select Popup menu > Cancel action to terminate the action.
11.2 Edit symbols in the symbol editor
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Open
1. In the Symbol selection dialog select the symbol(s) you would like to edit.
The preview on the right side of the dialog shows the symbols marked; if you
have selected a node in the tree view, for instance, then all of the elements
under it are shown graphically. (For space reasons, the display of the available
variants is omitted in this case.)
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EPLAN Training 30
2. For faster selection, click [...] in the Filter field if necessary, and then select
the filter criteria or create new ones.
3. Or, enter a character string in the Direct entry field in the list view.
The cursor jumps to the first symbol matching your entry as soon as you
enter a single character, and selects it.
4. In the Tree view select Popup menu > Function-oriented if the hierarchical
display of the symbols should not be performed according to the symbol
library, but according to their functional Category (such as "Coils and
contacts", "Signal devices", etc.).
5. In the list view select Popup menu > Configure columns if you would like to
change the display and / or the order of the symbol properties in the list.
6. Click [OK].
7. Edit the symbol graphic, i.e. by adding connection points and other graphic-
and function-relevant information.
Every open symbol is displayed in a separate graphical editor, whereby the
first available symbol variants are always taken into consideration. Use the
Clipboard to exchange data between multiple open symbols.
The defaults for line properties (type, thickness, color, etc.) as well as the
display-specific properties from the connection point designation and the
connection point description are extracted from the corresponding layers
(Options > Layer management > Symbol graphic or Options > Layer
management > Property placement).
Notes:
Symbol Editor
EPLAN Training 31
The grid used is saved in the symbol library properties and applies to all symbols
in this library.
The insertion point for a symbol can be moved but not deleted because it marks
the location where the symbol hangs on the cursor when being placed. The
insertion point is also decisive for the symbol position and therefore also for
the cross-reference.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 32
12 Importing / Exporting Symbols
12.1 Import symbols
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Import
1. If multiple symbol libraries are open, select the symbol library to which you
would like to import the new symbol in the Symbol library selection dialog.
2. Click [OK].
3. In the Import symbol dialog select the desired symbol (*.esl) from the list.
Multiple selection is not possible.
Once a symbol is selected in the list on the left of the dialog, information
including description, date of creation, creator, company, and the number of
variants is displayed on the right.
4. Click on [Open].
Symbol Editor
EPLAN Training 33
5. In the Symbol properties - <Library name> dialog you specify data about the
symbol that is to be imported and the following defaults will be shown:
Symbol number: next available number
symbol name: "<name of the original>" if this is not already available in the
current symbol library,otherwise "<name of the original> (copy)"
function definition: function definition of the original.
6. Click [OK].
The symbol is imported and can now be edited in the current project.
12.2 Export symbols
You can export symbols in order to import them into other symbol libraries.
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Export
Symbol Editor
EPLAN Training 34
1. In the Symbol selection dialog select the symbol to be exported. Multiple
selection is not possible.
2. Click [OK].
3. In the Export symbol library dialog select a drive and a directory where you
would like to save the new symbol from the Save in drop-down list.
Symbol Editor
EPLAN Training 35
4. Overwrite the file name if you would like to.
5. Click [Save].
The export file is generated with the name provided in the designated drive
and the directory.
Note:
During the export all existing variants of the symbol are also taken into consideration.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 36
13 Copying Symbols
When copying symbols an exact copy of the original symbol is created and it is
possible to transfer symbols from one symbol library to another.
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Copy
1. In the Symbol selection dialog, select the symbol(s) you would like to copy.
Multiple selection is possible here.
2. Click [OK].
3. In the Copy symbols dialog under Target select the symbol library to which
you would like to copy the symbols: Open the drop-down list in the Symbol
library field.
4. In the Number field overwrite the default or open the drop-down list of
unallocated numbers.
5. In the Name field enter the symbol name by overwriting the default
(<Original name (copy)> for copies in symbol libraries where this name
already exists or <Original name> if no symbol exists with this name).
6. In the Description field enter a descriptive text for the symbol.
Symbol Editor
EPLAN Training 37
7. If necessary, select Popup menu > Multi-line input to open the Multi-line
editing dialog and enter the desired text using [Ctrl]+[Enter] to create line
breaks.
8. Or select Popup menu > Line break to insert a line break in the field at the
current cursor position.
9. Select the check box in the With variants field if the symbol should be copied
together with its existing variants . If the check box is deselected, then only the
first existing variant will be copied.
10. Click [OK].
The symbols are copied.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 38
14 Deleting Symbols
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Delete
1. Select the symbol to be deleted in the Symbol selection dialog.
2. Click [OK].
3. Answer the prompt.
The symbols are deleted.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 39
15 Scaling Symbols
Precondition:
You have opened a project and at least one symbol library.
Utilities > Master data > Symbol > Open
1. In the Symbol selection dialog select the symbol(s) you would like to edit.
The preview on the right side of the dialog shows the symbols marked; if you
have selected a node in the tree view, for instance, then all of the elements
under it are shown graphically. (For space reasons, the display of the available
variants is omitted in this case.)
2. Click [OK].
3. Select the menu items Edit > Scale in the symbol editor.
4. Click once with the left mouse button in the editing window to specify the
starting point for the frame around the elements to be scaled.
5. Move the mouse pointer in the direction you would like to stretch the frame
around the elements to be scaled.
The rectangle lines "move" with the mouse.
6. Click a second time with the mouse to snap the end point of the rectangle.
The selected symbol parts will be colored.
Symbol Editor
EPLAN Training 40
7. Click in the symbol editor.
8. Enter the desired value into the Scaling factor field of the Scale dialog.
9. Click [OK].
The symbol will be scaled according to the specified value.
This functionality is only available for certain module packages. Info
Symbol Editor
EPLAN Training 41
16 Checking Symbols
The following problems can occur when editing symbols:
Double connection point numbers: automatically corrected by the system
during editing
Gaps in the connection point numbers: automatically removed by the system
during verification
Differing number of connection points in the variants: documented in message
management
Differing number of connection points in the symbol and the function definition:
documented in message management
Overlapping connection points: automatically corrected by the system during
editing
Referencing symbols are not broken up: automatically broken up by the
system during verification
User-defined layers in the symbol: automatically converted during verification
to the "EPLAN300" layer.
You can also start the check function manually in order to verify the quality of a
certain symbol. Proceed as follows:
Preconditions:
You have opened a project and at least one symbol library.
You have opened the symbol to be checked in the symbol editor.
Utilities > Check symbol
1. Confirm the prompt regarding the quality of the symbol: Click [OK].
Symbol Editor
EPLAN Training 42
Master Data
EPLAN Training 1
Master Data
Master Data
EPLAN Training 2
1 Managing Master Data..................................................................................3
2 Defining Master Data Directories.................................................................4
3 Master Data: Managing Parts Data..............................................................7
3.1 Synchronize project data with master data ...............................................7
3.2 Synchronize master data with project data ...............................................8
3.3 Delete stored part properties.....................................................................8
4 Master Data: Managing Forms...................................................................11
4.1 Store form in project................................................................................11
5 Master Data: Managing Plot Frames .........................................................18
5.1 Store plot frame in project .......................................................................18
6 Master Data: Managing Macros .................................................................25
6.1 Manage macros with parts data..............................................................25
6.2 Manage macros with plot frames and forms ...........................................25
7 Master Data: Managing Symbol Libraries.................................................27
7.1 Store symbol libraries (copy to the project).............................................27
7.2 File off symbol libraries (delete from the project) ....................................29
8 Master Data: Defining Form Settings........................................................30
9 Finding and Storing Missing Project Master Data ...................................32
10 Synchronizing Master Data........................................................................34
10.1 Synchronize individual master data objects ............................................34
10.2 Globally synchronize master data...........................................................36
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 3
1 Managing Master Data
Master data files to be edited or stored in the project can be opened in the standard
dialog, which is in a default directory. You can specify settings for this via Options >
Settings > User > Management > Directories.
Actual storage and management depends on the type of master data in question, in
which the program distinguishes between the management of:
Parts data
Forms
Plot frames
Macros
Symbol libraries.
If the specified form / plot frame is not in the master data pool, it can be found using
the Complete project function and can even be automatically stored. If missing
master data can't be found in the master data pool, a message is displayed.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 4
2 Defining Master Data Directories
Options > Settings > User > Management > Directories
The paths to the required databases and files are defined in the defaults for
directories when selecting or editing master data. This information is used by certain
program elements and functions when particular data is required. The settings are
user dependent in order for you to manage and organize your own pool of master
data.
1. In the Projects field of the Settings: Directories dialog, click [...].
Master Data
EPLAN Training 5
2. In the Browse for Folder dialog select the desired drive and directory.
3. Click [OK].
4. Proceed this way for all further master data types with default directories that
you would like to change. (The default after installing EPLAN is
<Drive_EPLAN>:\<Programs folder>\<Master data type>\<Company
code>.)
5. Click [OK].
The settings are accepted and taken into consideration when calling up the
corresponding data (e.g. when opening or exporting), or they can be reset to
Master Data
EPLAN Training 6
the default directory specified here by selecting Popup menu > Go to default
in the Path field of the appropriate dialog.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 7
3 Master Data: Managing Parts Data
In addition to the general parts database there is a project-related Parts project
database, in which the parts data used in the project are managed separately. Data
for a part is taken from the internal parts database and transferred to the project for
each part, even if only the part number is stored on the component in the graphical
editing at the time the part is selected.
Project data can be synchronized later in both directions with the system master
data. Furthermore, certain stored parts properties can be removed from the project.
3.1 Synchronize project data with master data
1. Open the project whose master data is to be synchronized.
2. Select Utilities > Parts > Current project --> parts database.
Project parts are synchronized with the master data parts, i.e. they are
accepted into the parts database and overwrite the datasets stored there.
Master Data
EPLAN Training 8
3.2 Synchronize master data with project data
1. Open the project whose master data is to be synchronized.
2. Select Utilities > Parts > Parts database --> current project.
Master data parts are synchronized with the project-related data, i.e. the
parts database data is accepted into the project and overwrites the data in the
project.
3.3 Delete stored part properties
1. Open the project whose master data is to be synchronized.
Master Data
EPLAN Training 9
2. Select Utilities > Parts > Delete stored properties.
Master Data
EPLAN Training 10
3. In the Delete stored parts properties dialog, select the Delete check box for
each part property that you would like to delete from the part stored in the
project.
4. Click [OK].
The selected parts properties will be deleted.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 11
4 Master Data: Managing Forms
Forms are edited as individual files and added individually to the project as soon as
they are used in the project. This means: As soon as a form is selected for use in a
project (e.g. on a page) the selected form if it does not already exist in the project
it is automatically stored. An original form is not deleted from the project when
another form is selected, but rather it remains embedded even if it is no longer used.
If the selected form is not in the master data pool it can be found via the menu item
Utilities > Master data > Complete current project and, if necessary, automatically
corrected. If missing master data cannot be found in the master data pool, then an
appropriate message is displayed.
4.1 Store form in project
Precondition:
You have opened a project.
1. Select Utilities > Master data > Form > Open.
Master Data
EPLAN Training 12
2. Select the form to be edited in the Open forms dialog.
3. Click on [Open].
4. Edit the form in the forms editor.
5. In the page navigator, select the page to which you would like to assign the
form.
Master Data
EPLAN Training 13
6. Select Popup menu > Properties.
Master Data
EPLAN Training 14
7. If the Form name property is not yet in the list of properties, click (New)
next to the Category field in the Properties group box of the Page properties
dialog.
Master Data
EPLAN Training 15
8. In the Property selection dialog select the Form name property.
9. Click [OK].
The property is added to the end of the Property name list.
Master Data
EPLAN Training 16
10. Open the drop-down list in the Value field for the Form name property.
11. Click [Browse].
12. Select the changed form in the Select form dialog.
13. Click [Open].
The form is transferred to the Value column.
14. If required, you can change the values of the other properties of the page.
15. Click [OK].
Master Data
EPLAN Training 17
The form is stored in the project and can be assigned to a page at any time
without having to open it again.
Form master data is referenced as follows:
All forms used on pages
All forms stored in the settings for reports (Options > Settings > Projects >
"Project name" > Reports > Graphical output)
All forms saved in the following function types: mounting panel objects,
terminal and plug definition texts, cables
Placed forms (e.g. enclosure legends).
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 18
5 Master Data: Managing Plot Frames
Plot frames are edited as individual files and added individually to the project as soon
as they are used in the project. This means: As soon as a plot frame is selected for
use in a project (e.g. on a page) if it does not already exist in the project it is
automatically stored. An original plot frame is not deleted from the project when
another plot frame is selected, but rather it remains embedded even if it is no longer
used.
If the selected form is not in the master data pool, it can be found via the menu item
Utilities > Master data > Complete current project and, if necessary, automatically
corrected. If missing master data cannot be found in the master data pool, then an
appropriate message is displayed.
5.1 Store plot frame in project
Precondition
You have opened a project.
1. Select Utilities > Master data > Plot frame > Open.
Master Data
EPLAN Training 19
2. Select the plot frame to be edited in the Plot frame selection dialog.
3. Click on [Open].
4. Edit the plot frame in the plot frame editor.
5. In the page navigator, select the page to which you would like to assign the
plot frame.
Master Data
EPLAN Training 20
6. Select Popup menu> Properties.
Master Data
EPLAN Training 21
7. If the Plot frame name property is not yet in the list of properties, click
(New) next to the Category field in the Properties group box of the Page
properties dialog.
Master Data
EPLAN Training 22
8. In the Property selection dialog select the Plot frame name property.
9. Click [OK].
The property is added to the end of the Property name list.
Master Data
EPLAN Training 23
10. Open the drop-down list in the Value field for the Plot frame name property.
11. Click [Browse].
12. Select the changed plot frame in the Select plot frame dialog.
Master Data
EPLAN Training 24
13. Click [Open].
The plot frame is transferred to the Value list.
14. If required, you can change the values of the other properties of the page.
15. Click [OK].
The plot frame is stored in the project and can be assigned to a page at
any time without having to open it again.
Plot frame master data is referenced as follows:
All plot frames used on pages
The plot frame specified under Options > Settings > Projects > "Project
name" > Management > Pages as the Standard plot frame.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 25
6 Master Data: Managing Macros
Macros are broken up in the project as soon as they are inserted. Data is then
undistinguishable from manually inserted individual elements. All data in a macro are
referenced when stored (except foreign language texts).
The name of the symbol library from which the macro was generated (drawn) is
stored in the macro. This way the macro preview will use the correct symbol library
for the display.
In the operating system layer, macros are individual files that can be sent to end
customers, for example.
6.1 Manage macros with parts data
If a macro contains parts, they are not automatically stored. To do this at a later
stage, proceed as follows:
Warning:
Please note that this action will overwrite all other project-related parts data with
master data.
Precondition:
You have opened a project.
1. Select Utilities > Parts > Parts database --> current project.
Project parts in macros are synchronized with the master data parts, i.e.
the data in the parts database is accepted into the macros.
6.2 Manage macros with plot frames and forms
If the macro contains a plot frame or form, it will not be automatically stored. To do
this at a later stage, proceed as follows:
Precondition:
You have opened a project.
Master Data
EPLAN Training 26
1. Select Utilities > Master data > Complete current project.
The project searches for the missing master data contained in the macro, in
which these are then automatically stored.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 27
7 Master Data: Managing Symbol Libraries
Symbols are compiled, edited, and managed in symbol libraries. The project settings
(inherited by symbols, e.g. line thickness of the symbol) for the current project are
used in managing the symbol libraries.
Symbol selection (Insert > Symbol) only displays those symbols from the stored
symbol libraries and symbol libraries are identified by name (without the path) in
projects.
7.1 Store symbol libraries (copy to the project)
Symbol libraries are added to the project as soon as they are entered into the project
settings, or they are opened or generated in the project.
Precondition:
You have opened a project.
Options > Settings > Projects > "Project name" > Management > Symbol
libraries
1. In the Settings: Symbol libraries dialog, click [...] in a column below Symbol
libraries.
2. In the Select symbol library dialog select the new symbol library.
3. Click on [Open].
4. If you have clicked [...] in the column of an already assigned symbol library,
EPLAN checks whether the original symbol library and the newly selected one
are both compatible. If this is not the case, the process will be interrupted with
a prompt.
If the two symbol libraries are compatible, you have to confirm the exchange in
the Exchange symbol libraries dialog. Click [Yes].
Master Data
EPLAN Training 28
5. If you have clicked [...] in an empty column, the storage process is
automatically started.
6. Select the Synchronize check box if the symbol library should be managed on
a project basis.
7. If necessary, change the preceding sign (the default is the first letter of the
symbol library) so that you can differentiate between the symbol libraries in the
list view in the Symbol selection if you select Popup menu > Name with
preceding sign.
8. Proceed this way for all of the further symbol libraries that you would like to
store in the project.
9. Click [OK].
The new symbol libraries are stored in the project.
Symbol libraries are referenced as follows:
All symbol libraries specified under Options > Settings > Projects > "Project
name" > Management > Symbol libraries
All symbol libraries opened via Utilities > Master data > Symbol library >
Open or generated via Utilities > Master data > Symbol library > New
Symbol libraries contained in the Assignment 'Property / value to graphic',
Assignment 'Function definition to graphic' and Assignment 'Index to
graphic' form properties.
Note:
If you initiate a symbol library update in the Synchronization of master data
<Project name> dialog (menu items Utilities > Master data > Synchronize current
project), the individual symbols will be checked before the symbol library is replaced.
If incompatible data is found the process is interrupted with a prompt.
Master Data
EPLAN Training 29
7.2 File off symbol libraries (delete from the project)
Before deleting a symbol library from the settings, and therefore from the project, the
library is checked for symbols that are still used in the project. It is possible to delete
if the symbol library is not being used.
Precondition:
You have opened a project.
Options > Settings > Projects > "Project name" > Management > Symbol
libraries
1. In the Settings: Symbol libraries dialog, select the symbol library that you
would like to delete from the project.
2. Click (Delete).
3. If symbols from the selected symbol library are still being used in the project,
click [OK] to confirm the prompt.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 30
8 Master Data: Defining Form Settings
Master data is stored on a project-related basis and can be synchronized with the
master data pool when opening, saving, or restoring the project. There are project
settings especially for forms, which you can specify as follows:
Precondition:
You have opened (at least) one project.
Options > Settings > Projects > "Project name" > Reports > Output to page
1. In the Settings: Output to page dialog, open the Form drop-down list for the
reporting type whose settings you would like to edit.
2. Click [Browse].
3. Select the desired form in the Select form dialog. Only the data type
appropriate to the currently selected report type will be displayed under Files
of type.
4. Select the Preview check box in order to display the graphic for the form that
is selected in the list.
5. Click [Open].
The form will be displayed in the Form column and the associated text will
be displayed in the Description (form, plot frame) form property below the
table.
Master Data
EPLAN Training 31
6. Select the Project related check box if the form should be managed on a
project basis.
7. Specify additional settings for the form.
8. Click [OK].
The form will be stored in the project with the new / changed settings.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 32
9 Finding and Storing Missing Project Master
Data
By copying pages, for example, it can occur that new master data references to
forms, plot frames, etc. will be inserted in the project. These do not necessarily have
to be in the target project because referenced master data is not automatically
embedded. Such projects can still be updated / completed, i.e., the used but unsaved
master data is taken from the master data pool and copied into the project.
Preconditions:
You have opened the project whose master data is to be completed.
You have no editor open for working on master data (Plot frame editor, Form
editor ...).
1. Select Utilities > Master data > Complete current project.
The project will search for the missing master data and, if it exists, it will be
automatically stored.
Note:
The result of this action is logged in the system messages. This records, for example,
when no data is in the master data pool for missing project master data or when an
error occurs during completion. The relevant information can then be found under
Master Data
EPLAN Training 33
Utilities > System messages.
This functionality is only available for certain module packages. Info
Master Data
EPLAN Training 34
10 Synchronizing Master Data
The master data (e.g. a symbol library) is not referenced, but rather stored in the
project, i.e. copied into the project. The storage of the master data being used thus
occurs within the Project. Depending on the project settings specified under Options
> Settings > Projects > "Project name" > Management > General, Options >
Settings > Projects > "Project name" > Management > Symbol libraries, and
Options > Settings > Projects > "Project name" > Reports > Display / output you
can, if necessary, manually start the synchronization of project master data with the
system-specific data.
Note:
The master data comparison is not case-sensitive with regard to file names. The file
name ABC.XYZ is identical to abc.xyz.
10.1 Synchronize individual master data objects
Preconditions:
You have opened the project whose master data is to be synchronized.
You have no editor open for working on master data (Plot frame editor, Form
editor, etc.).
Utilities > Master data > Synchronize current project
Master Data
EPLAN Training 35
1. In the Synchronization of master data <Project name> dialog click the
column heading in the tables in order to sort the data alphanumerically either
ascending or descending by column. For example, if you click the column
Type, all entries will be sorted and displayed according to the Master data
type.
2. In the Project master data list select the master data objects that you would
like to transfer to the system master data. (Multiple selection is possible.)
3. Click .
4. In the System master data list select the master data objects that you would
like to transfer to the project master data. (Multiple selection is possible.)
Master Data
EPLAN Training 36
5. Click .
6. Click [Close].
Note:
In both actions, EPLAN informs you in a message window as to how many project /
system master data files were updated and, if the project / system master data were
identical, in which a message is also generated.
10.2 Globally synchronize master data
Preconditions:
You have opened the project whose master data is to be synchronized.
You have no editor open for working on master data (Plot frame editor, Form
editor, etc.).
Utilities > Master data > Synchronize current project
Master Data
EPLAN Training 37
1. In the Synchronization of master data <Project name> dialog select
[Update] > Project in order to globally replace all outdated project master
data with newer system master data.
2. Select [Update] > System to globally replace all outdated system master data
with newer project master data.
3. Click [Close].
Notes:
In both actions, EPLAN informs you in a message window as to how many
project / system master data files were updated and, if the project / system
master data were identical, in which a message is also generated.
When updating Symbol libraries the files in question are checked for
compatibility (e.g. regarding connection point designations). If they are not
compatible the process will be interrupted with a prompt.
Master Data
EPLAN Training 38
Form and Plot Frame Editor
EPLAN Training 1
Form and Plot Frame Editor
Form and Plot Frame Editor
EPLAN Training 2
Form and Plot Frame Editor
EPLAN Training 3
1 Generating Forms.........................................................................................5
2 Editing Forms................................................................................................9
2.1 Edit static components..............................................................................9
2.2 Insert placeholder texts...........................................................................13
2.3 Add special texts.....................................................................................14
3 Editing Forms Properties...........................................................................15
4 Copying Forms............................................................................................20
5 Dynamically Placing Graphics...................................................................22
6 Checking Forms..........................................................................................27
7 Inserting and Editing Placeholder Texts...................................................28
8 Repeating Main Sub-headers on Form Pages..........................................33
9 Automatically Assigning Page Information..............................................36
10 Defining General Graphics in Forms.........................................................39
11 Defining Graphics Depending on Property Values in Forms..................41
12 Defining Graphics Depending on Function Definitions in Forms...........44
13 Inserting Form Graphics ............................................................................47
14 Generating Plot Frames .............................................................................50
15 Editing Plot Frames ....................................................................................52
15.1 Edit static components............................................................................52
15.2 Add special texts.....................................................................................53
16 Editing Plot Frame Properties....................................................................54
17 Copying Plot Frames..................................................................................56
18 Inserting and Editing Special Texts ..........................................................57
18.1 Insert project and page properties in forms and plot frames ...................57
18.2 Insert column and row texts in plot frames..............................................59
19 Configuring the Display of Placeholder and Special Texts.....................61
19.1 Hide placeholder texts ............................................................................61
19.2 Display properties as numbers................................................................61
19.3 Display column division...........................................................................62
Form and Plot Frame Editor
EPLAN Training 4
20 Updating the Column and Row Designations of Plot Frames.................64
20.1 Specify column and row numbering........................................................64
20.2 Update column and row numbering ........................................................65
21 Deleting a Column and Row Numbering and Placing Them Again ........66
22 Documenting Forms and Plot Frames ......................................................68
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 5
1 Generating Forms
When generating a form, the Form properties - <Form name> dialog is opened, in
which you specify the most important properties of the new form. (This dialog can
also be called up for an opened form after the event to allow you to change the
properties at any time).
Precondition:
You have opened a project.
Utilities > Master data > Form > New
1. In the Create form dialog, select the drive and directory, in which the new
form should be saved.
2. In the File name field, enter a descriptive name for the form.
Form and Plot Frame Editor
EPLAN Training 6
3. From the Save as type drop-down list, select the form type (e.g. table of
contents, cable diagram, etc.) that you want to create.
4. In the Path field, select Popup menu > Go to default if you would like to
return to the standard settings for drive and directory. (The default directory is
either the EPLAN-specific default path <Drive_EPLAN>:<Program
Folder>\Forms\<Company Code> or the setting specified under Options >
Settings > User > Management > Directories.)
5. Click [Save].
Form and Plot Frame Editor
EPLAN Training 7
6. If necessary, in the Form properties - <Form name> dialog, select another
form type for the new form from the Form type drop-down list.
7. From the Category drop-down list, select which properties should be
displayed in the list within the category.
Form and Plot Frame Editor
EPLAN Training 8
8. Specify the values for the properties by either entering or overwriting an entry
or selecting a template value from a drop-down list, or jump to a special dialog
in which you can enter additional data.
9. Click [OK].
The new form is stored according to your entries. The file extension
depends on the form type selected and is displayed in the form editor.
If necessary, you can check the form during editing to quickly be made aware of and
to immediately resolve incorrect entries.
Tip:
You can use Drag & Drop to insert existing forms by pulling a marked form from
Windows Explorer into the Pages <Project name> navigator dialog of your
project.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 9
2 Editing Forms
As soon as you have opened the form you want to edit in the form editor, you can
edit its components.
2.1 Edit static components
Static components are elements that have no influence on the data generated by the
program when the schematic logic is evaluated. These are, for example, frames,
graphical elements such as rectangles, lines, embedded bitmaps, etc. These are
edited exactly like the corresponding objects on schematic pages. That is, they can
be filled, moved, or pulled to a different position and you can assign them certain
properties, such as line type, text direction, etc.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]).
Proceed as follows:
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1. Select Insert > Graphic to add (more) graphic elements such as rectangles,
lines, and so on.
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2. Select Insert > Graphic > Text to enter text information
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3. Select Insert > Graphic > Image file to select a graphic in the Select image
file dialog and to insert it, for example, as a logo in the footer of your form.
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4. Double-click an already added element in order to open the element-specific
Properties dialog and view or change the properties.
5. Proceed in a similar manner for all static components of the form.
Tip:
You can use Drag & Drop to insert text by dragging a selected text from an Office
application into your open form.
2.2 Insert placeholder texts
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]).
Insert > Placeholder text
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Placeholder texts are used in forms to define the position for the placement of fields
in a record. They are evaluated and automatically multiplied for each object, where
the position is determined by a predefined offset in the X and Y directions. Use the
"Column width" and "Row height" form properties to specify the offset. Placeholder
texts are only filled during the evaluation run and not updated online.
2.3 Add special texts
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]).
Insert > Special text
Special texts for forms are special placeholders for project or page properties. They
are automatically filled in by the program with the appropriate properties depending
on the data entered.
This functionality is only available for certain module packages. Info
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EPLAN Training 15
3 Editing Forms Properties
The Form properties - <Form name> dialog is automatically opened when creating
a form; it can also be called up for an opened form after the event.
Preconditions:
You have opened a project.
You have opened a form in the form editor (Utilities > Master data > Form >
Open > [Open]).
Proceed as follows:
1. In the Page - <Project Name> navigator dialog, select the form whose
properties you would like to view and edit.
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2. Select Popup menu > Properties.
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3. In the Form properties - <Form name> dialog, select a different form type
from the drop-down list, if necessary.
4. From the Category drop-down list, select which properties should be
displayed in the list within the category.
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5. Specify the values for the properties by either entering or overwriting an entry
or selecting a template value from a drop-down list, or jump to a special dialog
in which you can enter additional data.
6. Click (New) on the toolbar above the table Property name / value.
7. In the Property selection dialog, select a new property that you would like to
assign to the form.
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8. Click [OK].
9. Assign the property a value.
10. Proceed in a similar manner for all of the other properties.
11. Click [OK].
The form is displayed with changed / new data in the form editor.
This functionality is only available for certain module packages. Info
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EPLAN Training 20
4 Copying Forms
To copy a form with all its content, save it to another location and / or under a
different name.
Precondition:
You have opened a project.
Utilities > Master data > Form > Copy
1. In the Form selection dialog, select the drive and directory of the form to be
copied.
2. Select the form file to be copied. (Multiple selection isn't possible here).
3. Click on [Open].
4. In the Save as dialog, specify the storage location for the copy of the form.
5. In the File name field, enter a descriptive name for the new form.
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6. Click [Save].
The form is copied and the copy opened for editing.
This functionality is only available for certain module packages. Info
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5 Dynamically Placing Graphics
To create header, data areas, and footers within a page as well, there is the concept
of dynamic forms. Since the positions of these areas are dynamic and they should
normally stand out in the table graphic, each row generated in an evaluation is able
to draw a frame in a dynamic form.
Note:
Dynamic forms can be identified by the Dynamic entry in the drop-down list for the
Form handling form property.
Example:
A device tag list should be created with the following dynamic areas:
Device tag list (page header)
DT / Quantity / Designation
Manufacturer: H1 (group header)
K1 / 10 / Designation 1
K2 / 5 / Designation 2
Kn / 99 / Designation n
Manufacturer: H2 (group header)
K1 / 10 / Designation 1
K2 / 5 / Designation 2
Kn / 99 / Designation n
This information is drawn in the form editor as graphic row frames and written with
each generated row in a report page. In addition, it is also possible to define graphic
or text objects as header, data, or footer elements, i.e. not only placeholder texts.
Preconditions:
You have opened a project.
You have opened the dynamic form that you would like to edit in the form editor
(Utilities > Master data > Form > Open > [Open]).
Insert > Dynamic form
1. Select whether you want to define a header, a heading, a data area or a
footer from the subsequent menu.
The rectangle representing the area hangs on the cursor.
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2. Click with the mouse to place the initial corner of the rectangle to be drawn.
3. Click to specify the end position of the rectangle.
The rectangle displayed in the respective area is drawn; in addition,
information about which area type it is (header, data or footer or heading) is
displayed in the upper left.
4. Select the newly defined rectangle.
5. Select Insert > Placeholder text.
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6. In the Placeholder text dialog, click [...] in the Property field of the
Placement tab.
7. In the Placeholder text - <Form type> dialog, select the property that you
want to define as a placeholder for the respective area.
8. Click [OK].
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9. If necessary, edit other placeholder text properties in the Placeholder text
dialog's tabs.
10. Click [OK].
The various defined ranges are combined with form alignment by row (property Form
structure) from "lower left" to "upper left":
If the form alignment is by column, the defined ranges are combined from "lower
right" to "lower left":
(In both illustrations:
1 = Header
2 = Data area
3 = Footer)
Notes:
If several of the same defined ranges (e.g. several data areas) are placed, only
one is taken into consideration for the reports.
Additional selection functions are available as an optical control function for
dynamic forms (Edit > Select) that each display all elements of the header,
the footer or data area, or the heading. In general, it is a normal selection, i.e.
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all marked elements can be deleted, copied, moved, etc.
Like all other forms, dynamic forms can also be automatically checked during
editing (Utilities > Check form), e.g. for the correct use of defined ranges.
This functionality is only available for certain module packages. Info
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6 Checking Forms
A special function is available to check at any time during form editing whether your
form is correct or there are errors.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]).
Utilities > Check form
1. Confirm the prompt in the Check form dialog by clicking on [OK].
2. Click [Save] in the System messages dialog.
3. Specify drive and directory in which the log file should be saved using the
Open dialog.
4. In the File name field, enter a descriptive name for the log file.
5. Click on [Open].
6. Click [Close] in the System messages dialog.
The system messages that apply to the current form are saved in the
corresponding file and can be printed as needed.
This functionality is only available for certain module packages. Info
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7 Inserting and Editing Placeholder Texts
Placeholder texts are used in forms to define the position for the placement of fields
in a record. During the evaluation of the form, EPLAN automatically replaces these
placeholders with the corresponding values of project objects on which the report is
being run, such as components, pages, symbols, etc.
Preconditions:
You have opened a project.
You have opened the form in which you want to define placeholder texts in the
form editor (Utilities > Master data > Form > Open > [Open]).
Insert > Placeholder text
1. In the Placeholder text dialog, click [...] in the Property field of the
Placement tab.
2. In the Placeholder text - <Form type> dialog, select the element for which
you want to define a placeholder text.
3. If needed, limit the display of possible properties by selecting an entry from the
Category drop-down list.
4. Select the property text.
5. Click [OK].
The selected property is entered in the Property field.
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6. Change to the Format tab.
7. Specify the formatting settings of the placeholder text.
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8. Change to the Language tab.
9. Specify the language settings for the placeholder text.
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10. Change to the Border tab.
11. If needed, select the Activate alignment box check box and enter the size
and treatment of the text within the frame.
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12. If the alignment boxes are not only to be taken into account on the report
page, but also drawn, then also select the Draw alignment box check box.
13. Click [OK].
The element hangs on the cursor.
14. Position the placeholder text on the form page.
The element hangs on the cursor.
15. Position the placeholder text a second or third ... time.
16. Select Popup menu > Cancel action to terminate the action.
The placeholder text is inserted on the form page and can be revised by
double-clicking it.
This functionality is only available for certain module packages. Info
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8 Repeating Main Sub-headers on Form Pages
If you want to place a new main sub-header on the report page as soon as certain
properties change, you can use the Regenerate main sub-header form property to
control for which properties this should take place.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu>
Properties in the form in the navigator dialog Pages - <Project name>).
Proceed as follows:
1. In the Form properties - <Form name> dialog, click [...] in the Value column
of the Regenerate main sub-header property.
2. In the New main sub-header for changes dialog, click (New).
3. In the Property selection dialog, select the property(s) that when change, a
new main sub-header is generated on the report page. Multiple selection is
possible here.
4. Click [OK].
5. Click (Delete) in the Main sub-header for changes dialog if necessary to
again remove a property from the list.
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6. Click (Move up) / (Move down) to move a selected property up or down,
if possible. (Multiple selection of properties is not possible here).
7. Click [OK].
The specified properties are transferred as numeric values in the Value
column of the Regenerate main sub-header property.
Example:
A "normal" device tag list looks like this:
Device name Cross-reference
=A1+O1-A1 /1.2
=A1+O1-A2 /1.3
=A1+O1-K1 /2.2
=A1+O1-K2 /2.3
=A2+O2-A1 /1.2
=A2+O2-A2 /1.3
=A2+O2-K1 /2.2
=A2+O2-K2 /2.3
In the New main sub-header for changes dialog, the Identifier property is selected,
so that a new main sub-header is generated each time the identifier changes.
Main sub-header "Identifier = "A""
=A1+O1-A1 /1.2
=A1+O1-A2 /1.3
=A2+O2-A1 /1.2
=A2+O2-A2 /1.3
Main sub-header "Identifier = "K""
=A1+O1-K1 /2.2
=A1+O1-K2 /2.3
=A2+O2-K1 /2.2
=A2+O2-K2 /2.3
In the New Main sub-header for changes dialog, the Higher-level function
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property is also selected next, so that a new main sub-header is generated each time
the identifier and structure identifier for the higher-level function identifier block
changes:
Main sub-header "Identifier = "A" Higher-level function = "A1""
=A1+O1-A1 /1.2
=A1+O1-A2 /1.3
Main sub-header "Identifier = "A" Higher-level function = "A2""
=A2+O2-A1 /1.2
=A2+O2-A2 /1.3
Main sub-header "Identifier = "K" Higher-level function = "A1""
=A1+O1-K1 /2.2
=A1+O1-K2 /2.3
Main sub-header "Identifier = "K" Higher-level function = "A2""
=A2+O2-K1 /2.2
=A2+O2-K2 /2.3
When generating a report (Utilities > Reports > Generate), you must appropriate
specify the additional sort in the New page if property value has changed field.
This functionality is only available for certain module packages. Info
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9 Automatically Assigning Page Information
The Format for automatic page description form property can be used to specify
the page information (page name, page description, higher-level function, etc.) for the
page description automatically assigned when generating report lists.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
Properties in the form in the navigator dialog Pages - <Project name>).
Proceed as follows:
1. In the Form properties - <Form name> dialog, click [...] in the Value column
of the Format for automatic page description property.
2. In the Format for automatic page description dialog, select the element that
should be used for the automatic page designation from the Available format
elements list. (Multiple selection isn't possible here).
3. Click (Move right).
The element is entered into the Selected format elements list.
4. Proceed in a similar way for all additional format elements.
5. Select the Separators entry in the Available format elements list.
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6. Click (Move right).
7. In the Format: Separator dialog, specify which character you want to use as a
separator.
8. Click [OK].
9. In the Selected format elements list of the Format for automatic page
description dialog, select an entry if necessary and click (Delete) to
remove the selected element from the list.
10. Click (Move up) / (Move down) to move a selected format element up or
down, if possible. (Multiple selection of elements is not possible here).
11. Double-click an entry of the Separator type to revise a separator in the
Format: Separator dialog.
12. Click [OK].
The format elements are saved.
In the Form properties - < Form name> dialog, the assignments are displayed as
follows in the Value column:
<Number of the available format element>;<Number / length>|<Number of the
available format element>;<Number / length>|...
where the numbers are assigned as follows:
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Page type / form type: 1
Name of first header object: 2
Name of first data object: 3
Name of last data object: 4
Separators: 5.
Example:
2;1|5;4 for:
Name of first header object, number / length: 1
Separator, number / length: 4
This functionality is only available for certain module packages. Info
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EPLAN Training 39
10 Defining General Graphics in Forms
The Assignment: Index to graphic form property is required, for example, for
displaying a (fixed) graphic in the data area in the terminal diagram.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
Properties in the form in the navigator dialog Pages - <Project name>).
Proceed as follows:
1. In the Form properties - <Form name> dialog, click [...] in the Value column
of the Assignment: Index to graphic property.
2. In the Assignment of "Index to graphic" dialog, click (New) to create a
new row in the list of assignments.
3. In the Index field, enter a different value, if necessary. The default is always
<next_highest_number>.
4. Click [...] in the Symbol name field.
5. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the index.
6. Click [OK].
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The associated data is entered into the Symbol library and Description
fields.
7. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
8. Perform all further allocations in a similar manner .
9. Click [OK].
The assignments are stored and can be inserted into the form using
placeholders.
In the Form properties - <Form name> dialog, the assignments are displayed as
follows in the Value column:
<Index number>;<Symbol library>;<Symbol number>;<Variant>|<Index
number>;<Symbol library>;<Symbol number>;<Variant>|...
Example:
1;SPECIAL;307;0|2;IEC_EPLAN_D;12;1
Note:
Take care that only the symbols of the included symbol libraries are displayed.
This functionality is only available for certain module packages. Info
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EPLAN Training 41
11 Defining Graphics Depending on Property
Values in Forms
The Assignment of property / value to graphic form property is required to display
a specific graphic in the data area for a property that has a specific value.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
Properties in the form in the navigator dialog Pages - <Project name>).
Proceed as follows:
1. In the Form properties - <Form name> dialog, click [...] in the Value column
of the Assignment of property / value to graphic property.
2. In the Assignment "Property / value to graphic" dialog, click (New) to
create a new row in the list of assignments.
3. In the Category / property field, click [...].
4. In the Property selection dialog, select the property to which you want to
assign a graphic.
5. Click [OK].
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6. In the Value field, enter the value that the property should have.
7. In the Symbol name field, click [...].
8. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the property.
9. Click [OK].
The associated data is entered into the Symbol library and Description
fields.
10. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
11. Perform all further allocations in a similar manner .
12. Click [OK].
The assignments are stored and can be inserted into the form using
placeholders.
In the Form properties - <Form name> dialog, the assignments are displayed as
follows in the Value column:
<Property number>;<Category>;<Value>;<Symbol library>;<Symbol
number>;<Variant>|
<Property number>;<Category>;<Value>;<Symbol library>;<Symbol
number>;<Variant>|...
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Example:
20400;0;SIE;SPECIAL;310;0|1120;0;A*;IEC_EPLAN_D;7;1
Note:
Take care that only the symbols of the included symbol libraries are displayed.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 44
12 Defining Graphics Depending on Function
Definitions in Forms
The Assignment: Function definition to graphic form property is required to place
different graphics depending on concrete values of the function definition, e.g.
symbols for terminals depending on terminal type.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
Properties in the form in the navigator dialog Pages - <Project name>).
Proceed as follows:
1. In the Form properties - <Form name> dialog, click [...] in the Value column
of the Assignment: Function definition to graphic property.
2. In the Assignment of "Function definition to graphic" dialog, click
(New) to create a new row in the list of assignments.
3. In the Function definition field, click [...].
4. In the Function definitions dialog, select the function definition to which you
want to assign a graphic.
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5. Click [OK].
The associated data is entered in the Category, Group, and Description
fields.
6. In the Symbol name field, click [...].
7. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the function definition.
8. Click [OK].
The associated data is entered into the Symbol library and Description
fields.
9. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
10. Perform all further allocations in a similar manner .
11. Click [OK].
The assignments are stored and can be inserted into the form using
placeholders.
In the Form properties dialog, the assignments are displayed as follows in the Value
column:
<Category>;<Group>;<Function definition>;<Symbol library>;<Symbol
number>;<Variant>|
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<Category>;<Group>;<Function definition>;<Symbol library>;<Symbol
number>;<Variant>|...
Example:
200;1;1;SPECIAL;30;0|100;99;1;IEC_EPLAN_D;211;1
Note:
Take care that only the symbols of the included symbol libraries are displayed.
This functionality is only available for certain module packages. Info
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EPLAN Training 47
13 Inserting Form Graphics
Certain placeholders can't be replaced by text during the evaluation run, but rather
are replaced by graphical symbols, where the assignment to the respective graphic is
defined in the Form properties - <Form name> dialog. The following placeholder
texts are available:
Assignment: Index to graphic [1-100]: Replaces the placeholder by the
symbol that was stored in the Assignment "Index to graphic" dialog for the
respective index.
Assignment: Function definition to graphic: Replaces the placeholder by the
symbol that was stored in the Assignment "Function definition to graphic"
dialog for the corresponding function definition.
Assignment of property / value to graphic [1-2]: Replaces the placeholder by
the symbol that was stored in the Assignment "Property / value to graphic"
dialog for the corresponding property
There are also special placeholders for generated graphics that are used in terminal
diagrams, terminal bills of materials, and terminal connection diagrams as jumper
graphics. For example, these include the placeholders "Jumper graphics (jumper
level)", "Graphic for internal wire jumpers", "Graphic for saddle jumpers", etc.
Preconditions:
You have opened a project.
You have opened a suitable form in the form editor in which you want to replace
placeholder texts with graphics (Utilities > Master data > Form > Open >
[Open]).
You have specified the Index to graphic, Function definition to graphic, and
Property / value to graphic assignments in the Form properties - <Form
name> dialog.
Insert > Placeholder text
1. In the Placeholder text dialog, click [...] in the Property field of the
Placement tab.
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2. In the Placeholder text - <Form type> dialog, select the element (e.g.
terminal properties) for which placeholder text is available for graphics.
3. Limit the scope of possible data by selecting the Settings entry from the
Category drop-down list.
4. Select the desired assignment type.
5. Click [OK].
The property is entered in the Property field on the Placement tab.
6. If necessary, change the property defaults related to format, language and
frame.
7. Click [OK].
The element hangs on the cursor.
8. Position the placeholder text on the form page.
The element hangs on the cursor.
9. Position the placeholder text a second or third ... time.
10. Select Popup menu > Cancel action to terminate the action.
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The placeholder text is inserted on the form page and can be replaced in
the appropriate report by the graphic selected in the form properties.
This functionality is only available for certain module packages. Info
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14 Generating Plot Frames
When generating a plot frame, the Plot frame properties - <Plot frame
name>dialog is opened, in which you specify the most important properties of the
new plot frame. (This dialog can also be called up for an opened plot frame after the
event to allow you to change the properties at any time.)
Precondition:
You have opened a project.
Utilities > Master data > Plot frame > New
1. In the Create plot frame dialog, select the drive and directory, in which the
new plot frame should be saved.
2. In the File name field, enter a descriptive name for the plot frame.
3. In the Path field, select Popup menu > Go to default if you would like to
return to the standard settings for drive and directory. (The default directory is
either the EPLAN-specific default path <Drive_EPLAN>:<Program
Folder>\PlotFrames\<Company Code> or the setting specified under
Options > Settings > User > Management > Directories.)
4. Click [Save].
5. In the Plot frame properties- <Plot frame name> dialog, select the
properties to be shown in the list from the Category drop-down list.
6. Specify the values for the properties, either by making or overwriting an entry
or by selecting a preset value from a drop-down list.
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7. Click [OK].
The new plot frame is saved according to your entries and displayed in the
plot frame editor.
This functionality is only available for certain module packages. Info
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15 Editing Plot Frames
As soon as you have opened the plot frame you want to edit in the plot frame editor,
you can edit its components.
15.1 Edit static components
Static components are elements that have no influence on the data generated by the
program when the schematic logic is evaluated. These are, for example, frames, and
graphical elements such as rectangles, lines, embedded bitmaps, etc. These can be
edited just like the corresponding objects on schematic pages. That is, they can be
filled, moved, or pulled to a different position and you can assign them certain
properties, such as line type, text direction, etc.
Tip:
You can show the column division of the plot frame via View > Columns. This makes
the overview easier when inserting new elements.
Preconditions:
You have opened a project.
You have opened the plot frame that you would like to edit in the plot frame
editor (Utilities > Master data > Plot frame > Open > [Open]).
Proceed as follows:
1. Select Insert > Graphic to add (more) graphic elements such as rectangles,
lines, and so on.
2. Select Insert > Graphic > Text to enter text information
3. Select Insert > Graphic > Image file to select a graphic in the Select image
file dialog and to insert it, for example, as a logo in the footer of your plot
frame.
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4. Double-click an already added element in order to open the element-specific
Properties dialog and view or change the properties.
5. Proceed in a similar manner for all static components of the plot frame.
Tip:
You can use Drag & Drop to insert text by dragging a selected text from an Office
application into your open plot frame.
15.2 Add special texts
Preconditions:
You have opened a project.
You have opened the plot frame that you would like to edit in the plot frame
editor (Utilities > Master data > Plot frame > Open > [Open]).
Insert > Special text
In addition to static elements, plot frames consist of and this is the more important
aspect special texts. This includes placeholders for project and page properties that
are filled in accordance to the data entered from the program. You can also insert
row and column texts that are then taken into consideration in the reports.
This functionality is only available for certain module packages. Info
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16 Editing Plot Frame Properties
The Plot frame properties - <Plot frame name> dialog is automatically opened
when creating a plot frame; it can also be called up for an opened plot frame after the
event.
Preconditions:
You have opened a project.
You have opened a plot frame in the plot frame editor (Utilities > Master data >
Plot frame > Open > [Open]).
Proceed as follows:
1. In the Page - <Project Name> navigator dialog, select the plot frame whose
properties you would like to view and edit.
2. Select Popup menu > Properties.
3. In the Plot frame properties- <Plot frame name> dialog, select the
properties to be shown in the list from the Category drop-down list.
4. Specify the values for the properties, either by making or overwriting an entry
or by selecting a preset value from a drop-down list.
5. Click [New] on the toolbar above the table Property name / Value.
6. In the Property selection dialog, select a new property that you would like to
assign to the plot frame.
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EPLAN Training 55
7. Click [OK].
8. Assign the property a value.
9. Proceed in a similar manner for all of the other properties.
10. Click [OK].
The plot frame is displayed with changed / new data in the plot frame
editor.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 56
17 Copying Plot Frames
To copy a plot frame with all its content, save it to another location and / or under a
different name.
Precondition:
You have opened a project.
Utilities > Master data > Plot frame > Copy
1. In the Plot frame selection dialog, select the drive and directory of the plot
frame to be copied.
2. Select the desired plot frame file. (Multiple selection isn't possible here).
3. Click on [Open].
4. In the Save as dialog, specify the storage location for the copy of the plot
frame.
5. In the File name field, enter a descriptive name for the new plot frame.
6. Click [Save].
The plot frame is copied and the copy opened for editing.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 57
18 Inserting and Editing Special Texts
18.1 Insert project and page properties in forms and plot
frames
The special texts available for forms and plot frames are placeholders for project and
page properties that are automatically replaced by EPLAN with the corresponding
properties.
Preconditions:
You have opened a project.
You have opened the form in which you want to define special texts in the form
editor (Utilities > Master data > Form > Open > [Open]). You have opened
the plot frame in which you want to define special texts in the plot frame editor
(Utilities > Master data > Plot frame > Open > [Open]).
Insert > Special text
1. In the subsequent menu, select whether a page property or project property
should be inserted.
2. In the Special text <...> dialog, click [...] in the Property field of the
Placement tab.
3. In the Property selection dialog, select the page or project property that
should be inserted in the plot frame / form.
4. If needed, limit the display of possible properties by selecting an entry from the
Category drop-down list.
Form and Plot Frame Editor
EPLAN Training 58
5. Click [OK].
The selected property is entered into the Property field.
6. Change to the Format tab.
7. Specify the formatting settings of the special text.
8. Change to the Language tab.
9. Specify the language settings for the special text.
10. Change to the Border tab.
11. If needed, select the Activate alignment box check box and enter the size
and treatment of the text within the frame.
12. If the alignment boxes are not only to be taken into account on the report
page, but also drawn, then also select the Draw alignment box check box.
13. Click [OK].
The element hangs on the cursor.
Form and Plot Frame Editor
EPLAN Training 59
14. Positioning the special text on the plot frame / form page.
The element hangs on the cursor.
15. Positioning the Special text a Second or Third Time time.
16. Select Popup menu > Cancel action to terminate the action.
The special text is inserted on the plot frame / form page and can be
revised by double-clicking it.
Note:
EPLAN internally notes the last selected property and suggests it again when next
inserting. All settings made during the placement are also used.
18.2 Insert column and row texts in plot frames
There are also column and row texts available for plot frames in addition to the
project and page properties.
Preconditions:
You have opened a project.
You have opened the plot frame in which you want to define row and column
texts in the plot frame editor (Utilities > Master data > Plot frame > Open >
[Open]).
Insert > Special text
1. In the subsequent menu, select whether a column text or a row text should
be inserted into the plot frame.
Form and Plot Frame Editor
EPLAN Training 60
2. In the Format tab of the Special text <...> dialog, specify the formatting
settings for the row and column text.
3. Click [OK].
The element hangs on the cursor.
4. Position the special text on the plot frame page.
The element hangs on the cursor.
5. Positioning the Special text a Second or Third Time time.
6. Select Popup menu > Cancel action to terminate the action.
The special text is inserted on the plot frame page and can be revised by
double-clicking it.
Note:
The Utilities > Place column and row text again can be used to delete these
special texts and automatically placed on the border areas of the defined columns
and rows.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 61
19 Configuring the Display of Placeholder and
Special Texts
To arrange form and plot frame editing more clearly, so that inserting graphical
elements like lines and graphics is easier, there are the options described in the
following:
19.1 Hide placeholder texts
You can temporarily hide the placeholder text.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]).
Proceed as follows:
1. Select the menu items View > Hide placeholders.
The placeholder texts will be hidden.
2. Edit the graphical elements of the form.
3. Select View > Hide placeholders to display the placeholder texts again.
19.2 Display properties as numbers
The property texts are displayed as texts by default. However, this can be
bothersome if there are several entries in a row, for example.
Preconditions:
Form and Plot Frame Editor
EPLAN Training 62
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]). Or you have opened the plot frame
that you would like to edit in the plot frame editor (Utilities > Master data >
Plot frame > Open > [Open]).
Proceed as follows:
1. Select View > Properties as numbers.
The property texts are replaced by their internal ID numbers.
2. Edit the form / plot frame as desired.
3. Select View > Properties as numbers to display the property texts as texts
again.
19.3 Display column division
It can helpful to display columns, if you want to make sure that you are placing a
certain object in a certain column.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
> Master data > Form > Open > [Open]). Or you have opened the plot frame
that you would like to edit in the plot frame editor (Utilities > Master data >
Plot frame > Open > [Open]).
Proceed as follows:
1. Select View > Columns.
The column division is displayed in the form / plot frame using lines.
Form and Plot Frame Editor
EPLAN Training 63
2. Edit the form / plot frame as desired.
3. Select View > Columns to return to the display without columns.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 64
20 Updating the Column and Row Designations of
Plot Frames
Both columns and rows can be predefined alphanumerically and numerically via the
numbering formats in the plot frame. Such a default can then be later updated.
20.1 Specify column and row numbering
Precondition:
You have opened a project.
1. Select Options > Settings > Projects > "Project name" > Management >
Pages.
2. In the Path numbering group box, specify whether the numbering should be
page or project related or by structure identifier by selecting the appropriate
option.
3. Click [OK].
With the page-dependent counting method, counting of column areas starts from
scratch for each page, i.e., EPLAN always starts with the configured starting value
and increments it until the last column of the page is reached. For numbering by
project, column numbers are counted through each page, so that counting starts with
the starting value on page 1 and counted to x on the last page. (Please note that all
pages are counted here, unless you activate the plot frame property Display column
designations on non-logic pages.)
The following plot frame properties (Category Settings) are established for the
report:
Form and Plot Frame Editor
EPLAN Training 65
Start value (column): The column numbers of the grid are normally numbered
from left to right (starting with 0). A different starting value can be provided
here.
Start value (row) The row numbers of the grid are normally numbers from top to
bottom (starting with 0). A different starting value can be provided here.
Column numbering format: Format of column numbers. If no format is
specified, the column number is hidden.
Row numbering format: Format of row numbers. If no format is specified, the
row numbers are hidden.
Page orientation / paper format: Specifies the way in which the schematic
pages are divided into areas: Landscape or Normal Format.
20.2 Update column and row numbering
Preconditions:
You have opened a project.
You have opened a schematic page to which a plot frame has been assigned.
1. Select Utilities > Update path designations.
The path designations are updated according to the selection made under
Settings.
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 66
21 Deleting a Column and Row Numbering and
Placing Them Again
This function supports you in the labeling of column and row areas, in that all placed
column and row numbers are deleted and automatically reset. An automatic placing
function sets the column and row placeholder texts exactly on the edges of the
defined columns and rows.
Preconditions:
You have opened a project.
You have opened a plot frame in the plot frame editor.
You have placed column or row texts in the plot frame (Insert > Special text >
Column text or Insert > Special text > Row text).
1. Select Utilities > Place column and row text again.
The column and row numbers are deleted and placed again. During the generation of
special texts, the formatting last used is selected.
Example:
The two illustrations below show column and row numbers before and after selection
of the menu item, where P1 through P3 symbolized the columns and A through C the
rows.
Form and Plot Frame Editor
EPLAN Training 67
Before:
After:
This functionality is only available for certain module packages. Info
Form and Plot Frame Editor
EPLAN Training 68
22 Documenting Forms and Plot Frames
It is possible to manage and output forms and plot frames in a special report, where a
table of contents is generated and change information can be entered. The report on
forms / plot frames can be a project into which the forms / plot frames are read. For
this purpose there are the special reports Form documentation and Plot frame
documentation. Form / plot frame documentations are overviews of all documents /
plot frames used in a project.
Precondition:
You have selected a form via Options > Settings > Projects > "Project" > Reports
> Graphical output > Forms documentation or Plot frame documentation and
specified the settings for the pages you would like to create.
Utilities > Reports > Generate
1. If the form documentation / plot frame documentation is not listed under the
reports, click [New].
2. In the Specify report dialog select the Form documentation or the Plot
frame documentation option.
3. If necessary, change the settings for Output project, Creator, and Creation
date.
4. Click [OK].
5. In the Forms documentation (Total) (or Plot frame documentation (Total))
dialog specify the settings for the pages to be generated.
6. Click [OK].
Form and Plot Frame Editor
EPLAN Training 69
The documentation is generated. This process can take some time,
depending on the number and complexity of the data.
7. Click [Close].
The newly generated pages are inserted into the target project selected. In
the list of reports, the level Form documentation / Plot frame
documentation is inserted, and the list of pages contained in the
documentation appears there.
Form and Plot Frame Editor
EPLAN Training 70
Connection Point Designations and Identifiers
EPLAN Training 1
Connection Point Designations and
Identifiers
Connection Point Designations and Identifiers
EPLAN Training 2
1 Updating Function Definitions.....................................................................3
1.1 Replace the function definition library .......................................................3
2 Creating Your Own Connection Point Designations and Descriptions ...4
2.1 Create connection point designations.......................................................4
2.2 Create connection point descriptions........................................................4
3 Creating Your Own Identifier Sets...............................................................6
3.1 Select identifier sets..................................................................................7
4 Exporting Your Own Sets of Identifiers, Connection Point Designations,
and Connection Point Descriptions ............................................................8
4.1 Export identifier sets .................................................................................8
4.2 Export connection point designations and descriptions ............................9
5 Importing Your Own Sets of Identifiers, Connection Point Designations,
and Connection Point Descriptions ..........................................................10
5.1 Import identifier sets................................................................................10
5.2 Import connection point designations and descriptions...........................11
This functionality is only available for certain module packages. Info
Connection Point Designations and Identifiers
EPLAN Training 3
1 Updating Function Definitions
The function definition library is managed and expanded by EPLAN Software &
Service. If a new function definition library is made available (online, for example),
you have to integrate it into your system. You must take the following steps to do this:
Export your own identifier sets, connection point designations, and connection
point descriptions (if you have created any)
Replace the function definition library
Import your own identifier sets, connection point designations, and connection
point descriptions (the EPLAN entries are overwritten during this import)
Add your own identifier sets, connection point designations, and connection
point descriptions to the new function definitions.
1.1 Replace the function definition library
1. Copy the file FctDefLib.flk into the
..\EPLAN\FunctionDefinition\EPLAN directory.
This functionality is only available for certain module packages. Info
Connection Point Designations and Identifiers
EPLAN Training 4
2 Creating Your Own Connection Point
Designations and Descriptions
For each function definition, ten sets of connection designations and connection
descriptions can be specified. These sets can then be selected later on from the
function.
2.1 Create connection point designations
Utilities > Master data > Connection point designation / description
1. Select the Connection point designations tab.
The Connection point designations tab lists the function definitions with
their connection points. One line is shown for each connection point.
2. In the fields 1 - 10, enter up to 10 different connection point designations per
connection point.
3. Click [OK].
2.2 Create connection point descriptions
Utilities > Master data > Connection point designation / description
Connection Point Designations and Identifiers
EPLAN Training 5
1. Select the Connection point descriptions tab.
The Connection point descriptions tab lists the function definitions with
their connection points. One line is shown for each connection point.
2. In the fields 1 - 10, enter up to 10 different connection point descriptions per
connection point.
3. Click [OK].
This functionality is only available for certain module packages. Info
Connection Point Designations and Identifiers
EPLAN Training 6
3 Creating Your Own Identifier Sets
In EPLAN you can create your own sets of identifiers taking into consideration
different standards, countries, and customers.
Utilities > Master data > Identifier
1. Select Popup menu > New.
2. In the New identifier set dialog specify the designation for the identifier set
and click [OK].
A new column with the appropriate heading is displayed.
3. Enter the identifiers for the individual functions into the various cells. Identifiers
can consist of multiple characters.
Connection Point Designations and Identifiers
EPLAN Training 7
4. Click [OK].
The identifiers entered are saved.
3.1 Select identifier sets
Options > Settings > Projects > "Project name" > Devices > Numbering (online)
1. In the Current identifier set box select the desired identifier set from the
drop-down list.
2. Click [OK].
The corresponding identifier is used when creating a function.
This functionality is only available for certain module packages. Info
Connection Point Designations and Identifiers
EPLAN Training 8
4 Exporting Your Own Sets of Identifiers,
Connection Point Designations, and
Connection Point Descriptions
Your self-defined identifier sets, connection point designations, and connection point
descriptions can be exported in XML files. This file can be used, for instance, as a
backup for the exchange of data.
4.1 Export identifier sets
Utilities > Master data > Identifier
1. Select the columns with the identifier sets you want to export.
2. Select Popup menu > Export.
3. In the Export dialog, switch to the desired directory and enter a file name.
Connection Point Designations and Identifiers
EPLAN Training 9
4. Click [Save].
The selected identifier sets are saved in an XML file.
4.2 Export connection point designations and
descriptions
Utilities > Master data > Connection point designation / description
1. Select the Connection point designations or Connection point
descriptions tab.
2. Select Popup menu > Export.
3. In the Export dialog, switch to the desired directory and enter a file name.
4. Click [Save].
All sets of connection point designations and descriptions are saved in an
XML file.
This functionality is only available for certain module packages. Info
Connection Point Designations and Identifiers
EPLAN Training 10
5 Importing Your Own Sets of Identifiers,
Connection Point Designations, and
Connection Point Descriptions
You can import sets of identifiers, connection point designations, and connection
point descriptions from an XML file and then use them for project planning in EPLAN.
5.1 Import identifier sets
Utilities > Master data > Identifier
1. Select Popup menu > Import.
Connection Point Designations and Identifiers
EPLAN Training 11
2. In the Import dialog, switch to the desired directory and enter a file name.
3. Click [Open].
The identifier sets are transferred from the XML file into the dialog.
5.2 Import connection point designations and
descriptions
Utilities > Master data > Connection point designation / description
1. Select Popup menu > Import.
Connection Point Designations and Identifiers
EPLAN Training 12
2. In the Import dialog, switch to the desired directory and enter a file name.
3. Click [Open].
All sets of connection point designations and descriptions are transferred
form the XML file into the dialog.
Connection Point Designations and Identifiers
EPLAN Training 13
Automating Project Actions
EPLAN Training 1
Automating Project Actions
Automating Project Actions
EPLAN Training 2
1 Creating a Simple Script in EPLAN.............................................................3
1.1 Create script..............................................................................................3
1.2 Select project actions................................................................................4
2 Automatically Processing a Project ............................................................6
2.1 Define active script....................................................................................6
2.2 Enter directory for log files ........................................................................6
2.3 Executing automated processing..............................................................8
3 Automatically Processing Multiple Projects.............................................11
4 Extending a Script in the Editor.................................................................15
4.1 Connect the editor...................................................................................15
4.2 Edit script ................................................................................................16
5 Calling Up a Script from the Command Line............................................19
This functionality is only available for certain module packages. Info
Automating Project Actions
EPLAN Training 3
1 Creating a Simple Script in EPLAN
The project actions to be automatically executed are defined in the script. Scripts are
stored on a per-project basis.
Precondition:
You have opened and selected a project in the Page navigator.
Utilities > Automated processing > Settings
1.1 Create script
1. In the Settings: Automated processing dialog click (New).
Automating Project Actions
EPLAN Training 4
2. In the New script dialog, in the Name field, enter a meaningful name for the
script.
3. Click [OK].
The name of the script is entered into the Settings: Automated
processing dialog.
1.2 Select project actions
1. In the dialog Settings: Automated processing dialog select the script you
want to edit from the Script name drop-down list.
2. In the Available actions field, select a project action and then click .
3. Once EPLAN has opened a dialog, define the settings for the selected project
action and click [OK].
The project action is entered into the Selected actions field.
Automating Project Actions
EPLAN Training 5
4. Select all of the project actions that you would like to automate, in the same
manner.
5. To define the sequence in which the project actions are to be executed, select
a project action in the Selected actions field and click (Move up) or
(Move down), as many times as necessary until the element is in the
desired position.
6. Click (Save).
The script is created.
7. Click [OK].
This functionality is only available for certain module packages. Info
Automating Project Actions
EPLAN Training 6
2 Automatically Processing a Project
To automatically process a project, in the settings, select a script from all the project
related scripts as the currently active script.
Preconditions:
You have opened a project.
You have created a script.
2.1 Define active script
1. Select the menu item Options > Settings > Projects > "Project name" >
Management > Automated processing.
2. Select the desired script from the Active script drop-down list.
2.2 Enter directory for log files
If you enter a different directory for an existing log file, the log file will not be
overwritten.
Automating Project Actions
EPLAN Training 7
1. Select the menu item Options > Settings > Projects > "Project name" >
Management > Automated processing.
2. Click [...] next to the Log file field.
3. If you have not yet created a log file, in the [Open] dialog, select a storage
location and enter a file name with the type *.log.
4. If you have already created a log file, in the [Open] dialog, select the existing
*.log log file.
Automating Project Actions
EPLAN Training 8
5. Click on [Open].
2.3 Executing automated processing
1. Select the menu item Page > Navigator.
Automating Project Actions
EPLAN Training 9
2. Select a project in the page navigator.
Automating Project Actions
EPLAN Training 10
3. Select the menu items Utilities > Automated processing > Run.
The project actions are executed.
This functionality is only available for certain module packages. Info
Automating Project Actions
EPLAN Training 11
3 Automatically Processing Multiple Projects
Preconditions:
You have imported directories and projects into Project management.
You have created a script.
Project > Management
1. To select several projects, hold down the [Ctrl] key and select the desired
projects.
Automating Project Actions
EPLAN Training 12
2. Select Popup menu > Automated processing.
The Automated processing dialog is opened.
3. To use the currently active project-related script for each project, select the
Use separate script for each project option.
4. To use the same project-spanning script for all projects, select the Use script
from selected project for all projects option.
Automating Project Actions
EPLAN Training 13
5. In the Name field, select the project whose script is to be used for all other
selected projects.
6. Click [Settings] to verify or change the settings, then click [OK].
7. In the Automated processing dialog, click [OK].
In the Project selection dialog, all of the projects are displayed that will be
automatically processed.
8. Click [OK].
The status is shown in the System messages dialog.
9. Click [Close].
The projects are automatically processed, one after the other.
Automating Project Actions
EPLAN Training 14
This functionality is only available for certain module packages. Info
Automating Project Actions
EPLAN Training 15
4 Extending a Script in the Editor
4.1 Connect the editor
1. Select the menu items Options > Settings > User > Management >
Automated processing.
2. Click [...] next to the Editor for direct editing field.
3. In the Open dialog, select the executable *.exe file of a text editor and click
[OK].
Automating Project Actions
EPLAN Training 16
4. In the Settings: Automated processing dialog click [OK].
4.2 Edit script
Precondition:
You have opened and selected a project in the page navigator.
1. Select the menu items Utilities > Automated processing > Settings.
Automating Project Actions
EPLAN Training 17
2. In the dialog Settings: Automated processing dialog select the script you
want to edit from the Script name field.
3. Click (Edit).
The script is opened in the editor.
Automating Project Actions
EPLAN Training 18
4. Edit the source code, save the script and close the editor.
This functionality is only available for certain module packages. Info
Automating Project Actions
EPLAN Training 19
5 Calling Up a Script from the Command Line
Preconditions:
You have created a script.
EPLAN is closed.
1. In the windows taskbar start menu, select Start > Run.
Automating Project Actions
EPLAN Training 20
2. In the Run dialog, in the Open field, enter the command cmd.
A command line window is opened.
3. After the Drive:\> prompt, enter the file path and file name of the executable
file EPLAN.exe and a space.
Example:
C:\>D:\Program Files\EPLAN\EPLAN\Version\BIN\EPLAN.exe
4. After this, enter ExecuteScript and a space, the parameter /ScriptFile:,
and then the file path and file name of the automation script and a space.
Example:
C:\>D:\Program Files\EPLAN\EPLAN\Version\BIN\EPLAN.exe
ExecuteScript /
me\EPLAN\EPLAN\Version\Projects\ESS\demo_d.edb\script.cs
5. After this, enter the parameter /ProjectName: and the file path and file name
of the *.elk project.
Example:
C:\>D:\Program Files\EPLAN\EPLAN\Version\BIN\EPLAN.exe
ExecuteScript
/ScriptFile:D:\Program
Files\EPLAN\EPLAN\Version\Projects\ESS\demo_d.edb\script.cs
Automating Project Actions
EPLAN Training 21
/ProjectName:D:\Program
Files\EPLAN\EPLAN\Version\Projects\ESS\demo_d.elk
6. Press [Enter].
The command line opens EPLAN and performs the project actions defined
in the script.
7. To examine the status, select the menu item Utilities > System messages.
Automating Project Actions
EPLAN Training 22
Settings
EPLAN Training 1
Settings
Settings
EPLAN Training 2
1 Viewing and Changing the Settings............................................................3
2 Exchanging the Settings..............................................................................5
2.1 Save the project as a template..................................................................5
2.2 Create projects from templates.................................................................7
3 Restoring the Settings to Standard Values ................................................9
4 Changing the Settings for Individual Objects ..........................................12
This functionality is only available for certain module packages. Info
Settings
EPLAN Training 3
1 Viewing and Changing the Settings
In the Settings dialog, you can view and edit all settings for the Project, User,
Workstation, or Company categories.
Precondition:
You have opened a project.
Options > Settings
1. Double-click the Settings dialog on one of the possible categories Project,
User, Workstation, or Company.
Multiple folders / subfolders are opened in the tree view.
Settings
EPLAN Training 4
2. Double-click the desired folder / subfolder.
The settings areas in the folders / subfolders are shown in a subordinate
branch of the tree view.
3. To display the settings, select the desired settings area in the tree.
4. Change the desired settings in the right-hand side of the settings dialog.
This functionality is only available for certain module packages. Info
Settings
EPLAN Training 5
2 Exchanging the Settings
You can pass project-specific settings to other projects. To do this, you must save the
source project settings, together with the project, as a template and then create the
new project from the template.
2.1 Save the project as a template
Project > Management
Precondition:
In the tree structure of project management there is an imported directory with at
least one project.
1. Select your source project in the Project management dialog.
Settings
EPLAN Training 6
2. Select [Extras] > Create project template.
3. Select the storage location and the name of the project template.
Settings
EPLAN Training 7
4. Click [Save].
A project template is created.
2.2 Create projects from templates
1. Select the menu item Project > New (Wizard).
You reach the Create project dialog, the so-called Project Wizard.
Settings
EPLAN Training 8
2. Give the new project a name.
3. Click [...] next to the Template field.
4. Select the desired template in the Open dialog and click [Open].
5. Select a storage location for the project.
6. Click [Finish].
A project is created on the basis of the project template.
This functionality is only available for certain module packages. Info
Settings
EPLAN Training 9
3 Restoring the Settings to Standard Values
In the settings dialog, you can use a command in the popup menu to return the
individual settings to standard starting values defined by EPLAN. Any settings that
you have made are lost and they return to their default values.
Precondition:
You have opened a project.
Options > Settings
1. Double-click the Settings dialog on one of the possible categories Project,
User, Workstation, or Company.
Multiple folders / subfolders are opened in the tree view.
Settings
EPLAN Training 10
2. Double-click the desired folder / subfolder.
The settings areas in the folders / subfolders are shown in a subordinate
branch of the tree view.
3. To display the settings, select the desired settings area in the tree.
4. Click the desired field or check box in the right-hand side of the settings dialog.
5. Select Popup menu > Go to default.
The setting is returned to the default value.
Settings
EPLAN Training 11
This functionality is only available for certain module packages. Info
Settings
EPLAN Training 12
4 Changing the Settings for Individual Objects
The settings made for an object are adopted at all levels in your project, i.e. if you
make a setting at a particular level then the setting applies to all levels below. You
can also change the settings for individual objects.
Precondition:
You have selected an object in the page navigator or the graphical editor.
Popup menu > Properties
1. In the Settings dialog, in the Category drop-down list, select the Settings
entry.
The settings are displayed in a table.
2. Click the setting whose value you wish to change.
Settings
EPLAN Training 13
3. Enter the desired value.
4. Click [OK].
The setting for the object is saved.
Example:
You wish to use a plot frame in all pages of a project. You also wish to use a different
plot frame on one specific page. To do this, you define the plot frame <Plot frame
name> for all pages in your project and then only change the plot frame setting for
the single page that you wish to be different.
Settings
EPLAN Training 14
System Messages
EPLAN Training 1
System Messages
System Messages
EPLAN Training 2
1 Calling up System Messages.......................................................................3
2 Storing System Messages ...........................................................................4
3 Setting the Path and Size of the System Message File .............................5
This functionality is only available for certain module packages. Info
System Messages
EPLAN Training 3
1 Calling up System Messages
When you open a project, the System messages dialog lists errors which occur
during the program run in the currently opened project.
You can open the system messages at any time, even when no project is currently
open.
1. Select the menu item Utilities > System messages.
The System messages dialog appears. This includes a list of system
messages.
This functionality is only available for certain module packages. Info
System Messages
EPLAN Training 4
2 Storing System Messages
You can save the displayed system messages as a text file. You define the directory
for the file in the workstation settings. The file name EplLog.txt is predefined by the
program.
1. Select the menu item Utilities > System messages.
The System messages dialog appears.
2. Click [Save] in the dialog.
All messages output during the session until now are stored to the system
message file.
This functionality is only available for certain module packages. Info
System Messages
EPLAN Training 5
3 Setting the Path and Size of the System
Message File
The path and size of the system messages file can be defined in the workstation-
related settings.
1. Select the menu item Options > Settings > Workstation > Messages >
System.
The Settings: System dialog appears.
2. If you want to change the path of the system messages file, enter the new
path in the field Path of system messages file.
Alternatively, click on [...] next to the field and explore the tree structure of the
Browse for folder dialog to define a new path.
3. If you want to limit the size of the system messages file, enter a new value in
the field Size of system messages file. (The default value is 30 MB.)
4. Click [OK].
System Messages
EPLAN Training 6
Data Transfer from EPLAN 5
EPLAN Training 1
Data Transfer from EPLAN 5
Data Transfer from EPLAN 5
EPLAN Training 2
1 Transferring Symbol Libraries from EPLAN 5............................................4
2 Assigning Function Definitions (Loading data from EPLAN 5) ................7
3 Editing the Connection Point Assignments (Loading data from EPLAN
5).....................................................................................................................9
4 Transferring Plot Frames from EPLAN 5 ..................................................12
5 Specifying Project Parameters for Plot Frames from EPLAN 5..............14
6 Reading out Project Parameters for Plot Frames from EPLAN 5 ...........16
7 Transferring Forms from EPLAN 5............................................................17
8 Transferring Parts Data from EPLAN 5.....................................................19
9 Specifying Part-Specific Settings..............................................................21
10 Transferring Contactor Data from EPLAN 5 .............................................23
11 Transferring Cable Data from EPLAN 5 ....................................................26
12 Transferring Plug Data from EPLAN 5 ......................................................29
13 Import Terminal and Plug Numbering Scheme ........................................31
14 Exporting Parts Data to EPLAN 5..............................................................32
15 Transferring Foreign Language Data from EPLAN 5...............................34
16 Exporting Foreign Language Data to EPLAN 5........................................37
17 Transferring Macro Data from EPLAN 5 ...................................................39
18 Specifying a Language Assignment for the EPLAN 5 Macro Transfer ..43
19 Specifying a Symbol Library Assignment for the EPLAN 5 Macro
Transfer .......................................................................................................44
20 Transferring Projects from EPLAN 5.........................................................47
21 Transferring Projects in Default Mode from EPLAN 5: Specifying
Languages Assignments............................................................................51
22 Transferring Projects in Default Mode from EPLAN 5: Specify Symbol
Library Assignments ..................................................................................53
Data Transfer from EPLAN 5
EPLAN Training 3
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 4
1 Transferring Symbol Libraries from EPLAN 5
Project > EPLAN 5 / fluidPLAN import > Symbol library
1. In the EPLAN 5 symbol library import select a master data drive from the
Master data drive drop-down list where you want to save the imported data.
The drives where an ...\EPLAN4\... directory can be found are displayed as
the default here.
2. Click [...] in the Source field.
3. In the Symbol file selection dialog, select the EPLAN 5 symbol library to be
imported. In doing so, the Path with <Selected_master data
drive>:\EPLAN4\N is made available. (The File type "Symbol file (*.sym)"
cannot be changed).
Multiple selection is not possible here.
Example:
EPLAN 5 is installed under C:\Programme\EPLAN4. The path is
C:\Programme\EPLAN4\N where the customer identifiers BMW and ESS are
located and each of them contain the symbol libraries.
4. Click on [Open].
5. In the Connection point designation position group box specify the entries
for the horizontal and vertical position of the connection point designations.
These fields are prepopulated with the default values "1.30 mm" and "2.0
mm".
Data Transfer from EPLAN 5
EPLAN Training 5
6. In the Mulit-line or Single-line option fields in the Symbols group box specify
whether the symbol library is for single-line or multi-line symbols.
7. From the Original library drop-down list select the table to be used for
assigning old and new symbols. Based on an internal comparison the program
suggests an assignment table here. If no suitable table can be found, the
drop-down list remains empty and you can select the table manually.
8. Click [...] in the Target field.
9. In the Symbol library selection dialog, specify where and under what name
the file should be saved.
10. Select Popup menu > Go to default in the Path field to specify the standard
path indicated in the settings for symbol libraries (Options > Settings > User
> Management> Directories). The File type "Symbol library (*.slk)" is
assigned automatically.
11. Click [Save].
12. From the EPLAN 5 character set drop-down list select the character set (not
the language!) for the symbol library. The entry is prepopulated with 437.
13. Click [OK].
The symbols are transferred and a progress bar shows the process.
Original EPLAN 5 symbols are not converted, but rather assigned to the
corresponding symbols. Symbols generated or changed by the user, on the
other hand, are saved in a new symbol library and any problems are stored as
properties in this symbol library.
Data Transfer from EPLAN 5
EPLAN Training 6
The Function definition assignment - <Symbol library> dialog opens
and displays the symbols of the newly generated symbol library. The program
uses the information from the assignment table as well as the symbol types
from unknown symbols from EPLAN 5 to assign the correct function definitions
to symbols from the new symbol library. It is then checked as to whether the
respective function definition matches. If the function definition was only
allocated based on the symbol type, or it did not match, a property is saved for
the symbol, which helps to select inaccurate function definitions. In this case a
function definition was assigned by the system that was determined from the
separate assignment "EPLAN 5 symbol types for function definitions". These
are only partially correct (NO contacts, but never delayed NO contacts).
Notes:
The processing symbol for contacts and coils are automatically created in the
new symbol library (according to the EPLAN 5 method).
The rotated set of connection designations is automatically created on the
symbols (according to the EPLAN 5 method).
All properties that can be switched on via the EPLAN 5 parameter setting
Described block (Utilities > Parameters > Project > Graphic > Device tag,
Device tag 1 tab) are placed on those symbols. The properties are then
placed on the corresponding layers and docked next to one another in the
sequence they were shown in EPLAN 5. The text sizes for the properties are
set to From layer.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 7
2 Assigning Function Definitions (Loading data
from EPLAN 5)
The Function definition assignment - <Symbol library> dialog is automatically
opened after the symbol library import, but it can be manually called up via Utilities >
Master data> Symbol library > Function definition assignment. This dialog
displays the symbols and their assigned function definitions in a list, and the list can
be sorted (click the column heading to sort the contents). For every selected symbol,
the graphic of the imported basic symbol and the corresponding associated basic
symbol are shown in the lower portion of the dialog so you can quickly recognize
what type of problem you have.
Any problems that occurred during the data transfer are shown in the upper right
portion of the dialog. One click on a property will select the corresponding symbol in
the list. If the problem is solved, the property can be manually set to "Completed".
The symbols should be revised as follows:
Precondition:
You have selected an EPLAN 5 symbol library for transfer and defined the
appropriate entries in the EPLAN 5 symbol library import dialog.
1. Click a problem message in the upper right portion of the dialog.
The corresponding symbol will be selected in the list.
Or click the symbol in the list that you would like to revise.
2. Click [...] in the Function definition field of the Symbol data group box (right
portion of the dialog).
3. Select the appropriate function definition in the Function definitions dialog.
The corresponding data will be transferred to the Attributes and
Connection point data tabs.
Data Transfer from EPLAN 5
EPLAN Training 8
4. Click [OK].
5. If necessary, click [Extras] >Basic symbol library in order to select a
different basic symbol library.
6. If necessary, click [Extras] > Symbol variant assignment in order to assign
other connection points.
7. In the Completed column select the check box to indicate that the problem
has been "solved".
8. Proceed in the same way for all other symbols you would like to revise.
9. Click [Close].
The modified settings are adopted.
Note:
Default for the basic symbol library is Base_DIC if "DIC", "DIN" or "IEC" occur in the
symbol library names. If the symbol library name contains the character string "JIC",
the Base_JIC basic symbol library is set. The same process applies to "MSR"
(Base_MSR), "Single" (Base_Single) and "PNE" (Base_Pneumatic).
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 9
3 Editing the Connection Point Assignments
(Loading data from EPLAN 5)
In P8, the sequence of symbol connection points can be freely selected, while in
EPLAN 5 the sequence is typically always defined independently of the symbol
variants and, for four connection points in the symbol, they are assigned as follows:
1 = upper left
2 = lower left
3 = upper right
4 = lower right.
The sequence of connection points is important, however, for correctly assigning the
function definition connection points to the symbol so that every function definition
matches the connection point assignment of every variant of a symbol without
changes. After the transfer of a symbol library, the symbols are assigned function
definitions. In order to avoid problems associated with having to revise the sequence
of connection points, the sequence of connection points can be defined for individual
symbol variants to where they match the function definition: The individual symbol
variant connection points are each assigned to a function definition connection point.
Because most variants are just rotations and mirrors of the template variant (one of
eight default variants), they are analyzed during the symbol transfer, and each
identified with one of the A-H variants. Some of them can be securely assigned while
others do not allow a secure assignment. Because the Function definition
assignment - <Symbol library> dialog displays all of the variants of every symbol
as well as the basic symbol with its four associated variants, and the connection point
numbers are displayed in the symbol preview, you can recognize in one glance
whether the transferred symbol variants are different from the basic symbol variants.
If a difference is found, proceed as follows:
Preconditions:
Data Transfer from EPLAN 5
EPLAN Training 10
You have selected an EPLAN 5 symbol library for transfer and defined the
appropriate entries in the EPLAN 5 symbol library import dialog.
You have started the transfer.
The Function definition assignment - <Symbol library> dialog is open.
The function definition matches the first variants for the symbol.
The rotation direction of the variants is clockwise.
The 1, 2, 3, and 4 variants have a rotation angle of 0, 90, 180and 270.
1. Select [Extras] > Symbol variant assignment.
2. In the Symbol variant assignment dialog you assign a basic symbol variant
to the variants of the imported symbol.
The variant number of the basic symbol (A-H) is saved as the variant
number on the imported symbol and the connection points from the basic
symbol variant are written to the variants of the imported symbol. In addition,
the P8 variant (A-H) to which the previous EPLAN 5 variants 0-3 were
assigned are saved with the symbol. This information is necessary for
correctly assigning the connection point designations to the function in a later
project or macro transfers.
3. Click [OK].
4. Proceed in a similar manner for all other problems that may occur.
Symbols that have been edited in EPLAN 5, where P8 cannot identify the connection
points during the transfer, must be revised in the symbol editor.
Example:
Data Transfer from EPLAN 5
EPLAN Training 11
In this case the program cannot recognize that "X3" is also mirrored. The PE
connection point should be on the left and not on the right. In this case, you also
have to switch the variant C connection points in the symbol editor to solve this
problem.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 12
4 Transferring Plot Frames from EPLAN 5
In EPLAN 5, a variety of plot frames result from the combination of plot frame files
and settings. In P8, however, all of the information is saved in the plot frame. You
must thus transfer the same plot frame multiple times with different settings in order
to generate different plot frames for P8. To do this, there is a function available that
allows you to import the EPLAN 5-specific project settings.
Project > EPLAN 5 / fluidPLAN import > Plot frame
1. In the EPLAN 5 plot frame import select a master data drive from the Master
data drive drop-down list where you want to save the imported data. The
drives where an ...\EPLAN4\... directory can be found are displayed as the
default here.
2. Click [...] in the Source field.
3. In the Plot frame selection dialog select EPLAN 5 plot frame to be imported.
In doing so, the Path with <Selected_master data drive>:\EPLAN4\N is
made available. (The File type "Plot frame (*.skg)" can't be changed).
Multiple selection is not possible here.
Example:
EPLAN 5 is installed under C:\Programme\EPLAN4. The path is
C:\Programme\EPLAN4\N where the customer identifiers BMW and ESS are
located and each of them contain the plot frames.
4. Click on [Open].
5. Click [...] in the Target field.
Data Transfer from EPLAN 5
EPLAN Training 13
6. Specify in the Find folder dialog where the file should be saved. In doing this
the default path specified in the settings will be given (Options > Settings >
User > Management > Directories).
7. Click [OK].
8. From the EPLAN 5 character set drop-down list select the character set (not
the language!) for the plot frame. The entry is prepopulated with 437.
9. Click [...] in the From field in the EPLAN 5 project parameters group box to
easily read out all of the necessary EPLAN 5 project parameters from the
project.
Or use the settings options below From in order to manually specify the
settings.
10. Click [OK].
The plot frame is transferred and a progress bar shows the process.
Possible problems are saved as properties in the plot frame and, if
necessary, can be viewed under Utilities > System Messages.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 14
5 Specifying Project Parameters for Plot Frames
from EPLAN 5
If you do not read the project parameters from an EPLAN 5 project, or revise
parameters that have already been read, proceed as follows:
Project > EPLAN 5 / fluidPLAN import > Plot frame
1. In the EPLAN 5 plot frame import dialog, select one of the entries for the
path area from the Path areas drop-down list (1 to 45 and "User-defined").
The program suggests an entry automatically.
2. Click [Next].
3. In the EPLAN 5 project parameters dialog specify the project settings for the
path areas individually.
4. Click [OK].
5. In the Number of ladders field specify a value from 0 to 9. A default setting
will also be recommended here.
6. Select one of the possible settings from the Page size drop-down list. The
system will again recommend a default setting. For every page size, there are
certain identifiers for the path areas that depend on the schematic logic.
Data Transfer from EPLAN 5
EPLAN Training 15
7. In the Contact image position field specify a number in mm. The default
setting here is 58 mm. The EPLAN 5-specific value corresponds to the
property "Contact image spacing" (<12060>).
8. Click [OK].
The plot frame is transferred and a progress bar shows the process.
Possible problems are saved as properties in the plot frame and, if
necessary, can be viewed under Utilities > System Messages.
Note:
The EPLAN 5-specific schematics logic settings "DIN" and "JIC" are always
transferred with the report standard = "DIN / IEC" (property <12103>), and "USA"
settings are always transferred with the report standard = "JIC / NFPA".
EPLAN 5 JIC plot frames do not become P8 JIC plot frames because, in EPLAN 5,
only the view is rotated, and not the logic. For this reason, special plot frames in "JIC
/ NFPA" format are contained in the master data.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 16
6 Reading out Project Parameters for Plot Frames
from EPLAN 5
In EPLAN 5, a variety of plot frames result from the combination of plot frame files
and settings. In P8, however, all of the information is saved in the plot frame. You
must thus transfer the same plot frame multiple times with different settings in order
to generate different plot frames for P8. To do this, there is a function available that
allows you to import the EPLAN 5-specific project settings.
Project > EPLAN 5 / fluidPLAN import > Plot frame
1. In theEPLAN 5 plot frame import dialog, click [...] in the From field of the
EPLAN 5 project parameters group box.
2. In the EPLAN 5 project selection dialog, select the EPLAN 5 project for
which you want to read out the parameters. (Multiple selection isn't possible
here). All drives where an ...\EPLAN4\... directory can be found are
displayed.
3. Select the Data backup(Z13,...) checkbox.
Under Projects all drives are displayed that have a letter assigned, i.e.,
regardless of whether a ...\EPLAN4\P\... directory exists.
4. Click [OK].
The EPLAN 5-specific project parameters are written into the settings of the
EPLAN 5 plot frame import dialog (group box EPLAN 5 project
parameters). They can be edited if you manually overwrite the settings or
click [Next] to edit the path area definition.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 17
7 Transferring Forms from EPLAN 5
EPLAN 5 forms can be transferred individually (as single files) as well as in multiple
selection. However, it is not possible to select a form project.
Project > EPLAN 5 / fluidPLAN import > Form
1. In the EPLAN 5 form import select a master data drive from the Master data
drive drop-down list where you want to save the imported data. The drives
where an ...\EPLAN4\... directory can be found are displayed as the default
here.
2. Click [...] in the Source field.
The Form file selection dialog is opened; the Path already contains
<Selected master data drive>:\EPLAN4\N. Default for the File type is
"All forms".
3. In order to only transfer certain form types from EPLAN 5, select the desired
types from the File type drop-down list.
The display of forms in the upper portion of the dialog is automatically
updated.
4. Select the from / forms to be imported. Multiple selection is possible here.
5. Click on [Open].
6. Click [...] in the Target field.
Data Transfer from EPLAN 5
EPLAN Training 18
7. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified in the settings will be given (Options > Settings >
User > Management > Directories).
8. Click [OK].
9. From the EPLAN 5 character set drop-down list select the character set (not
the language!) for the form. The entry is prepopulated with 437.
10. Specify the following settings for terminal diagrams using the checkboxes in
the Jumper display (terminals) group box:
Number of levels: This entry specifies how many wire jumper levels are set
up in the transferred terminal diagrams.
With angle / only with lines: In these option fields you specify whether
angles or lines should be used in the transferred terminal diagrams for
displaying jumpers.
11. Click [OK].
The form / forms are transferred and a progress bar shows the process.
Possible problems are saved as properties in the form and, if necessary,
can be viewed under Utilities > System Messages.
Note:
Most EPLAN 5 forms are not exactly DIN A3 size, but a bit smaller. They are
transferred as they are, i.e., even in P8 they do not correspond exactly to the DIN A3
standard size!
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 19
8 Transferring Parts Data from EPLAN 5
The parts data are transferred to P8 from internal parts management and
automatically expanded in the process to include fields for functions, for example.
Additional information like device data is transferred from the contactor, plug, and
cable definition file. For these three device types then, the data transfer must take
place separately before the transfer of projects so that devices can be assigned.
Warning:
Please note that parts data must be exported with the following settings to ensure a
correct transfer from EPLAN 5:
Separator = Tab
Format = ASCII.
These settings are specified in EPLAN 5 via the menu items Parts > Management >
Data exchange > Export (group box Output). If the format does not conform to this
specification, a message appears during the import and the transfer is interrupted.
Precondition:
You have exported the EPLAN 5 parts data.
Project > EPLAN 5 / fluidPLAN import > Parts
1. In the General tab in the EPLAN 5 parts data import wizard dialog, make
the general entries to be taken into account in the import.
2. On the Parts tab, select the files exported from EPLAN 5 that are to be
imported.
3. Make the necessary entries for contactors, cables, and plugs.
4. Click [Finish].
Data Transfer from EPLAN 5
EPLAN Training 20
If you select multiple files with the same part number, and if you have selected one of
the two settings Update existing parts data (General tab), every subsequent file
overwrites the data in the previous file.
Note:
The EPLAN 5 character set specified via Options > Settings > User > Interfaces >
EPLAN 5 language assignment is used here as the default.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 21
9 Specifying Part-Specific Settings
Multilingual properties in EPLAN 5 parts management are saved in a mirrored parts
database. That means, for example with German, English, and French, a total of
three EPLAN 5 databases exist. Importing to P8, however, occurs via a text format in
which no language identifier is saved, so that the assignment of the text file to the
language must be specified when importing.
Because even the "non-multilingual fields" in the various EPLAN 5 databases may
have been changed, a check box is offered for every source file during the transfer.
Select the Only translation check box if only the multilingual fields should be
transferred. If the check box is deselected, all of the fields will be transferred
according to the import options.
One language, or the "Language-neutral" setting, can be specified for every file. If the
"non-multilingual fields" in the foreign language EPLAN 5 files to be transferred have
been changed, these data can be imported into a separate parts database.
The following fields are multilingual:
Designation 1
Designation 2
Designation 3
Remark 1 and Remark 2 (the entries are combined).
Proceed as follows to specify the settings in this tab:
Project > EPLAN 5 / fluidPLAN import > Parts
1. In the General tab in the EPLAN 5 parts import wizard dialog make the
general entries and click [Next].
2. In the Parts tab, click (New).
A row is added to the end of the table.
3. Click [...] in the Part export file from EPLAN 5 cell.
Data Transfer from EPLAN 5
EPLAN Training 22
4. Select the desired EPLAN 5 part export file from the Open dialog. In doing so,
the Path with <Selected_master data drive>:\EPLAN4\L is made
available. You cannot select multiple files here.
5. Click on [Open].
6. Select / deselect the Only translation check box.
7. Select one of the possible dictionary languages from the Language drop-
down list.
8. If necessary, select another character set from the EPLAN 5 character set
drop-down list.
9. Proceed in a similar way for all other files you would like to import.
10. Click [Next].
The Contactor tab is displayed.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 23
10 Transferring Contactor Data from EPLAN 5
Device definitions for contactors are saved in their own database in EPLAN 5 and are
transferred into the parts database during the import.
The contactor contacts are assigned in EPLAN 5 not only via the symbol type but
also via the symbol names. However, functions in P8 (corresponding to the symbol
types from EPLAN 5) are independent of symbol libraries and symbol names. There
are therefore many functions for differentiating between the contacts. Therefore,
assignment information must be available when transferring contactor data from
EPLAN 5. This information is located in the symbol library. For this reason, the
symbol library associated with the contactor definition must first be transferred before
the actual contactor definitions are imported. To do this the correct function
definitions must be already assigned.
When transferring contactor definitions you can use the fields in Contactor tab to
specify the EPLAN 5 symbol libraries appropriate for the contactor definition. The
program then checks whether the corresponding symbol library has already been
transferred. If that is not the case, the [Next] and [Finish] buttons in the wizard are
rendered inactive. If the symbol libraries have already been transferred, the assigned
symbol library is used and the corresponding function definitions are taken from it.
This way the following correct device data can be generated:
Part number
Type number
Product group
Product subgroup
Accessory designation (from the EPLAN 5 field Group)
Function definitions (via the symbol library)
Connection point designations.
The possible variants are also transferred. In the process, the variants are named
exactly the same as in EPLAN 5. The "Part number", "Type number", "Product group"
and "Accessory code" data are transferred exclusively from the first variant.
Note:
If in the General tab you have selected one of the options Update existing parts
data, only the function definitions (via the symbol library) and the connection point
designations will be updated for existing parts numbers.
Proceed as follows to specify the settings in this tab:
Data Transfer from EPLAN 5
EPLAN Training 24
Precondition:
You have already transferred the EPLAN 5 symbol libraries for the contactor
definition files (Project > EPLAN 5 / fluidPLAN import > Symbol library).
Project > EPLAN 5 / fluidPLAN import > Parts
1. In the General tab in the EPLAN 5 parts import wizard dialog make the
general entries and click [Next].
2. In the Parts tab click [Next].
3. In the Contactor tab click (New).
A row is added to the end of the table.
4. Click [...] in the Contactor definition cell.
5. Select the desired EPLAN 5 contactor definition file from the Contactor
definition file selection dialog. In doing so, the Path with <Selected_master
data drive>:\EPLAN4\N is made available. (The File type "Contactor
definition file (*.idx)" can't be changed).
Multiple selection is impossible here.
6. Click on [Open].
7. If necessary, select another character set from the EPLAN 5 character set
drop-down list. That can be necessary because the parts numbers may
contain special characters.
Data Transfer from EPLAN 5
EPLAN Training 25
8. Click [...] in the EPLAN 5 symbol library cell.
9. Select the desired EPLAN 5 symbol library that is the basis for your contactor
definition from the Symbol file selection dialog. In doing so, the Path with
<Selected_master data drive>:\EPLAN4\N is made available. (The File
type "Symbol file (*.sym)" cannot be changed).
Multiple selection is impossible here.
10. Click on [Open].
11. Proceed in a similar way for all other files you would like to import.
12. Click [Next].
The Cables tab is displayed.
Note:
In front of the EPLAN 5 symbol library column the Status column displays whether
the desired EPLAN 5 symbol library has already been transferred or not.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 26
11 Transferring Cable Data from EPLAN 5
New parts are generated during an import with the help of information from the
definition files (e.g., cable type, conductor quantity). For every cable defined in
EPLAN 5, a function template is generated in the parts management, and the
connection type is always "conductor". The potential types are also transferred. If no
potential type is defined, "Neutral" is set.
The shields are transferred as indicated in EPLAN 5, while any allocated index
information as well as the "Cable with / without external shield" setting is also taken
into account.
Cross-sections are transferred as follows: If cross-sections are assigned to the
conductors of a cable, then as many parts are generated for the cable as there are
cross-sections specified. If the cross-sections are empty, one part is generated.
Example:
In EPLAN 5 the NYY-J cable has five conductors each with one cross-section
assigned to it. During the transfer, five parts are generated; one for each cross-
section.
This rule applies if the "cross-section" is to be taken into consideration for the Part
number format. Otherwise one part is generated.
Project > EPLAN 5 / fluidPLAN import > Parts
1. In the General tab in the EPLAN 5 parts import wizard dialog make the
general entries and click [Next].
2. In the Parts tab click [Next].
3. In the Contactor tab click [Next].
Data Transfer from EPLAN 5
EPLAN Training 27
4. In the Cable tab click (New).
A row is added to the end of the table.
5. Click [...] in the Cable type file cell.
6. Select the desired EPLAN 5 cable type file from the Cable type file selection
dialog. In doing so, the Path with <Selected_master data
drive>:\EPLAN4\N is made available. (The File type "Cable type file (*.skg)"
can't be changed).
Multiple selection is impossible here.
7. Click on [Open].
8. If necessary, select another character set from the EPLAN 5 character set
drop-down list. That can be necessary because the parts numbers may
contain special characters.
9. Select the Part number format from the drop-down lists and input fields
below the table.
10. Proceed in a similar way for all other files you would like to import.
11. Click [Next].
The Plugs tab is displayed.
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EPLAN Training 28
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 29
12 Transferring Plug Data from EPLAN 5
A part is generated in the parts management for every plug name defined in EPLAN
5. Typically the function definition is of the "Plug definition for male and female pins"
type. If the contact designation has a "PE", the function definition is set to "PE male
and female pin".
Proceed as follows to specify the settings in this tab:
Project > EPLAN 5 / fluidPLAN import > Parts
1. In the General tab in the EPLAN 5 parts import wizard dialog make the
general entries and click [Next].
2. In the Parts tab click [Next].
3. In the Contactor tab click [Next].
4. In the Cable tab click [Next].
5. In the Plug tab click (New).
A row is added to the end of the table.
6. Click [...] in the Plug type file cell.
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EPLAN Training 30
7. Select the desired EPLAN 5 plug type file from the Plug type file selection
dialog. In doing so, the Path with <Selected_master data
drive>:\EPLAN4\N is made available. (The File type "Plug type file (*.kls)"
can't be changed).
Multiple selection is impossible here.
8. Click on [Open].
9. If necessary, select another character set from the EPLAN 5 character set
drop-down list. That can be necessary because the parts numbers may
contain special characters.
10. Proceed in a similar way for all other files you would like to import.
11. Click [Make available].
The part number is automatically generated from the EPLAN 5 scheme
name.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 31
13 Import Terminal and Plug Numbering Scheme
The EPLAN 5-specific terminal and plug numbering schemes are transferred to P8 as
numbering schemes. No parts / devices are generated for terminal strips, because it
is not part of P8 parts management to store devices for terminal strips. Those types
of devices can be planned with CLIP PROJECT and then imported into P8.
A terminal / plug numbering scheme with the same name is generated for every
scheme defined in EPLAN 5, and descriptions, quantities, and designations are
transferred in the process. The scheme is saved for each user depending on the part
type.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 32
14 Exporting Parts Data to EPLAN 5
The sales parts data can be exported in EPLAN 5 format and then imported into
EPLAN 5. This is especially important if you're using P8 in parallel with an old
product and want to continue working on the parts data in P8 and then use it in
EPLAN 5.
Utilities > Parts > Manage
1. In P8, in the Parts management dialog, select the menu items [Extras] >
Export.
2. In the Export records dialog, click [...] in the File name field.
3. In the Open dialog enter a recognizable name for the file to be generated in
the File name field and select a Path where you want to save the file.
4. Click on [Open].
5. From the File type drop-down list, select the export format for the file to be
generated.
6. In the Part type group box select the part type to be considered during export
by selecting / deselecting the corresponding check boxes.
7. In the Trade group box select the trades to be considered during export by
selecting / deselecting the corresponding check boxes.
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EPLAN Training 33
8. Click [OK].
The file is generated under the name provided in the specified directory.
9. In EPLAN 5 select the menu items Part > Management > Data exchange >
Import > EPLAN - ASCII format.
10. In the Import EPLAN ASCII format dialog, click [...] in the Source file (ASCII
file) field.
11. In the ASCII file selection dialog, select the file you exported previously.
12. Click [OK].
13. In the Import EPLAN ASCII format dialog select one of the options Update
existing parts data from the Transfer group box.
14. Click [OK].
The data is imported to EPLAN 5. Please note here that only data that
EPLAN 5 can save will be transferred and P8-specific information is lost.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 34
15 Transferring Foreign Language Data from
EPLAN 5
When importing foreign language data, new records are attached to existing records
in the database . If identical records already exist, you will be prompted whether the
old data should be overwritten or not. To enable this comparison you have to select a
reference language that is available in the text database as well as in the import file.
The program also informs you if unassigned languages are found in the dictionaries
to be imported. You can specify the missing assignment under Options > Settings >
User > Interfaces > EPLAN 5 language assignment.
To transfer foreign language data, do the following:
Precondition:
In EPLAN 5, you must export the language entries in CSV format (ASCII) (the
internal EPLAN OEM format), because this format can easily be interpreted. If the
format does not conform to this standard (e.g., if you have selected the EPLAN
format, ANSI with TABs entry, or any other format), an appropriate message is
displayed and the transfer is cancelled.
1. In EPLAN 5, select the menu item Utilities > Foreign languages > Language
files > Export.
2. In the Data export dialog, select CSV format (ASCII) in the File format group
box.
3. Enter a filename for the export file.
4. Click [OK].
The data are exported with the specified filename. If no directory is
specified, the file is created in the EPLAN 5-specific program directory, for
example in D:\EPLAN4\570.
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EPLAN Training 35
A language assignment is then necessary when importing: The 26 possible
"Language identifiers" from EPLAN 5 are displayed in a column, with the associated
P8 language identifiers displayed in a second column. In the third column, an EPLAN
5 character set can be selected for each language assignment. There are default
values for all fields. The standard values can also be restored via the Popup menu>
Standard.
Project > EPLAN 5 / fluidPLAN import > Dictionary
1. In the Import dictionary dialog select the previously exported file containing
the EPLAN 5 language entries.
2. Click on [Open].
3. In the Language assignment dialog, check the assigned ISO language code
for each EPLAN 5 language identifier and select a different value from the
drop-down list if necessary.
4. If necessary, select another character set from the EPLAN 5 character set
drop-down list. This may be necessary because the text also contains special
characters.
5. Click [OK].
The importing of the translation database begins.
6. In the Reference language selection dialog, select the language to be used
as the basis for comparing the datasets. (All languages present in both the text
database and the import file are shown here.)
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EPLAN Training 36
7. Click [OK].
8. If one of the languages to be imported is not yet present in the language
database, you must specify whether this language should be created and
whether the language entries should be imported.
9. Depending on the settings regarding how identical datasets are to be treated,
you must still confirm or decline the overwriting of certain translations.
The language databases are imported, i.e., the OEM text from EPLAN 5 is
converted to Unicode and transferred into the language database. The
progress bar shows the progress of the transfer.
Note:
Check the databases before using them in your project. In P8, there is no longer any
formatting in the language database entries, meaning that line breaks, for example,
are replaced with spaces, and EPLAN 5-specific placeholders are deleted.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 37
16 Exporting Foreign Language Data to EPLAN 5
The P8-specific dictionary can also be exported and then (e.g.) imported into EPLAN
5. Proceed as follows:
Utilities > Translation > Edit dictionary
1. In the Management tab in the Dictionary - <Foreign language database>
dialog select [Extras] > Export.
2. In the Export dictionary dialog, select the File type "EPLAN 5 - CSV file"
from the drop-down list.
3. In the File name dialog specify the name of the export file and, if necessary,
select a different directory (the default here is the directory specified for
translation files under Options > Settings > User > Management >
Directories).
4. Click [Save].
5. If the current dictionary contains multiple languages, select the one that you
would like to export in the Select languages dialog. Multiple selection is
possible here.
6. Click [OK].
The language entries are exported and a progress bar shows the process.
7. Click [Close].
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EPLAN Training 38
In EPLAN 5 proceed as follows:
1. Select the menu item Utilities > Foreign languages.
2. In Foreign languages management, select Language file > Reorganize.
3. In the Creation / expansion of language database dialog, enter the five-
character language code as a comment for the source and target languages.
4. If desired, add entries for other languages present in P8 but not in EPLAN 5.
5. Click [OK].
The changes are saved.
6. Select the menu item Language file > Import.
7. In the Open file dialog, select the file you exported previously.
8. Click [OK].
The data are imported and can then be edited further.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 39
17 Transferring Macro Data from EPLAN 5
There is a very helpful assistant available for transferring macro data from EPLAN 5.
The macros are then saved as follows:
<EPLAN 5 macro name>_<EPLAN 5 file suffix>.<P8 file suffix>
Example:
test_mse.ema
The directory structure is also taken into account during the transfer. As an example,
D:\eplan4\M\bosch\auftrag_A\*.mf? is stored under
D:\EPLAN\Basic\Makros\bosch\auftrag_A\*.*.
Proceed as follows in order to transfer EPLAN 5 macros:
Precondition:
The symbol libraries used in EPLAN 5 macros have already been transferred, and if
necessary, must be revised so that the function definitions can be correctly set up in
the macros.
Project > EPLAN 5 / fluidPLAN import > Macro
1. In the EPLAN 5 macro import wizard, select a master data drive defining the
location of the data to be imported, from the Master data drive drop-down list
on the Macros tab. The drives where an ...\EPLAN4\... directory can be
found are displayed as the default here.
2. Click [...] in the Source field.
The Macro file selection dialog is opened; the Path already contains
<Selected master data drive>:\EPLAN4\M. The default for the File type
is "All macros".
Data Transfer from EPLAN 5
EPLAN Training 40
3. To transfer only certain macro types from EPLAN 5, select the desired types
from the File type drop-down list.
The display of the macros in the upper portion of the dialog is automatically
updated.
4. Select the macro(s) to be imported. Multiple selection is possible here.
5. Click on [Open].
6. Click [...] in the field Target for macro files.
7. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified in the settings will be given (Options > Settings >
User > Management > Directories).
8. Click [OK].
9. Click [...] in the field Target for macro projects.
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EPLAN Training 41
10. In the Save macro project as dialog, specify the location and filename under
which the macro project should be saved. Once you've done this, the default
path specified for projects in the settings is used (Options > Settings > User
> Management > Directories).
All macros, selected in Source are transferred to this project.
It is not possible here to select an existing project and thus expand it, but
rather you must enter a new project.
11. Click on [Open].
12. Click [...] in the Symbols from field.
13. In the EPLAN 5 project selection dialog, select an EPLAN 5 project that suits
the macros, where "suits" means that the macros in this EPLAN 5 project can
be inserted without problems. Suitable symbol libraries are critical here.
14. Click [OK].
15. Select the checkboxGenerate macros automatically if you want the macro
export to begin directly after the macro import, so that the macros are
immediately available in the correct format.
16. Select the checkbox Synchronize imported parts data with the database if
you want the parts data transferred with the macros to be directly
synchronized with the database after the macro transfer. This is only useful if
the EPLAN 5 parts data have already been imported into the parts database
as part of the master data transfer, since otherwise the synchronization
process won't find any data, and the search will waste valuable time.
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EPLAN Training 42
17. Select the check box Automatic change of status for JIC projects if all
EPLAN 5 projects created with the Schematic logic = "JIC" project parameter
should be converted directly during the data transfer.
18. Click [Next].
The Language assignment tab is displayed.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 43
18 Specifying a Language Assignment for the
EPLAN 5 Macro Transfer
If you have not used the specified language identifiers or specified any defaults under
Options > Settings > User > Interfaces > EPLAN 5 language assignment, you
must specify the corresponding settings on this tab:
Project > EPLAN 5 / fluidPLAN import > Macro
1. In the Macros tab of the EPLAN 5 macro import wizard dialog select the
macro to be imported and click [Next].
2. From the ISO language code drop-down list in the Language assignment
tab select the language you would like to assign to the EPLAN 5 language
identifier.
3. From the EPLAN 5 character set drop-down list select the associated
character set (not the language!) that contains the special characters
necessary for the various languages. The entry is prepopulated with 437.
4. Proceed in a similar manner for all of the additional EPLAN 5 language
identifiers.
5. From the EPLAN 5 character set for non-translatable texts tab select the
character set to be used for language-neutral and non-translatable texts.
6. Click [Next].
The Symbols tab is displayed.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 44
19 Specifying a Symbol Library Assignment for
the EPLAN 5 Macro Transfer
This tab is used to assign the symbols to the EPLAN 5 symbol libraries used in the
selected macros. If the program knows the origin of the symbol library, then the
assignment occurs automatically and this is displayed with a check mark under
Status. The data displayed under Source have the following significance:
EPLAN 5 symbol library: Name of the symbol library in EPLAN 5 (write-
protected)
Path: File path where the EPLAN 5 symbol library was originally saved (write-
protected)
Origin: The assignment table used for assigning symbols.
The following information is displayed in a similar way for the Target:
Standard library: Library for all standard cases that can be assigned using the
default table (write-protected)
User library: Library that in the comparison was shown to contain "different"
customer symbols
Exception library: Library for all exceptions (composite symbols) found based
on the default assignment table (write-protected).
Note:
If you select a table from the Origin drop-down list, the entries in the Standard
Library (target) and the Exception Library (target) are automatically updated.
Proceed as follows to specify the settings in this tab:
Project > EPLAN 5 / fluidPLAN import > Macro
1. In the Macros tab of the EPLAN 5 macro import wizard dialog select the
macro to be imported and click [Next].
2. In the Language Assignment tab click [Next].
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EPLAN Training 45
3. In the Symbols tab click [...] in the User library (target) field of an EPLAN 5
symbol library whose status symbol shows that no assignment has yet been
specified.
4. Select a symbol library in the Open dialog. The File type is predefined with
"Symbol library (*.slk)". (Multiple selection isn't possible here).
5. Click [Open].
The status symbol changes to a check mark.
6. Proceed in a similar way for all additional symbol libraries.
7. Or click [Convert] if a User library (target) cell is selected.
8. In the EPLAN 5 symbol import dialog proceed as you would when
transferring symbol libraries.
9. Click [Finish]. (This button is active once all of the EPLAN 5 symbol libraries
are assigned reference).
The symbols are stored in the macro project and a reference to the symbol
is saved in the individual macro files.
Note:
Forms and plot frames are not used in the EPLAN 5 macros, but parts are transferred
like a project transfer.
Data Transfer from EPLAN 5
EPLAN Training 46
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 47
20 Transferring Projects from EPLAN 5
The program can transfer projects from EPLAN 5, but it cannot generate any projects
for EPLAN 5. The data transfer is a one-way street in this case.
Warning:
Please note that only error-free projects can be correctly transferred. This does not
mean that projects with errors can't be transferred. They just won't be error-free and
will need revisions.
There is another very helpful wizard available that supports the following EPLAN 5
project formats:
"normal" projects, i.e., projects that are neither packed nor filed off
packed projects that are automatically unpacked before the data transfer
E-mail projects (*.Z13) that are automatically unpacked before the data transfer
filed off projects (*1)
filed off projects that are available unpacked. (*1)
*1: When selecting these projects a warning appears that infoms you that the projects
in question are filed off for external editing. You can then decide whether you still
want to transfer the project.
Note:
Archived projects are not transferred, because the data in such projects are not
saved on the hard drive!
After the transfer, the projects are available as "normal" projects, neither packed nor
filed off, and can therefore be edited.
The following two different modes are available for the project transfer:
Default mode
One-button mode
Proceed as follows in order to transfer EPLAN 5 projects:
Data Transfer from EPLAN 5
EPLAN Training 48
Project > EPLAN 5 / fluidPLAN import > Project
1. In the EPLAN 5 project import wizard select a master data drive from the
Master data drive drop-down list where you want to save the imported data.
The drives where an ...\EPLAN4\... directory can be found are displayed as
the default here.
2. Click [...] in the Source field.
3. In the EPLAN 5 project selection dialog, select the EPLAN 5 projects you
want to transfer. Multiple selection is possible here. The drives where an
...\EPLAN4\P... directory can be found are displayed.
4. Select the Data backup(Z13, ...) checkbox.
Under Projects all drives are displayed that have a letter assigned, i.e.,
regardless of whether a ...\EPLAN4\P\... directory exists.
5. Click [OK].
6. Click [...] in the Target field.
7. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified for projects in the settings is used (Options >
Settings > User > Management > Directories). (Project names and the
directory structure of EPLAN 5 source projects are automatically taken on).
8. Click [OK].
Data Transfer from EPLAN 5
EPLAN Training 49
9. Select the Synchronize imported parts data with the database check box if
parts data transferred in the projects should be directly synchronized with the
database after the project transfer. This is only useful if the EPLAN 5 parts
data have already been imported into the parts database as part of the master
data transfer, because otherwise the synchronization process will not find any
data and the search will waste valuable time.
10. Select the Generate automatic cable check box if the automatic cable should
be automatically generated during the transfer. Deselect the check box in
order to accelerate the transfer.
11. Select the check box Automatic change of status for JIC projects if all
EPLAN 5 projects created with the Schematic logic = "JIC" project parameter
should be converted directly during the data transfer.
12. Click [Next] if you want to specify the language and symbol library
assignments. (This is the so-called Default mode.)
Or click [Finish] if you have already specified the language and symbol library
assignments or want to accept the default settings. (This is the so-called One-
button mode.)
In One-button mode, the program checks whether any symbol assignments
are still missing. If that is the case, a message will appear and you can decide
if you would like to proceed. Otherwise, the transfer is started and a progress
bar shows you the status of the transfer.
If the transfer is completed, a message will appear informing you of the
number of transferred / not transferred projects. If necessary, this transfer log
can be found under Utilities > System messages.
The message management for each project (Project data > Messages >
Management) contains additional detailed information on the individual
projects.
Notes:
The representation type "external" is assigned to automatic cables that do not
exist in EPLAN 5. (They are cable connections, but do not lead to cable
Data Transfer from EPLAN 5
EPLAN Training 50
generation in EPLAN 5; instead, they were generated during the data transfer
because of their shields.)
Names and directory structures of EPLAN 5 projects are automatically
transferred, and the directory structure of the source are automatically
recommended - even after the EPLAN 5-specific customer identifier. If a target
project of the same name already exists, you will be prompted whether the
project should be overwritten or not.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 51
21 Transferring Projects in Default Mode from
EPLAN 5: Specifying Languages Assignments
The language assignment is important for the project transfer for the following
reasons: Imagine you have used the language identifier "S" for Slovakian in an
EPLAN 5 project (Code page 852) and the project contains texts with special
Slovakian characters. In another project the identifier for Spanish, "S", was used
(Code page 850) (matches the EPLAN 5 default). Both projects are now transferred
together, but the default for the data transfer for language identifiers and codes is not
changed. The transferred project 1 then contains no special Slovakian texts because
the assignment could not be made.
In the Language assignment tab you can specify the necessary settings for cases
that deviate from the defaults. The available characters for language identifiers in
EPLAN 5 are displayed here in a list. These cannot be changed here. Based on the
defaults (Options > Settings > User > Interfaces > EPLAN 5 language
assignment), however, the specific ISO language codes and character sets can be
assigned to the EPLAN 5 language identifiers and can be changed.
For the transferred projects, the EPLAN 5 parameters you specified under Utilities >
Parameters > Project > General > Foreign language can be assigned to the
settings for display and translation languages (Options > Settings > Projects >
"Project name" > Translation > General).
Note:
When selecting multiple projects (Projects tab in this wizard) the language
assignments apply for all selected projects.
Proceed as follows to specify the settings in this tab:
Project > EPLAN 5 / fluidPLAN import > Project
1. In the EPLAN 5 project import wizard dialog select the project to be
imported and click [Next].
2. From the ISO language code drop-down list in the Language assignment
tab select the language you would like to assign to the EPLAN 5 language
identifier.
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EPLAN Training 52
3. From the EPLAN 5 character set drop-down list select the associated
character set (not the language!) that contains the special characters
necessary for the various languages. The entry is prepopulated with 437.
4. Proceed in a similar manner for all of the additional EPLAN 5 language
identifiers.
5. Or select Popup menu > Default in order to reset the values to the EPLAN-
specific defaults.
6. From the EPLAN 5 character set for non-translatable texts tab select the
character set to be used for language-neutral and non-translatable texts.
7. Click [Next].
The Symbols tab is displayed.
This functionality is only available for certain module packages. Info
Data Transfer from EPLAN 5
EPLAN Training 53
22 Transferring Projects in Default Mode from
EPLAN 5: Specify Symbol Library Assignments
This tab is used to assign the symbols to the EPLAN 5 symbol libraries used in the
selected projects. If the program knows the origin of the symbol library, then the
assignment occurs automatically and this is displayed with a check mark under
Status. The data displayed under Source have the following significance:
EPLAN 5 symbol library: Name of the symbol library in EPLAN 5 (write-
protected)
Path: File path where the EPLAN 5 symbol library was originally saved (write-
protected)
Origin: The assignment table used for assigning symbols.
The following information is displayed in a similar way for the Target:
Standard library: Library for all standard cases that can be assigned using the
default table (write-protected)
User library: Library that in the comparison was shown to contain "different"
customer symbols
Exception library: Library for all exceptions (composite symbols) found based
on the default assignment table (write-protected).
Note:
If you select a table from the Origin drop-down list, the entries in the Standard
Library (target) and the Exception Library (target) are automatically updated.
Proceed as follows to specify the settings in this tab:
Project > EPLAN 5 / fluidPLAN import > Project
1. In the EPLAN 5 project import wizard dialog select the project to be
imported and click [Next].
2. In the Language Assignment tab click [Next].
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EPLAN Training 54
3. In the Symbols tab click [...] in the User library (target) field of an EPLAN 5
symbol library whose status symbol shows that no assignment has yet been
specified.
4. Select a symbol library in the Open dialog. The File type is predefined with
"Symbol library (*.slk)". (Multiple selection isn't possible here).
5. Click [Open].
The status symbol changes to a check mark.
6. Proceed in a similar way for all additional symbol libraries.
7. Or click [Convert] if a User library (target) cell is selected.
8. In the EPLAN 5 symbol import dialog proceed as you would when
transferring symbol libraries.
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EPLAN Training 55
9. Click [Finish]. (This button is active once all of the EPLAN 5 symbol libraries
are assigned reference).
The program checks whether symbol assignments are still missing. If that
is the case, a message will appear and you can decide if you would like to
proceed. Otherwise, the transfer is started and a progress bar shows you the
status of the transfer.
If the transfer is completed, a message will appear informing you of the
number of transferred / not transferred projects. If necessary, this transfer log
can be found under Utilities > System messages.
The message management for each project (Project data > Messages >
Management) contains additional detailed information on the individual
projects.
Note:
The names and directory structure of EPLAN 5 projects are automatically transferred,
whereby the directory structure of the source and indeed after the EPLAN 5-
specific customer identifier is automatically recommended. If a target project of the
same name already exists, you will be prompted whether the project should be
overwritten or not.
Data Transfer from EPLAN 5
EPLAN Training 56
Data Import from EPLAN 21
EPLAN Training 1
Data Import from EPLAN 21
Data Import from EPLAN 21
EPLAN Training 2
1 Transferring Symbol Libraries from EPLAN 21..........................................3
2 Assigning Function Definitions (Loading data from EPLAN 21) ..............5
3 Editing the Connection Point Assignments (Loading data from EPLAN
21)...................................................................................................................8
4 Transferring Mounting Panel Symbols from EPLAN 21 ..........................11
5 Transferring Plug Symbols from EPLAN 21 .............................................13
6 Transferring Plot Frames from EPLAN 21 ................................................17
7 Transferring Forms from EPLAN 21..........................................................19
8 Transferring Parts Data from EPLAN 21...................................................21
9 Exporting Parts Data to EPLAN 21............................................................23
10 Transferring Language Entries from EPLAN 21.......................................25
11 Exporting Language Entries to EPLAN 21................................................28
12 Transferring Macro Data from EPLAN 21 .................................................31
13 Specifying a Symbol Library Assignment for the EPLAN 21 Macro
Transfer .......................................................................................................33
14 Transferring Projects from EPLAN 21.......................................................35
15 Transferring Projects in Default Mode from EPLAN 21: Specify Symbol
Library Assignments ..................................................................................38
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 3
1 Transferring Symbol Libraries from EPLAN 21
Project > EPLAN 21 data import > Symbol library
1. In the EPLAN 21 symbol library import dialog, click [...] in the Source field.
2. In the Select symbol library dialog select the EPLAN 21 symbol library to be
imported. Multiple selection is not possible here.
3. Click on [Open].
4. Select the Transfer from schematic symbols option and specify the
assignment table in the Original library drop-down list.
Or select the Transfer of mounting panel symbols option.
5. Click [...] in the Target field.
6. Specify in the Browse For Folder dialog where the new symbol library should
be generated.
7. Click [OK].
The symbols are transferred and a progress bar shows the process.
Original EPLAN 21 symbols are not converted, but rather assigned to the
corresponding symbols. Symbols generated or changed by the user, on the
other hand, are saved in a new symbol library and any problems are stored as
properties in this symbol library.
The Function definition assignment - <Symbol library> dialog opens
and displays the symbols of the newly generated symbol library. The program
uses the information from the assignment table or for unknown symbols
Data Import from EPLAN 21
EPLAN Training 4
the EPLAN 21-specific properties "Coils / contact function <4115>" and
"Device class <4003>" as well as the number of connection points in order to
assign the correct function definitions to the symbols in the new symbol library.
It is then checked as to whether the respective function definition matches. If
the function definition was only allocated based on the device class, or it did
not match, a property is saved for the symbol, which helps to select inaccurate
function definitions. In this case a function definition was assigned by the
system that was determined from the separate assignment "EPLAN 21
properties for function definitions". These are only partially correct (NO
contacts, but never delayed NO contacts).
8. Click [Close].
9. Click [OK] in the window that informs you about the status of the data transfer.
Note:
All properties that are also activated in EPLAN 21 are placed on the symbols. The
properties are then placed on the corresponding layers and docked next to one
another in the sequence they were shown in EPLAN 21. The text sizes for the
properties are set to From layer.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 5
2 Assigning Function Definitions (Loading data
from EPLAN 21)
The Function definition assignment - <Symbol library> dialog is automatically
opened after the symbol library import, but it can be manually called up via Utilities >
Master data> Symbol library > Function definition assignment. This dialog
displays the symbols and their assigned function definitions in a list, and the list can
be sorted (click the column heading to sort the contents). For every selected symbol,
the graphic of the imported basic symbol and the corresponding associated basic
symbol are shown in the lower portion of the dialog so you can quickly recognize
what type of problem you have.
Any problems that occurred during the data transfer are shown in the upper right
portion of the dialog. One click on a property will select the corresponding symbol in
the list. If the problem is solved, the property can be manually set to "Completed".
The symbols should be revised as follows:
Precondition:
You have selected an EPLAN 21 symbol library for transfer and defined the
appropriate entries in the EPLAN 21 symbol library import dialog.
1. Click a problem message in the upper right portion of the dialog.
The corresponding symbol will be selected in the list.
Or click the symbol in the list that you would like to revise.
2. Click [...] in the Function definition field of the Symbol data group box (right
portion of the dialog).
3. Select a project from the Opened projects list in the Project selection dialog.
4. Click [OK].
Data Import from EPLAN 21
EPLAN Training 6
5. Select the appropriate function definition in the Function definitions dialog.
The corresponding data will be transferred to the Attributes and
Connection point data tabs.
6. Click [OK].
7. If necessary, click [Extras] > Basic symbol library in order to select a
different basic symbol library.
8. If necessary, click [Extras] > Symbol variant assignment in order to assign
other connection points.
9. In the Completed column select the check box to indicate that the problem
has been "solved".
10. Proceed in the same way for all other symbols you would like to revise.
11. Click [Close].
The modified settings are adopted.
Note:
Default for the basic symbol library is Base_DIC if "DIC", "DIN", or "IEC" occur in the
symbol library names. If the symbol library name contains the character string "JIC",
the Base_JIC basic symbol library is set. The same process applies to "MSR"
(Base_MSR), "Single" (Base_Single) and "PNE" (Base_Pneumatic).
Data Import from EPLAN 21
EPLAN Training 7
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 8
3 Editing the Connection Point Assignments
(Loading data from EPLAN 21)
The sequence of connection points is important for correctly assigning the function
definition connection points to the symbol so that every function definition matches
the connection point assignment of every variant of a symbol without changes. After
the transfer of a symbol library, the symbols are assigned function definitions. In
order to avoid problems associated with having to revise the sequence of connection
points, the sequence of connection points can be defined for individual symbol
variants to where they match the function definition: The individual symbol variant
connection points are each assigned to a function definition connection point.
Because most variants are just rotations and mirrors of the template variant (one of
eight default variants), they are analyzed during the symbol transfer, and each
identified with one of the A-H variants. Some of them can be securely assigned while
others do not allow a secure assignment. Because the Function definition
assignment - <Symbol library> dialog displays all of the variants of every symbol
as well as the basic symbol with its four associated variants, and the connection point
numbers are displayed in the symbol preview, you can recognize in one glance
whether the transferred symbol variants are different from the basic symbol variants.
If a difference is found, proceed as follows:
Preconditions:
You have selected an EPLAN 21 symbol library for transfer and defined the
appropriate entries in the EPLAN 21 symbol library import dialog.
You have started the transfer.
The Function definition assignment - <Symbol library> dialog is open.
The function definition matches the first variants for the symbol.
The rotation direction of the variants is clockwise.
The 1, 2, 3, and 4 variants have a rotation angle of 0, 90, 180and 270.
1. Select [Extras] > Symbol variant assignment.
2. In the Symbol variant assignment dialog you assign a basic symbol variant
to the variants of the imported symbol.
The variant number of the basic symbol (A-H) is saved as the variant
number on the imported symbol and the connection points from the basic
Data Import from EPLAN 21
EPLAN Training 9
symbol variant are written to the variants of the imported symbol. In addition,
the P8 variant (A-H) to which the previous EPLAN 21 variants 0-3 were
assigned are saved with the symbol. This information is necessary for
correctly assigning the connection point designations to the function in a later
project or macro transfers.
3. Click [OK].
4. Proceed in a similar manner for all other problems that may occur.
Symbols that have been edited in EPLAN 21, where P8 cannot identify the
connection points during the transfer, must be revised in the symbol editor.
Example:
In this case the program cannot recognize that "X3" is also mirrored. The PE
connection point should be on the left and not on the right. In this case, you also
have to switch the variant C connection points in the symbol editor to solve this
Data Import from EPLAN 21
EPLAN Training 10
problem.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 11
4 Transferring Mounting Panel Symbols from
EPLAN 21
Connections on mounting plate pages are not supported by the program. Symbols
transferred in the normal way can therefore not be used for mounting panels. In
EPLAN 21 this type of symbol is independent of the page type and the symbol itself
does not indicate whether it was created especially for mounting panels. You have to
define the symbol transfer yourself:
Project > EPLAN 21 data import > Symbol library
1. In the EPLAN 21 symbol library import dialog, click [...] in the Source field.
2. In the Select symbol library dialog select the EPLAN 21 symbol library to be
imported that contains the mounting panel symbols. Multiple selection is not
possible here.
3. Click on [Open].
4. Select the Transfer of mounting panel symbols option.
5. From the Original library drop-down list select the table to be used for
assigning old and new symbols. Based on an internal comparison the program
suggests an assignment table here. If no suitable table can be found, the
drop-down list remains empty and you can select the table manually.
6. Click [...] in the Target field.
Data Import from EPLAN 21
EPLAN Training 12
7. Specify in the Browse For Folder dialog where the new symbol library should
be generated.
8. Click [OK].
In the default macro directory, a folder is created that adopts the name of
the symbol library and generates macros from the symbols. Only graphics and
not connection points are transferred. Use the graphic dimensions to generate
the special "Parts placement " symbol and exchange the placed properties
with property placements.
The macro name is automatically generated according to the following rule:
<Symbol name>_<Variant as number>
Possible problems are stored as properties in the macro. Because macros
do not contain functions, the Function definition assignment - <Symbol
library> does not open.
9. Click [OK] in the window that informs you about the status of the data transfer.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 13
5 Transferring Plug Symbols from EPLAN 21
A part is generated in the parts management for every plug name defined in EPLAN
21. To do this the EPLAN 21 symbol libraries are searched internally for the "Device
class <4003>" = "Plug" property, and other symbols are ignored.
The following information can be stored in the EPLAN 21 symbol library plugs.sym:
Plug graphic
Symbol description
Number of plug contacts
Connection point designations
Potential types
Function texts
Symbol references.
Taken altogether, this data provides the graphic for the symbols and their device
information.
Note:
The symbol references are references to other symbol libraries, for example
DIC_WUP.SYM, or customer-specific symbol libraries. The function definitions are
therefore taken from them. It is recommended that you transfer the symbols for plugs
before transferring the plug types. If a symbol library with symbol references has
already been transferred, the function definitions are taken from the P8 library.
The plug contacts defined in the symbol library plugs.sym are each assigned one of
the following function definitions:
Plug / male and female pin
PE plug / male and female pin
N plug / male and female pin.
If you select one of the two options Update existing data for the data transfer, only
the following data will be updated for existing part numbers:
Data Import from EPLAN 21
EPLAN Training 14
Function template
Color / no.
Potential.
With this type of imported data you can then copy the "technical data" into parts
management in order to add it to parts with just sales data.
The part number is automatically generated from the EPLAN 21 symbol library
names and the symbol names.
Example:
Plugs_Harting 16+PE" for the symbol "Harting 16+PE" from the plugs symbol library
Because the plug functions in EPLAN 21 must also be transferred to the parts
database as plug numbering schemes, a separate menu item is available here for the
data transfer. Proceed as follows:
Project > EPLAN 21 data import > Plug data
1. Click [...] in the Source field of the EPLAN 21 plug data import dialog.
2. In the Select symbol library dialog select the EPLAN 21 symbol library for
plugs to be imported. plugs.sym is the default symbol library. Multiple
selection is impossible here.
3. Click on [Open].
4. Click [...] in the Target field.
5. In the Select parts database dialog select the parts database to which the
plug symbols are to be transferred.
Data Import from EPLAN 21
EPLAN Training 15
6. Click on [Open].
7. In the Import group box select one of the options for handling existing / new
parts records.
8. Click [OK].
The data is transferred and a progress bar shows the process.
If the parts database does not have a part with one of the numbers defined here, new
parts are created, in which the following fields will be filled in:
EPLAN 21 "Symbol name" <5>: becomes "Part number"
EPLAN 21 "Symbol description" <6>:becomes "Designation 1"
EPLAN 21 "Supplementary text field 01" <100> to "10": becomes
"Supplementary text 1" to "10"
EPLAN 21 "Plug: Connection point designation" <4111>:becomes "Create
new function template"
EPLAN 21 "Symbol reference": is not transferred. One symbol can be stored
for each function in the project.
EPLAN 21 "Device identifier" <4001>:is not transferred
EPLAN 21 "Symbol graphic": becomes "Technical data, graphic macro"
EPLAN 21 "Plug contact": becomes "Color / no."
EPLAN 21 "Potential": becomes "Potential".
The save location for macros is the default macro directory. Because this is known,
the graphic macro can be predefined for the new part. The plugs symbols are also
converted to plug numbering schemes i.e., plug schemes are generated from the
EPLAN 21 symbols. The scheme automatically contains the symbol name; the
symbol description is saved in the scheme description; and the contact designation is
saved in the designations.
Data Import from EPLAN 21
EPLAN Training 16
Note:
Instead of the transferred symbol, a macro is saved in parts management for the
panel layout. This is necessary because the graphics for the symbols may not be
scaled. In order to use EPLAN 21 symbols for the panel layout, you must transfer the
symbol library with the plug symbols one more time via the option Transfer from
mounting panel symbols. The graphic is only saved as a macro with part
placement once that is done.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 17
6 Transferring Plot Frames from EPLAN 21
EPLAN 21 plot frames are transferred and support all new functions. EPLAN 21
properties that cannot be assigned in P8 are recorded in message management.
Proceed as follows to transfer EPLAN 21 plot frames:
Project > EPLAN 21 data import > Plot frame
1. In the EPLAN 21 plot frame import dialog, click [...] in the Source field.
2. In the Select plot frame dialog select the EPLAN 21 plot frames to be
imported. You can select multiple files here.
3. Click on [Open].
4. Click [...] in the Target field.
5. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified in the settings will be given (Options > Settings >
User > Management > Directories).
6. Click [OK].
The plot frames are transferred and a progress bar shows the process. The
plot frame name is generated automatically from the original file name and the
file type is assigned automatically based on the P8 format options. Possible
problems are saved as properties in the plot frame and, if necessary, can be
viewed under Utilities > System messages.
Data Import from EPLAN 21
EPLAN Training 18
7. Click [OK] in the window that informs you about the status of the data transfer.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 19
7 Transferring Forms from EPLAN 21
EPLAN 21 forms can be transferred individually (single files) or in multiple selections.
EPLAN 21 properties that cannot be assigned are recorded in message
management.
Note:
Most EPLAN 21 forms are not exactly DIN A3 size, but a bit smaller. They are
transferred as they are, i.e. they are not exactly DIN A3 size in P8.
Proceed as follows in order to transfer EPLAN 21 forms:
Project > EPLAN 21 data import > Form
1. In the EPLAN 21 form import dialog, click [...] in the Source field.
2. In the Select form dialog select the EPLAN 21 forms to be imported. You can
select multiple files here.
3. Click on [Open].
4. Click [...] in the Target field.
5. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified in the settings will be given (Options > Settings >
User > Management > Directories).
6. Click [OK].
The forms are transferred and a progress bar shows the process. The form
name is generated automatically from the original filename and the file type is
assigned automatically based on the P8 format options. Possible problems are
Data Import from EPLAN 21
EPLAN Training 20
saved as properties in the form and, if necessary, can be viewed under
Utilities > System Messages.
7. Click [OK] in the window that informs you about the status of the data transfer.
Warning:
"Text view" type EPLAN 21 forms are transferred as undefined forms (file type
*.efa) and can thus no longer be used.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 21
8 Transferring Parts Data from EPLAN 21
The EPLAN 21 parts data is transferred 1:1. (Plugs are an exception.) The data is
automatically expanded with the necessary fields for functions, for example, and filled
out to the extent possible. This data transfer must therefore be started before the
transfer of projects. You may have to revise them to enable device assignments.
Note:
It makes sense (but is not required) to start the Transfer from mounting panel
symbols (option in the EPLAN 21 symbol library import) before the parts transfer
because the EPLAN 21 symbols for the mounting panel is converted to macros and
the panel layout is only functional once this takes place.
Proceed as follows:
Project > EPLAN 21 data import > Parts data
1. In the EPLAN 21 parts import dialog, click [...] in the Source field.
2. In the Parts database dialog select the EPLAN 21 parts database to be
imported. You cannot select multiple files here.
3. Click on [Open].
4. Click [...] in the Target field.
5. In the Select parts database dialog, select the parts database to which the
data is to be imported. You cannot select multiple files here.
Data Import from EPLAN 21
EPLAN Training 22
6. Click on [Open].
7. In the Import group box select one of the options for handling existing and
new parts records.
8. Click [OK].
The parts data is transferred and a progress bar shows the process.
9. Click [OK] in the window that informs you about the status of the data transfer.
Notes:
During the import, the function definitions are set up as effectively as possible
(e.g., "Terminal", but not "PE terminal 4").
The EPLAN 21-specific contactor and cable data are created as a part with
equal value.
The EPLAN 21 parts property "CAD no. <8014>" uses newly generated macros
created according to the following rules instead of the using the previous
symbol references:
$(EPLAN)\Macros\<Customer code>\<Symbol library name>\<Symbol
name>_<Variant as number>.
Almost 100 attributes can be defined for a part in EPLAN 21. For customers who
want to transfer this type of parts data, there is a configurable assignment
table for EPLAN 21 attributes for P8-specific "free properties". Contact support
for any questions.
The EPLAN 21 attributes "Multilingual supplementary text field 01-05" <210> -
<214> are transferred to the free properties 1-5 of the parts database and the
EPLAN 21 attributes "Supplementary text field 01-17" <100 - 116> are
transferred to fields 10 - 26.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 23
9 Exporting Parts Data to EPLAN 21
Utilities > Parts > Management
Parts can be exported directly from EPLAN 21 into the parts database. Proceed as
follows:
1. In P8, in the Parts management dialog, select the menu items [Extras] >
Export.
2. In the Export records dialog, click [...] in the File name field.
3. In the Open dialog, enter a recognizable name for the file to be generated in
the Filename field and select the path where you want to save the file.
4. Click on [Open].
5. From the File type drop-down list, select the "Text" export format for the file to
be generated.
6. In the Part type group box select the part type to be considered during export
by selecting / deselecting the corresponding check boxes.
7. In the Trade group box select the trades to be considered during export by
selecting / deselecting the corresponding check boxes.
Data Import from EPLAN 21
EPLAN Training 24
8. Click [OK].
The file is generated under the name provided in the specified directory.
9. In EPLAN 21 browser select the menu items Utilities > Parts management >
Parts management.
10. In EPLAN 21 parts management dialog select the menu items File > Import.
11. In the Import from file dialog, click [...] in the Source field.
12. In the Open file dialog, select the file you previously exported.
13. Click on [Open].
14. From the Mode drop-down list select one of the options for handling existing
and new parts records.
15. Click [OK].
The data is imported to EPLAN 21. Please note here that only data that
EPLAN 21 can save will be transferred and P8-specific information is lost.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 25
10 Transferring Language Entries from EPLAN 21
When importing language entries, new entries are attached to existing entries in the
dictionary. If identical language entries already exist, you will be prompted whether
the old entries should be overwritten or not. To enable this comparison you have to
select a reference language that is available in the dictionary as well as in the import
file.
The program also informs you if unassigned languages are found in the dictionaries
to be imported. You can specify the missing assignment in the Languages tab under
Options > Settings > User > Interfaces > EPLAN 21 data import.
Proceed as follows in order to transfer language entries:
Precondition:
In EPLAN 21, you must export language entries in Unicode Tab format because this
format can be easily interpreted. If the format does not fulfill this specification (if, for
example, you selected the ANSI_tab.ff format or another format), a message will
appear and the transfer will be interrupted.
1. In EPLAN 21 browser select the menu items Utilities > Translation module
> Export.
2. In the Export language entries dialog specify the scope of the export by
either expanding or reducing the entries in the Selected languages list with
the copy button.
3. Click [...] if the entry in the Format file field is not unicode_tab.ff.
4. In the File format dialog select the file format unicode_tab.ff.
5. Click on [Open].
Data Import from EPLAN 21
EPLAN Training 26
6. Click [...] in the Export file field.
7. In the Export file dialog specify the save location and the name of the export
file to be generated.
8. Click [Save].
9. Select the Only export missing entries check box if only the language
entries to be written to the export file are those that still have missing
translation texts in at least one language.
10. Click [Apply].
The data is exported under the specified file name to the specified
directory.
An automatic language assignment takes place when importing: The available
double-digit "language identifiers" from EPLAN 21 are assigned to the associated
five-digit P8 language codes.
After you have exported the language entries in Unicode Tab format from EPLAN 21,
proceed as follows for the import:
Project > EPLAN 21 data import > Dictionary
1. In the Import dictionary dialog select the previously exported file containing
the EPLAN 21 language entries.
Data Import from EPLAN 21
EPLAN Training 27
2. Click [Open].
The import of the EPLAN 21 dictionary begins.
3. In the Selection of reference language dialog select the language to be used
as a basis for comparing the language entries. (All languages that are in both
the EPLAN 21 dictionary and in the import file are offered here.)
4. Click [OK].
5. If one of the languages to be imported is not yet in the dictionary, you must
specify whether this language should be created and the language entries
should be imported.
6. Depending on the settings regarding how identical data sets are to be treated,
you still have to confirm or decline the overwrite of certain translations.
The language entries are imported, i.e. the texts from EPLAN 21 are
transferred to the dictionary. The progress bar shows the progress of the
transfer.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 28
11 Exporting Language Entries to EPLAN 21
The P8-specific dictionary can also be exported and then (e.g.) imported into EPLAN
21. Proceed as follows:
Utilities > Translation > Edit dictionary
1. In the Management tab in the Dictionary - <Foreign language database>
dialog select [Extras] > Export.
2. In the Export dictionary dialog, select the File type "EPLAN 21 tab-delimited
Unicode file (*.txt)" from the drop-down list.
3. In the File name dialog specify the name of the export file and, if necessary,
select a different directory (the default here is the directory specified for
translation files under Options > Settings > User > Management >
Directories).
4. Click [Save].
5. If the current dictionary contains multiple languages, select the one that you
would like to export in the Select languages dialog. Multiple selection is
possible here.
6. Click [OK].
The language entries are exported and a progress bar shows the process.
7. Click [Close].
Data Import from EPLAN 21
EPLAN Training 29
Warning:
An export with two different languages (pt_PT and pt_BR) that would result in one
language in EPLAN 21 (PT) is not possible. In this case the export is interrupted with
an error message.
In EPLAN 21 proceed as follows:
1. In the browser select the menu items Utilities > Translation module >
Import.
2. Click [...] if the entry in the Format file field of the Import language entries
dialog is not unicode_tab.ff.
3. In the Format file dialog select the file format unicode_tab.ff.
4. Click [Open].
5. Click [...] in the Import file field.
6. In the Import file dialog, select the file you previously exported.
7. Click on [Open].
Data Import from EPLAN 21
EPLAN Training 30
8. Click [Apply].
The language entries are imported and a progress bar shows the process.
9. Click [Close].
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 31
12 Transferring Macro Data from EPLAN 21
There is a very helpful assistant available for transferring macro data from EPLAN
21. The source files can be *.mac and *.ez files here. Multiple selections are
possible for *.mac files but not for *.ez files because the symbol libraries stored in
the different *.ez files can be from differing versions.
Proceed as follows in order to transfer EPLAN 21 macros:
Precondition:
The symbol libraries used in EPLAN 21 macros have already been transferred, and if
necessary, must be revised so that the function definitions can be correctly set up in
the macros.
Project > EPLAN 21 data import > Macro
1. In the EPLAN 21 macro import wizard, click [Settings] in the Macros tab to
view and possibly edit the settings for directories, languages, and general
parameters.
2. Click [OK].
3. Click [...] in the Source field.
4. In the Select macro dialog, specify in the Files of type drop-down list whether
you want to transfer an EPLAN 21 archive file (*.ez) or individual macros
(*.mac).
5. Select the files to be imported. Multiple selection is possible for macro files.
Data Import from EPLAN 21
EPLAN Training 32
6. Click on [Open].
7. Click [...] in the Target field.
8. In the Select target project dialog, specify where and under what filename
the macro project should be saved. In the directory selected, an additional
subdirectory will be created with the name of the macro project, and the
macros stored there.
All macros, selected in Source are transferred to this project.
It is not possible here to select an existing project and thus expand it, but
rather you must enter a new project.
9. Click [Save].
10. Click [Next].
The EPLAN 21 macros are analyzed and the Symbols tab displays the
symbol libraries used in them. You can accept these or replace them with
existing symbol libraries.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 33
13 Specifying a Symbol Library Assignment for
the EPLAN 21 Macro Transfer
The symbol libraries used in EPLAN 21 macros must already have been transferred,
because the function definitions in the macros can only be correctly defined using
revised symbol libraries. For this reason, the EPLAN 21 macros selected for the
transfer are analyzed after you click [Next]. The Symbols tab then displays the
recorded symbol data together with the assignment list data. The [Finish] button
remains grayed out until all EPLAN 21 symbol libraries have been assigned a P8
reference.
The symbols are stored in the macro project during the transfer and a reference to
the symbol is saved in the individual file macros.
Proceed as follows to specify the settings in this tab:
Project > EPLAN 21 data import > Macro
1. In the Macros tab of the EPLAN 21 macro import wizard dialog, select the
EPLAN 21 macros and the target project to be imported and click [Next].
2. In the Symbols tab click [...] in the Target file field of an EPLAN 21 symbol
library whose status symbol shows that no assignment has yet been specified.
3. Select a symbol library in the Select symbol library dialog. The file type is
then predefined with "Symbol library (*.slk)". (Multiple selection isn't possible
here).
4. Click on [Open].
5. Proceed in a similar way for all additional symbol libraries.
Data Import from EPLAN 21
EPLAN Training 34
6. Or click [Convert].
7. In the EPLAN 21 symbol library import dialog proceed as you would when
transferring symbol libraries.
8. Click [Finish]. This button is active once all of the EPLAN 21 symbol libraries
have been assigned a P8 reference.
The macros are imported, the newly created macro project is opened, and
a status bar displays the progress of the transfer.
Note:
Forms are not used in EPLAN 21 macros, and plot frames are taken from the
specified EPLAN 21 plot frame directory and stored in the macro project. Parts are
transferred exactly like a project.
This functionality is only available for certain module packages. Info
Data Import from EPLAN 21
EPLAN Training 35
14 Transferring Projects from EPLAN 21
The program can transfer projects from EPLAN 21, but it cannot generate any
projects for EPLAN 21. The data transfer is a one-way street in this case.
Warning:
Please note that only error-free projects can be correctly transferred. This does not
mean that projects with errors can't be transferred. They just won't be error-free and
will need revisions.
ObjectStore databases cannot be imported, but P8 can read the project data in
EASY format.
A wizard is available for project transfers and it is supported in the following transfer
modes:
Default mode
One-button mode
Proceed as follows in order to transfer EPLAN 21 projects:
Precondition:
The symbol libraries used in EPLAN 21 projects have already been transferred, and
must, if necessary, be revised so the function definitions can be correctly set up.
Project > EPLAN 21 data import > Project
1. In the EPLAN 21 project import wizard, click [Settings] in the Projects tab
in order to view and possibly edit the settings for directories, languages, and
general parameters.
2. Click [OK].
3. Click [...] in the Source field.
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EPLAN Training 36
4. In the Select project dialog, specify in the File type drop-down list whether
you want to transfer an EPLAN 21 archive file (*.ez), individual projects
(*.prj), or project templates (*.tpl).
5. Select the files to be imported. Multiple selection is possible for projects and
templates.
6. Click on [Open].
7. Click [...] in the Target field.
8. Specify in the Find folder dialog where the files should be saved. In doing this
the default path specified for projects in the settings is used (Options >
Settings > User > Management > Directories). (Project names and the
directory structure of EPLAN 21 source projects are automatically taken on).
9. Click [OK].
10. Click [Next] if you want to specify the symbol library assignments. (This is the
so-called Default mode.)
Or click [Finish] if you have already specified the symbol library assignments
or want to accept the default settings. (This is the so-called One-button mode.)
The project is analyzed regarding symbol libraries.
11. Depending on the settings you still have to confirm or decline the overwrite of
certain data.
Data Import from EPLAN 21
EPLAN Training 37
Notes:
It is not possible to transfer all projects in a directory as well as all of the
subdirectories at the same time.
When transferring archive files (*.ez) it can happen that differently named data
backups contain projects with the same names. Therefore, during the transfer
an additional folder with the name of the archive file is created for every
archive file.
This functionality is only available for certain module packages. Info
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15 Transferring Projects in Default Mode from
EPLAN 21: Specify Symbol Library
Assignments
In this tab, specify the assignments of symbols to EPLAN 21 symbol libraries to be
used in the selected projects. If the program knows the origin of the symbol library,
the assignment is automatic and this is indicated under Status with a check mark.
Already transferred symbol libraries and their assignments are saved in the settings
as recommendations for the next transfer and displayed in this table where the
following data is taken into consideration:
Name: File name of the EPLAN 21 symbol library, write-protected
Path: Full path of the EPLAN 21 symbol library, write-protected
Modification date: Change date of the EPLAN 21 symbol library, write-
protected
Edited by: Last user to edit the EPLAN 21 symbol library, write-protected
Created from: Assignment table that was identified as suitable for the original
file; drop-down list where a different table can be selected. If you select the
"empty entry" here, the assignment function for the symbols is deactivated. In
this case the symbol library is transferred 1:1.
Default: Default target library defined in the assignment table, write-protected;
automatically adjusted to the setting in the Created from drop-down list.
Target file: File name of the symbol library where the symbols are to be saved.
This can be changed by clicking [...].
The directory and filename of the unpacked EZ file are displayed for symbol libraries
saved in an *.EZ file.
Proceed as follows to specify the settings in this tab:
Project > EPLAN 21 data import > Project
1. In the Projects tab of the EPLAN 21 project import wizard dialog, select the
EPLAN 21 projects and the target project to be imported and click [Next].
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2. In the Symbols tab click [...] in the Target file field of an EPLAN 21 symbol
library whose status symbol shows that no assignment has yet been specified.
3. Select a symbol library in the Select symbol library dialog. The file type is
predefined with "Symbol library (*.slk)". (Multiple selection isn't possible here.)
4. Click [Open].
The status symbol changes to a check mark.
5. Proceed in a similar way for all additional symbol libraries.
6. Or click [Convert] if a Created from cell is selected.
7. In the EPLAN 21 symbol library import dialog proceed as you would when
transferring symbol libraries.
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8. Click [Finish].
The program checks whether symbol assignments are still missing. If that
is the case, a message will appear and you can decide if you would like to
proceed. Otherwise, the transfer is started and a progress bar shows you the
status of the transfer.
If the transfer is completed, a message will appear informing you of the
number of transferred / not transferred projects. If necessary, this transfer log
can be found under Utilities > System messages.
The message management for each project (Project data > Messages >
Management) contains additional detailed information on the individual
projects.
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