Drive Technology \ Drive Automation \ System Integration \ Services

Manual

Operating Manual DriveConfigurator

Edition 06/2013

20181345 / EN

SEW-EURODRIVEDriving the world

Contents

Contents
1 Introduction to DriveConfigurator ..................................................................... 4 1.1 1.2 1.3 What is DriveConfigurator? ......................................................................... 4 How do customers benefit from DriveConfigurator? ................................... 4 How to use DriveConfigurator? ................................................................... 4 1.3.1 1.3.2 2 2.1 2.2 Operating concept ....................................................................... 4 Process sequence ....................................................................... 5

Five Steps to a Quotation ................................................................................... 6 Step 1: Starting DriveConfigurator .............................................................. 6 Step 2: Configuring the product .................................................................. 7 2.2.1 2.2.2 2.2.3 2.2.4 2.2.5 2.2.6 2.3 2.4 Selecting the product ................................................................... 7 Control elements.......................................................................... 8 Searching for products............................................................... 10 Determining the variant.............................................................. 11 Determining an option................................................................ 12 Product result............................................................................. 13

Step 3: Adding a product to the shopping basket ..................................... 14 Step 4: Working in the shopping basket ................................................... 15 2.4.1 2.4.2 2.4.3 2.4.4 2.4.5 2.4.6 2.4.7 Shopping basket ........................................................................ 15 Adding products......................................................................... 17 Deleting products....................................................................... 17 Creating a template ................................................................... 18 Searching/selecting the template............................................... 19 Editing a template ...................................................................... 19 Transferring item(s) from a template to an inquiry..................... 20

2.5 3 3.1

Step 5: Inquiring about a product .............................................................. 21 Setting user options .................................................................................. 22 3.1.1 3.1.2 3.1.3 CAD formats .............................................................................. 22 Search tolerance........................................................................ 23 Regional options ........................................................................ 23

Other Functions ................................................................................................ 22

3.2 3.3

Inquiring about replacement products....................................................... 24 Contacting SEW........................................................................................ 25

Operating Manual DriveConfigurator

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1
1.1

Introduction to DriveConfigurator What is DriveConfigurator?

Introduction to DriveConfigurator
What is DriveConfigurator?
DriveConfigurator is the ideal online tool for reliable and fast selection of drive components. DriveConfigurator is accessed from the DriveGate customer portal. With a few clicks, you can select the right drive for your application, with all the necessary documentation and information, and add it to a shopping basket. You can send your configured products directly to your sales contact as an inquiry, or you can save them as a template in the DriveGate customer portal.

1.2

How do customers benefit from DriveConfigurator?

The DriveConfigurator offers the following advantages: Simple and guided online configuration of drives Individual adaptation thanks to user options for CAD formats, search tolerances, and region-specific measurement systems 3D preview of your configured product More efficiency thanks to storing existing inquiries as templates After completing the product selection, you can download all the documentation available for your product (spare part lists, wiring diagrams, dimension sheets, CAD). Following online product inquiry, you will immediately receive a confirmation email with all the technical data of the product as well as links to the matching documentation. You can add your own texts to the inquiry (e.g.a customer material number or other comments / special requests).

1.3
1.3.1

How to use DriveConfigurator?

Operating concept The general process is described on the next page in a flowchart (page 5). The individual steps (page 6) for each task and the relevant control elements are described on the following pages: Product configurator search (page 8) Navigation bar (page 9) Product result (page 13) Shopping basket (page 15)

Operating Manual DriveConfigurator

Introduction to DriveConfigurator How to use DriveConfigurator?

1.3.2

Process sequence The following flowchart shows you how to request a quotation from SEW in five steps:

Step 1 Start DriveConfigurator

Step 2 Configure product

Search product Define variant / option

Step 3 Add product to shopping basket

Use template

Step 4 Working in the shopping basket

Add more producs?

yes

no

Create template

Step 5 Inquire about product

Email confirmation

Quotation from SEW Sales

5902295307

The individual steps are described in detail on the following pages.

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2

Five Steps to a Quotation Step 1: Starting DriveConfigurator

Five Steps to a Quotation

Requirements To use DriveConfigurator, you need access to the DriveGate customer portal. If you do not have access to DriveGate yet, you can register for it on the DriveGate home page. Your user name and activation link will then be sent to you in a welcome email.

2.1

Step 1: Starting DriveConfigurator

Start DriveConfigurator as follows: 1. Log in to the system on the DriveGate home page with your user name and password.

5903047051

The DriveGate welcome page opens with icons for each application:

[1]

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2. To start DriveConfigurator, click button [1].

Operating Manual DriveConfigurator

Five Steps to a Quotation Step 2: Configuring the product

2.2

Step 2: Configuring the product INFORMATION

Before you configure a product, you can personalize you requirements, such as CAD formats, search tolerances, and regional options, under User options (page 22).

2.2.1

Selecting the product Select a product as follows: 1. Select a product group [1] or search a product directly via the catalog/type designation [2].

[1]

[2]

5917747595 [1] [2] Selection of product group Product search with catalog/type designation

The product configurator opens.

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2.2.2

Five Steps to a Quotation Step 2: Configuring the product

Control elements The product configurator starts with window "1. Search". It shows the following elements:
[4] [5] [6]

Product configurator

[3]

[2]

[1]

[8]

[7]

9007205179493515 [1] [2] [3] Further selection criteria Selection fields for product characteristics Navigation bar Click this button to show additional selection criteria for your search. Here, you determine the criteria for your product search.

The navigation bar has 2 functions: Displaying the current operation step (marked in red) Buttons that allow users to control the operating sequence themselves For detailed information, refer to Navigation bar (page 9). The title bar shows the catalog designation of the currently selected product. The product type is displayed here based on the product characteristics you have entered. Click this button to set the user options (page 22) Note: The product search uses search tolerances, which can be set here.

[4] [5] [6]

Catalog designation Picture of the product Setting the user options

[7] [8]

Product (example) List of product search results

Click on one of the products to go to the next step (window "2. Variants").

Here, you can see a list of all products that match your search criteria.

Operating Manual DriveConfigurator

Five Steps to a Quotation Step 2: Configuring the product

INFORMATION
In the "Gearmotors" product group, you might not get a search result with the predefined values. The reason for this can be a very high service factor. Delete the service factor and change the search tolerance accordingly, then search again for the drive.

Navigation bar

The navigation bar is integrated in the product configurator. It shows the sequence of operation steps from left to right. The current operation step is marked in red. Each operation step is completed by clicking a button, which leads you to another window. The navigation bar has the following elements:

[1]

[2]

[3]

5931620875 [1] [2] [3] Navigation buttons Current operation step Select operation step Click them to go to the [next] step or [back].

The current operation step is marked in red. The product configurator starts with operation step "1. Search". Move with the mouse pointer over the button until a hand is displayed. You can select one of the following buttons: [1. Search] [2. Variants] (only with certain products) [3. Options] [4. Result] [5. Add to inquiry]

Note: The button [5. Add to inquiry] can only be selected when you are in window "4. Result".

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2.2.3

Five Steps to a Quotation Step 2: Configuring the product

Searching for products Search for a product as follows: 1. Define the characteristics for you product in the selection fields [2].
[4] [5] [6]

[3]

[2]

[1]

[8]

[7]

9007205182089739

The results of the product search are displayed [1]. 2. Personalize the DriveConfigurator to your requirements in the user options [3]. 3. In the result list of the product search [1], click the product [4] that is best suited for your application. The window "2. Variants" or "2. Options" opens, depending on the product.

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Five Steps to a Quotation Step 2: Configuring the product

2.2.4

Determining the variant

INFORMATION
Note that variants are only available for certain products. Choose a variant of the selected product as follows: 1. If your product offers variants [1], open the drop-down menu [2] and select the required variant.
[2]

[1]

[4]

[3]
9007205156032779

The example shows you how to select the mounting position (M1, ...) of a gearmotor: The selected feature is displayed in the right part of the window [4]. A button to refresh [3] the page with new data is located in the lower part of the window. 2. To have the changes of selected features displayed, click the [Refresh] [3] button. 3. In the navigation bar, click the button [3. Options] [1] to go to the next window.
[1]

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The window "3. Options" opens.

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2
2.2.5

Five Steps to a Quotation Step 2: Configuring the product

Determining an option Choose an option for the selected product as follows: 1. Expand the category [2] that contains the desired option.

[2] [3]

[1]

[4]

5925892491

2. Check the relevant radio button [1]. If there is additional information for the selected option, it is displayed under "Description" [4]. Your complete option selection is displayed under "Selected options" [3]. Click a selected option [3] to show the corresponding description. 3. In the navigation bar, click the button [4. Result] [1] to go to the next window.
[1]

5931149579

The window "4. Result" opens. The CAD data for the product are determined. This will take a few seconds.

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Operating Manual DriveConfigurator

Five Steps to a Quotation Step 2: Configuring the product

2.2.6

Product result The product result window shows the following elements:
[3]

[2] [4] [5] [6] [7]

[1] [8]

5926635147 [1] Technical data (Observe the note on the technical data following this table) Here, the technical data of the selected product are listed in a table. Open a PDF file with all technical data

[2] [3]

Product Add to inquiry

Catalog designation Click this button to add the product to the shopping basket. You then have the following options: Add more products (page 17) or delete products Send a product inquiry (quotation request) (page 21) Create a template (page 18) and use it Click the tab to view the documentation for your product selection. From the dropdown menu, select the required language.

[4]

Documentation

[5], [8] [6] [7]

User entries

When you request a quotation later, you can add additional customer-specific information (e.g. material number). Click the tab [5] and use the two text fields [8]. Click this button to download the CAD data for your product. Click this button to open the CAD data directly in your CAD system. Prerequisite: Select your CAD system in the user options (page 22).

Download CAD data Add to your CAD system

Notes on the technical data: The technical data are subject to a final technical verification. This verification is performed when creating the quotation. For the exact net weight, refer to the order confirmation. The real weight may differ from that mentioned on the order confirmation for technical reasons.

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2
2.3

Five Steps to a Quotation Step 3: Adding a product to the shopping basket

Step 3: Adding a product to the shopping basket

Add a product to the shopping basket as follows: In the navigation bar, click the button [5. Add to inquiry] [1] to go to the final window.
[1]

5931403787

The shopping basket opens.

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Operating Manual DriveConfigurator

Five Steps to a Quotation Step 4: Working in the shopping basket

2.4
2.4.1

Step 4: Working in the shopping basket

Shopping basket The shopping basket has the following elements:

[1]

[4] [2]

[3]
5906059787 [1] Header of the inquiry Enter additional information for your inquiry here: Your reference Note: You must complete this field before you can send an inquiry or create a template Your designation Delivery address (entry not mandatory) Delivery type (entry not mandatory) The following symbols are available for the delivery address: Show delivery address details Edit delivery address [2] Item list of products You can edit individual items as follows: Click one of the symbols: Select item for recycle bin and delete it with [Update] Open a PDF file with all configuration data Go to product search to change the item Note: In the navigation bar, click the button [5. Add to inquiry] to add your changes to the inquiry. Show item details

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Five Steps to a Quotation Step 4: Working in the shopping basket

[3]

Buttons

The buttons at the bottom offer the following functions: [Add another product]: Select another product and add it to the inquiry [Update]: Deletes all items that are selected for the recycle bin [Print]: Prints the inquiry [Create template]: Saves the current inquiry / product configuration as template [Cancel]: Discards the current inquiry [Send]: Sends the current inquiry to request a quotation You can search for a template with the following criteria: Creation date Search type

[4]

Template search

Inquiring about products and saving the inquiry as a template

If you want to inquire about products and save the inquiry as a template, note the correct order: 1. Create the template first. It is not possible to save a template once you have sent the inquiry. 2. Now you can load the product from the template and send an inquiry for it to SEWEURODRIVE.

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Operating Manual DriveConfigurator

Five Steps to a Quotation Step 4: Working in the shopping basket

2.4.2

Adding products You can add products to your inquiry in two different ways: Option 1: New (not configurated) product 1. Click the [Add another product] button. The product selection window (page 7)opens again. 2. Select another product and repeat the following steps: Step 2: Configure the product (page 7) Step 3: Add the product to the shopping basket (page 14)

Option 2: Configured product from a template 1. Perform the following steps: 2.4.3 Deleting products Delete a product from your inquiry as follows: 1. Select the product that you want to delete by ticking the checkbox [1] under the recycle bin. Search/select the template (page 19) Transfer item(s) from a template to an inquiry (page 20)

[1]
5943481227

2. Click the [Update] button. All selected products are deleted.

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2.4.4

Five Steps to a Quotation Step 4: Working in the shopping basket

Creating a template The DriveConfigurator guides you step-by-step from the drive configuration to the quotation request. Even if you do not want to request a quotation, you can configure products, add them to a shopping basket, and save them as templates. You can use the template later to access technical data (catalog information, documentation, etc.) for individual products. You can also create templates and then take items from them over to your inquiry.

Prerequisites

You have configured a product in DriveConfigurator and added it to the shopping basket (page 15). Create a template as follows: 1. Specify a reference (numerical or text). You can later search for the template (page 19) using this reference. 2. Click the [Create template] button. The system confirms that your template has been created with the listed item details.

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Operating Manual DriveConfigurator

Five Steps to a Quotation Step 4: Working in the shopping basket

2.4.5

Searching/selecting the template Search/select a template as follows: You are in the shopping basket window (page 15). 1. Define a criterion [1] for your search.

Prerequisites

[1]

[2]

[3]

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2. Click the [OK] button [2]. A list of templates [3] is displayed matching your search criteria. 3. To select a template, click the transaction number or the reference. To delete a template, click the recycle bin symbol. 2.4.6 Editing a template Edit a template as follows: Prerequisites You have already completed the step "Search/select template". 1. Click the [Change] button. You are now in editing mode for templates. 2. Edit your template as described above. 3. Confirm the changes by clicking the [Save] button.

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2
2.4.7

Five Steps to a Quotation Step 4: Working in the shopping basket

Transferring item(s) from a template to an inquiry Take item(s) from a template over to an inquiry as follows: You have already created a template (page 18) and are now in the shopping basket window (page 15). 1. Search for the template with the items that you want to take over. Proceed as described in Search/select template (page 19). 2. Mark the item(s) that you want to transfer individually or all by checking the relevant box. The [Transfer] button becomes active. 3. Click the [Transfer] button. The number of items [1] is increased in the current inquiry (in process).

Prerequisites

[1]
5944922763

4. Click the button with the number of items [1] to go to the inquiry (in process). The template is closed and remains unchanged, so that you can use it again.

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Operating Manual DriveConfigurator

Five Steps to a Quotation Step 5: Inquiring about a product

2.5

Step 5: Inquiring about a product

Send your inquiry to SEW as follows: Prerequisites You are in the shopping basket window (page 15). 1. Specify a reference (numerical or text). 2. Click the [Send] button. The system confirms that your inquiry has been sent with the listed item details. 3. To print the inquiry, click the [Print] button. What comes next? After submitting your inquiry, you will receive an email confirmation, see example below:
[1] [2]

6014688779

The email contains the quotation number [1] and a PDF file [2] with technical data attached for each inquired product. Your inquiry will be processed as fast as possible by the responsible SEW sales employee. Our employees attempt to process your inquiry on the same day. However, in case of certain variants, there might be a system-related delay. Thank you for your understanding if this is the case.

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3
3
3.1

Other Functions Setting user options

Other Functions
Setting user options
You can personalize DriveConfigurator to suit your requirements: 1. Click the [User options] button [1] to open the user options window.

[1]
6014673547

The window with user options opens with the following tabs: CAD formats Search tolerance Regional options 2. Change the settings according to your demands. The setting options are described in the following sections. 3. Click the [Save] button to save your settings. 3.1.1 CAD formats The following figure shows the setting options for CAD formats:

6014495243

Here, you can define the 2D/3D export for your CAD system.

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Other Functions Setting user options

With the "Export to CAD system" function, you can transfer the CAD data directly to your CAD system. Select your CAD system (e.g. AutoCAD, CATIA, SolidWorks, Inventor) from the dropdown menu. 3.1.2 Search tolerance The following figure shows the setting options for search tolerances:

6014501003

Enabling the checkbox "Only find drives with standard power" will find only drives with standard power ratings. To find drives with other power ratings, disable the checkbox. You can use the suggested min. and max. tolerance (in %) for your search criteria, or you can enter own values. Example: 1.5 kW nominal power is the search criterion (input value)
Suggested search tolerance Min. -20% / max. +50 Min. power 1.2 kW Search Max. power 2.25 kW

This means that the system will search for motors with a nominal power between 1.2 kW 2.25 kW. 3.1.3 To reset the fields to their original values, click the [Default] button.

Regional options The following figure shows the setting options for regional settings:

6014680075

Here, you can set region-specific measuring systems.

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3
3.2

Other Functions Inquiring about replacement products

Inquiring about replacement products

Inquire about a replacement product as follows: 1. Search for the manufacturing number on the nameplate of the product for which you need a replacement. The following figure shows where you can find the manufacturing number:

[1]

[2]

6015756555 Manufacturing number: [1] Electromechanical product (e.g. motor) [2] Electronic product (e.g. frequency inverter)

2. Open the "Replacement product" tab [2] on the initial screen of DriveConfigurator.
[2]

[1]

6015765131

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Operating Manual DriveConfigurator

Other Functions Contacting SEW

3. Enter the manufacturing number (including the separating dots) in the search field [1]. 4. Proceed as described in Step 3 (page 14): Adding the product to the shopping basket (page 14).

3.3

Contacting SEW
You can contact SEW as follows: 1. Open the "Contact" tab [2] on the initial screen of DriveConfigurator.
[2]

[1]

6015765131

2. Click the [Open contact form] button [1]. 3. Complete the contact form and click [Send].

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SEW-EURODRIVEDriving the world

SEW-EURODRIVE Driving the world

SEW-EURODRIVE GmbH & Co KG P.O. Box 3023 76642 BRUCHSAL GERMANY Phone +49 7251 75-0 Fax +49 7251 75-1970 sew@sew-eurodrive.com

www.sew-eurodrive.com