BeginnersGuide P8 2.3

Getting Started07 / 2013

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Table of Contents

Introduction 6Notes for the Reader 7Remarks on the Sample Project 8

Starting EPLAN 9

Getting to Know the EPLAN User Interface 11User Interface – What You Need to Know in Advance 12Interface Elements 13Title bar 13Menu bar 13Popup menu 14Toolbars 15Status bar 16Window size adjustment 17

Changing the User Interface 17Docking and undocking control elements 17Hiding and displaying toolbars 19Selecting workspaces 21Restoring the original view 22

Creating Projects 23Projects – What You Need to Know in Advance 23Creating a Project Using the Project Wizard 24

Creating and Editing Pages 29Pages – What You Need to Know in Advance 29Creating Pages 30Creating cover sheets 31Creating additional schematic pages 33Closing a page 34

Opening Pages 34Editing Page Properties 37

EPLAN Electric P8 Getting Started • Page 3

Table of Contents

Opening and Closing a Project 41Opening a Project 41Paging Through the Project Pages 43Creating a View 45Turning on the grid display 45Using window zoom 46Deleting and restoring elements 49

Closing a Project 50

Creating a Schematic 52Schematics – What You Need to Know in Advance 52Inserting "Angle" Connection Symbols 53Generating connection lines automatically 55

Inserting Potential Connection Points 55Inserting "T-node" Connection Symbols 59Inserting Graphical Elements 61Drawing rectangles 61Drawing lines 62

Inserting General Devices 64Selecting a symbol 64Determining properties 67Inserting other general devices 70

Inserting Terminal Strips and Terminals 75Inserting a terminal strip definition 78

Drawing Cable Definition Lines 80Updating Connections 82Inserting Path Function Texts 83Inserting "Interruption Point" Connection Symbols 84Inserting more action lines 86

Generating Cross-references 87Cross-references – What You Need to Know in Advance 87Automatically Generating Interruption Point Cross-references 88

Table of Contents

Changing display settings for the interruption points 89Inserting More Connection Symbols and General Devices 92Inserting Contactor Coils and Contact Images 95Inserting another contact for the coil 97

Inserting Contacts and Contact Image for Motor Overload Switches 99Changing the contact image position 102

Selecting Parts 105Part Selection – What You Need to Know in Advance 105Assigning Parts 105

Generating Reports 115Reports – What You Need to Know in Advance 115Generating a Terminal Diagram 115Performing Settings for Parts Lists 122Printing Other Report Pages 124

Creating and Inserting Macros 129Macros – What You Need to Know in Advance 129Creating a Window Macro 129Inserting a Window Macro 132

Finding and Replacing Project Data 136Finding and Replacing Device Tags 136Replacing device tags 139

Finding Text and Editing Search Entries 141

Completing and Updating Reports 144Updating Reports – What You Need to Know in Advance 144Updating Reports 144Creating Report Templates 145Generating Project Reports 147

Printing a Project 150

Introduction

Dear users,

The team at EPLANSoftware & Service GmbH&Co. KG is pleased to wel-come you as a new user.

This guide is for users who have never used EPLAN. Using an exampleproject, we will familiarize you with the basic functions of EPLAN.

Since this documentation is designed as an introduction to EPLAN, many ofthemore complicated functions and relationships will be ignored. Thesedetails are covered in our trainings, where you can also find help with yourown individual and company-specific tasks. You should definitely take part inour training program in order to make the best use of the functionality andpossibilities of the system.

In the program itself, we provide you with an extensive online help system. Inaddition to conceptual information and dialog descriptions, here you will alsofind "step by step" instructions for most program functions. The "Proceed asfollows" section of the operating information gives you step by step instruc-tions for using the program. Once you have started the program and requireinformation on a particular dialog, you can then call up the appropriate helpby simply pressing the [F1] key.

Many thanks for your interest in EPLANElectric P8. We hope that thebeginner's manual will give you a thorough insight into themany differentoptions and features of your EPLAN software.

Your EPLANSoftware & Service team

Notes for the Reader

Notes for the ReaderBefore you begin reading, please note the following symbols and styles usedin this handbook:

Note:Text preceded by this image contains extra notes.

Tip:Useful tips to facilitate your interaction with the program are presentedafter this image.

Example:Examples are highlighted by this symbol.

User interface elements aremarked in bold so they can immediately belocated in the text.

Italic text provides particularly important information that you should def-initely pay attention to.

Directory names and direct entries (among other things) are displayed in anon-proportional font.

Function keys, keyboard keys, and buttons within the program are shownin square brackets (e.g., [F1] for the "F1" function key).

To improve the flow of the text, we often use "menu paths" in this doc-ument (for example,Help > Contents). In order to find a particular pro-gram function, themenus and options shown in amenu pathmust beselected in the sequence shown. For example, themenu pathmentionedabove calls up the EPLAN help system.

Remarks on the Sample Project

The operating information provides step-by-step instructions for reachingspecific targets, and inmany places, after the right-arrow symbol you'llalso find the reaction of the program to your action.

In combination with settings or fields (e.g., check boxes) which can only beswitched on or off, in this document we often use the term "activate" (after

which the setting is active ) and "deactivate" (after which the setting isinactive ).

Remarks on the Sample ProjectIn the following chapters, you will gradually create and evaluate a small sam-ple project. So that you can successfully follow the instructions, we assumethat you have already installed EPLAN and have the required software pro-tection (dongle) and license.

While writing this guide, we used the fully licensed program with its entirescope of functionality. If you have not licensed all themodules, this doc-umentation (or some figures in this documentation) may possibly go beyondthe scope of functionality of the software you have purchased, that is, func-tions are also described whichmay not be available to you.

All settings can bemade in a central location in the program (in theOptionsmenu under themenu item Settings). For the sample project, we almostexclusively used the default settings of the project template being used. Don'tchange these settings while working with the sample project; otherwise youmay see different results.

You can control EPLAN using both themouse and the keyboard. To quicklycall up program functions, you often also have additional buttons on the tool-bars and / or key combinations (e.g., [Ctrl] + [C] to copy elements). Since alist of the different call-up options wouldmake this guidemuch larger, weusually use themouse controls in the action instructions.

Starting EPLAN

In this chapter, you will learn how to start EPLAN easily.

During program installation, a program icon is created on theWindows Desk-top. You can use this icon to start EPLAN immediately.

1. Double-click the EPLAN icon .

EPLAN starts.

If you are not working with EPLAN rights management, theSelect scopeof menu dialog will open. Here, you specify the user mode in which youwould like to define the displayed scope of themenu.

2. In theSelect scope of menu dialog, select Expert.

You can also change the definedmode for the next time you start the pro-gram.

3. Click [OK].

In addition to themain EPLANwindow, EPLANwill by default then openthe Tip of the day dialog. In this informational dialog, which is auto-matically shown every time you start the program, you are shown usefulinformation on program functions.

Starting EPLAN

4. Deselect theShow tips at startup check box if you do not wish thisdialog to appear every time the program is started.

5. Click on [Close] to close the Tip of the day.

Before you create a project, you will first see a little more information aboutthe user interface in the next chapter.

Note:In theSelect scope of menu dialog, if you activated theDo not showthis dialog again check box, this dialog will no longer be shownwhen youstart EPLAN, and the currently specifiedmenu scope will be used. Dialogsthat you have deactivated in this manner can be reactivated underOptions > Settings > User > Display > User interface using theReac-tivate suppressed messages check box.

Tip:You can leave EPLAN at any time by first closing all open dialogs with

[Esc], [Cancel], or by clicking themouse on in the title bar, and thenselecting themenu item Project > Exit.

Getting to Know the EPLAN User Interface

In this chapter, you will learn about themost important elements of the pro-gram interface. You will also learn how to change the interface easily.

When first started, EPLAN begins with a pre-configured interface. Besidesvarious other interface elements, you see thePage navigator and theGraphical preview on the left side of themain window.When you first startthe program, these two windows are empty. The area on the right side withthe background image will be used later as a working area for the openedpages.

User Interface – What You Need to Know in Advance

User Interface – What You Need to Know in AdvanceWhat is the EPLAN main window?

Themain window is the entire working area of the program; its size and posi-tion can be changed. For many other interface elements (e.g., menu bars,toolbars, "dockable" windows like thePage navigator) themain window ismore or less the "frame". You can attach ("dock") these elements to the win-dow edges inside themain window.

What is the Page navigator?

ThePage navigator is a window in which EPLAN shows the pages of allopen projects. You can choose between two representation types. In the treeview, the pages are displayed hierarchically by page type and identifier (suchas higher-level function, mounting location, etc.). In the list view, this infor-mation is shown arranged in a table. You can switch between the two viewsby clicking on the corresponding tab. In thePage navigator, you can edit thepages of one project, for instance, copy pages, delete them, or change pageproperties. Multiple pages from different projects can not be edited at onetime.

Tip:To show and hide thePage navigator quickly, you can use the [F12] key.

What is the Graphical preview?

TheGraphical preview is a previewwindow for theminimized display ofhighlighted pages, symbols, image files, macros, forms, etc. For example, ifyou have highlighted one or several pages in the page navigator, they will bedisplayed in aminimized window in theGraphical preview. Using this win-dow, you can quickly search through all the pages of a project.

Interface Elements

Interface ElementsTitle barThe horizontal bar at the top edge of aWindows application is the title bar. Itcontains the program icon with the system menu, the program name, andthe buttons controlling the size setting of the window.

If you have opened a project page, the name of the opened page will also beshown in the title bar by default.

Example:This is how the title bar looks if you have opened the page =ANL+SCP/1 inthe project EPLAN_start, which you will create later.

Note:The information you see additionally for an opened page in the title bar("Page" / "Project+Page" / "Project path+Project+Page") depends on theDisplay in title bar setting. To access the relevant dialog, select theOptions > Settings > User > Display > User interfacemenu path.

Menu barThemenu bar is located below the title bar. It contains themost importantcommands and dialog calls.

Popup menu

In order to show all themenu items of amenu, left-click on the correspondingmenu. Until you have opened a project and a page, you will not be able toselect many of themenu items. Thesemenu items are shown in a grayed-out view.

Somemenu items work like a switch, that is, they can be turned on or off.This applies particularly to theView menu for theGraphical preview menuitem. If the option is switched on, then this is indicated with a preceding check

mark .

Example:The following example shows the "switched-on" menu item Graphical pre-view in theView menu.

Tip:In theGraphical preview, the pages you have selected in thePage navi-gator are shown in a reduced view. Using this window, you can, forinstance, quickly search through all the pages of a project.

Popup menuIn many places in the program (in fields of windows or dialogs, in an openedpage) you can open up a popupmenu by right-clicking. The popupmenushows themost commonly usedmenu items for the object in question.

If menu items are present in the popupmenu of a field which go beyond the

standard functions, you can see that from a "popupmenu button" . This but-ton is located above the corresponding field.

Toolbars

Example:The figure shows the popupmenu for thePage navigator, opened usingthe popupmenu button.

ToolbarsAs standard, the toolbars are located below themenu bar and consist of but-tons allowing you to directly call up themost important EPLAN functions.Here, too, you do not initially have all the buttons available.

Example:The following figure shows you theStandard toolbar for an opened project.

Status bar

Status barThe status bar is located at the lower edge of the window.When you point themouse at amenu item or a button in a toolbar, a brief informative text relatingto the action called by this command is displayed here.

If you have the cursor in an opened page, the status bar shows you infor-mation about the cursor position, grid, and logical status, along with dataabout the currently selected element, in some cases.

Example:In the sample project we will create later, we opened the first schematicpage (full page name =ANL+SCP/1) as an example, and positioned the cur-sor on a certain point.

RX:44RY:17

RX and RY represent the horizontal and vertical position (coordinates) ingrid increments. On logic pages (such as this schematic page), the coor-dinates are entered in grid increments; and on graphics pages, they areentered inmillimeters or inches.

On: 4.00 mm

means that theSnap to grid option is activated and that the grid size forthis page is 4 mm.

Logic 1:1

means that this page is a logic page with a scale of 1:1. Device data isreported on logic pages.

Window size adjustment

Window size adjustmentThe ability to modify the size of the EPLANmain window (and also otherdialogs) is indicated by three diagonal lines in the lower right-hand corner ofthe window. In themaximized view of themain window, the diagonal linesare not shown. To show them, the windowmust be reduced in size, for

instance using the button.

You can change the window size by positioning themouse pointer in theframe at the edge of the window, and then pulling the window frame left / rightor up / downwhile holding down the left mouse button.

Changing the User InterfaceYou can change the view of the user interface to fit your ownwork habits.Many dialogs, such as thePage navigator, which you often use for editingyour data, can be permanently positioned on your screen while working withEPLAN and undocked from the EPLANmain window in the samemanner asindependent windows.

You can position any of these "Windows" (in an undocked state), and everyother dialog, by pulling the title bar of the dialog to the desired position whileholding down the left mouse button.

Docking and undocking control elementsSome user interface control elements, such as themenu bar, the toolbars orvarious windows like thePage Navigator, can be positioned inside or out-side of the EPLANmain window.

1. In the title bar of the EPLANmain window, click the button (Mini-mize).

The EPLANmain windowwill beminimized.

Docking and undocking control elements

2. Next click the title bar of thePage navigatorwith the left mouse buttonand keep the button pressed.

3. Press [Ctrl] to avoid docking, and pull thePage navigator to a free posi-tion on theWindows Desktop.

If the borders of the respective control element are displayed with a thickline, EPLAN positions the control element as an independent, undockedelement on theWindows desktop.

4. Repeat this procedure for additional control elements. To do this for atoolbar or themenu bar, click on a "free" spot within the bar.

Practice docking control elements, too.

5. To do this, click the title bar of the desired undocked control element(e.g., thePage navigator) with the left mouse button and keep the but-ton pressed.

6. Pull the element to the desired position in the EPLANmain window.

To dock the undocked element to the border of the EPLANmain window(or the border of another dockable element), youmust move the cursorexactly to the border of the EPLANmain window. You can recognize thisby the border of the element being displayed as a thin line. This will be ahorizontal or vertical line, depending on whether you wish to position thecontrol element at the top, bottom, left, or right. You can recognize theorientation from the thinly drawn preview rectangle.

Hiding and displaying toolbars

When the program is exited, EPLAN saves the last settings of these ele-ments (docked, undocked, size, position) and restores them the next timethe program is started.

Example:The following illustration shows the EPLAN user interface reconfigured bydocking and undocking control elements. Moreover, another toolbar ("Sym-bols") has been hidden and twomoremoved around inside themain win-dow ("Graphics", "Connection symbols").

Hiding and displaying toolbarsIn EPLAN, there are a number of predefined toolbars for the different pro-gram areas. To avoid unnecessarily reducing the size of your EPLAN userinterface, you have the option of hiding the toolbars you don't need.

1. Click the right mouse button on a free area in themenu bar or toolbar.

The popupmenu shows all the available toolbars. Displayed toolbars are

marked with a preceding checkmark .

Hiding and displaying toolbars

2. Select theStandard toolbar, for instance, and click the check box in frontof the toolbar name.

EPLAN closes the popupmenu and hides the toolbar.

3. Repeat the procedure and deactivate somemore toolbars.

Practice displaying (unhiding) toolbars too. To do this, call up the popupmenu again and click on the name of a hidden toolbar (e.g., Standard).

Selecting workspaces

Tip:For the hiding and displaying of toolbars, you also have theCustomizedialog available. Call this dialog, for instance, using theCustomizemenuitem on the popupmenu, or using themenu itemsOptions > Toolbars >Customize. You can also use this dialog to customize and extend thepredefined toolbars and create your own toolbars.

Selecting workspacesOnce you have changed the EPLAN user interface to suit your needs, youcan save this arrangement as a "workspace." In an EPLANworkspace, thesize and position of the EPLANmain window are determined, as well as theposition, size and settings of dockable dialogs, menus, and toolbars.

Using the workspace, you can quickly adapt the EPLAN interface to differenttasks. We provide you with a few predefined workspaces which you can useas templates for your ownworkspaces.

1. Select themenu item View > Workspace.

TheWorkspace dialog opens.

2. From theScheme drop-down list, select the entry Connections as anexample of a workspace.

3. Click [OK].

Restoring the original view

The interface changes youmade disappear. Besides thePage navigator,themain window now also contains the two windowsPotentials andCon-nections. In these special navigators, all the potentials and connections of aproject are shown.

Restoring the original view1. Select themenu item View > Workspace.

TheWorkspace dialog opens.

2. From theScheme drop-down list, select the entry Default.

3. Click [OK].

EPLAN now shows the view displayed when it first started up. Using thisaction, you can reset an EPLAN user interface that youmay have changedback to the original state.

You can findmore detailed information about the user interface – forinstance, how you can define your ownworkspaces – in the EPLAN onlinehelp.

Creating Projects

Now that you have learned something about the operation of the user inter-face in the last chapter, you will learn how to create a project quickly andeasily using the "Project Wizard".

Projects – What You Need to Know in AdvanceWhat is a project?

In EPLAN, schematics and attached documents such as lists and overviewsare created as pages within projects. A project consists of a collection of dif-ferent types of documents. Projects are stored and organized in a specialdatabase – "Project Management".

What is a project structure?

In EPLAN, "Project structure" means the combination of all identifier struc-tures used in the project for objects, pages, devices, and functions. Allobjects in a project (pages, devices, and functions) must be identified andplaced in a hierarchical structure within the project. In a hierarchicallyarranged project structure, for instance, you can store and find pages anddevicesmore easily. The identifiers for project structure are called "structureidentifiers".

What is a project template?

In order to create a new project, you always need a template. When using theproject template, you create a project in which some settings are alreadypredefined. For instance, the structure of page identifiers and device tags arestored in a project template. The file extension for project templates is *.ept.

Creating a Project Using the Project Wizard

Creating a Project Using the Project WizardEPLAN provides several options for creating a project.

Even as a beginner, you can use theProject wizard to quickly and easily getresults. In the dialog of the wizard – theCreate project (Wizard) dialog –you can enter all the principal data for a new project step by step.

1. Select themenu item Project > New (Wizard).

TheCreate project (Wizard) dialog opens.

2. In theProject name field on the first tab, enter the name for your firstproject. Name the project EPLAN_start.

3. Select a storage location for the project. To do this, click [...] next to thefield of the same name.

TheBrowse For Folder dialog opens.

4. By default, your projects aremanaged in theProjects directory in a "com-pany folder" created during installation (in the illustration, the Companycode folder). Select this "company folder" and click on [Make NewFolder].

A new folder is created below the currently selected "company folder",whose temporary name New Folder is highlighted with an edit frame.

5. Here, enter the name EPLAN_start and click [OK].

TheBrowse For Folder dialog is closed and you are returned to theProject wizard.

6. Select a Template for the project. To do this, click the [...] button next tothe field of the same name. If you don't select a template here, you willnot be able to perform anymore steps in the Project wizard.

TheOpen dialog opens.

7. In the Files of type field, select the EPLAN project template

(*.ept) option.

8. In theOpen dialog, select the template, IEC_tpl001.ept.

9. Click on [Open].

TheOpen dialog is closed, and the name for the project template isaccepted for the Template field. The template and location now beingused will then be the defaults next time the Project wizard is started.

10. Click [Finish].

The Importing project dialog opens. The Project wizard copies the tem-plate into the new project. This proceduremay take some time.

Then, theCreate project (Wizard) dialog closes and the project EPLAN_start is displayed in thePage navigator. Projects form the first level in

the tree (icon: ). The levels with the project pages are typically belowthe level with the project name.

You have just created a project using the Project wizard, but the project stillhas no pages.

The selected project template enables hierarchically arranged structures forall objects in the project. It has a project structure already determined. Struc-ture identifiers for the "higher-level function" and the "mounting location" areused to identify pages and devices. This will, for example, be visible laterwhen editing the page properties in the Full page name dialog (see page"EPLAN opens the Full page name dialog. Here, you can enter the structureidentifier and the name of the page (e.g., the page number).").

The next chapter will describe how to create and edit pages. There, you willalso read how to assign structure identifiers for the pages.

Note:Once you aremore familiar with EPLAN, you can use the different tabs oftheCreate project (Wizard) dialog to change the default settings from theproject template regarding structure, numbering, and properties.

Creating and Editing Pages

In the previous chapter, you used the Project wizard to create an emptyproject. In this chapter, you will learn how to create pages and edit their pageproperties.

In EPLAN, every page is assigned a particular page type. A project generallyconsists of pages of different types. The page types help structure a project.The page type is generally assigned when the page is created, but it can alsobe changed later.

Pages – What You Need to Know in AdvanceWhat is a title page or cover sheet?

A page with the Title page / cover sheet page type contains generalproject information such as project name, a description of the project, thedrawing number, revision information, and so on. The title page or coversheet is usually the first page of a project.

What is a schematic multi-line page?

A schematic multi-line page is a page for which the schematic doc-umentation hasmulti-line symbols. It has special editing capabilities for thecreation and analysis of schematic diagrams. For instance, symbols insertedare automatically connected with one another.

What is a graphical editor?

A graphical editor is the part of the program you use to create and edit sche-matics andmechanical drawings. It is started when you open a page.Besides the window in which the page is displayed, themenu bar also hasnumerous program functions (such as the Insertmenu) available for graph-ical editing.

Creating Pages

Thewindow is dockable and has its own standardWindows buttons. In a"maximized" view, the window of the editor fits into themain window in sucha way that the title bar is integrated into themenu bar of themain window(see also the illustration on page "35"). In the "minimized" view, the windowhas its own title bar.

Creating PagesFor schematic editing in the chapter after next, you will need another page ofthe Schematic multi-line type.

1. In the tree view of thePage navigator, select the project EPLAN_start.

2. Select themenu itemsPage > New.

EPLAN opens theNew page dialog. ThePage type field is automaticallyprepopulated with Schematic multi-line(I).

Creating cover sheets

3. In thePage description field, enter the text, Power supply.

4. Click [OK].

The new page is shown in the tree view of thePage navigator below thelevel of the EPLAN_start project and opened in theGraphical editor.

To create new pages, you can also use the (New page) button in thePage toolbar.

In thePage navigator, you can also select Popup menu > New. Anypage or structure level may be selected when you do this.

Creating cover sheetsNext you will create a cover sheet for your project.

1. In the tree view of thePage navigator, select the 1 Power supply

Creating cover sheets

2. Select themenu itemsPage > New.

EPLAN opens theNew page dialog. Most property fields already havevalues. EPLAN accepts the properties of the selected page and auto-matically suggests the next free page for the Full page name.

3. Click on [Clear fields].

The contents of some properties fields (such as thePage descriptionfield) are deleted. The automatically suggested Full page name and theprepopulatedPage type are kept.

4. Next to thePage type field, click the [...] button.

TheAdd page type dialog opens.

5. In theAdd page type dialog, select the entry, Title page / cover

sheet (A), and click [OK].

6. In thePage description field, enter the text Cover sheet.

Creating additional schematic pages

7. For the Form name property, click in theValue field next to it, and then

click the button that appears.

8. From the list that drops down, select the F26_001 entry.

No value needs to be entered for thePlot frame name property. The plotframe used for a page is already predefined in the project settings. Theother displayed properties, Scale andGrid, are already prepopulatedwith correct entries.

9. Click [OK].

The cover sheet is shown in the tree view of thePage navigator andopened in theGraphical editor.

Creating additional schematic pagesNext, you will add another page of the Schematic multi-line type. To dothis, in thePage navigator, select the page you just created, 2 Cover

sheet, and select themenu itemsPage > New. Then, in thePage typefield, select the entry, Schematic multi-line (I), and in thePagedescription field enter the text, Control ET1. Now you have created thepages you need for editing the schematic.

Closing a page

Closing a pageSince you don't immediately need the second schematic page, close it again.

1. Select themenu item Page > Close.

The page 3 Control ET1 is closed.

Tip:If you have the cursor in an opened page, then you can also close the pageusing the key combination [Ctrl] + [F4].

Opening PagesAs you can already see from the different icons in thePage navigator, thetwo pages of your project, EPLAN_start, have different page types. Page 2

is a Title page / cover sheet type (icon for reporting pages: ), andpages 1 and 3 are Schematic multi-line types (icon: ).

Opening Pages

1. In the tree view of thePage navigator, select the page 2 Cover sheet.

2. Select themenu item Page > Open.

EPLAN opens the page in theGraphical editor. The cover sheet of theproject is shown.

The page name is displayed not only in the title bar of themain window,but also as a tab under the graphic. (This is the case, if in theView menu,you activated themenu item Workbook.)

Opening Pages

In thePage navigator, you can recognize the opened page from the factthat the page name and description (2 Cover sheet) are now in bold.

Tip:To open a page selected in thePage navigator, you can also double-clickon the page or press the [Enter] key.

Open the page 1 in the sameway. This will automatically close the first pageand display the empty schematic in theGraphical editor.

Tip:In EPLAN, you also have the option of viewingmultiple pages on thescreen at one time. For instance, select page 2 again, then from the popupmenu of thePage navigator select themenu item Open in new window.EPLAN opens the page in another window of theGraphical editor. Forevery opened page, a tab is shown below the graphical editor window. Youcan quickly switch between pages by clicking these tabs.

Editing Page Properties

Editing Page PropertiesFor the sample project, you selected a project template with predefined iden-tifier structures. The pages created, however, don't yet have structure iden-tifiers. In the following section, we describe how you can assign the identifierby editing the page properties.

1. In the tree view of thePage navigator, select the cover sheet (page 2Cover sheet).

2. Then, select themenu itemsEdit > Properties or press the keyboardshortcut [Ctrl] + [D].

ThePage properties dialog opens.

3. Change the value in the Full page name field. To do this, click the [...]button next to the field of the same name.

EPLAN opens the Full page name dialog. Here, you can enter the struc-ture identifier and the name of the page (e.g., the page number).

4. Enter the value ANL in theHigher-level function field.

5. Enter the value DBT in theMounting location field.

6. In thePage name field, change the entry from 2 to 1.

7. Click [OK].

The Full page name dialog is closed. The structure identifiers areaccepted for the field of the same name in thePage properties dialog.

8. In thePage properties dialog, click [OK].

The cover sheet will then be placed in the tree view of thePage navi-gator according to the assigned structure identifiers (full page name=ANL+DBT/1). For the "Higher-level function" structure identifier level with

the identifier ANL, the icon will be used; and for the "Mounting location"level with the identifier DBT, the icon will be used.

Repeat this action for the schematic page (page 1 and 3). In the Full pagename dialog, as the structure identifier for theHigher-level function, enterthe designation ANL again. For theMounting location, enter the designationSCP for the schematic pages. And for the second schematic page, in thePage name field, change the entry from 3 to 2.

Tip:You can also determine structure identifiers and page names in the Fullpage name dialog when you create a page.

Now all pages in the project have structure identifiers. To display all pages inthePage navigator, click the plus sign in the tree in front of the identifiersANL, DBT, and SCP. Youmay first have to enlarge thePage navigatorwin-dow a little before you can read all the page descriptions.

Note:If you havemade a change during page editing (for instance, changedpage properties, inserted graphical elements, etc.), then EPLAN savesthese changes immediately. There is no separate save necessary, and sothere is no correspondingmenu item in the program!

Opening and Closing a Project

Before you start with the actual creation of a schematic, you will first look at apredefined demonstration project in this chapter. You will also learn how toopen and close a project, and you will learn a few basic commands for view-ing and editing a project.

Opening a Project1. Select themenu item Project > Open.

TheOpen project dialog opens. Here, the projects are shownwhich arelocated in your predefined project directory by default.

2. If they are not in the standard directory, click thePath field and thenselect Popup menu > Go to default.

3. Select the project EPLAN-DEMO.elk.

4. Click [Open].

Opening a Project

The page description is displayed in thePage navigator.

5. Click on the plus sign in front of the project name EPLAN-DEMO in thetree view. Then repeat this for the plus sign in front of the structure levelCA1, then for the next to the structure level EAA.

The first section of the tree is opened. The pages are now displayed inthe "lowest" project level.

6. Now open the first page of the sample project with the description, Titlepage (=CA1+EAA/1), for instance, by selecting the tree view and then dou-ble-clicking.

Paging Through the Project Pages

The cover sheet of the project, EPLAN-DEMO, is shown in theGraphicaleditor.

First, page through the pages of this extensive project.

Tip:To open and close structure levels with subordinate levels, from thePagenavigator you can also use the twomenu itemsExpand andCollapsefrom the popupmenu. The currently selected level in the tree viewwill beopened or closed. Aminus sign before a level indicates that the level isalready open. For instance, if you want to show all the pages of a project inthe tree at once, then select the (closed) level with the project name, andpress the [X] key on the numeric block of your keyboard. For a largerproject, this process can take some time.

Paging Through the Project PagesUsing the appropriate program functions, you can look at the pages of aproject one after the other in theGraphical editor.

1. Select themenu itemsPage > Next page to page to the next page of theEPLAN-DEMO project.

EPLAN shows you the next page in the window of theGraphical editor.

2. Repeat this action a few times and look at the contents of the pages intheGraphical editor.

The pages are shown one after another in theGraphical editor. If thetree structure in thePage navigatorwas not yet completely opened, thiswill be done while paging through the pages. The page name and thedescription of the currently opened page are highlighted in bold in thePage navigator.

Paging Through the Project Pages

3. Page back a few pages, too. To do this, select themenu item Page >Previous page.

4. Finally, finish paging and select the first schematic multi-line page(=EB3+ET1/1 with the description Power supply) of the demo project.

Tip:To page through the project pages, you can also use the keys [PgDn] /

[PgUp] or the buttons / in thePage toolbar. However, if your cursoris located in thePage navigator, the keys will not page through the pagesbut will cause the cursor to jump to the bottom or top page shown in thetree view.

Creating a View

Creating a ViewUsing the page =EB3+ET1/1 now opened in the demo project, we would liketo introduce you to a few functions which will be useful later when you createschematics.

Turning on the grid displayA glance at the twomenu itemsView andOptionswill show you that inEPLAN there are numerous program functions whichmake it easier for youto draw schematics.

You can work with a grid to make the positioning of elements easier. Bydefault, in theOptionsmenu, themenu item Snap to grid is activated.

If this option is activated, the graphical elements and symbols are positioneddirectly on the grid points of the grid during the drawing process.

The size of the grid used is stored as a page property. In the graphical editor,you canmodify the grid size set by default to the respective page type. Using

the to buttons in theView toolbar, you can switch between five dif-ferent grids, for which different grid sizes have been stored in the user set-tings.

Please keep theSnap to grid option activated during the subsequent sche-matic generation and useGrid Cwith the default grid size 4.0mm.

Using window zoom

The grid size used is displayed in the status bar. The "ON" or "OFF" text inthe status bar in front of the grid size indicates whether the snap to grid is acti-vated or not (see example regarding status bar on page "16").

1. Select themenu item View > Grid to activate the grid view (or in the

View toolbar, click the (Grid) button).

The use of grid snap is independent of the grid display options. If this viewbothers you later when creating the schematic, then turn the grid display offin the sameway.

Using window zoomNormally, the entire page is shown in a window of theGraphical editor. Forschematic editing, it is often a good idea to enlarge a certain screen segmentin order to be able to see details better. For instance, you can use the "win-dow zoom" in order to show a certain window segment in an enlarged view.

1. Select themenu item View > Zoom > Window (or in theView toolbar,

click the (Zoom window) button).

In addition to themouse pointer, a magnifying glass will also be dis-played.

2. Left-click themouse in the upper left corner of the schematic, and usethemouse to open an area which includes about a quarter of the sche-matic page.

The area to be enlarged is outlined with a thick framewhile it is beingselected.

Using window zoom

3. Click the left mouse button again.

The selected area is displayed at maximum size.

Using window zoom

If the entire page should be displayed later, select themenu itemsView >

Zoom > 100% (or in theView toolbar click the (Zoom 100%) button).

Tip:You can also use an optional mouse wheel to zoom in EPLAN. By default,during scrolling themouse wheel acts in the sameway you are familiarwith from other CAD programs. If you scroll up / downwith themousewheel, the page is enlarged / reduced. In the settings, you also have theoption of changing the scrolling behavior so that it matches the behavior oftext editing programs. In this case, when you scroll with themouse wheel,the visible section of the page is moved upwards or downwards.

Deleting and restoring elements

Deleting and restoring elements1. Move themouse pointer onto the element with the designation -Q1.

The element is displayed in a different color. Below the symbol, a smalltext window (Tooltip) is displayed with information about the element.

2. Select the element by clicking on it.

The color of the element changes again.

3. Select themenu item Edit > Delete (or press [Delete]).

The element -Q1 is completely deleted. You can, however, use theUndocommand to reinsert the element.

4. Then select themenu item Edit > Undo.

Note:When editing elements in theGraphical editor, besides the usual Win-dows operatingmethods (first select elements, then call command), inmost cases the reverse order of operation (first call the command, thenselect elements) is also supported.

Practice this once for the element -Q1 you just inserted.

1. Select themenu item Edit > Delete.

In addition to themouse pointer, two other symbols are also displayed.The box with the red X is the symbol assigned to the delete function, andthe box with the dashed line stands for the area to be selected.

Closing a Project

2. Left-click themouse button on the upper left of the element, and use themouse to drag a frame around -Q1.

The element -Q1 is removed.

3. This time, press the key combination [Ctrl] + [Z] to undo theDelete com-mand again and to reinsert the element.

Closing a Project1. Select themenu item Project > Close.

The EPLAN-DEMO project is closed.

If your cursor is in thePage navigator, then the project for which you haveselected one or more pages is closed.

Note:Please note that themenu item Close in the popupmenuPage navigatoronly closes the page currently located in the foreground. If you want toclose a project using the popupmenu of thePage navigator, then youneed to select themenu itemsPopup menu > Project > Close.

Tip:In theProjectmenu, beneath themenu item Print, a list of the last projectsopened is displayed. You can use this list to open a corresponding projectwithout needing to use themenu item Open.

Closing a Project

Example:Also consider the following example. You have just closed the demoproject. Now click on theProjectmenu and select the EPLAN-DEMO entry.EPLAN opens the demo project again. After it opens, practice closing itagain.

Now that you have looked at the complicated demo project in this chapter, inthe next twomain sections you will create amuch "simpler" schematic.

Creating a Schematic

In this chapter, you will begin with the creation of a simple schematic. If nec-essary, to do this, first open the schematic page =ANL+SCP/1 in your sampleproject with the description, Power supply.

Schematics – What You Need to Know in AdvanceWhat is a symbol?

A symbol is a graphic which is used in EPLAN to show functions. By default,symbols do not contain any logical data. These are generally stored in thefunctions.

What is a component?

A component is a graphical element for the representation of a function. Itconsists of the function and symbol. The function contains the logical dataand the symbol contains the graphical data. A component has a device tag,connection point designations, and so on.

What are devices?

Devices are logical electronic or fluid-technical units that work together. Theyare namedwith a device tag (DT) such as M1, K1, X1, XS1, W1.

What are coordinate systems?

A number of different coordinate systems are available in EPLAN for posi-tioning the cursor. Depending on the page type, a certain coordinate systemwill be the default. On electrical engineering schematic pages, the coordinatesystem is of the type, Electrical engineering. This has its origin in the upperleft corner of the drawing surface. The coordinates are indicated in grid incre-ments RX and RY and displayed in the status bar.

Inserting "Angle" Connection Symbols

Inserting "Angle" Connection SymbolsAs the first elements, insert a few angles into your schematic. Angles andother elements (T-nodes, interruption points, etc.) are considered in EPLANto be connection symbols, used to show the paths of connections in the sche-matic.

1. Select themenu item Insert > Connection symbol > Angle (down,right).

The angle hangs on the cursor.

2. SelectOptions > Coordinate input.

TheCoordinate input dialog opens.

3. In theCurrent cursor position group box, for X: enter 10 and for Y:enter 10.

4. Click [OK].

Inserting "Angle" Connection Symbols

TheCoordinate input dialog is closed. Along with the cursor, EPLANplaces the angle at the given position. The current cursor position is alsoshown in the bottom left corner of the status bar.

5. You can immediately insert more angles. To do this, callCoordinateinput again, as shown above, and placemoreAngles (down, right) atthe positions RX:12 / RY:11 and RX:14 / RY:12.

6. Then select Popup menu > Cancel action to terminate the action.

Tip:To call theCoordinate input quickly, you can also press the [P] key.

Notes:In the entire sample project, we place the different schematic elementsinto precisely defined positions tomake it possible to compare theresults. This kind of determination of insertion coordinates is not abso-lutely necessary when editing your own schematics. To do this wheninserting – as described above – you can useCoordinate input or posi-tion the elements at the given coordinates using themouse or the cursorkeys.If you use theCoordinate input dialog to do this, each element isdirectly placed after confirming the coordinates with [OK].If you position the element using themouse or keyboard, then after posi-tioning youmust still left click or press [Enter] in order to place the ele-ment on the page.

Please note that when inserting to specific coordinates – outside of thecoordinate systems in use, the grid size being used will also play a role.The grid size for pages of the type, Schematic multi-line, has adefault of "4.00mm". If, for example, in thePage properties youchanged the defaultGrid from "4.00mm" to "2.00mm", then the anglethat you inserted first (previous position RX:10 / RY:10) would now be inthe position RX:20 / RY:20.

Generating connection lines automatically

Generating connection lines automaticallyRepeat the "Insert angle" procedure for the symbolAngle down, left (menupath: Insert > Connection symbol > Angle (down, left)) and insert threemore angles at the coordinates RX:84 / RY:10, RX:86 / RY:11, and RX:88 /RY:12.

Once the connection points of two angle symbols are directly horizontally (orvertically) aligned in the schematic, they are automatically connected with aconnection line. This is called "autoconnecting", in which the connection linescreated this way are called "autoconnect lines". Only these autoconnect linesare recognized and reported as electrical connections between symbols.Autoconnecting is always performed if the connection points of two symbolsare aligned horizontally or vertically. When inserting andmoving symbols, apreview of the autoconnect lines is shown.

Inserting Potential Connection PointsThe potentials in the schematic can be defined by potential connectionpoints.

1. Select themenu item Insert > Potential connection point.

The symbol for the potential connection point hangs on themousepointer.

2. Position the first potential connection point at the coordinates RX:10 /RY:48 and click the left mouse button to place it.

TheProperties (components): Potential connection point opens.

Inserting Potential Connection Points

3. On thePotential definition tab in the properties dialog, for theName ofpotential, enter the value L1.

4. In theProperties group box for thePotential type, select the value Lfrom the dropdown list.

5. Click [OK].

The properties dialog is then closed.

You can immediately insert more potential connection points. First positionthe connection points L2, L3 (both with potential type L) at the coordinatesRX:12 / RY:48 and RX:14 / RY:48 and the connection point PE/N (with poten-tial type Undefined) at the coordinates RX:16 / RY:48.

Then place twomore potential connection points PE and N (with potentialtypes of PE and N) in the schematic at the coordinates RX:16 / RY:35 andRX:19 / RY:38. After the symbols are placed, a different symbol variant mustbe selected in the properties dialog. To do this, click on theSymbol / func-tion data tab in the properties dialog and, in theVariant field, select VariantC.

Finish this action by selecting themenu item Cancel action from the popupmenu or pressing the [Esc] key.

Inserting "T-node" Connection Symbols

Tip:If there are different variants of a symbol (such as for a potential con-nection point), then you already have several possibilities during posi-tioning to select between the different variants. For instance, if the symbolis hanging on themouse pointer, you can press the [Ctrl] key andmovethe cursor in a circle. The various variants are displayed. Once you havedecided on a variant, first release the [Ctrl] key, then click the left mousebutton to place the symbol. A different way to page between the variantsavailable consists of pressing the [Tab] key while inserting.

Inserting "T-node" Connection SymbolsThere are T-nodes for four different directions. For each direction, there arethen four variants.

1. Select themenu items Insert > Connection symbol > T-node (right).

The T-node hangs on themouse pointer.

2. Position the T-node at the coordinates RX:16 / RY:42 and click the leftmouse button to place it.

3. End the action usingPopup menu > Cancel action.

4. Then select themenu item View > Insertion points.

The insertion points of all placed schematic elements are shown in theschematic as "black squares".

5. Double-click on the insertion point of the T-node.

The T-node right dialog opens.

6. Here, select the option 1st target below, 2nd target right.

Inserting "T-node" Connection Symbols

7. Click [OK].

Repeat this action for the connection symbol T-node down (menu path:Insert > Connection symbol > T-node (down)), and insert twomore T-nodes at the coordinates RX:44 / RY:10 and RX:48 / RY:11. No variant selec-tion is necessary.

Insert anotherAngle up, left as well (menu path: Insert > Connection sym-bol > Angle (up, left)), and place it at the coordinates RX:19 / RY:42.

If you do not want the insertion points to be shown, select View > Insertionpoints again.

Inserting Graphical Elements

Tips:For fast display and hiding of the insertion points, you can also use the [ i] key.

By double-clicking the insertion point, you can also open the respectiveproperties dialog and then edit the properties for other symbols, textsand graphical elements that are placed in the graphical editor. Alter-natively, you can select the respective object and select thePropertiesmenu item in the popupmenu.

Inserting Graphical ElementsGraphical elements are elements like lines, circles, rectangles, and so on,which contain no information relevant to the schematic. To draw these ele-ments, you have several commands available in the Insert > Graphicmenu.

Drawing rectangles1. Select themenu item Insert > Graphic > Rectangle.

The rectangle hangs on themouse pointer.

2. Position the cursor at the coordinates RX:7 / RY:51.

3. Click the left mouse button to determine the starting point of the rec-tangle.

4. Thenmove the cursor to the coordinates RX:19 / RY:45 and click the leftmouse button to place the end point of the rectangle.

Drawing lines

Note:When inserting graphical elements, a small text window for inputtingnumbers is displayed on the cursor by default. This text window is calledthe "input box".

The values entered in the input box relate to the graphical coordinate sys-tem with its origin at the bottom-left and which is reported in "mm" or"inch", according to the preset displayedmeasuring unit.

If the Input box function is enabled in theOptionsmenu, you can use theinput box, for example, to position graphical elements quickly and preciselyon graphical pages. On such pages, the graphical coordinate system is pre-set.

Drawing lines1. Select themenu item Insert > Graphic > Line.

The symbol for the line hangs on themouse pointer.

3. Click the left mouse button to determine the starting point of the first line.

4. Thenmove the cursor to the coordinates RX:18 / RY:35 and click the leftmouse button to place the end point of the first line.

5. Repeat this action, and position the starting point of the second line at thecoordinates RX:18 / RY:38. Place the end point of the second line at thecoordinates RX:21 / RY:38.

Drawing lines

To "visually" highlight the action line, change the formatting properties of thelines inserted.

7. Double-click, for instance, on the "PE" line (the first line).

TheProperties dialog opens.

8. In theProperties dialog, switch to the Format tab.

9. Change the settings here. For instance, select a different Linethickness,Color, Line type, Pattern length, and / or Line end style.

10. Click [OK].

Repeat this action for the second action line. To differentiate the lines, selectdifferent formatting properties (e.g., a different color or a different line type).

Inserting General Devices

Inserting General DevicesUnlike other symbols (such as the connection symbols), general devices canonly be selected via symbol selection.

Selecting a symbolInSymbol selection, you can select symbols from a tree or list view. In thetree view, symbols are divided neatly into different groups based on theirfunction definitions. Here, you can page through the different groups until youfind the symbol you want.

Selecting a symbol

Example:The following illustration shows symbol selection through the tree view forthe first device to be inserted.

If you select a symbol in the tree, below the tree a symbol description ofthat symbol is displayed. On the right side in the dialog, theSymbol selec-tion presents you with a preview. Once you have selected the desired sym-bol in the preview, you can then accept it with a double-click.

For the sample project, we are using a symbol selection from the list view.You can also select a symbol very quickly using direct entry in the list view.

Note:The symbol selection via direct entry described belowworks only if youleave the columns of the list configured so that the name of the symbol isin the first column.

Selecting a symbol

1. Select themenu item Insert > Symbol.

TheSymbol selection dialog is opened.

2. In theSymbol selection dialog, select the List tab.

3. To reduce the number of symbols shown, select a filter now. To do this,from the Filter drop-down list, apply the IEC symbols, multi-line

entry.

4. Select theActive check box to activate the filter settings.

The various symbols aremanaged in so-called "symbol libraries". Nowthe list only shows themulti-line symbols from the IEC_Symbol symbollibrary.

5. In theDirect entry field, enter Q1.

After you enter the first character, the cursor jumps to the first symbolwhose name begins with that character, and selects it.

The selected symbol is displayed in the previewwindow on the right side,with all existing variants. The first variant of each is selected in the pre-viewwindow. The symbol will also be displayed in theGraphical pre-view.

Determining properties

6. In the list, select the three-pole switchQ1 and click [OK].

The symbol hangs on themouse pointer and can be placed on the cur-rent page in theGraphical editor.

7. Position the symbol at the coordinates RX:10 / RY:23 in the schematicand then click the left mouse button.

Determining propertiesAfter placing the switch on the page, theProperties (components) dialogopens. Some fields are already prepopulated with entries. In EPLAN, devicesare automatically numbered by default when inserted. This behavior is called"online numbering". In the settings, you can deactivate online numbering andalso change the predefined numbering format (menu path:Options > Set-tings > Projects > "Project name" > Devices > Numbering (online)).

1. In theProperties (components): General device dialog, switch to theSwitch / pushbutton tab.

The fieldsDisplayed DT,Connection point designation, andCon-nection point description are already prepopulated with entries.

2. Enter the value 16A into the Technical characteristics field.

3. In the Function text field, enter the text Load interrupter.

4. Click [OK].

You have now inserted a switch with three NO contacts into the schematic. -Q1 is shown as the displayed DT. In the schematic, you also see the con-nection point designations entered and the function text.

Inserting other general devices

Tip:To call upSymbol selection quickly, you can also use the [Insert] key or

the button (Symbol) in theSymbols toolbar.

Inserting other general devicesProceed in the same fashion as above for the components listed below. Inthe list view, select Symbol selection using direct entry. To do this, enterthe symbol name given below for each one, and leave the IEC symbols,

multi-line filter filter activated.

Symbols of the same type can be inserted immediately one after the other.Before you can then select a different symbol, youmust finish the action andthen call Symbol selection again.

Position the symbols on the given coordinates and fill in the properties of thecomponents inserted, if necessary. The entries of the prepopulated prop-erties are given in parentheses in the following listing.

No. Symbol description Entries

1. Fuse, single-pole, general

Symbol name for direct entry:Coordinates:Displayed DT:Connection point designation:Technical characteristics:

RX:44 / RY:17(-F1)

(1¶2)

RX:48 / RY:17(-F2)

(1¶2)

3. Single-phase transformer with two windingsand shield

Symbol name for direct entry:Coordinates:Displayed DT:Connection point designation:

RX:44 / RY:23(-T1)

400V¶24V¶0V¶0V¶PE

In order to enter the ¶ character, which is already prepopulated for the T11symbol and used here as a separator for the individual connection points,use the keyboard shortcut [Ctrl] + [Enter]. You can also select themenuitem Line break from the popupmenu.

RX:44 / RY:30(-F3)

(1¶2)

5. Rectifier, bridge, 2-phase, secondary 2 con-nection points

RX:44 / RY:37(-V1)

24¶+¶0¶-

6. Fuse, three-pole, general

RX:84 / RY:17(-F4)

(1¶2¶3¶4¶5¶6)

7. Power circuit breaker / motor overload switch withswitchmechanism and line

Symbol name for direct entry:Coordinates:Displayed DT:Connection point designation:Function text:

RX:84 / RY:23(-Q2)

(1¶2¶3¶4¶5¶6)

Motor over-

load switch

8. Power NO contact of a contactor

RX:84 / RY:30-K1

(1¶2)

For the other NO power contacts you have to insert, remove the suggesteddisplayed DT -?K1, and don't enter any device tag there. For projectscompliant with IEC standards, the DT is taken from the left. The behavior thatoccurs when components which have no displayed DT of their own and taketheir DT from a different component is called "DT adoption" in EPLAN.

RX:86 / RY:30-

RX:88 / RY:30-

11. Three-phase asynchronousmotor, one rotationspeed

RX:84 / RY:48(-M1)

(U1¶V1¶W1¶PE)

Assign themotor aPE potential connection point as well. As alreadydescribed in the section "Inserting Potential Connection Points" onpage "55", select themenu items Insert > Potential connection point andinsert Variant C of the symbol at the coordinates RX:90 / RY:35. AsName ofpotential andPotential type, youmust enter PE.

Then insert anotherAngle up, right (menu path: Insert > Connection sym-bol > Angle...) at the coordinates RX:88 / RY:52 and anAngle up, left at thecoordinates RX:90 / RY:52.

Inserting Terminal Strips and Terminals

Inserting Terminal Strips and TerminalsTerminals are a kind of device and, like general devices, can only be insertedinto your schematic using symbol selection.

3. If you haven't yet, activate the Filter IEC symbols, multi-line.

4. In theDirect entry field, enter X.

5. In the list, select the terminal X and click [OK].

The terminal symbol hangs on themouse pointer and can be placed onthe current page in theGraphical editor.

6. Position the first terminal at the coordinates RX:84 / RY:37 in the sche-matic and then click the left mouse button.

TheProperties (components): Terminals dialog opens. Here is whereyou determine the properties of the terminals. Terminals are also auto-matically numbered by default. Accordingly, theDisplayed DT andDes-ignation on the Terminal tab are already filled with the entries –X1 and1.

Inserted terminals are defined asmain terminals by default. This way,you can store the terminal parts on the individual terminals. For this pur-pose, theMain terminal check box is activated in the property dialog.

7. Next, youmust modify the function definition of the inserted terminal.The function definition defines the standard behavior of a function. Theterminal symbols are initially inserted with a general function definition.You can then decide later on the specific terminal (N terminal, PE ter-minal, etc.). For this purpose, click the [...] button next to the Functiondefinition field.

The Function definitions dialog opens.

8. Here, in the tree of theSelection field, select the function definition Ter-minal with saddle jumper, 2 connection points.

9. Click [OK].

The Function definitions dialog is closed.

10. In theProperties (components): Terminals dialog, also click [OK].

The terminal with the displayed DT –X1 is placed in the schematic.

Inserting a terminal strip definition

11. Place an additional three terminals at the coordinates RX:86 / RY:37,RX:88 / RY:37 and RX:90 / RY:37. For the first two terminals, you canaccept the predefined terminal designations 2 and 3, but for the last ter-minal change the designation to PE. Modify the function definitions for allterminals. For the first two terminals (-X1:2 and -X1:3), also select thefunction definition Terminal with saddle jumper, 2 connection

points, and for the PE terminal (-X1:2) the function definition PE ter-

minal with rail contact, 2 connection points.

12. Finish the action by selecting themenu item Cancel action from thepopupmenu.

Inserting a terminal strip definitionIn EPLAN, terminal strips aremanaged using terminal strip definitions. Theterminal strip definition identifies the terminal strip and contains all the rel-evant data for the terminal strip as well as the terminal strip part information.

1. Select themenu item Insert > Terminal strip definition.

The symbol for the terminal strip definition hangs on themouse pointer.

2. Position the symbol at the coordinates RX:3 / RY:63 and click the leftmouse button to place the terminal strip definition.

TheProperties (components): Terminal strip definition dialogopens. Due to the automatic numbering, the fieldDisplayed DT isalready prepopulated with the entry –X2.

Inserting a terminal strip definition

3. In theDisplayed DT field on the Terminal strip definition tab, enter thestrip designation -X1 already assigned in the schematic.

4. In the Function text field, enter the text Motor, 4 connection

points.

5. Click [OK].

The terminal strip definition is inserted at the given coordinates. As a ter-minal strip definition, the text -X1=Motor, 4 connection points is dis-played.

Drawing Cable Definition Lines

Drawing Cable Definition LinesCables can be displayed graphically with cable definition lines (or shields).The cable definition linemust cross the corresponding connections.

1. Select themenu item Insert > Cable definition.

The symbol for the cable definition line hangs on themouse pointer.

3. Click with the left mouse button to establish the starting point of the line.

4. Thenmove the cursor to the coordinates RX:91 / RY:43 and click the leftmouse button again to place the end point of the line.

TheProperties (components): Cable dialog opens. Due to the auto-matic numbering, the fieldDisplayed DT is already prepopulated withthe entry –W1.

5. In the Function text field, enter the text Motor.

6. In the fieldsNo. of conductors, Length, andConductor cross-section/ diameter, enter the following entries: 4x, 10 m, 1.5.

7. From the drop-down list for theUnit field, select the entry mm2.

Drawing Cable Definition Lines

8. Click [OK].

In the schematic, the cable definition line with the displayed DT –W1 isshown along with the data entered.

When drawing the cable definition line, a connection definition point is auto-matically set at each intersection of connections with the cable definition line.The cable conductors are determined via the connection definition points.You will only see these automatically generated connection definition pointsif you have activated the view of insertion points.

Updating Connections

Updating ConnectionsConnection lines generated by autoconnecting are at first simply graphicallines and not connections with data. For certain actions (e.g., opening apage, generating reports, etc.), the connections are first automaticallyupdated. In doing this, new connections are generated based on the avail-able information or existing connections are updated. The individual con-nection can get its data from project settings, potentials, or from a connectiondefinition point.

Since the connection data is not automatically updated for each action, werecommendmanually updating before certain actions (such as the executionof check runs, or working in navigator dialogs).

1. Select the project EPLAN_start in thePage navigator.

2. Select themenu item Project data > Connections > Update.

EPLAN updates all connections in the project.

Notes:The "manual" updating of connections is usually done for the entireproject. For this purpose, theUpdate connections throughout theproject (manually) check box is activated by default in the settings(menu path:Options > Settings > User > Display > General). If thecheck box is not activated, updating is only carried for the current selec-tion (of pages, functions, etc.).

You can tell if connections are up-to-date by looking at the right edge ofthe status bar: If the "#" sign is displayed there, the project has out-of-date connections. If the "*" sign is displayed, the open page has out-of-date connections.

Inserting Path Function Texts

Inserting Path Function TextsPath function texts ease documentation because you don't have to enter afunction text for each component. If no other function text is entered for acomponent, the function text from the path will be used for reports (e.g., in ter-minal diagrams).

1. Select themenu items, Insert > Path function text.

TheProperties - Path function text dialog opens.

2. On the Text tab, enter the term, Power supply.

3. Click [OK].

The path function text hangs on themouse pointer.

Inserting "Interruption Point" Connection Symbols

5. Click the left mouse button to place the text in the desired path.

The path function text is placed at the given coordinates.

Repeat this action to insert twomore path function texts (Distribution 24

V DC at the coordinates RX:44 / RY:56 and Conveyor belt at RX:84 /RY:56).

Note:Be sure when inserting path function texts that the insertion point of the textis aligned with the insertion point of the component which should receivethe path function text.

Inserting "Interruption Point" Connection Symbols1. Select themenu item Insert > Connection symbol > Interruption

point.

The interruption point symbol hangs on themouse pointer.

2. Hold [Ctrl] and thenmove the cursor in a circle.

The different variants are displayed.

3. Select the variant with the arrow pointing downwards (Variant D), andrelease the [Ctrl] key.

4. Position the interruption point at the coordinates RX:44 / RY:48 and clickthe left mouse button.

TheProperties (components): Interruption point dialog opens.

Inserting "Interruption Point" Connection Symbols

5. In theDisplayed DT field, enter the device tag L+.

6. Click [OK].

The interruption point is inserted at the given coordinates.

7. Place another interruption point of Variant D at the coordinates RX:48 /RY:48, and enter L- as the device tag.

Inserting more action lines

Inserting more action linesYour first schematic page is now almost complete. Now youmust insert twomore action lines. To do so, follow the same procedure as in section, "Draw-ing lines" (on page "62"), and drag the first line from the coordinates, RX:89 /RY:35, to the end point, RX:92 / RY:35. Assign this "PE" line the same for-matting properties you assigned to the first "PE" line.

Position the action line for the power NO contact –K1 at coordinates RX:84 /RY:30 and RX:88 / RY:30. Change the formatting properties for this line, too.For instance, select a different line thickness and a different line type.

Next, you will also insert components on the second schematic page, thusgenerating cross-references.

Generating Cross-references

In the previous chapter, you generated a schematic on the first schematicpage of your sample project. In this chapter, you will complete the schematicon the second page, thus generating cross-references.

EPLAN differentiates between different types of cross-reference. The pro-gram automatically inserts most of these cross-reference automatically(online). Based on the sample project, you will get to know some of themostcommon cross-reference types. More detailed information on the differenttypes of cross-reference can be found in the EPLAN online help.

Cross-references – What You Need to Know in AdvanceWhat are cross-references?

Devices can consist of different elements and be distributed acrossmultiplepages of schematics. It can also be necessary to depict a devicemultipletimes. In such cases, cross-references identify the fact that individual com-ponents belong together. A cross-reference shows you where the other partof a device can be found in the schematic. Using cross-references, you canreliably find a component or associated parts on a series of pages.

How are cross-references displayed in the schematic?

The cross-references are shown by default in the order, [Separator]Pagename[Separator]Column. By default, the separator used in front of the pageis "/", and the separator between page and column is ".".

By default, the cross-references receive a different color than the other ele-ments displayed.

Automatically Generating Interruption Point Cross-references

Note:Specify separators and other general settings for cross-references in thesettings by going to themenu items,Options > Settings > Projects >"Project name" > Cross-references / contact image > General.

Example:To do this, we will use an example (still to be created) from your sampleproject. The NC power contact -K1 on the first schematic page will later becross-referenced to a coil which (then) is located on page 2 in column 2. Inour example, the resulting cross-reference /2.2 will be shown under thedisplayed DT -K1.

Automatically Generating Interruption Point Cross-ref-erencesFirst, insert two interruption points on the second schematic page. Inter-ruption points are used to represent connections encompassingmore thanone page. The cross-references between the interruption points are auto-matically generated by EPLAN.

First open the page =ANL+SCP/2 with the description Control ET1. To dothis, select them in thePage navigator and double-click on the page.EPLAN opens the page in theGraphical editor.

Changing display settings for the interruption points

On this page, for instance, using the keyboard shortcut [Shift] + [F4], insertan interruption point L+ at the coordinates RX:9 / RY:7. For comparison, lookat the procedure in section "Inserting "Interruption Point" Connection Sym-bols" on page "84".

Changing display settings for the interruption pointsTo prevent the device tag from crossing future autoconnect lines, additionalsettingsmust bemade in the appropriate property dialogs.

1. In the dialogProperties (components): Interruption point switch totheDisplay tab.

2. From the dropdown list Property arrangement, select the entry Left,0°.

The entries in theAlignment, X coordinate, andDocking fields willchange.

3. Click [OK].

The interruption point L+ is inserted. The displayed properties are shownto the left of the insertion point.

4. Position a second interruption point L- at coordinates RX:9 / RY:47, andchange theProperty arrangement on theDisplay tab to Left, 0°.

The interruption point L- is inserted.

The cross-references are displayed at both inserted interruption pointsbeside the device tag.

The cross-references refer to the interruption points with the same displayedDT located on the first schematic page. On this page, too, correspondingcross-references are displayed at the interruption points.

Inserting More Connection Symbols and General Devices

Inserting More Connection Symbols and General DevicesInsert the connection symbols listed below into the second schematic page.To do this, for instance, select themenu items Insert > Connection symbol> ..., and proceed according to the descriptions in the chapter, "Creating aSchematic" (starting on page "52"). Or use theConnection symbols tool-bar to insert the listed components.

Symbol description Button Coordinates

2 x Angle down, left RX:42 / RY:7RX:33 / RY:27

2 x Angle up, left RX:42 / RY:47RX:33 / RY:37

T-node, down RX:25 / RY:7

T-node, up RX:25 / RY:47

2 x T-node, right RX:25 / RY:27RX:25 / RY:37

For the second T-node, right, which you place at coordinates RX:25 / RY:37,youmust use the variant, 1st target below, 2nd target right .

To do this, after inserting, click on the insertion point of the T-node and then,in the T-node right dialog, select the corresponding option (see section"Inserting "T-node" Connection Symbols" on page "59"). Or you can use the[Ctrl] key when inserting to rotate the symbol on the cursor and select theright variant that way.

Finally complete your second schematic page by placing the generaldevices. To do so, call upSymbol selection (for instance, using Insert >Symbol) and then follow the description in section "Inserting GeneralDevices" in the chapter "Creating a Schematic" (starting on page "64").

The following table lists the symbols to be inserted from the symbol libraryIEC_Symbol. Entries predefined by EPLAN are shown in parentheses.

1. Pushbutton, NC contact, general

RX:25 / RY:12(-S1)

(11¶12)

Conveyor belt

2. Emergency stop switch / Emergency stop push-button, NC contact, with turn-to-reset

SONOT2

RX:25 / RY:17(-S2)

(11¶12)

Emergency stop

3. Pushbutton, NO contact, operated by pushing

RX:25 / RY:32(-S3)

(13¶14)

Conveyor belt

4. Lamp / indicator light, general

RX:42 / RY:32(-H1)

(x1¶x2)

Conveyor belt

malfunction

Inserting Contactor Coils and Contact Images

Inserting Contactor Coils and Contact ImagesAll the contacts of a device are shown in a contact image. This form of cross-reference display is often used for contactor coils or motor overload switches.

4. In theDirect entry field, enter K.

Inserting Contactor Coils and Contact Images

5. In the list, select the coilK and click [OK].

6. Position the coil at the coordinates RX:25 / RY:42 in the schematic, andthen click the left mouse button.

TheProperties (components): General device dialog opens.

7. In the properties dialog, switch to theCoil tab.

8. In theDisplayed DT field, enter -K1.

Inserting another contact for the coil

9. Apply the predefinedConnection point designation A1¶A2.

10. Click [OK].

Since we are using the same displayed DT for the coil as for the power con-tacts on the first schematic page, EPLAN automatically generates a contactimage. This includes the connection point designations, the symbols, and theschematic positions of the contacts cross-referenced to the coil and is shownbelow the coil.

Inserting another contact for the coilNow use symbol selection to insert another contact for the coil. For search-ing via direct entry enter S and then select the NO contact with symbolnumber 1. Place the NO contact at coordinates RX:33 / RY:32 and enter -K1

Inserting another contact for the coil

as theDisplayed DT here too.

Tip:You can also apply theDisplayed DT using a DT selection. To do this,click the [...] button located next to theDisplayed DT field. TheDT selec-tion dialog which then appears shows all the DTs present in the projectwhichmatch the given function. Here you can apply an already existing DTwith [OK] after selecting it, or use [Next] to generate a newDT.

Example:The illustration shows you an example ofDT selection for the NO contactjust inserted.

Inserting Contacts and Contact Image for Motor Overload Switches

The cross-reference to the coil on the same page is displayed in the sche-matic immediately. For the contact to be shown in the contact image as well,youmay need to update the view (menu path: View > Redraw).

Inserting Contacts and Contact Image for Motor OverloadSwitchesFinally, insert twomore contacts on this page for themotor overload switch –Q2 on the first schematic page.

4. In theDirect entry field, enter O.

5. In the list, select the NC contact O, and click [OK].

6. Position the NC contact at the coordinates RX:42 / RY:22 in the sche-matic and then click the left mouse button.

7. In the properties dialog, switch to theNC contact tab.

8. In theDisplayed DT field, enter -Q2.Or apply the displayed DT using DT selection. To do so, click [...] next totheDisplayed DT field, then select the entry, -Q2, in theDT selectiondialog that appears.

9. Click [OK].

Now use symbol selection to insert another NO contact (symbol name forDirect entry: S; symbol number: 1). Place the NO contact at coordinatesRX:25 / RY:22, and enter -Q2 as theDisplayed DT here too.

You have now completed the creation of the schematic on the second page.

Once the contact is placed with the displayed DT –Q2, a correspondingcross-reference for themotor overload switch is shown at the component onthe first schematic page.

On themotor overload switch itself, you see the contacts just inserted as acontact image. The cross-referenced contacts are shown as symbols on theaction line of themotor overload switch. In addition, the connection point des-ignations and the schematic positions of the contacts can be seen in the con-tact image.

Open the first schematic page (=ANL+SCP/1) and look at the contact image.

Changing the contact image position

Tip:From the NO contact you just inserted, –Q2, you can jump directly to themotor overload switch on the first schematic page. To do this, click the con-tact and select Popup menu > Go to (counterpiece).

Changing the contact image positionFor contacts to be shown in a contact image, appropriate display settingsmust bemade for the contact image in the properties dialog of themotor over-load switch.

Look at these settings in themotor overload switch.

1. Double-click in the schematic onmotor overload switch –Q2.

2. In the properties dialog, switch to theDisplay tab.

TheContact image drop-down list already shows the correct setting forthe contact image. Using theOn component option, the contact imageis displayed next to the component. This setting is preset by default dur-ing insertion of motor overload switches.

3. To do this, click [...] next to theContact image field.

TheContact image position dialog opens. In this dialog, you can "man-ually" determine the position of the contact image in relation to the inser-tion point of the device.

4. Deactivate theAutomatically aligned check box.

TheX position andY position fields are activated.

5. In theX position field, enter the value -48.00 mm, and then close theContact image position dialog with [OK].

6. Click [OK].

The position of the contact image has beenmoved to the other side of thecomponent "Motor overload switch".

7. To restore the original view of the contact image, right click themotoroverload switch and select themenu items Text > Reset moved prop-erty text in the popupmenu.

Now you are finished with both of the schematic pages of your project.In the next chapter you will learn how to assign parts to the devices inserted.

Selecting Parts

In the previous two chapters, you created a simple schematic. Before youstart with reports and can automatically generate a parts list, youmust enterparts for the devices inserted.

TheParts tab is available in the property dialog of the components to do this.Here you canmanually enter the parts or select them using "part selection".

Part Selection – What You Need to Know in AdvanceWhat is part selection?

Part selection is a dialog you can use to select parts and their data from adata source. Normally, parts stored in EPLAN's internal parts managementare available for part selection.

What is parts management?

Parts management is the part of the program in which you canmanageinformation specific to parts and people; items such as part numbers, cus-tomer, manufacturer, or supplier data. The data is stored in an internalEPLAN database and already contains example data. Tomanage parts data,you have to have at least advanced user knowledge, and for this reason wewill not go into anymore depth about parts management here.

Assigning Parts1. First, if necessary, open the first schematic page (=ANL+SCP/1) of your

sample project.

2. UseView > Insertion points to show the insertion points of the ele-ments inserted.

3. Double-click on the insertion point of switch -Q1.

Assigning Parts

4. In the properties dialog, switch to theParts tab.

5. Click [...] in thePart number field. The button appears once you click onthe corresponding table cell in thePart number column.

ThePart selection dialog opens. Structurally, this dialog is exactly likeParts management. In the left half, the parts are shown in a tree, list or acombination of these two representations, where the tree structure is sub-divided by default into the hierarchy levels: Electrical engineering,Fluid power, and Mechanics. In the right half of the dialog, you see thedata belonging to the element or elements selected in the left window.

Assigning Parts

6. Now expand the parts tree on the left side. To do this, click, for example,on the associated plus sign in front of the levels Parts, Electricalengineering, Component, General, and on the levels of other productgroups like Cables. Or select the various levels in the tree, and thenselect Expand in the popupmenu.

The structure of the Electrical engineering generic product groupwill be expanded. The parts numbers are shown on the lowest level in thetree.

Assigning Parts

7. To reduce the amount of data shown, select a filter now. To do this, clickthe [...] button next to theAutomatic filter field.

TheAutomatic filter dialog opens. The check box Identifier (Q) isalready prepopulated.

Assigning Parts

8. Click [OK] to confirm the setting.

TheAutomatic filter dialog is closed.

9. InPart selection, select the correspondingActive check box for theAutomatic filter so that the filter settings will be used.

Now the parts matching the filter settings are shown in the tree structure.

10. In the tree from product groupPower switchgear, select the partSIE.3LD2 504-0TK53.

Assigning Parts

The parts data of the selected parts are now shown in the data fields onthe right side of Part selection. The image file stored in the part will alsobe displayed in theGraphical preview.

11. Click [OK].

EPLAN opens theConflict dialog. Whenever there is a differencebetween the data stored for the part and the data in the component, thisdialog is called duringPart selection.

12. For the property Technical characteristics, click theOption field andselect the entry Retain from the drop-down list. This allows the char-acteristic, 16A, stored in the component (= Function) to be retained.

13. Click [OK].

Assigning Parts

The conflict dialog is then closed. The parts data selected is applied tothe corresponding fields of theParts tab, and theNumber of units /quantity field is preset to 1.

14. Close the properties dialog with [OK].

The new parts data is written to the component.

Assigning Parts

Notes:The data shown to you on the right side of theParts tab depends on thesetting in the drop-down listCategory.If you specified the entry, Parts data, here, then you will initially beshown no data. Only after you have clicked [OK] or [Apply] in the prop-erties dialog will the data from parts management (.e.g. Part number,Type number, etc.) be stored in the project. These values cannot bemodified here.If you selected Part reference data, then data such asService timeis shown here, which you can also store inParts management for a par-ticular part. In contrast to the "pure" parts data, however, you have theoption of changing this data in the properties dialog and adapting it to thecorresponding device in your own project.

If youmistakenly enter or select the wrong part number in thePart tab,you can delete it by selecting the corresponding table row and clicking

on the (Delete) button.

Repeat this action for the devices listed below.When doing so, assign the var-ious parts to the devices based on the listed parts numbers. If the conflictdialog appears, then the properties stored in the component (= Function) willbe kept. To do this, youmust always select theRetain option for each prop-erty.

Assigning Parts

Devices DisplayedDT

Part number Number of units /quantity

Power supply (=ANL+SCP/1)

Safety fuse -F1 PXC.0913032 1x

Transformer -T1 SIE.4AV2400-

2EB00-0A

Safety fuse -F4 SIE.5SG5700

SIE.5SE2310

SIE.5SH5010

SIE.5SH4362

Motor overloadswitch

-Q2 MOE.046938 1x

Terminal(Designation: 1)

-X1 PXC.3044131 1x

Terminal(Designation:PE)

-X1 PXC.3044157 1x

Cables -W1 LAPP.0014 1043

(4G2,5)

Motor -M1 SIE.1LA7070-

4AB10-ZA11

Assigning Parts

Terminal stripdefinition

-X1 PXC.0811969 1x

To differentiate between the individual terminals on the first schematic page,the respective terminal designation was also added to the above table.

Devices DisplayedDT

Part number Number ofunits / quantity

Control ET1 (=ANL+SCP/2)

Switch / pushbutton (NC) -S1 SIE.3SB3201-

Switch / pushbutton(emergency shutoff)

-S2 PILZ.400410 1x

Switch / pushbutton(NO)

-S3 SIE.3SB3201-

Coil -K1 SIE.3RT1024-

1BB44-3MA0

Signal lamp -H1 SIE.3SB3217-

After you have assigned parts to some devices in this section, you can starton reports in the next chapter.

Generating Reports

Now that you have created a schematic in the previous chapters andassigned parts to the devices inserted, you can have EPLAN generatereports on the information in your schematic and automatically output dif-ferent report pages.

In detail, the following project pages should be printed:

Terminal diagram

Cable diagram

Parts list

Table of contents.

Reports – What You Need to Know in AdvanceWhat are reports?

Reports represent queries of the project data. They are created automaticallyand can be output directly in pages or labeling files. This includes (e.g.) ter-minal diagrams, device tag lists and tables of contents.

What are report pages?

Report pages are project pages that show the results of a report. The reportsare divided into different report types. In order to clearly structure and formatproject data in the report pages, these report types are assigned forms in thesettings. The forms contain placeholders that are filled with project data dur-ing reporting.

Generating a Terminal Diagram1. Select themenu item Utilities > Reports > Generate.

Generating a Terminal Diagram

TheReports - EPLAN_start dialog opens. You can use this dialog tocreate andmanage project reports.

2. Change to theReports tab.

In the tree on the left side, reports already generated for a project areshown. If you expand the tree (e.g., usingPopup menu > Expand), thenonly the two sublevelsPages andEmbedded reports are displayedbelow the project name. Up until now, of course, no reports have beencreated for your sample project!

3. Click the [New] button.

EPLAN opens theSelect report dialog.

4. In theOutput format field, apply the default value Page.

5. In theSelect report type field, select the Terminal diagram entry. Forthis entry to be displayed, youmust either enlarge the dialog or scrollthrough the entries using the scrollbar.

6. Click [OK].

The Filter / sorting - Terminal diagram dialog opens. Using this dialog,you can determine filter, sorting, and page break settings for the pages tobe output. For your project, however, this is not required.

7. Click [OK] to confirm the predefined settings.

EPLAN opens the Terminal diagram (Total) dialog. In this dialog, youdetermine the start page for the respective report, in this case the ter-minal diagram. This will sort the report pages in the existing page struc-ture of the project.

8. In theHigher-level function field, enter ANL. Since the identifier alreadyexists in your project, however, you can select it using a selection dialog.To do this, click the [...] button next to theHigher-level function field.

9. In the dialog =Higher-level function (EPLAN_start)which appears,select the designation ANL and click on [OK] to return to the Terminaldiagram (Total) dialog.

10. In theMounting location field, enter ASW.

11. Click [OK].

EPLAN generates the page with the terminal diagram. All open dialogsare closed, and you return to theReports - EPLAN_start dialog.

12. Now expand the tree on the left side. To do this, click the respective plussigns in front of the levelsPages, Terminal diagram and =ANL+SCP-X1.

Under the report Terminal diagram, the report page =ANL+ASW/1 hasbeen created for the terminal strip =ANL+SCP-X1.

13. Click [Close].

In thePage navigator, you now see the new page. Youmay first have toexpand the tree and enlarge the window of thePage navigator before beingable to see the new page, =ANL+ASW/1, with the description, Terminal dia-

gram =ANL+SCP-X1.

Note:APage description like Terminal diagram =ANL+SCP-X1 is created if -as in our example, for instance - the check box,Automatic page descrip-tion, is activated in the Terminal diagram (total) dialog (see illustration ofthe dialog on page "119"). By deactivating theAutomatic page descrip-tion check box, you also have the option of entering your own descriptionfor each report page in thePage description field.

Open the page by double-clicking on it, and look at the terminal diagram intheGraphical editor.

Performing Settings for Parts Lists

Performing Settings for Parts ListsBefore generating the parts lists, youmust first set a special setting. Other-wise, parts entered on the cable definition line will not be taken into accountduring output of the parts list.

1. To do this, select themenu item Utilities > Reports > Generate.

TheReports - EPLAN_start dialog opens.

2. Click the [Settings] button.

3. Select thePartsmenu item.

TheSettings: Parts dialog opens.

Performing Settings for Parts Lists

4. In the Include parts table, deactivate theDevices without partnumber check box so that this device is ignored when outputting theparts list.

5. The Terminal strip parts check box is activated by default due to theproject template being used. If this is not the case for you, activate it.

6. Also activate – if necessary – the Terminal parts andCable part checkboxes.

7. Deactivate all other check boxes that are enabled by default.

8. Click [OK].

Now continue with the output of the other report pages.

Printing Other Report Pages

Printing Other Report PagesRepeat the action described in the first section of this chapter for the reportsCable diagram, Parts list, and Table of contents. Proceed in the orderlisted here, and generate the reports one after the other in theReports -EPLAN_start dialog using the [New] button. On each report, select the cor-responding report type from theSelect report dialog.

For the other report pages, no new identifiers need to be assigned. Forinstance, you do not need to enter new identifiers in theCable diagram(Total) dialog, but rather can apply an existing structure from thePage navi-gator field. To do this, expand the tree structure in this field, and select thereport page with the description Terminal diagram =ANL+SCP-X1.

The identifiers of this page are applied to theHigher-level function andMounting location fields, and for thePage name, the next free page is sug-gested. Instead of "2", enter the page number 10 into thePage name field.

In the subsequent output of theParts list, select the corresponding pagewith the description, Cable diagram =ANL+SCP-W1, in the tree. This time,enter the page number 20 in thePage name field.

Finally, organize the Table of contents behind the cover sheet by selectingthe page with the Cover sheet description in thePage navigator field.

After you have created the table of contents, the expanded tree structure intheReports - EPLAN_start dialog looks like this:

The different reports are sorted in an alphabetic, descending order. The yel-

low icon is used tomark all report types that represent report overviews(e.g., parts lists, tables of contents, terminal-strip overview, etc.). The orange

icon characterizes function-relevant report types (e.g., cable diagram, ter-minal diagram, terminal connection diagram, etc.).

The level below that, marked in the tree with a yellow or orange icon with an

opened drawer ( or ) is called a "report block" or just a "block". All reportpages belonging to a particular element (e.g., a cable or a terminal strip)make up a single block.

In your current sample project, there is only one report block for each report.If, on the other hand, there were two terminal strips -X1 and -X2 in the sche-matic, then, for instance, the terminal diagram pages for terminal strip -X1wouldmake up their own block, just as the terminal diagram pages for ter-minal strip -X2.

The pages output are shown on the lowest level in the tree. They have the

same icon as in thePage navigator.

Quit the dialog using [Close], and look at the changed structure of your sam-ple project in the expandedPage navigator.

Then open the newly generated pages and look at these pages in theGraph-ical editor.

Example:For instance, the enlarged view of the table of contents (page =ANL+DBT/2)would look like this in theGraphical editor.

With the generation of report pages, the creation and editing of your sampleproject is finished for now. In the following chapters, we will cover some addi-tional topics, such as creating and insertingmacros and searching projectdata. Then you will update the reports in your project using report templates.

If you like, you can now print your project pages out. For more information onthis, see chapter "Printing a Project" on page "150". You can, of course, printout the project pages at a later time, for example, at the end in the order ofchapters.

Creating and Inserting Macros

In EPLAN you have the option of using different types of macros. In the fol-lowing sections, for instance, you will create awindowmacro and then insertit. Creating and insertingmacros of other types, such as pages and symbolmacros, is done in a similar manner. You can findmore information on theseother macro types in the EPLAN online help.

Macros – What You Need to Know in AdvanceWhat are macros?

Macros in EPLAN are cut-outs of pages or projects that are saved for furtheruse. Creatingmacros is helpful because you do not have recreate cut-outsevery time a routine operation comes up.

What is a window macro?

Awindowmacro is an arbitrary area of a page. All objects whose insertionpoints are inside this area are stored in the windowmacro.

Creating a Window Macro1. First, if necessary, open the first schematic page (=ANL+SCP/1) of your

sample project.

2. Select themenu items, Edit > Create window macro.

In addition to themouse pointer, a box with a dotted line is also displayed.

3. Position the cursor in the upper right corner of the schematic (e.g., atcoordinates RX:74 / RY:6), click the left mouse button, and drag themouse to open an area enclosing the entire schematic section with thePath function text Conveyor belt.

Creating a Window Macro

The area to be selected is outlined with a thick framewhile it is beingselected.

4. Click with the left mouse button again (if the cursor is at the coordinatesRX:97 / RY:60, for instance).

All objects in the area are selected and EPLAN opens theSave asdialog. In theDirectory field, the preset default directory for macros is dis-played.

Creating a Window Macro

5. In the File name field, enter Drive as the name of themacro.

6. In theDescription field, enter Conveyor belt as the description for themacro. The text entered here is displayed in a comments field wheninsertingmacros and simplifies the selection for you.

7. Click [OK].

TheSave as dialog is closed. Themacro is saved in the specified direc-tory under the name Drive.ema.

Inserting a Window Macro

Inserting a Window MacroBefore you insert themacro that you just saved again, first create anotherschematic page of the type Schematic multi-line. To do this, in the treeview of thePage navigator, select your second schematic page(=ANL+SCP/2), and use the keyboard shortcut [Ctrl] + [N], for instance, tocreate a new page with thePage description Spare. Insert themacro onthis sample page opened in theGraphical editor.

1. Select themenu item Insert > Window macro.

EPLAN opens theSelect macro dialog.

2. Select thePreview check box.

A graphical preview of the currently selectedmacro is displayed in theright side of the dialog. Themacro will also be displayed in theGraphicalpreview.

3. Select themacro Drive.ema in the specifiedmacro directory.

The source project in which themacro originated is shown along with thedescription of themacro in a comment field below the preview.

4. Click on [Open].

Themacro hangs on themouse pointer.

5. Position themacro at an arbitrary position in the schematic and click theleft mouse button to place it.

The Insertion mode dialog opens. In this dialog you define themannerin which devices are to be numbered on insertion.

6. Select theNumber option. This causes the devices inserted by themacro to be numbered automatically (online). For a DT counter, thistakes the next free counter for each identifier into account.

7. Click [OK].

The Insertion mode dialog is closed and themacro is placed. Since themacro is still hanging on themouse pointer, you could insert themacroagain.

8. However, end the action usingPopup menu > Cancel action.

Tip:To position a macro during insertion, you can also use the following keys:

[Y] + [X]: Themacro is fixed in its original position.[Y]: Themacro can only bemoved horizontally on its original position.[X]: Themacro can only bemoved vertically from its original position.

Example:This is how the schematic page with the description, Spare (=ANL+SCP/3),might display the inserted windowmacro Drive, for example, in theGraphical editor.

Tip:Using themenu pathPage > Page macro > Insert, you can also insert awindow or a symbol macro as a pagemacro. In theSelect macro dialogthat follows, the file type that you have to select is the Window macro

(*.ema) or the Symbol macro (*.ems). As usual when inserting pagemacros, this creates a new project page.

Finding and Replacing Project Data

While editing a project, it is often necessary to search the project for par-ticular project data in order to change it. In the following chapter, we will showyou how to search your sample project for a certain DT and a certain text andhow you can then edit these objects.

Finding and Replacing Device TagsAll the fuses in the project with the displayed DT -F should receive a differentidentifier.

1. In the tree view of thePage navigator, select the project EPLAN_start.

2. Select themenu item Find > Find.

The Find dialog opens.

3. In the Find what field here, enter the search term -F*. You can also useplaceholders (such as * or ?) in the search.

The settings necessary for your search are already prepopulated bydefault. If the settings for your dialog don't match those of the figureshown below, you still need to perform steps 4 through 7. Otherwise, youcan click [OK] immediately.

Finding and Replacing Device Tags

4. In theSearch in group box you can specify the objects in which youwould like to search for the term. Check theDT / designation check boxhere.

5. In theSearch location group box, you can exclude certain page typesfrom the search. Here, activate the Logic pages and Graphical pagescheck boxes.

6. You also have the option in this dialog of entering the results of a searchinto one of two possible results lists. Select the List of results 1 option.

Finding and Replacing Device Tags

7. The extent of the search depends on the selectionmade. If you havealready highlighted a single project, theApply to entire project checkbox will be activated and grayed out. You can then no longer change therelevant settings. If not, activate this check box, so that the search can beexpanded to the entire project.

8. Click [OK].

The Find dialog is closed. EPLAN begins the search, opens theSearchresults dialog, and then displays the entries found.

All fuses in the project are listed in the dialog in tabular form. If you cannotsee all the entries, drag the dialog to enlarge it and adjust the width of theindividual columns if necessary.

Below the listed search results, EPLAN shows you a text field with the pageon which each selected object is located.

Replacing device tags

Tip:In theSearch results dialog, if you select an object located on a projectpage, theGraphical preview shows the corresponding page. The positionof the object is highlighted in the previewwith concentric circles.

Example:The following illustration shows theGraphical preview after the searchresult with the value -F1 has been selected in the results list.

Tip:To quickly call up the Find dialog, use the keyboard shortcut [Ctrl] + [F]. Ifthe Find toolbar is displayed (e.g. using the popupmenu in the toolbar),

you can open the dialog using the (Find) button (see section "Hidingand displaying toolbars" on page "19").

Replacing device tags1. Select all entries in theSearch results dialog.

2. Select Popup menu > Replace.

In theReplace dialog which appears, the value -F1 of the first selectedentry is shown.

Replacing device tags

3. Remove the 1 in the Find what field and enter the value -CB in theReplace with field.

4. Click [OK].

In theSearch results dialog, the identifier -F is replaced by the newvalue -CB. In the schematic, too, all selected devices are renamed.

Finding Text and Editing Search Entries

Tip:The popupmenu of theSearch results dialog includes additional very use-ful program functions for the finding and editing of project data. Forinstance, you can use themenu item Go to (graphic) to jump from aselected object in the results list to the corresponding position in a projectpage.

Finding Text and Editing Search EntriesBefore starting a new search, first remove all the previous entries. Otherwisethe search results will remain in this result list.

1. Select all entries in theSearch results dialog.

2. Select Popup menu > Delete all entries.

TheSearch results dialog is now empty again. Now start a new search bypressing the key combination [Ctrl] + [F].

3. In the Find what field here, enter the search term Conveyor belt.

4. In theSearch in group box, uncheck theDT / designation check boxand check the Texts checkbox instead.

5. Activate – if necessary – theApply to entire project check box toextend the search to the entire project.

6. Click [OK].

TheSearch results dialog shows you two entries for the search termConveyor belt.

7. Select the second entry in the list.

If you have opened the graphical preview, you will see that the secondentry is a path function text which you inserted with the windowmacro onthe page =ANL+SCP/3.

8. In the popupmenu, select themenu item Properties (or double-click).

TheProperties - Path function text dialog opens (see illustration onpage "83"). On the Text tab, the term, Conveyor belt, is alreadyselected.

9. Enter the new text Conveyor belt drive 2, here.

10. Click [OK].

The new path function text now appears in the results list and in the sche-matic on the page with the description, Spare (=ANL+SCP/3).

Before you print out your whole project, you should first complete and updateyour reports. How you do this is described in the next chapter.

Completing and Updating Reports

In the last two chapters, you completed and changed the data in your sampleproject. You created a new page and added additional devices to the projectusing the inserted windowmacro. For these changes to take effect in theproject, you still have to complete and update the reports.

Updating Reports – What You Need to Know in AdvanceWhat is a report block?

Report blocks are logically coherent groups of report pages. If you update areport, all report pages are updated which belong to the report block. Allreports belonging to a report block have the same start page.

What is a report template?

You can specify settings for reports in a report template. These settings canalways be reused when generating new reports. Report templates can begenerated completely from scratch or based on an existing report.

Updating Reports1. In the tree view of thePage navigator, select the structure identifier level

=ANL (or select the name of your sample project directly).

2. Select themenu item Utilities > Reports > Update.

All report pages below the structure identifier level =ANL are updated.

If you then look at the pages of your sample project, you will see that thereport overviews in the project (Table of contents, Parts list) have beenupdated. If you hadmade changes in the project to terminal strip –X1 or cable–W1 (for instance, specifying a different function text, a new target, etc.) thenthese changes would have been included in the update.

Creating Report Templates

Updating the previously generated report pages is not sufficient for the twonew devices – terminal strip –X2 and cable –W2 – on the schematic page=ANL+SCP/3. Instead, youmust generate a terminal diagram for –X2 and acorresponding cable diagram for –W2.

You could proceed as described in the chapter "Generating Reports" onpage "115", and output new report pages in that way. But EPLAN also pro-vides you with the possibility of using existing reports to generate report tem-plates. Then you can report on the entire project based on those templates.

Creating Report TemplatesReport templates can be created from scratch in theReports - EPLAN_start dialog using the Templates tab, or based on an existing report. Sinceyou already have reports with a terminal and cable diagram, use the latterprocedure.

1. Select themenu item Utilities > Reports > Generate.

TheReports - EPLAN_start dialog opens.

2. Change to theReports tab.

3. For the Terminal diagram report, select the report block, =ANL+SCP-X1,and select Popup menu > Create report template.

Creating Report Templates

4. Repeat this procedure for the reportCable diagram. To do this, selectthe report block =ANL+SCP-W1 and again select Popup menu > Createreport template.

5. Change to the Templates tab.

6. Now expand the tree on the left side. To do this, click the respective plussigns in front of the levelsEPLAN_start,Cable diagram, and Ter-minal diagram.

In the tree structure, the templates created are shown.

7. Now, if you select the template 0001 underCable diagram, for instance,the table on the right side will show the specified properties of this tem-plate. Here you can, for example, modify the propertiesName of the tem-plate (now "0001") or Start page of report block for your cable diagrampages.

Generating Project Reports

8. Click [Close].

Generating Project ReportsIf you now report on the entire project, then reports are first generated fromall existing report templates. Then EPLAN updates all already existingreports.

1. Select themenu item Utilities > Reports > Generate project reports.

Reports are generated for the project. Depending on the size of theproject, this process can take some time.

After you have completed and updated the reports in this way, expand thetree view of your sample project in thePage navigator and look at thechanged structure.

Then page through your project and look at the new and changed pages intheGraphical editor. In the following chapter, you will conclude by learninghow to print the pages of your projects.

Example:For instance, the enlarged view of the table of contents (page =ANL+DBT/2)would look like this in theGraphical editor after the reports are generatedfor the project.

Printing a Project

To conclude this guide, print all the pages of your project. In EPLAN, you nat-urally also have the option of printing a single page or any arbitrarily selectedpages of a project. The print can be in black and white or in color, and caneither be sent to a printer or to a file.

1. In the tree view of thePage navigator, select your project EPLAN_start.

2. Select themenu item Project > Print.

ThePrint dialog opens.

Printing a Project

3. In thePrinter box, select the desired printer from the drop-down list.

4. If you have accidentally selected only one page in thePage navigator orif the cursor is located on an opened page, then by default only the cur-rent page will be printed. You can tell this by the fact that in thePagerange group box, theEntire project option is not activated. In this case,activate this option.

5. Click [OK].

All pages of the projects will be printed.

Note:Using thePrint preview, which you can call from the print dialog using thebutton of the same name, you have the option of checking the pages to beprinted before they are actually printed. If the pages shown don't matchyour expectations (if a print margin is missing, for instance), you can closethe previewwindow and change the print settings, if necessary, for thePrint dialog using the [Settings] button.

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