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Starting and Exiting EPLAN EPLAN Training 1 Starting and Exiting EPLAN

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  • Starting and Exiting EPLAN

    EPLAN Training 1

    Starting and Exiting EPLAN

  • Starting and Exiting EPLAN

    EPLAN Training 2

    1 Starting EPLAN .............................................................................................3

    2 Exiting EPLAN...............................................................................................5

    This functionality is only available for certain module packages. Info

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    EPLAN Training 3

    1 Starting EPLAN After installation, you can start EPLAN via the Windows Start menu.

    Precondition:

    You have the required software protection dongle for EPLAN and the required license.

    1. Click the Windows Start button and select All Programs.

    2. Open the EPLAN program group and click the icon for your EPLAN version.

    1. The EPLAN main window will open. By default EPLAN opens the Tip of the Day dialog.

    3. Deselect the Show tips at startup check box if you do not wish for it to appear every time the program is started.

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    4. Click [Close].

    Notes: You can set up EPLAN such that after the program is started the most recently

    opened project, or the most recently opened page, appears. The settings for this can be changed via the menu items Options > Settings > User > Display > User interface.

    If you use EPLAN Rights management you may (depending on the operating mode) have to log on via Logon dialog before you can work in EPLAN.

    This functionality is only available for certain module packages. Info

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    2 Exiting EPLAN You can exit EPLAN at any time. All of the data and settings, including those relating to the user interface (i.e. open dialogs, displayed toolbars, etc.), are saved and used again when the program is restarted.

    Precondition:

    You have closed all of the dialogs in the foreground using the [Esc] key or the shortcut key [Alt] + [F4].

    1. Select the menu item Project > Exit or use the shortcut key combination [Alt] + [F4].

    2. EPLAN is exited.

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  • User Interface

    EPLAN Training 1

    User Interface

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    EPLAN Training 2

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    1 Operating EPLAN with the Keyboard..........................................................5 1.1 Open a menu item ....................................................................................5 1.2 Select elements within a dialog.................................................................5 1.3 Select tabs ................................................................................................5 1.4 Open menus and popup menus................................................................6 1.5 Select / deselect check boxes...................................................................6 1.6 Open drop-down lists ................................................................................7 1.7 Use the keyboard in list or tree views .......................................................7

    2 Changing Keyboard Shortcuts ..................................................................11 2.1 Create keyboard shortcuts......................................................................11 2.2 Remove keyboard shortcuts ...................................................................12 2.3 Reset keyboard shortcuts .......................................................................13

    3 Adjusting Toolbars .....................................................................................15 3.1 Activating Toolbars .................................................................................15 3.2 Activate tooltips.......................................................................................16 3.3 Changing the Button Display Type..........................................................16 3.4 Create user-defined toolbars ..................................................................17 3.5 Delete user-defined toolbars...................................................................20 3.6 Extend pre-defined toolbars....................................................................20 3.7 Delete buttons from toolbars ...................................................................22 3.8 Reset toolbars.........................................................................................22

    4 Exporting and Importing Toolbars ............................................................24 4.1 Export user-defined toolbars...................................................................24 4.2 Import user-defined toolbars ...................................................................25

    5 Docking / Undocking Control Elements....................................................27 5.1 Undock the menu bar, toolbars and dockable dialogs ............................27 5.2 Dock the menu bar, toolbars, and dockable dialogs ...............................28 5.3 Undock editors ........................................................................................29 5.4 Dock editors ............................................................................................30 5.5 Setting Editors as Subordinate Windows ................................................31

    6 Setting the Dialog Language......................................................................33

    7 Working with Selection Dialogs.................................................................34 7.1 Searching for Objects in the List View ....................................................34

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    7.2 Change the sorting sequence of list objects ...........................................36 8 Selecting Objects........................................................................................39

    8.1 Select single objects ...............................................................................39 8.2 Select several objects in sequence.........................................................40 8.3 Select several objects not in sequence...................................................41 8.4 Remove selection ...................................................................................42

    9 Copying and Pasting Data in Tables .........................................................43 9.1 Copy and paste single cells ....................................................................43 9.2 Multiple copying and insertion of several cells ........................................44 9.3 Copy and paste several cells once .........................................................45

    10 Affecting List Displays ...............................................................................47 10.1 Optimize the display of individual columns .............................................47 10.2 Optimize the display of all columns.........................................................47 10.3 Changing the height or width of all rows / columns together...................48

    11 Defining Display and Sorting Sequences .................................................49 11.1 Define display and sorting sequences using buttons ..............................49 11.2 Define display and sorting sequences using the popup menu ................49 11.3 Optimize the display of individual columns .............................................50 11.4 Optimize the display of all columns.........................................................51 11.5 Changing the height or width of all rows / columns together...................51

    12 Using Drag & Drop......................................................................................53

    This functionality is only available for certain module packages. Info

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    1 Operating EPLAN with the Keyboard You can call up all menu items from the keyboard using the underlined identifier letters in the menu designations. Within the dialog elements, you can control the cursor using the keyboard and execute commands via key combinations.

    Precondition:

    You have opened the program.

    1.1 Open a menu item 1. On the keyboard, hold down the [ALT] key and then press the key

    corresponding to the underlined identifier of the desired item in the menu bar.

    The menu is opened.

    2. Enter the underlined identifier of the desired menu item within this menu.

    3. Proceed in the same way until you reach the desired menu item.

    1.2 Select elements within a dialog 1. Press the [TAB] key as many times as necessary until you have selected the

    desired element.

    1.3 Select tabs 1. In the dialog, press the [CTRL] + [TAB] keys together until you have selected

    the desired tab. The "paging" through the tabs takes place from left to right.

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    2. Or press the [CTRL] + [SHIFT] + [TAB] keys together until you have selected the desired tab. The "paging" through the tabs then takes place from right to left.

    1.4 Open menus and popup menus 1. In the dialog, press the [TAB] key until you have selected the desired menu

    button.

    2. Press the [SPACE] key.

    The menu opens.

    3. Use the arrow keys to reach the desired menu item.

    4. Press [ENTER] to call up the menu item.

    1.5 Select / deselect check boxes 1. In the dialog, press the [TAB] key as many times as necessary until you have

    selected the desired check box.

    2. Press [SPACE].

    The check box is then selected or deselected, depending on the current status.

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    1.6 Open drop-down lists 1. In the dialog, press the [TAB] key until you have selected the desired drop-

    down list.

    2. Press [ALT] + [DOWN ARROW].

    The list is opened.

    3. Use the arrow keys to reach the desired entry.

    4. Press [ENTER] to accept the value.

    1.7 Use the keyboard in list or tree views 1. Select the highest level in the tree structure, i.e. the project names for

    instance.

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    2. Press [*] on your numeric keypad. (If your keyboard does not have a numeric keypad, e.g. a laptop keyboard, you can also use the key combination [Fn] combined with the computer and country specific key for "X".)

    The tree is opened.

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    3. Switch between the tree and list views by pressing [CTRL] + [TAB] .

    4. Use the arrow keys to select the desired object within the list and tree structures.

    Tip:

    At any time you can press the [Strg] + [F12] keys to switch between the "dockable"

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    dialogs, e.g. between the Page Navigator, the Message Management and a graphical editor.

    This functionality is only available for certain module packages. Info

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    2 Changing Keyboard Shortcuts In EPLAN, you can edit and create key combinations assigned to particular menu commands.

    2.1 Create keyboard shortcuts Options > Keyboard shortcuts

    1. In the Keyboard shortcuts dialog, select the desired menu command from the Select command list.

    The fields Description and Assigned shortcut keys are automatically filled with the appropriate data, if this exists.

    2. Click [Create].

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    3. In the Create keyboard shortcuts dialog, in the New shortcut key field, enter the desired shortcut key for the selected command.

    If you select a shortcut key that is already assigned then the Current assignment is displayed. You can overwrite this. If you do not wish to overwrite the assignment, enter a different shortcut key.

    4. Click [OK].

    The dialog is closed and the (new) shortcut key is displayed in the Assigned shortcut keys field.

    5. Perform all further assignments in a similar manner .

    6. Click [OK].

    2.2 Remove keyboard shortcuts Options > Keyboard shortcuts

    1. In the Keyboard shortcuts dialog, select the desired menu command from the Select command list.

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    The fields Description and Assigned shortcut keys are automatically filled with the appropriate data, if this exists.

    2. In the Assigned shortcut keys field, select the shortcut key to be deleted. (Multiple selection isn't possible here).

    3. Click [Remove].

    The selected shortcut key is deleted.

    4. Click [OK].

    2.3 Reset keyboard shortcuts Options > Keyboard shortcuts

    1. Click [Reset all].

    EPLAN displays a message window.

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    2. Click [Yes], if all keyboard shortcuts that you have created are to be removed and the original settings restored, otherwise click [No].

    3. Click [OK].

    This functionality is only available for certain module packages. Info

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    3 Adjusting Toolbars EPLAN has pre-defined toolbars that you can activate or deactivate. You can also change the display type of the buttons. You can also create your own toolbars and equip them with the desired commands. These user-defined toolbars can be edited and deleted. You can also edit the EPLAN pre-defined toolbars. Buttons can be added or deleted. The pre-defined toolbars cannot however be deleted.

    3.1 Activating Toolbars Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. Select the check box for each toolbar in the list that is to be displayed.

    3. If required, deselect the check boxes for toolbars that are not to be displayed.

    4. Click [OK].

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    Tip:

    As an alternative to activation via the dialog, toolbars can also be activated / deactivated using the popup menu within a toolbar.

    3.2 Activate tooltips Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. Select the Show tooltips check box.

    3. Click [OK].

    When you now move the cursor over a toolbar symbol in EPLAN, then a small text window is displayed below the symbol with a description of the symbol.

    3.3 Changing the Button Display Type Options > Toolbars > Customize

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    1. In the Customize dialog, select the Toolbars tab.

    2. Select the Cool look check box.

    The buttons of the symbols are displayed as flat buttons.

    3. Click [OK].

    3.4 Create user-defined toolbars Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. Click [New].

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    3. In the New toolbar dialog, in the Toolbar name field, enter a designation for your toolbar.

    4. Click [OK].

    The dialog is closed, the new toolbar is created and displayed in the user interface.

    5. Select the Commands tab.

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    6. From the Categories list, select the desired category whose buttons are to be displayed.

    Under Buttons, the button symbols, menu items or categories belonging to the selected category are displayed.

    7. Click the desired button and use "Drag & Drop" to pull it onto your toolbar.

    If you select an Action or a Menu without pre-defined image data, then you must specify further settings for the button in a subsequent dialog.

    8. Repeat these steps until the toolbar contains all desired symbols.

    Note: Once you have created user-defined toolbars, you must save the current user interface configuration as a new workspace or as a selected workspace (edit), so that the user-defined toolbars are permanently available for use (in the current workspace).

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    3.5 Delete user-defined toolbars Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. In the Toolbars list, select the toolbar that is to be deleted.

    3. Click [Delete].

    The toolbar is removed from the list.

    3.6 Extend pre-defined toolbars Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. Select the check box of the toolbar to which you wish to add extra commands.

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    3. Select the Commands tab.

    4. From the Categories list, select the desired category whose buttons are to be displayed.

    Under Buttons, the button symbols, menu items or categories belonging to the selected category are displayed.

    5. Click the desired button and use "Drag & Drop" to pull it onto the previously activated toolbar.

    If you select an Action or a Menu without pre-defined image data, then you must specify further settings for the button in a subsequent dialog.

    6. Repeat these steps until the toolbar contains all desired symbols.

    Note: Once you have extended the predefined toolbars, you must save the current user interface configuration as a new workspace or as a selected workspace (edit), so that the extended predefined toolbars are permanently available for use (in the current workspace).

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    3.7 Delete buttons from toolbars 1. Select Options > Toolbars > Customize.

    2. Click the desired button and use "Drag & Drop" to pull it off your toolbar.

    Note: Once you have removed buttons, you must save the current user interface configuration as a new workspace or as a selected workspace (edit), so that the modified toolbars are permanently available for use (in the current workspace).

    3.8 Reset toolbars Options > Toolbars > Customize

    1. In the Customize dialog, select the Toolbars tab.

    2. In the Toolbars list, select the predefined toolbars that you have modified and now wish to reset.

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    3. Click [Reset].

    The added commands are removed from the toolbar.

    This functionality is only available for certain module packages. Info

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    4 Exporting and Importing Toolbars In EPLAN, user defined toolbars are stored in a workspace. If you wish to use self-created toolbars in another workspace, or make them available to another user, then an export / import feature is available for this.

    4.1 Export user-defined toolbars

    Precondition:

    You have created user-defined toolbars.

    Options > Toolbars > Export

    1. In the Export Toolbars dialog, select the toolbar(s) that you wish to export.

    2. Click [OK].

    3. In the subsequent dialog, select the directory to where you wish to export the toolbar.

    4. In the File name field, enter the name for the export file.

    5. Click [Save].

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    The toolbar is exported and saved as an XML file under the specified name.

    4.2 Import user-defined toolbars

    Precondition:

    You have created and exported user-defined toolbars or another user has made an appropriate export file containing toolbars available to you.

    Options > Toolbars > Import

    1. In the Import toolbars dialog, select the directory from which you wish to import the toolbar(s).

    2. Select the XML file to be imported.

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    3. Click [Open].

    The toolbars are imported. If the toolbars already exist then an appropriate message is displayed.

    Note: After importing user-defined toolbars, you must save the current user interface configuration as a new workspace or as a selected workspace (edit), so that the user-defined toolbars are permanently available for use (in the current workspace).

    This functionality is only available for certain module packages. Info

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    5 Docking / Undocking Control Elements Different user interface control elements, such as the menu bar, the toolbars or the "dockable" dialogs (e.g. Page Navigator), can be positioned inside or outside the EPLAN main window. You can dock these elements to the frame of the EPLAN main window or "couple" them to an already docked element.

    When the program is exited, EPLAN notes the last settings of these elements (docked, undocked, size, position) and restores them the next time the program is started. If a particular configuration of dockable elements is to be permanently retained, i.e. when changing workspaces, then these settings must be saved as a new workspace or saved under the existing workspace.

    The windows of open pages are also "dockable and undockable". However, the settings of these editors cannot be saved with a workspace.

    5.1 Undock the menu bar, toolbars and dockable dialogs

    Precondition:

    You have selected a workspace with docked control elements.

    1. Using the left mouse button, click a "free" area within the menu bar, within a toolbar, or in the title bar of a dockable dialog and keep the mouse button pressed.

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    2. Press the [CTRL] key to avoid docking and pull the docked element to the desired position.

    If the borders of the respective control element are displayed with a thick line, then EPLAN positions the control element as an independent, undocked element on the Windows desktop.

    5.2 Dock the menu bar, toolbars, and dockable dialogs

    Precondition:

    You have selected a workspace with undocked control elements.

    1. Click the title bar of the desired undocked control element with the left mouse button and keep the button pressed.

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    2. Pull the element to the desired position in the EPLAN main window.

    To dock the undocked element to the border of the EPLAN main window (or the border of another dockable element), you must move the edge of the element exactly to the border of the EPLAN main window. You can recognize this by the border of the element being displayed as a thin line. This will be a horizontal or vertical line, depending on whether you wish to position the control element at the top, bottom, left or right. You can recognize the orientation from the thinly drawn preview rectangle.

    5.3 Undock editors

    Precondition:

    You have opened a page in an editor (graphical editor, symbol editor, form editor, etc.). The editor is displayed as a subordinate window in the main window.

    1. Click the Windows button of the respective editor.

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    2. Click the title bar of the editor using the right mouse button, and select Popup menu > Floating.

    The editor is immediately undocked from the frame of the EPLAN main window.

    3. Pull the editor to the desired position.

    5.4 Dock editors

    Precondition:

    You have opened a page in an editor (graphical editor, symbol editor, form editor, etc.). The editor is displayed in your user interface as an undocked window.

    1. Click the title bar of the respective editor with the right mouse button.

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    2. In the popup menu, first select Docked to and then select the docking direction from the submenu (Top, Left, Bottom, Right).

    The editor is docked in the selected docking direction to the frame of the EPLAN main window.

    5.5 Setting Editors as Subordinate Windows

    Precondition:

    You have opened a page in an editor (graphical editor, symbol editor, form editor, etc.). The editor is displayed in your user interface as a docked or undocked window.

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    1. Click the title bar of the editor using the right mouse button, and select Popup menu > Child window.

    The respective editor is adjusted to fit in the main window so that its internal area is optimally used. The tile bar of the subordinate window is then integrated into the title bar of the main window.

    This functionality is only available for certain module packages. Info

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    6 Setting the Dialog Language EPLAN allows you to define a different language for the user interface.

    Note: You can only select another dialog language if this language was installed when the system was initially installed.

    Options > Settings > User > Display > User interface

    1. Select the desired language from the Dialog Language drop-down list in the Settings: User interface dialog.

    2. Click [OK].

    3. Exit EPLAN and restart the program.

    The new language is now used in the user interface.

    This functionality is only available for certain module packages. Info

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    7 Working with Selection Dialogs In selection dialogs, objects are displayed in a list or tree structure and can be selected for editing. The objects are hierarchically displayed in a tree structure, while all objects in the list can be displayed in alphanumerically increasing or decreasing order, or the original order, as desired.

    Note: Although the Page Navigator has both list and tree structures, the "list" in this case is a table. This means that page overview lists are controlled in a different manner to the "normal" selection dialog lists.

    7.1 Searching for Objects in the List View Precondition:

    You have opened a selection dialog and selected the List tab.

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    1. Enter a character

    The cursor jumps to the first list entry beginning with this character.

    2. Enter the character several times (slowly).

    With every entry, the cursor jumps to the next object beginning with this character.

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    3. Quickly enter several characters one after the other.

    EPLAN interprets the entry as a string of characters and the cursor jumps to the first object beginning with this string of characters.

    Note: The search direction is always from the top down and the first display column is always searched. Once the last element in the list is reached, the search begins again from the top.

    7.2 Change the sorting sequence of list objects Precondition:

    You have opened a selection dialog and selected the List tab.

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    1. Click one of the column headers.

    If the displayed data is in the original sequence, then sorting first takes place in increasing alphanumeric order of the column whose header you clicked. (An arrow symbol in the column header shows the sorting direction.)

    2. Click the same header once more.

    The sorting now occurs in decreasing order, again of the column whose header you clicked. (An arrow symbol in the column header shows the sorting direction.)

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    3. Click the same header a third time.

    The column data is now displayed in the original order.

    This functionality is only available for certain module packages. Info

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    8 Selecting Objects In selection dialogs, one or more objects can be selected.

    8.1 Select single objects Precondition:

    You have opened a selection dialog.

    1. Click the desired object.

    The object is selected.

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    8.2 Select several objects in sequence Precondition:

    You have opened a selection dialog.

    1. Click the first object to be selected.

    2. Hold down the [SHIFT] key and click the last object to be selected.

    The first, last, and all objects in between are selected.

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    8.3 Select several objects not in sequence Precondition:

    You have opened a selection dialog.

    1. Click the first object to be selected.

    2. Hold down the [CTRL] key and click the next object to be selected.

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    3. Repeat this step for all desired objects.

    All clicked objects are selected.

    8.4 Remove selection

    Precondition:

    You have opened a selection dialog and selected at least one object.

    1. To remove the selection of a single selected object, click next to the object.

    2. To remove the selection of one or several selected objects, hold down the [CTRL] key and click the desired objects.

    This functionality is only available for certain module packages. Info

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    9 Copying and Pasting Data in Tables In tabular displays such as Message management, the Page navigator list display, Structure identifier management, and when editing terminal strips and plugs, etc., you can copy and paste data in the tables in different ways. The following sources and targets are possible:

    Copying and pasting within the same EPLAN table Copying from an EPLAN table to another EPLAN table in a different dialog Copying from an EPLAN table and insertion into another program such as

    Excel or Notepad.

    9.1 Copy and paste single cells

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Select the cell whose content is to be copied.

    2. Press [CTRL] + [C].

    The content of the cell is written to the clipboard.

    3. Select the cells where the contents of the clipboard are to be copied to. Multiple selection is possible here.

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    4. Press [CTRL] + [V].

    9.2 Multiple copying and insertion of several cells

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Select the cells whose content is to be copied.

    2. Press [CTRL] + [C].

    The content of the cells is written to the clipboard.

    3. Select the cells where the contents of the clipboard are to be copied to. Multiple selection is possible here but the number of cells to be filled must be a multiple of the number of originally copied cells.

    4. Press [CTRL] + [V].

    Example:

    You have selected two cells with different content and pressed [CTRL] + [C]. If you

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    now select five cells and press [CTRL] + [V], then EPLAN displays an error message stating that this multiple selection is not possible. If you now select four or six cells instead and press [CTRL] + [V] then the data is inserted.

    9.3 Copy and paste several cells once

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Select the cells whose content is to be copied.

    2. Press [CTRL] + [C].

    The content of the cells is written to the clipboard.

    3. Select the cell where the contents of the first source cell are to be copied to.

    4. Press [CTRL] + [V].

    Depending on whether you selected source cells lying next to each other or under each other, the cells are filled with the copied data next to or under the first target cell.

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    Notes: If entire lines or columns are selected when copying, then the row / column

    header is also copied.

    The inserted value is ignored when inserting into read-only cells.

    When illegal values are inserted into a cell, either the original value remains unchanged or an automatic correction is made to the inserted value.

    Tip:

    You can insert the content of an Excel cell using Drag & Drop, by clicking in the upper left corner of the selected cell and then dragging it into a table in your project.

    This functionality is only available for certain module packages. Info

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    10 Affecting List Displays In the list view of the List tabs of the Symbol selection dialog, the navigators, etc., you can change and optimize the display options and sorting sequence of the objects.

    10.1 Optimize the display of individual columns Individual columns can be displayed at an optimized width.

    Precondition:

    In a selection dialog, you have selected the List tab.

    1. Double-click to the right of the column separator next to the heading of the column whose width you wish to optimize.

    The width of the column is adjusted so that all values contained in the column are completely displayed.

    10.2 Optimize the display of all columns Proceed as follows to optimize the width of all columns:

    Precondition:

    In a selection dialog, you have selected the List tab.

    1. Press the keys [CTRL] + ["plus sign"] on the numeric keypad of the keyboard.

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    All existing columns are optimized.

    Note: If your keyboard does not have a numeric keypad, e.g. a laptop keyboard, you can also use the key combination [Fn] combined with the computer and country specific key for "Plus".

    10.3 Changing the height or width of all rows / columns together

    Precondition:

    In a selection dialog, you have selected the List tab.

    1. Select Popup menu > Select all.

    The entire table is selected.

    2. Pull the column or row separator with the mouse to the desired new position.

    The change affects all selected cells, i.e. their height / width are changed.

    This functionality is only available for certain module packages. Info

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    11 Defining Display and Sorting Sequences In tabular displays such as Message management, Property assignment for components, Structure identifier management, and when editing terminal strips and plugs, etc., you can change and optimize the display options and sorting sequence of objects.

    11.1 Define display and sorting sequences using buttons

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Select the projects you wish to move. (Multiple selection is possible here).

    In the dialog, the [Move ] buttons possible for the current selection are activated.

    2. Click the desired button.

    The selected objects are moved one position in the desired direction with each click, as long as this is possible.

    3. Click [OK].

    The new sequence is adopted and (e.g.) displayed in the appropriate navigator.

    11.2 Define display and sorting sequences using the popup menu

    Precondition:

    You have opened a dialog containing a tabular display.

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    1. Select the projects you wish to move. Multiple selection is possible here.

    2. Select Popup menu > "Direction".

    The selected objects are moved in the selected direction.

    3. Click [OK].

    The new sequence is adopted and (e.g.) displayed in the appropriate navigator.

    Note: Upon confirmation of a new ordering, EPLAN notes the positions of the table headers and automatically jumps to the last focused cell when the dialog is reopened. If the ordering within the table has changed, then a jump occurs to either the first or last cell to be edited.

    11.3 Optimize the display of individual columns To optimally display a cell, i.e. at optimum width, proceed as follows:

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Double-click to the right of the column separator next to the heading of the column whose width you wish to optimize.

    The width of the column is adjusted so that all values contained in the column are completely displayed.

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    EPLAN Training 51

    11.4 Optimize the display of all columns Proceed as follows to optimize the width of all columns:

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Press the keys [CTRL] + ["plus sign"] on the numeric keypad of the keyboard.

    All existing columns are optimized.

    Note: If your keyboard does not have a numeric keypad, e.g. a laptop keyboard, you can also use the key combination [Fn] combined with the computer and country specific key for "Plus".

    11.5 Changing the height or width of all rows / columns together

    Precondition:

    You have opened a dialog containing a tabular display.

    1. Select Popup menu > Select all.

    The entire table is selected.

    2. Pull the column or row separator with the mouse to the desired new position.

  • User Interface

    EPLAN Training 52

    The change affects all selected cells, i.e. their height / width are changed.

    This functionality is only available for certain module packages. Info

  • User Interface

    EPLAN Training 53

    12 Using Drag & Drop You can directly pull a selected object from one dialog into another.

    Precondition:

    You have opened two dialogs with different views / applications.

    1. Display both dialogs on the screen.

    2. If necessary, change the dialog size of both views so that both dialogs are displayed at the same time.

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    EPLAN Training 54

    3. Select the desired object in the first dialog.

    4. Keep the mouse button pressed and pull the element from the first dialog into the second dialog.

    The mouse pointer changes its form and shows you whether or not you can insert the object.

    5. Release the mouse button.

    The selected object is copied, moved or linked into the target, depending on the source and target.

  • User Interface

    EPLAN Training 55

  • Schemes

    EPLAN Training 1

    Schemes

  • Schemes

    EPLAN Training 2

    1 Editing Schemes ...........................................................................................3 1.1 Create schemes........................................................................................3 1.2 Copy schemes ..........................................................................................5 1.3 Delete schemes ........................................................................................6

    2 Importing and Exporting Schemes..............................................................7 2.1 Import schemes ........................................................................................7 2.2 Export schemes ........................................................................................8

    This functionality is only available for certain module packages. Info

  • Schemes

    EPLAN Training 3

    1 Editing Schemes In EPLAN, you can create schemes for various settings, e.g., for device tags or filters. Schemes can also be deleted, copied, edited, or imported and exported.

    1.1 Create schemes

    Precondition:

    You have opened a dialog in which it is possible to select a scheme for settings.

    1. In the dialog concerned, click (New) next to the Scheme drop-down list.

    2. In the New scheme dialog, select a scheme from the Scheme list that you would like to use as the template for the scheme to be generated.

    The name and description will be placed into the fields in the lower area.

  • Schemes

    EPLAN Training 4

    3. In the Name field, enter the name for the new scheme, i.e., overwrite the name of the one that is currently selected.

    4. In the Description field, enter a short descriptive text for the new scheme.

    5. Click [OK].

    The New scheme is closed, in which the new scheme will be set as the current scheme.

    6. Make the desired setting changes for the scheme.

    7. Click [OK].

    The scheme is saved.

  • Schemes

    EPLAN Training 5

    1.2 Copy schemes

    Precondition:

    You have opened a dialog in which it is possible to select a scheme for settings.

    1. Click (Copy) next to the Scheme drop-down list.

    2. In the Copy scheme: dialog, in the Name field, enter the name for the copy of the current scheme shown in the title bar of the dialog.

    3. Provide a descriptive text for the copy of the scheme.

  • Schemes

    EPLAN Training 6

    4. Click [OK].

    The scheme will be saved under its new name.

    1.3 Delete schemes

    Precondition:

    You have opened a dialog in which it is possible to select a scheme for settings.

    1. Click (Delete) next to the Scheme drop-down list.

    2. In the Delete Scheme dialog, click [Yes] if you would like to delete the current scheme, or [No] if you would like to cancel the deletion process.

    Note: Only the schemes you yourself have created can be deleted. The standard schemes included in the EPLAN delivery cannot be deleted.

    This functionality is only available for certain module packages. Info

  • Schemes

    EPLAN Training 7

    2 Importing and Exporting Schemes In EPLAN, you can create schemes for various settings, e.g., for device tags or filters. Schemes can also be deleted, copied, edited, or imported and exported.

    2.1 Import schemes

    Precondition:

    You have opened a dialog in which it is possible to select a scheme for settings.

    1. Click (Import) in the dialog.

    2. In the Select import file dialog, choose the directory from where you would like to import a scheme.

  • Schemes

    EPLAN Training 8

    3. Select the scheme to be imported.

    4. Click [Open].

    If the scheme does not exist already, it will be imported; otherwise, an appropriate message will be displayed.

    2.2 Export schemes

    Precondition:

    You have opened a dialog in which it is possible to select a scheme for settings.

    1. Click (Export) in the dialog.

  • Schemes

    EPLAN Training 9

    2. In the Select export file, choose the directory where you would like to export the scheme.

    3. In the File name field, enter the name for the export file.

    4. Click [Save].

    The scheme is exported and saved as an XML file under the name that was provided.

  • Schemes

    EPLAN Training 10

  • Project Management

    EPLAN Training 1

    Project Management

  • Project Management

    EPLAN Training 2

    1 Opening / Closing Project Management .....................................................3 2 Creating a Project Management Database..................................................5

    2.1 Create in the project directory ...................................................................5 2.2 Create in a different directory....................................................................5

    3 Selecting a Project Management Database ................................................8 4 Creating a Project from a Project Template (Project Management) .......10 5 Creating a Project from a Basic Project (Project Management) .............13 6 Reading Directories and Projects..............................................................16 7 Opening a Project (Project Management) .................................................18 8 Copying a Project .......................................................................................20 9 Searching / Filtering a Project ...................................................................23

    9.1 Define filter..............................................................................................23 9.2 Use filter..................................................................................................29

    10 Displaying the Project Information............................................................31 11 Editing Project Properties (Project Management)....................................32

    11.1 Activate edit mode ..................................................................................32 11.2 Insert project properties ..........................................................................33 11.3 Delete project properties.........................................................................34

    12 Renaming, Deleting a Project (Project Management) ..............................36 12.1 Rename a project....................................................................................36 12.2 Delete a project.......................................................................................37

    13 Checking Projects Against Company Templates.....................................38 13.1 Check properties and project structure ...................................................38 13.2 View messages.......................................................................................40

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 3

    1 Opening / Closing Project Management Project management always occurs in connection with a project management database Projects.mdb. You can load a directory into project management and then have access to all projects in that directory through project management.

    Precondition:

    You have selected a project management database.

    1. To open the project management, select the menu item Project > Management.

    Directories that have already been loaded are displayed in the Project management dialog.

    If no directories have yet been loaded into project management, then you will be asked in a message to load the EPLAN project directory.

    2. To load the EPLAN project directory, click [Yes].

    3. To close the project management, click [Close].

  • Project Management

    EPLAN Training 4

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 5

    2 Creating a Project Management Database Always begin the project management in connection with a project management database Projects.mdb. All information displayed in the project management is contained in this database. The project management database is saved in the project directory as the standard. You can select a different storage location in the company specific settings.

    2.1 Create in the project directory Precondition:

    You have not yet created a project management database.

    1. Select the menu item Project > Management.

    EPLAN produces a message asking you to create a database.

    2. Click [Yes] in the message dialog.

    2.2 Create in a different directory 1. Select the menu item Options > Settings > Company > Management >

    Project management database.

  • Project Management

    EPLAN Training 6

    2. In the Settings: Project management database dialog click [...] next to the Project management database field.

    3. Select a directory from the Browse for folder dialog and click [OK].

    4. In the Settings: Project management database dialog, click [OK].

  • Project Management

    EPLAN Training 7

    5. Select the menu item Project > Management.

    EPLAN produces a message asking you to create a database.

    6. Click [Yes] in the message dialog.

    The project management database is created in the directory you specified in the company specific settings.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 8

    3 Selecting a Project Management Database Always begin the project management in connection with a project management database Projects.mdb. All information displayed in the project management is contained in this database.

    Precondition:

    You have created a project management database or have access to a project management database.

    1. Select the menu item Options > Settings > Company > Management > Project management database.

    2. In the Settings: Project management database dialog click [...] next to the Project management database field.

  • Project Management

    EPLAN Training 9

    3. Select the directory where the project management database is located from the Browse for folder dialog and click [OK].

    4. In the Settings: Project management database dialog, click [OK].

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 10

    4 Creating a Project from a Project Template (Project Management)

    When you create a project from a project templates, then the new project adopts all project-specific settings of the project template. Pages are not adopted. Once you have created the project, you can edit the project structure.

    Precondition:

    You have created a project template *.ept, or have access to a project template.

    Project > Management 1. In the left-hand list field, select Popup menu > New from project template.

  • Project Management

    EPLAN Training 11

    2. Search and select the desired template in the Select Project Template dialog.

    Project information is displayed in the Info field.

    3. Click on [Open].

    4. In the Select target project dialog, enter the storage location and name of the new project.

    5. Click [Save].

    If the Select PPE project template dialog opens, you can create the project with or without PPE basic functionality. To create the project with PPE

  • Project Management

    EPLAN Training 12

    basic functionality, search and select a PPE template *.ppe and click [Open]. To create the project without PPE basic functionality, click [Cancel].

    The new project *.elk is created in the target directory.

    6. Check all entries in the Project properties dialog.

    7. To customize entries, select one of the tabs, make the changes, and then click [OK].

    A target directory that is outside the project management is automatically read into the project management by EPLAN.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 13

    5 Creating a Project from a Basic Project (Project Management)

    When you create a project from a basic project, then the new project adopts all project-specific settings and the pages of the basic project. The page structure is fixed.

    Precondition:

    You have created a basic project *.ebtp, or have access to a basic project.

    Project > Management 1. In the left-hand list field, select Popup menu > New from basic project.

  • Project Management

    EPLAN Training 14

    2. Search and select the desired template in the Select basic project.

    Project information is displayed in the Info field.

    3. Click on [Open].

    4. In the Select target project dialog, enter the storage location and name of the new project.

  • Project Management

    EPLAN Training 15

    5. Click [Save].

    The new project *.elk is created in the target directory.

    6. Check all entries in the Project properties dialog.

    7. To customize entries, select one of the tabs, make the changes, and then click [OK].

    A target directory that is outside the project management is automatically read into the project management by EPLAN.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 16

    6 Reading Directories and Projects To access existing projects from the project management, you must load the project directory containing the project into the project management.

    Precondition:

    There must be projects present in the directory that you would like to load.

    Project > Management 1. In the Project management dialog, select the menu item [Extras] > Load

    directory.

  • Project Management

    EPLAN Training 17

    2. Select a directory level from the Browse for Folder dialog as a starting directory, and click [OK].

    EPLAN searches all subdirectories for projects and loads these, with the directory structure, into the project management.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 18

    7 Opening a Project (Project Management) You can open normal and packed projects from within the project management. Already opened projects have a project name shown in bold text.

    Preconditions: You have set up the project management. In the tree structure of project management there is an imported directory with

    at least one project. Project > Management

    1. Select the desired project from the tree structure in the Project management dialog.

    2. Click [Open].

    The project is opened in the Pages - dialog.

    The project name is highlighted in bold text in the project management.

    Tip:

    You can open projects using drag and drop by dragging the selected *.elk project file from the Windows Explorer to the page navigator.

  • Project Management

    EPLAN Training 19

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 20

    8 Copying a Project You can create a project by copying and adapting an existing project.

    Precondition:

    In the tree structure of project management there is an imported directory with at least one project.

    Project > Management 1. Select the project name in the tree structure.

    2. Select Popup menu > Copy.

  • Project Management

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    3. In the Copy project dialog, select the range of the project to be copied.

    4. To copy the entire project with all reports, select the Entirely incl. report option.

    5. To copy the entire project without reports, select the Entirely without report option.

    6. To copy the entire project without reports and without pages, select the Only header data option.

    7. To copy only logic pages, select the Only logic pages option.

    8. Next to the Target project field, click [...] and, in the Copy to dialog, enter the storage location and the name of the target project.

    9. Click [OK].

    EPLAN copies the *.elk project file and the associated project directory

  • Project Management

    EPLAN Training 22

    *.edb to the target directory.

    A target directory that is outside the project management is automatically read into the project management by EPLAN.

    Note:

    You can also select and copy several projects. In this case, the Copy project dialog opens several times, one after the other.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 23

    9 Searching / Filtering a Project You can search for a project using a filter. In the filter definition you can enter properties as filter criteria. You can also specify a search directory where EPLAN is to search for the project. Other directories documents are not included in the search.

    Precondition:

    In project management, you have loaded directories and projects.

    Project > Management

    9.1 Define filter 1. In the Project management dialog, next to the Filter field, click [...].

  • Project Management

    EPLAN Training 24

    2. In the Filter dialog, next to the Scheme field, click (New).

    3. In the New sScheme dialog, in the Name field, enter a new meaningful name for the filter.

    If the Name field already contains the name of an existing filter, then overwrite this entry.

    4. In the Description field, enter text describing the filter in more detail and click [OK].

  • Project Management

    EPLAN Training 25

    5. In the Filter dialog, to the right above the table, click (New).

    6. To determine a search directory, select the "Directory" entry in the Criteria selection dialog and click [OK].

  • Project Management

    EPLAN Training 26

    7. Click [...] in the Value column.

  • Project Management

    EPLAN Training 27

    8. Select a directory from the Browse for folder dialog and click [OK].

  • Project Management

    EPLAN Training 28

    9. To enter a property as a criterion, in the Filter dialog, to the right above the table, click (New).

    10. Select the desired property from the Criteria selection dialog and click [OK].

  • Project Management

    EPLAN Training 29

    11. Click Operator column, and select an operator to link the property to a value.

    12. Enter a value into the Value column and press [Enter]..

    EPLAN creates a new line. You can enter further filter criteria in this line.

    13. Click [OK].

    9.2 Use filter 1. In the Project management dialog, select the desired filter from the Filter

    field.

  • Project Management

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    2. Select the Active check box.

    EPLAN displays all projects satisfying the filter criteria in the tree structure.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 31

    10 Displaying the Project Information 1. In the project management you can display project-specific and non-project-

    specific information.

    Project > Management 1. Select the desired project from the tree structure in the Project management

    dialog.

    Project properties, statistical project information, project status, and the structure of devices and pages are displayed in the tabs.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 32

    11 Editing Project Properties (Project Management)

    If you edit a project without a project management database, then you can insert and delete the project properties from within the page navigator, under Popup menu > Project > Properties. If you work with a project management database then you can also insert and delete project properties from the page navigator. The changes are adopted in the project management database and can be further edited in the project management.

    Preconditions: You have selected a project management database.

    You have imported directories and projects.

    Project > Management

    11.1 Activate edit mode 1. Select the desired project from the tree structure in the Project management

    dialog and select the Properties tab.

    The contents are displayed in display mode.

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    2. To switch to editing mode, click [Edit].

    11.2 Insert project properties 1. To reduce the quantity of displayed and selectable properties, in the

    Properties tab, select an entry from the Category drop-down list.

    2. Click (New).

    3. Select a property from the Property selection dialog. To select several properties, hold the [Ctrl] or [Shift] key down, and then click [OK].

    The properties are transferred onto the Properties tab. Properties whose values contain automatically generated entries are displayed in gray and cannot be changed from this location.

    4. To edit the value of a property, click the Value column and enter the value.

  • Project Management

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    5. Click [Save].

    11.3 Delete project properties 1. Select the Properties tab.

    2. In the Property name column, select one or more properties.

    3. Click (Delete).

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    4. Click [Save].

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 36

    12 Renaming, Deleting a Project (Project Management)

    Precondition:

    In the tree structure of project management there is an imported directory with at least one project.

    Project > Management

    12.1 Rename a project Note:

    Filed off and archived projects cannot be renamed.

    1. Select the project in the tree structure.

    2. Select Popup menu > Rename.

    3. Type the new project name.

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    4. Press [Enter].

    12.2 Delete a project You can delete any EPLAN project. EPLAN deletes the project file and the project directory with all data it contains. This includes (e.g.) project-specific cable lists, contactor lists, and external files.

    Warning:

    Data loss. If you have deleted a project then you can no longer restore that project. Before deleting a project, make absolutely sure that you no longer need the data.

    1. Select the project in the tree structure.

    2. Select Popup menu > Delete.

    The project is deleted with all project data.

    This functionality is only available for certain module packages. Info

  • Project Management

    EPLAN Training 38

    13 Checking Projects Against Company Templates You can check if one or more projects conform to a predefined company standard. The properties that an entry must possess are defined in the company standard. A company-specific project structure is also defined.

    Preconditions: The company-specific project structure has been defined under Options >

    Settings > Company > Compare properties > Project structure (default).

    Under Options > Settings > Company > Compare properties > General is defined what entry properties should be checked.

    13.1 Check properties and project structure 1. Select the menu item Project > Management.

    2. Select the desired project from the project's left tree structure in the Project management dialog.

  • Project Management

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    3. Select [Extras] > Compare properties.

    4. Select the Status tab.

    5. To update the data, select [Extras] > Update data.

    In the Project checks column in the Project comparison line, the date, version number, build number, and number of messages generated are displayed.

    The messages generated are displayed in the message management.

  • Project Management

    EPLAN Training 40

    13.2 View messages 1. In the Project management dialog, click [Close].

    2. Select the menu item Project data > Messages > Management.

    If a property to be checked contains no entry, the message "020021 The value of property does not correspond to the template" is displayed.

    If the project structure does not match the company-specific project structure, the message "020023 Setting of the project structure does not correspond to the template" is displayed.

  • Data Backup

    EPLAN Training 1

    Data Backup

  • Project Structure

    EPLAN Training 1

    Project Structure

  • Project Structure

    EPLAN Training 2

    1 Defining the Project Structure .....................................................................3 2 Defining a User-defined Project Structure..................................................6

    2.1 Define user-defined prefixes and separators ............................................8

    3 Changing the Device Structure Later........................................................10 3.1 Change the device structure from the project properties ........................10

    4 Copying Pages Between Different Project Structures.............................13 5 Displaying Structure Identifiers in the Navigators...................................18

    5.1 Hide / reveal structure identifiers.............................................................19 5.2 Change the ordering ...............................................................................21

    This functionality is only available for certain module packages. Info

  • Project Structure

    EPLAN Training 3

    1 Defining the Project Structure The project structure is composed of page and device structures. The device structure itself also consists of further individual structures, for example "general devices", "terminal strips", "cable", "black box", etc. Each of these structures can be separately defined.

    Page structure and device structure together can only be defined when creating a project using the project wizard! In addition to this, it is possible to subsequently change the device structure using the project properties dialog or the project management dialog.

    You define the page and device structures using identifier schemes. The use of the various identifier blocks is defined in these schemes, which you fill with the appropriate structure identifiers. EPLAN provides pre-defined identifier schemes. In addition to this, you can define user-defined identifier schemes for your own project structures.

    Precondition:

    You are creating a new project using Project> New (Wizard) and are currently in the project wizard in the Create project dialog. You have selected a template and have clicked [Next] until the Structure tab is in the foreground.

  • Project Structure

    EPLAN Training 4

    1. Select one of the available identifier schemes from the Page structure drop-down list, or click [...], in order to specify a user-defined page structure in the subsequent Page structure dialog.

    2. Select one of the available designation schemes from a drop-down list for a device, for instance for General devices, or click [...] in order to specify a user-defined device structure in the following dialog, Device structure.

    3. If desired, repeat the selection for additional devices.

  • Project Structure

    EPLAN Training 5

    4. If you would like to use sub-identifiers, use [...] and then select a separator in the subsequent dialog.

    5. Use the Superior check box to define whether terminal strips, plugs, cables, and / or interruption points are to be handled in reports according to the default identifier scheme or as fully numbered devices.

    6. Click [Next] or [Back] to make further settings or click [Finish] to create the new project with the selected structure.

    This functionality is only available for certain module packages. Info

  • Project Structure

    EPLAN Training 6

    2 Defining a User-defined Project Structure As well as the pre-defined identifier schemes for the project structure, you can also create user-defined schemes and use them to define your own project structures. As well as the "functional assignment", "higher-level function", "installation site", "higher-level function number" and "document type", the user-defined identifier structure also encompasses a user-defined identifier block for which you can freely define the prefix. You can only specify a user-defined project structure, which consists of a user-defined page structure and a user-defined device structure, when creating a project using the wizard. In contrast to this, a user-defined device structure can be subsequently changed using the project properties dialog or the project management dialog. The definition of all structures follows the same procedure.

    Precondition:

    You are in the Structure tab of the Create project (project wizard) dialog. 1. Click [...] next to the page structure field or next to one of the device fields.

    2. In the Page structure dialog, or the Device structure dialog, click (New).

    3. In the subsequent New scheme dialog, define a new scheme and click [OK].

  • Project Structure

    EPLAN Training 7

    The dialog is then closed. In the Page structure or Device structure dialogs, all identifier blocks can now be edited.

    4. Use the drop-down list to assign every identifier block one of the three possible properties "Identifying", "Describing" or "Not available".

  • Project Structure

    EPLAN Training 8

    5. If you wish to use a project structure according to the power station identifier system (KKS), in the Page structure dialog, use the Document type in the front check box to set the position of the "Document type" identifier block.

    6. Click [OK].

    EPLAN saves your settings in the new identifier scheme. The Page structure or Device structure dialog is then closed.

    2.1 Define user-defined prefixes and separators In a user-defined project structure, you can define selectable and / or user-defined prefixes and / or separators for identifier blocks. However, this is not possible for all identifier blocks since some identifiers are pre-defined. The relationships are described in the following table:

    Identifier block Prefixes Separator for sub-identifiers

    Functional assignment ==

    #

    .

    ==

    Higher-level function == . ==

    Installation site ++ . ++

  • Project Structure

    EPLAN Training 9

    Mounting location + . +

    Higher-level function number User-defined

    Document type Blank &

    User-defined User-defined User-defined Note:

    Prefixes and separators for identifier blocks can only be selected, or user-defined entered, when the respective identifier block was specified with the "Identifying" or "Describing" property when the new identifier scheme was created.

    Proceed as follows:

    Precondition:

    You have created a new scheme for the page or device structure. You are in the Structure tab of the Create project dialog.

    1. Click [...] next to the Separator field. 2. In the Extended project structures dialog, select a main separator for the

    functional assignment, higher-level function number, document type, and user-defined identifier blocks, or enter an identifier of you own choice where this is permitted.

    3. Proceed in the same manner for the separator for the sub-identifier.

    4. Click [OK].

    EPLAN adopts the prefix and separator settings for each identifier block.

    Note:

    The following prefix and separator characters may not be used for identifier blocks because they are already used for other purposes:

    / Separator before page name

    \ Directory structure

    ? Placeholder for offline numbering

    : Separator for connection point designation.

    This functionality is only available for certain module packages. Info

  • Project Structure

    EPLAN Training 10

    3 Changing the Device Structure Later The project structure is composed of page and device structures. Both structures can only be changed together using the project wizard when a project is created. However, EPLAN allows the device structure, which is composed of a multitude of individual structures, to be changed at any time. The changes can be made in the project properties dialog or project management dialog. EPLAN then automatically adjusts all modified individual device structures in the project and, if available, adopts the settings into the project management.

    3.1 Change the device structure from the project properties

    Precondition:

    You have selected a project in the tree view of the page navigator.

    Popup menu> Project> Properties

  • Project Structure

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    1. In the Project settings: 'project name' dialog, select the Structure tab.

    2. Click [Edit].

    All fields for the device structure can now be edited. The field for the page structure remains grayed-out and can't be edited.

    3. Select one of the available designation schemes from a drop-down list for a device, for instance for General devices, or click [...] in order to specify a user-defined device structure in the following dialog, Device structure.

  • Project Structure

    EPLAN Training 12

    4. If desired, repeat the selection for additional devices.

    5. If you would like to use sub-identifiers, use [...] and then select a separator in the subsequent dialog.

    6. Use the Superior check box to define whether terminal strips, plugs, cables, and / or interruption points are to be handled in reports according to the default identifier scheme or as fully numbered devices.

    7. Click [OK].

    EPLAN adopts the new device tag structure.

    This functionality is only available for certain module packages. Info

  • Project Structure

    EPLAN Training 13

    4 Copying Pages Between Different Project Structures

    You can copy pages from one project into another project, even when the two projects have different page structures.

    Precondition:

    In the navigator dialog Pages - 'project name' you have selected a page from the source project.

  • Project Structure

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    1. Select Popup menu > Copy.

    The selected page is copied into the Clipboard.

  • Project Structure

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    2. Open the target project.

    3. Select Popup menu > Paste.

    The Adjust page structure dialog opens. The page names of the source and target pages and the appropriate identifier structures of both projects are listed here.

  • Project Structure

    EPLAN Training 16

    4. If the target project has an identifier structure with a higher hierarchy structure than the target project, then you must enter the appropriate structure identifiers for the missing identifier blocks of the pages to be copied.

    5. To number the pages, click [Number].

    6. In the Number pages dialog, select the numbering method for the pages to be inserted and click [OK].

    7. If you wish to discard the selected numbering settings and return to the original settings, select [Reset].

    8. Click [OK].

  • Project Structure

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    EPLAN inserts the pages into the target project, with adjusted identifiers and numbering.

    This functionality is only available for certain module packages. Info

  • Project Structure

    EPLAN Training 18

    5 Displaying Structure Identifiers in the Navigators

    All structure identifiers used are displayed in the Pages - 'project name' and Devices - 'project name' navigator dialogs. To simplify the view of the project pages and the project data, you can hide or reveal all structure identifiers for one or more identifier blocks. You can also change the order of the structure identifiers.

    Preconditions: You have opened a project. You have specified the project structure.

    Page> Navigator

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    5.1 Hide / reveal structure identifiers 1. Decide which structure identifiers in an identifier block are to be displayed and

    which not.

    2. Select the menu item Options> Settings.

  • Project Structure

    EPLAN Training 20

    3. Select Projects> 'project name'> Display> Project structure.

    4. To hide the structure identifiers for an identifier block, select the desired identifier block and deselect the check box in front of it.

    5. To reveal the structure identifiers for an identifier block, select the desired identifier block and select the check box in front of it.

    6. Click [OK].

    7. Press [F5] to update the view.

  • Project Structure

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    5.2 Change the ordering 1. Decide how the ordering of the structure identifiers of an identifier block is to

    be changed.

    2. Select the menu item Options> Settings.

    3. Select Projects> 'project name'> Display> Project structure.

    4. To change the ordering of the identifier blocks, select an identifier block and click (Move up) or (Move down) until the identifier block is at the desired position.

    5. Click [OK].

    6. Press [F5] to update the view.

  • Project Structure

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  • Project Wizard

    EPLAN Training 1

    Project Wizard

  • Project Wizard

    EPLAN Training 2

    1 Creating a Project - Project Wizard .............................................................3 2 Extending a Project with PPE Functionality - Project Wizard ...................8 3 Defining Page and Device Structure - Project Wizard .............................10 4 Defining the Plot Frame and Path Numbering - Project Wizard..............13

    4.1 Define standard plot frame......................................................................13 4.2 Define path numbering............................................................................14 4.3 Select format for device numbering ........................................................15 4.4 Select format for PLC numbering............................................................17

    5 Defining Project Properties - Project Wizard............................................20 6 Defining the First Schematic Page - Project Wizard ................................24

    6.1 Select structure identifier ........................................................................24 6.2 Enter page description ............................................................................26 6.3 Complete project.....................................................................................26

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 3

    1 Creating a Project - Project Wizard With the wizard, you create a project containing a title page and an initial schematic page. A project always requires a template. You can select an EPLAN Project Template *.ept, an EPLAN Basic Project *.epb or an EPLAN Project *.elk as the template. The Project Wizard allows you to create a project based on a Project Template *.ept. Settings are imported from the template, which you can then accept, modify or extend. Standard and sample templates are located in the Templates directory. You can save projects to a drive and folder of your choice.

    Precondition:

    You have access to a template.

    Project > New (Wizard) 1. In the Create project dialog, select the Project tab.

    2. Specify a name, without a file suffix, in the Project name field.

    3. Next to the Templates field, click [...] to select a template for the project.

  • Project Wizard

    EPLAN Training 4

    4. In the Open dialog, switch to the directory Templates\EPLAN.

    5. Select the EPLAN project template file type *.ept.

    6. Select the file and click [Open].

  • Project Wizard

    EPLAN Training 5

    7. To define a different storage location for the project, next to the Storage location field, click [...].

  • Project Wizard

    EPLAN Training 6

    8. In the Find Folder dialog, select the directory where you want to save the new project and click [OK].

  • Project Wizard

    EPLAN Training 7

    9. To check or modify the settings from the template for the project, click [Next].

    The PPE tab opens. You can extend a project with PPE functionality.

    10. Click [Next].

    The Structure tab will open and you can define the page and device structure.

    11. To accept all further settings from the template without changes, click [Finish].

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 8

    2 Extending a Project with PPE Functionality - Project Wizard

    You can extend a project with PPE functionality. If you wish to accept PPE data and settings from a template, then you can specify a PPE template *.ppe .

    Precondition:

    Project > New (Wizard). You have specified all of the settings in the Project tab and clicked [Next].

    1. In the PPE tab select the Create PPE project check box.

    2. Next to the Template field, click [...].

    3. In the Open dialog, switch to the directory containing the templates.

    4. Select the EPLAN PPE project template file type *.ppe.

    5. Select the file and click [Open].

    6. To define which settings and data are to be accepted from the PPE template, in the Apply from template group box select or deselect the Property groups of PCT loops / PCT loop elements, Configuration of properties and Forms check boxes.

  • Project Wizard

    EPLAN Training 9

    7. To check or customize further settings, click [Next].

    The Structure tab will open, where you can specify the page and device structure.

    8. To accept all further settings without changes, click [Finish].

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 10

    3 Defining Page and Device Structure - Project Wizard

    You define the identification of project pages and devices using the page and device structure. Settings for identifiers are saved in identifier schemes. EPLAN provides several pre-defined identifier schemes that you can't edit. If you do not wish to use these, you can create user-defined identifier schemes with your own settings. The predefined identifier schemes are taken from the template.

    Precondition:

    Project > New (Wizard). In the Project, and PPE tabs, you have defined all settings and have clicked [Next].

    1. To change the page structure, select an identifier scheme for the page structure from the Pages drop-down list in the Structure tab.

    2. To define editable separators for main identifiers and classification points for sub-identifiers, next to the Separators field, click [...].

    3. To define the device structure, select an identifier scheme from the General Devices drop-down list.

  • Project Wizard

    EPLAN Training 11

    4. Select the identifier schemes for all further desired devices (terminal strips, plugs, black boxes, PLC / bus boxes, cables, interruption points, busbars, fluid devices, fluid distributors) in the same manner.

    5. To treat terminal strips, plugs, cables and interruption points as fully numbered devices, independently of the selected identifier scheme, select each Superior check box.

    6. To edit an existing, or create a new user-defined identifier scheme, click [...].

    The Page structure / Device structure dialog opens, where you can define a user-defined project structure.

    7. To check or customize further settings, click [Next].

    The Numbering tab will open, where you can define a plot frame and numbering.

  • Project Wizard

    EPLAN Training 12

    8. To accept all further settings without changes, click [Finish].

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 13

    4 Defining the Plot Frame and Path Numbering - Project Wizard

    The default settings for the standard plot frame and for path, devices and PLC numbering are taken from the template. If you do not want to use these settings, you can adjust them as desired.

    Precondition:

    Project > New (Wizard). In the Project, PPE, and Structure tabs, you have defined all settings and have clicked [Next].

    4.1 Define standard plot frame 1. In the Numbering tab, select the Browse entry from the Standard plot frame

    drop-down list.

    2. In the Select plot frame dialog, switch to the directory PlotFrames\EPLAN.

  • Project Wizard

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    3. Select the file type Plot frame *.fn1, and select a file.

    4. To see a preview of the plot frame, select the Preview check box.

    5. Click on [Open].

    4.2 Define path numbering 1. To start the numbering of the paths on each page anew, in the Numbering tab

    in the Path numbering group box, select the option Default (page-oriented).

    2. To number the paths sequentially across page boundaries, select the option Numbered consecutively (project-oriented).

  • Project Wizard

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    4.3 Select format for device numbering 1. Select a format in the Numbering tab in the DT numbering field.

  • Project Wizard

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    2. To create or customize a format, click [...].

    The Numbering formats dialog opens.

  • Project Wizard

    EPLAN Training 17

    4.4 Select format for PLC numbering 1. Select a format in the Numbering tab in the PLC numbering field.

  • Project Wizard

    EPLAN Training 18

    2. To create or customize a format, click [...].

    The Settings: PLC-specific dialog opens.

  • Project Wizard

    EPLAN Training 19

    3. To check or customize further settings, click [Next].

    The Properties tab will open, where you can define project properties.

    4. To accept all further settings without changes, click [Finish].

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 20

    5 Defining Project Properties - Project Wizard The project properties are taken from the template. If you do not want to use the properties from the template, you can adjust them.

    Precondition:

    Project > New (Wizard). In the Project, PPE, Structure, and Numbering tabs, you have defined all settings and have clicked [Next].

    1. To filter the project properties view, select a category in the Category field of the Properties tab.

    All project properties assigned to the selected category are displayed.

    2. To add a property, click (New).

  • Project Wizard

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    3. In the Property selection dialog, select a property and click [OK].

  • Project Wizard

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    4. To change the property, click the corresponding line in the Value column, enter the new value and press [ENTER].

    5. To delete a property, select a property in the Property column and click (Delete).

  • Project Wizard

    EPLAN Training 23

    6. To check or customize further settings, click [Next].

    The Schematic tab will open, where you can define the first schematic page.

    7. To accept all further settings without changes, click [Finish].

    This functionality is only available for certain module packages. Info

  • Project Wizard

    EPLAN Training 24

    6 Defining the First Schematic Page - Project Wizard

    In the project wizard you can define the structure identifier and the page description for the first schematic page of the new project. The identifier blocks and structure identifiers that are available depends on the template and the settings in the Structure tab.

    Precondition:

    Project > New (Wizard). In the Project, PPE, Structure, Numbering, and Properties tabs, you have defined all settings and have clicked [Next].

    6.1 Select structure identifier 1. Click [...] in t