SEW Manual DriveConfigurator 2013 (en)

7/27/2019 SEW Manual DriveConfigurator 2013 (en)

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Drive Technology \ Drive Automation \ System Integration \ Services

Manual

Operating Manual

DriveConfigurator

Edition 06/2013 20181345 / EN



SEW-EURODRIVE—Driving the world



Operating Manual – DriveConfigurator 3

Contents

Contents

1 Introduction to DriveConfigurator ..................................................................... 4

1.1 What is DriveConfigurator?......................................................................... 4

1.2 How do customers benefit from DriveConfigurator? ................................... 4

1.3 How to use DriveConfigurator?................................................................... 4

1.3.1 Operating concept ....................................................................... 4

1.3.2 Process sequence ....................................................................... 5

2 Five Steps to a Quotation................................................................................... 6

2.1 Step 1: Starting DriveConfigurator .............................................................. 6

2.2 Step 2: Configuring the product .................................................................. 7

2.2.1 Selecting the product ................................................................... 7

2.2.2 Control elements.......................................................................... 8

2.2.3 Searching for products............................................................... 102.2.4 Determining the variant.............................................................. 11

2.2.5 Determining an option................................................................ 12

2.2.6 Product result............................................................................. 13

2.3 Step 3: Adding a product to the shopping basket ..................................... 14

2.4 Step 4: Working in the shopping basket ................................................... 15

2.4.1 Shopping basket........................................................................ 15

2.4.2 Adding products......................................................................... 17

2.4.3 Deleting products....................................................................... 17

2.4.4 Creating a template ................................................................... 18

2.4.5 Searching/selecting the template............................................... 192.4.6 Editing a template...................................................................... 19

2.4.7 Transferring item(s) from a template to an inquiry..................... 20

2.5 Step 5: Inquiring about a product.............................................................. 21

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

3.1 Setting user options .................................................................................. 22

3.1.1 CAD formats .............................................................................. 22

3.1.2 Search tolerance........................................................................ 23

3.1.3 Regional options........................................................................ 23

3.2 Inquiring about replacement products....................................................... 24

3.3 Contacting SEW........................................................................................ 25



4 Operating Manual – DriveConfigurator

1What is DriveConfigurator?Introduction to DriveConfigurator

1 Introduction to DriveConfigurator

1.1 What is DriveConfigurator?

DriveConfigurator is the ideal online tool for reliable and fast selection of drive compo-nents.

DriveConfigurator is accessed from the DriveGate® customer portal.

With a few clicks, you can select the right drive for your application, with all the neces-

sary documentation and information, and add it to a shopping basket. You can send your

configured products directly to your sales contact as an inquiry, or you can save them

as a template in the DriveGate® customer portal.

1.2 How do customers benefit from DriveConfigurator?

The DriveConfigurator offers the following advantages:

• Simple and guided online configuration of drives

• Individual adaptation thanks to user options for CAD formats, search tolerances, and

region-specific measurement systems

• 3D preview of your configured product

• More efficiency thanks to storing existing inquiries as templates

• After completing the product selection, you can download all the documentation

available for your product (spare part lists, wiring diagrams, dimension sheets, CAD).

• Following online product inquiry, you will immediately receive a confirmation email

with all the technical data of the product as well as links to the matching documenta-

tion.• You can add your own texts to the inquiry (e.g.a customer material number or other

comments / special requests).

1.3 How to use DriveConfigurator?

1.3.1 Operating concept

The general process is described on the next page in a flowchart (page 5).

The individual steps (page 6) for each task and the relevant control elements are de-

scribed on the following pages:

• Product configurator – search (page 8)

• Navigation bar (page 9)

• Product result (page 13)

• Shopping basket (page 15)




1How to use DriveConfigurator?

Introduction to DriveConfigurator

1.3.2 Process sequence

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

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

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Step 1

Start DriveConfigurator

Step 2

Configure product

Step 3

Add product to shopping basket

Step 4

Working in the shopping basket

Step 5

Inquire about product

Email confirmation

Add more producs?

Quotation from SEW Sales

Create template

Define variant / option

Search product

Use template

no

yes




2Step 1: Starting DriveConfigurator Five Steps to a Quotation

2 Five Steps to a Quotation

Requirements To use DriveConfigurator, you need access to the DriveGate® customer portal.

If you do not have access to DriveGate® yet, you can register for it on the DriveGate®

home page. Your user name and activation link will then be sent to you in a welcome

email.

2.1 Step 1: Starting DriveConfigurator

Start DriveConfigurator as follows:

1. Log in to the system on the DriveGate® home page with your user name and

password.

→ The DriveGate® welcome page opens with icons for each application:

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

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[1]




2Step 2: Configuring the product

Five Steps to a Quotation

2.2 Step 2: Configuring the product

2.2.1 Selecting the product

Select a product as follows:

1. Select a product group [1] or search a product directly via the catalog/type designa-

tion [2].

→ The product configurator opens.

INFORMATION

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

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

[2][1]




2Step 2: Configuring the productFive Steps to a Quotation

2.2.2 Control elements

Product

configurator

The product configurator starts with window "1. Search". It shows the following

elements:

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[1] Further selection criteria • Click this button to show additional selection criteria for your search.

[2] Selection fields for productcharacteristics

• Here, you determine the criteria for your product search.

[3] Navigation bar The navigation bar has 2 functions:

• Displaying the current operation step (marked in red)• Buttons that allow users to control the operating sequence

themselves

For detailed information, refer to Navigation bar (page 9).

[4] Catalog designation The title bar shows the catalog designation of the currentlyselected product.

[5] Picture of the product The product type is displayed here based on the product char-

acteristics you have entered.

[6] Setting the user options • Click this button to set the user options (page 22)

Note: The product search uses search tolerances, which canbe set here.

[7] Product (example) • Click on one of the products to go to the next step (window"2. Variants").

[8] List of product search results Here, you can see a list of all products that match your searchcriteria.

[3]

[8]

[7]

[2]

[1]

[6][5][4]






Navigation bar The navigation bar is integrated in the product configurator. It shows the sequence of

operation steps from left to right. The current operation step is marked in red. Each

operation step is completed by clicking a button, which leads you to another window.

The navigation bar has the following elements:

INFORMATION

In the "Gearmotors" product group, you might not get a search result with the pre-

defined values. The reason for this can be a very high service factor.

• Delete the service factor and change the search tolerance accordingly, then searchagain for the drive.

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[1] Navigation buttons • Click them to go to the [next] step or [back].

[2] Current operation step The current operation step is marked in red.

The product configurator starts with operation step "1. Search".

[3] Select operation step • Move with the mouse pointer over the button until a hand isdisplayed.You can select one of the following buttons:

– [1. Search] – [2. Variants] (only with certain products) – [3. Options] – [4. Result] – [5. Add to inquiry]

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

[1] [2] [3]





2.2.3 Searching for products

Search for a product as follows:

1. Define the characteristics for you product in the selection fields [2].

→ The results of the product search are displayed [1].

2. Personalize the DriveConfigurator to your requirements in the user options [3].

3. In the result list of the product search [1], click the product [4] that is best suited for

your application.

→ The window "2. Variants" or "2. Options" opens, depending on the product.

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[3]

[8]

[7]

[2]

[1]

[6][5][4]






2.2.4 Determining the variant

Choose a variant of the selected product as follows:

1. If your product offers variants [1], open the drop-down menu [2] and select the

required variant.

The example shows you how to select the mounting position (M1, ...) of a gearmotor:

The selected feature is displayed in the right part of the window [4].

A button to refresh [3] the page with new data is located in the lower part of thewindow.

2. To have the changes of selected features displayed, click the [Refresh] [3] button.

3. In the navigation bar, click the button [3. Options] [1] to go to the next window.

→ The window "3. Options" opens.

INFORMATION

• Note that variants are only available for certain products.

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[2]

[1]

[3]

[4]

[1]





2.2.5 Determining an option

Choose an option for the selected product as follows:

1. Expand the category [2] that contains the desired option.

2. Check the relevant radio button [1].

If there is additional information for the selected option, it is displayed under "Descrip-

tion" [4].

Your complete option selection is displayed under "Selected options" [3]. Click a

selected option [3] to show the corresponding description.

3. In the navigation bar, click the button [4. Result] [1] to go to the next window.

→ The window "4. Result" opens.

The CAD data for the product are determined. This will take a few seconds.

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[1]

[3][2]

[4]

[1]






2.2.6 Product result

The product result window shows the following elements:

Notes on the technical data:

• The technical data are subject to a final technical verification. This verification is per-

formed when creating the quotation.

• For the exact net weight, refer to the order confirmation. The real weight may differ

from that mentioned on the order confirmation for technical reasons.

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[1] Technical data

(Observe the note on the tech-nical data following this table)

Here, the technical data of the selected product are listed in atable.

Open a PDF file with all technical data

[2] Product Catalog designation

[3] Add to inquiry • Click this button to add the product to the shopping basket.You then have the following options:

– Add more products (page 17) or delete products – Send a product inquiry (quotation request) (page 21) – Create a template (page 18) and use it

[4] Documentation • Click the tab to view the documentation for your productselection.

• From the dropdown menu, select the required language.

[5],[8]

User entries When you request a quotation later, you can add additionalcustomer-specific information (e.g. material number).

• Click the tab [5] and use the two text fields [8].

[6] Download CAD data • Click this button to download the CAD data for your prod-uct.

[7] Add to your CAD system • Click this button to open the CAD data directly in your CADsystem.

Prerequisite: Select your CAD system in the user options(page 22).

[2]

[3]

[8]

[1]

[6]

[7]

[4]

[5]




2Step 3: Adding a product to the shopping basketFive Steps to a Quotation

2.3 Step 3: Adding a product to the shopping basket

Add a product to the shopping basket as follows:

• In the navigation bar, click the button [5. Add to inquiry] [1] to go to the final window.

→ The shopping basket opens.

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[1]




2Step 4: Working in the shopping basket


2.4 Step 4: Working in the shopping basket

2.4.1 Shopping basket

The shopping basket has the following elements:

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[1]

[2]

[3]

[4]

[1] Header of the inquiry Enter additional information for your inquiry here:

• Your referenceNote: You must complete this field before you can send aninquiry or create a template

• Your designation• Delivery address (entry not mandatory)• Delivery type (entry not mandatory)

The following symbols are available for the delivery address:

Show delivery address details

Edit delivery address

[2] Item list of products You can edit individual items as follows:

• Click one of the symbols:

Select item for recycle bin and delete it with [Update]

Open a PDF file with all configuration data

Go to product search to change the item

Note: In the navigation bar, click the button [5. Add toinquiry] to add your changes to the inquiry.

Show item details




2Step 4: Working in the shopping basketFive Steps to a Quotation

[3] Buttons The buttons at the bottom offer the following functions:

• [Add another product]: Select another product and add itto the inquiry

• [Update]: Deletes all items that are selected for the recyclebin

• [Print]: Prints the inquiry• [Create template]: Saves the current inquiry / product

configuration as template• [Cancel]: Discards the current inquiry• [Send]: Sends the current inquiry to request a quotation

[4] Template search You can search for a template with the following criteria:

• Creation date• Search type

Inquiring about products and saving the inquiry as a template

If you want to inquire about products and save the inquiry as a template, note the

correct order:

1. Create the template first. It is not possible to save a template once you have sentthe inquiry.

2. Now you can load the product from the template and send an inquiry for it to SEW-EURODRIVE.






2.4.2 Adding products

You can add products to your inquiry in two different ways:

Option 1: New (not configurated) product

1. Click the [Add another product] button.

The product selection window (page 7)opens again.

2. Select another product and repeat the following steps:

• Step 2: Configure the product (page 7)

• Step 3: Add the product to the shopping basket (page 14)

Option 2: Configured product from a template

1. Perform the following steps:

• Search/select the template (page 19)

• Transfer item(s) from a template to an inquiry (page 20)

2.4.3 Deleting products

Delete a product from your inquiry as follows:

1. Select the product that you want to delete by ticking the checkbox [1] under the re-

cycle bin.

2. Click the [Update] button.

→ All selected products are deleted.

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[1]





2.4.4 Creating a template

The DriveConfigurator guides you step-by-step from the drive configuration to the quo-

tation request. Even if you do not want to request a quotation, you can configure prod-

ucts, add them to a shopping basket, and save them as templates.You can use the template later to access technical data (catalog information, documen-

tation, etc.) for individual products. You can also create templates and then take items

from them over to your inquiry.

Prerequisites You have configured a product in DriveConfigurator and added it to the shopping basket

(page 15).

Create a template as follows:

1. Specify a reference (numerical or text).

You can later search for the template (page 19) using this reference.

2. Click the [Create template] button.

The system confirms that your template has been created with the listed item details.






2.4.5 Searching/selecting the template

Search/select a template as follows:

Prerequisites You are in the shopping basket window (page 15).

1. Define a criterion [1] for your search.

2. Click the [OK] button [2].

A list of templates [3] is displayed matching your search criteria.

3. To select a template, click the transaction number or the reference.

To delete a template, click the recycle bin symbol.

2.4.6 Editing a template

Edit a template as follows:

Prerequisites You have already completed the step "Search/select template".

1. Click the [Change] button.

You are now in editing mode for templates.

2. Edit your template as described above.

3. Confirm the changes by clicking the [Save] button.

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[1]

[2]

[3]





2.4.7 Transferring item(s) from a template to an inquiry

Take item(s) from a template over to an inquiry as follows:

Prerequisites You have already created a template (page 18) and are now in the shopping basket win-

dow (page 15).

1. Search for the template with the items that you want to take over.

Proceed as described in Search/select template (page 19).

2. Mark the item(s) that you want to transfer individually or all by checking the relevant

box.

The [Transfer] button becomes active.

3. Click the [Transfer] button.

The number of items [1] is increased in the current inquiry (in process).

4. Click the button with the number of items [1] to go to the inquiry (in process).

The template is closed and remains unchanged, so that you can use it again.

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[1]




2Step 5: Inquiring about a product


2.5 Step 5: Inquiring about a product

Send your inquiry to SEW as follows:

Prerequisites You are in the shopping basket window (page 15).

1. Specify a reference (numerical or text).

2. Click the [Send] button.

The system confirms that your inquiry has been sent with the listed item details.

3. To print the inquiry, click the [Print] button.

What comes

next?

After submitting your inquiry, you will receive an email confirmation, see example below:

The email contains the quotation number [1] and a PDF file [2] with technical dataattached for each inquired product.

Your inquiry will be processed as fast as possible by the responsible SEW sales

employee. Our employees attempt to process your inquiry on the same day. However,

in case of certain variants, there might be a system-related delay. Thank you for your

understanding if this is the case.

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[1] [2]




3Setting user optionsOther Functions

3 Other Functions

3.1 Setting user options

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

The window with user options opens with the following tabs:

– CAD formats

– Search tolerance

– Regional options

2. Change the settings according to your demands.

The setting options are described in the following sections.

3. Click the [Save] button to save your settings.

3.1.1 CAD formats

The following figure shows the setting options for CAD formats:

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

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[1]

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3Setting user options

Other Functions

With the "Export to CAD system" function, you can transfer the CAD data directly to your

CAD system. Select your CAD system (e.g. AutoCAD, CATIA, SolidWorks, Inventor)

from the dropdown menu.

3.1.2 Search tolerance

The following figure shows the setting options for search tolerances:

Enabling the checkbox "Only find drives with standard power" will find only drives with

standard power ratings. To find drives with other power ratings, disable the checkbox.

You can use the suggested min. and max. tolerance (in %) for your search criteria, or

you can enter own values.

Example: 1.5 kW nominal power is the search criterion (input value)

This means that the system will search for motors with a nominal power between 1.2 kW

– 2.25 kW.

• To reset the fields to their original values, click the [Default] button.

3.1.3 Regional options

The following figure shows the setting options for regional settings:

Here, you can set region-specific measuring systems.

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Suggested search tolerance Search

Min. power Max. power

Min. -20% / max. +50 1.2 kW 2.25 kW

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3Inquiring about replacement productsOther Functions

3.2 Inquiring about replacement products

Inquire about a replacement product as follows:

1. Search for the manufacturing number on the nameplate of the product for which you

need a replacement.

The following figure shows where you can find the manufacturing number:

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

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Manufacturing number:

[1] Electromechanical product (e.g. motor)

[2] Electronic product (e.g. frequency inverter)

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[2]

[1]

[2]

[1]




3Contacting SEW

Other Functions

3. Enter the manufacturing number (including the separating dots) in the search field

[1].

4. Proceed as described in Step 3 (page 14): Adding the product to the shopping basket

(page 14).

3.3 Contacting SEW

You can contact SEW as follows:

1. Open the "Contact" tab [2] on the initial screen of DriveConfigurator.

2. Click the [Open contact form] button [1].

3. Complete the contact form and click [Send].

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[2]

[1]





SEW-EURODRIVE—Driving the world

SEW-EURODRIVE

Driving the world

SEW-EURODRIVE GmbH & Co KGP.O. Box 302376642 BRUCHSALGERMANYPhone +49 7251 75-0

Documents

SEW Manual DriveConfigurator 2013 (en)