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The graphical buttons can be used to arrange the properties as you wish. Page properties can also be used everywhere. In the Property ield, you can use the button to open the Property selection dialog.
When you click oK, the selected property is loaded into the Property ield of the Special text — Page property dialog. Ater formatting the text if necessary, on the Format tab , you close the Spe- cial text — Page properties by clicking Fig. The special text now hangs on the Placing a page cursor and can be placed as desired. Some symbol properties, such as connection point designations or device tags, can be accessed directly. You click the graphical button on the Property device type tab.
Here you can select the desired property or proper- ties to be used in the symbol properties and conirm by pressing oK. The property has now been added. It is also possible to adjust the sequence in which properties are displayed in a symbol. To do this, you either right click and use the popup menu or click the button.
Select the conFigure entry in the menu that opens up. Here you can now use the familiar graphical buttons to move or sort the properties. Forms reports are distin- guished by report type.
Some properties are shared by all types of forms, but there are also properties that apply only to speciic report types. Form properties can only be edited in the form editor.
An example of this is the Path areas property and its size. Plot frame properties can only be edited in the plot frame editor. This is not unusual in such an extensive program. At this point, I would like to draw special attention to a number of dialog elements that occur repeatedly in many dialogs.
It is there- fore important to know what they mean and how they can be used. Graphical buttons play an important role because they provide easy access to most of the functions and procedures in EPLAN. This means that they always have the same structure, regardless of whether it is a device dialog for a motor overload switch or a transformer or any other component. EPLAN uses diferent buttons in difer- ent tabs to simplify operation. Here is a list of the most commonly used buttons and what they mean.
The number of buttons can vary here. Move the selected entries to the start of the list Move the selected entries to the end of the list Swap two selected entries swap positions In contrast to the graphical buttons in the device dialog, multiple entries can be selected here. The functions provided by the other graphical buttons have already been described. Additional buttons in the Filter or Sorting dialogs: Edit entry Copy entry 2.
Clicking the button itself displays the same popup menu. It is very useful in dialogs that open iles or directories.
Here you can quickly set the default directories, without having to click all the way through to the default directory. The default setting is deined in the symbol struc- ture and cannot be changed here. To change these default settings, you have to edit the symbols. You can also change these property arrangements.
Once they have been changed, they initially appear in the property arrangement with the designa- tion User-deined. This returns all manually changed settings on a symbol back to the default values deined for the symbol. This user-deined arrangement can also be saved via the button and then called up or set at similar symbols. You can assign a descriptive name to the property arrangement. Ater you click oK, this property arrangement is saved, entered into the selection ield and is then avail- able to all symbol variants.
The Use as default option allows EPLAN to immediately the next time you insert the same symbol and automatically use your own property arrangement. Though the dialogs may be somewhat diferent, the basic principle always remains very similar.
A normal text dialog is used as an example here. To format the text according to your personal wishes, you need to switch to the Format tab. You can freely format the text you just entered. You can edit all selection ields or select default values. These schemes are then always available for new versions, other projects or other workstations depending on the installation.
This way, during an import, only those scheme types that can actually be imported into the current scheme are displayed. System master data is stored in the directories with the associated user directory that were set during installation. In addition to the user-speciic system master data, the origi- nal EPLAN system master data is also installed in the EPLAN original master data directory depending on the directory selected during the installation.
In case of a new installation or instal- lation of an update, the user-speciic system master data is not overwritten or updated. In the following dialog, you can then update your own system master data accordingly. System master data contains data such as symbol libraries with the associated symbols, function deinitions, forms and plot frames.
Project master data is the other type of master data. Project master data, ater initial use, is moved from the system master data and stored in the project; ater it is stored it is independent of the system master data. However, to increase your own working speed, EPLAN is very lexible in allowing functions accessed with the mouse to also be accessed via deinable keyboard shortcuts. Normally functions can be assigned to a keyboard shortcut if they are also accessible in the main menus, such as Page, Project etc.
This function can be assigned a keyboard shortcut because it is a normal menu command. It is possible, but not recommended. Here are a number of recommended keyboard shortcuts that have proven useful in prac- tice.
Admittedly, many menu items are easier to reach with the mouse than with cryptic key combinations that one usually can- not remember. This makes it possible to always call up your own user interface coniguration when you start up EPLAN on the same computer. EPLAN allows you to create separate work- spaces for particular areas that contain exactly these desired toolbars, views or dialogs.
A new workspace is created via the button. You should enter a name in the empty Name ield and a sensible description for the workspace in the Description ield. EPLAN has a number of difer- ent dialog representations in the navigators to ensure information is clearly displayed. Similar to Windows Explorer, all information is displayed in a tree with small symbols.
No changes to the form and content of the tree view are possible. EPLAN provides no options for this here. This is where you can deine how devices should be shown in the tree view, for example, by identiier or by the page preix. This representation type ofers many more customization options to suit your working habits.
As with the tree view, EPLAN shows all devices here as well again depending on the navigator that was selected. The cable navigator shows only cables, the terminal navigator shows only devices with the terminal function type, etc. To add more information, you right click to call up the popup menu or press the button and then select conFigure coluMns. You can now select or deselect columns and change their order.
Click the oK button to save the settings. You now have a personalized list view. Here it is possible to preselect, for instance by selecting the Cable node. In the lower area, the preselected parts are shown in a clear list with additional speciic information.
Edit in table is usually accessed from the tree view by right clicking to access the popup menu or via the button. Unlike the previous representations tree or list view , only the devices and their func- tions that were previously selected in the navigator are displayed. All editing functions, such as Copy, Paste and Edit, can be used when editing tables. The only limitations are the nam- ing conventions of the Windows system being used.
When the page and device structures are deined, a project has all the properties it needs, such as the device structure the structure identiier, e. Page structure of a project Fig. Data added later, such as forms, is also stored in the project. This ensures that this project can later be edited with exactly the same data used when the project was created, or which was generated at the beginning of project editing, or was later stored in the project.
A macro project is used for creating and automatically generating window macros, and for managing macros. Logical functions such as cross-references or connection information are not supported in a macro project nor are they displayed. Master data e. And of course the system master data can also be manually synchronized with the project master data.
It is also possible to synchronize in the other direction, to synchronize the project master data with the system master data. If EPLAN inds inconsistencies in the master data at this point, then a message is generated and EPLAN cancels the synchro- nization because incompatible master data cannot be used to overwrite existing master data. Explorer by double clicking the Projectname. Another possibility is to drag Projectname.
EPLAN then opens the project. EPLAN manages dife- rent project types as schematic projects. EPLAN distinguishes between the project types described in the following section. All other types of projects e.
A project template contains preconigured values. Later, when using the template for a new project, the project and page structure can be changed one time. Opening a projekt template Fig. But project templates can also contain pages. You can, however, easily overwrite an existing project template that has in- correct or changed properties with a new project template. In the page navigator, you irst use Fig. In the Create project template dialog that is displayed, you need to deine the storage location and the name of the new project template.
It is a good idea to create a project templates directory below the root directory, possibly with separate folders for each cus- tomer. Basic projects are, for example, projects preilled with appropriate customer values such as a predeined page structure, sample pages, graphical report templates, various master data, and much more. EPLAN then executes a number of functions to create the basic project. Aterward, the Create basic project dialog opens and this is where you deine the directory and the project name of the basic project to be created.
Here too it is a good idea to create a basic projects folder below the root directory, possibly with separate customer folders. Once basic projects or project templates have been created, they cannot be later changed i. However, they can be overwritten with new or modiied data. There are two ways of doing this directly from project editing. EPLAN comes with several basic projects and project templates.
The third way to create a new project is via the optional project management. A new project based on an existing basic project or project template can be created here just as fast as via the project menu. Of course it is also possible to simply copy a project and give it a diferent name. This can be a project template or a basic project. You simply click the More button. In this example, the basic project Handbook. You can select the relevant project type in the File type ield.
EPLAN then returns to the Create project dialog and imports the selected basic project or the template project into the Template ield. Now, you only have to conirm this dialog by clicking oK and EPLAN will generate the new project in the speciied directory.
The new project is created from the selected basic project. This may take a while depending on the hardware and the storage location server, local. You do not necessarily need to edit these at the moment.
This can be done later during project editing. The project proper- ties can now be adjusted or completely changed on the Properties, Structure etc.
There is one limitation: The structure of the pages, located in the Structure tab, can no longer be changed grayed out. It is ixed because the page structure was deined in the basic project. The project can now be edited. This dialog contains several tabs Project, Structure or Numbering and Properties.
You must enter data into at least the Project tab the PPE tab is only visible when you have a license for this. The extrAs button allows you to view a summary of the project in the browser. How- ever, this only functions ater the irst Project tab has been successfully completed. The bAcK button returns you to the previous tab. Here too, this only functions when all necessary information has been entered in the Project tab and EPLAN has created the project, or if you can move to the next tab by pressing next.
Once all necessary entries have been made on the current tab, the next button becomes enabled and you can switch to the next tab. The FinisH button has a special function. It allows the project creation to be inished without making any further manual entries. The cAncel button is used to stop and exit the New project wizard at any time. Back to the tabs: The Project tab is the main core of the project wizard. The information required on this tab is mandatory for creating a new project.
These tabs can be edited or changed later Exceptions: the Structure tab and the Pages selection ield cannot be changed at a later point in time. NOTE: The project name is not checked to see if it already exists until a template project template or basic project has been selected and the NEXT button has been clicked.
The action can then still be cancelled. This can, of course, be changed to any other name. The usual range of templates and basic projects are available for selection. Any storage location can be selected using the button. EPLAN requires no information other than these three entries. When you click the FinisH button, the wizard can immediately create the new project. In this case clicking the FinisH button , EPLAN would just use the settings on the other tabs for the new pro- ject, generate the project, and close the project wizard.
You can, but do not have to, ill in the information under Specify creation date and Specify creator. NOTE: These ields cannot be changed later on. It is therefore very impor- tant to make sure you enter the correct data. When you click next, EPLAN gener- ates the basic elements of the new pro- ject based on the selected template. The Import project dialog is displayed. The Fig. Information on crea- Depending on the amount of data, the tion date and creator import may take a while. You can still select, for instance, a difer- ent template project or storage location by clicking the bAcK button.
On the Structure tab, you deine the subsequent page structure and the structure of the individual device groups for the project. NOTE: Once you have saved the structure set for the pages, it cannot be changed.
This applies only to the structure settings of pages. All other structure settings, such as general devices, can be changed later. Example: The Higher-level function and mounting location scheme was set for interruption points. The Superior option was also set. If an interruption point in the schematic is designated with —L12, EPLAN assigns the device tag the higher-level function and mounting location in the schematic if present based on the deined Higher-level function and mounting location scheme.
The possible changes, structures however, depend on the page scheme set. Certain preconditions exist here for the nesting of devices. NOTE: Apart from the page structure, which is the most important prop- erty, all other settings can be changed at a later date.
It is a good idea to select at least the Higher-level function and mounting location scheme. When such a scheme is set, EPLAN does not necessarily expect a higher-level function or mounting location this is also true for other structure identiiers. Therefore, you can also use this scheme to create schematics with consecutively numbered pages. If you later discover that one of the two identiiers is to be used ater all, the pages can still easily be changed to the desired higher-level function or mounting location structure.
The Synchronize master data dialog opens. The standard plot frame can be selected from the system master data pool and is then stored by EPLAN in the project automatically. The path numbering can be globally set as page-based here default value Page-oriented: every page then begins, for example, with path 1 and ends with path 10 , or the path numbering is to function across all pages.
Across pages default value Project-oriented means that the paths are numbered across all pages. For example, path 1 starts on page 1 and path 30 ends on page 3. NOTE: All these settings can be modiied as desired later on in the project settings. On this tab, you can also use in the drop-down ield to specify a predeined DT number- Deining numbering ing scheme for how new devices are to be numbered online when they are inserted. Here too you can select existing schemes from the selection list.
You can also use the button to select a scheme from the selection list. They can be applied or changed at this point. You use the new button to create new schemes and later assign them to the project. You should use a uniied directory structure to make exported schemes easier to ind. All ields on the Numbering tab have now been entered. Clicking the next button takes you to the Properties tab, which contains general, non-essential descriptive information about the project.
For example, to ill the plot frame with information, such as customer name or the name of the person responsible for the project, from the project properties, this information must be entered in the project properties. This is not essential at this point because this is only descriptive information about the project that can be entered at a later date. When you click the FinisH button, the project is generated and can be opened in the page navigator the page overview.
The graphical editor contains all the functions you need to edit a project. To provide a certain level of clarity and make it easy to edit the page properties, EPLAN has a page navigator. The small symbols preceding the names graphically diferentiate identiiers and pages. The sorting of the identiiers is deined in structure identiier management, i. EPLAN distinguishes between logical and gra- phical pages. EPLAN examines these page types for logical information and evaluates them accordingly cross-references, etc.
The Graphical page type or the model view, on the other hand, are purely graphical non-logi- cal pages that initially do not contain logical information. EPLAN also makes a distinction between pages that can be edited interactive pages and pages that are generated automatic pages.
The Panel layout page type is an example of an interactive page and the Terminal diagram page type is an example of a generated automatic page. The exception is that there is no page type in the layout space. The layout space is the basis of the 3D representation of enclosures or other components used for the panel lay- out; here it only provides a view of the 3D data and its further processing.
You access the popup menu functions via the right mouse button or the button in the page navigator. Page menu and page navigator Fig. The procedure is the same when using the popup menu, except that in this case you select the new menu entry.
The new pAge dialog then opens. New page dialog There are now two ways to integrate the new page into an existing page structure. You can deine the full page name in the Full page name ield.
You can either manually change the existing entry or enter a completely new value with a preix for the structure identi- ier. Alternatively, you can use the button to call up the Full pAge nAMe dialog. EPLAN opens the Full pAge nAMe dialog, whereby every identiier has its own input ield and own selection button, which can be used to branch to the selection dialog for the selected identiier. Clicking oK applies the selected identiiers.
EPLAN saves new identiiers in the order deined in the settings. There are no other query dialogs. If all settings and entries have been entered in the new pAge dialog and any missing structure identiiers have been created, the dialog can be closed.
EPLAN will create the new page and then show it in the page navi- gator in the chosen structure. This is nothing new. The open in new window menu item in the page navigator popup menu is more interesting and use- ful. This menu item allows you to open several pages or even open Fig. Opening in new The procedure is simple. In the window page navigator, you select the page or pages it is possible to open several pages at once , right click to open the popup menu and select open in new window.
EPLAN then opens all selected pages. Open in new window function Fig. With three pages, the sequence starts at page 1 followed by page 2, page 3, back to page 1, etc. To close open pages, simply select the pages in the page navigator and in the pAge menu, select close.
Window menu 4. To create a new page that uses the content of an existing page, you need to copy one or more pages. EPLAN then draws a thick gray border around the page to show it is selected. Copying pages within a project and across projects Fig. EPLAN always suggests the highest free page name available in this structure. Once all entries are correct, you click oK to apply the page. Ater selecting the desired setting, you exit the dialog by clicking oK. EPLAN then copies the source page, generates a new target page, and sorts it into the page structure.
Before actually overwriting pages EPLAN displays a prompt, which must be conirmed by clicking yes copy action continues or no copy action is canceled and EPLAN opens the page navigator once more. Again the following applies when copying pages: Without asking for conirmation, EPLAN automatically sorts new identiiers into the existing structure alphabetically or at the end, depending on the setting.
They can be resorted later in structure identiier management. You can, of course, copy more than one page. Ater you make all desired entries and conirm any subsequent dia- logs, these pages are inserted into the EPLAN project in the selected structure.
These two commands always relate to the selected pages. All page-related commands, i. Since you can open and edit several projects at once in the EPLAN page navigator, it is very useful to have a function that lets you conveniently copy pages from one project to another.
As already mentioned, a project does not need to be open in the page navigator in order to copy pages from it. The lower area of the copy pAges dialog shows additional information about the selected page.
A preview for the selected pages can also be activated. The right ield in the copy pAges dialog is ixed and always indicates the current project. It cannot be changed. You can use the button to select and open any other project. Initially, only projects currently open in the page navigator are listed. White Paper. White Paper "Ecosystem of Industrial Automation". EPLAN — efficient engineering.
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