Eplan Electric p8 Basici

Basic I Training

EPLAN electric P8 training by Sysnet Controls http://www.eplan.com.my/

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EPLAN ELECTRIC P8 Basic Training CHAPTER 1: STARTING EPLAN .............................................................................................................. 1 INSTALLATION ......................................................................................................................................... 1 NOTE ........................................................................................................................................................... 6 CHAPTER 2: USER INTERFACE .............................................................................................................. 9 DIALOG ...................................................................................................................................................... 9 Dockable Dialogs .................................................................................................................................... 9 Message And Notification Windows ........................................................................................................ 9 Selection Dialogs..................................................................................................................................... 9 Subsequent Dialogs ................................................................................................................................. 9 Write Protected Dialogs ........................................................................................................................ 10 WORKSPACES ......................................................................................................................................... 10 Define workspaces ................................................................................................................................. 10 TOOLBARS............................................................................................................................................... 13 Customized Toolbars ............................................................................................................................. 13 KEYBOARD SHORTCUT........................................................................................................................ 16 SCHEME ................................................................................................................................................... 18 NOTE ......................................................................................................................................................... 19 CHAPTER 3: PROJECT MANAGEMENT .............................................................................................. 23 WHAT IS A PROJECT? ............................................................................................................................ 23 OPENING A PROJECT ............................................................................................................................. 23 CREATING A PROJECT .......................................................................................................................... 24 PROJECT PROPERTIES .......................................................................................................................... 28 COPYING AND DELETING PROJECTS ................................................................................................ 28 COMPRESSING PROJECTS .................................................................................................................... 31 BACK UP AND RESTORE PROJECTS ................................................................................................... 33 Back up .................................................................................................................................................. 33 Restore ................................................................................................................................................... 36 NOTE ......................................................................................................................................................... 38 CHAPTER 4: PAGE MANAGEMENT ..................................................................................................... 41 PAGE NAVIGATOR ................................................................................................................................. 41 OPENING PAGES ..................................................................................................................................... 42 PAGE PROPERTIES ................................................................................................................................. 42 COPYING AND DELETING PAGES ...................................................................................................... 44 NUMBERING AND SORTING PAGES .................................................................................................. 50 PAGE TYPE .............................................................................................................................................. 53 NOTE ......................................................................................................................................................... 55 CHAPTER 5: SCHEMATICS CREATION .............................................................................................. 57 GRAPHICAL USER INTERFACE ........................................................................................................... 57 Draw lines ............................................................................................................................................. 57 Draw polylines ...................................................................................................................................... 57 Draw rectangles .................................................................................................................................... 57 Draw circles .......................................................................................................................................... 58 Draw arcs and sectors........................................................................................................................... 58 Draw ellipses ......................................................................................................................................... 58 SYMBOL, FUNCTION, COMPONENT, DEVICE CONCEPT ............................................................... 59 Symbol ................................................................................................................................................... 59 Function ................................................................................................................................................ 59 Component ............................................................................................................................................ 60 Device Concept ..................................................................................................................................... 60 DATA DIALOGS ...................................................................................................................................... 61 Dockable dialogs ................................................................................................................................... 61 Message and notification windows ....................................................................................................... 61 Selection dialogs ................................................................................................................................... 62 Subsequent dialogs ................................................................................................................................ 62 Write-protected dialogs ......................................................................................................................... 62

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EPLAN ELECTRIC P8 Basic Training PLACING SYMBOLS ............................................................................................................................... 63 To place a symbol into schematics ........................................................................................................ 63 DEVICE TAGS .......................................................................................................................................... 64 POTENTIAL TERMINALS ...................................................................................................................... 65 BUS BARS ................................................................................................................................................. 66 STANDARD COMPONENTS .................................................................................................................. 67 T- CONNECTIONS ( CONNECTION SYMBOLS) ................................................................................. 68 BLACK BOXES ........................................................................................................................................ 69 INTERRUPTION POINTS ........................................................................................................................ 71 CROSS REFERENCES ............................................................................................................................. 72 TERMINALS ............................................................................................................................................. 74 PLUGS ....................................................................................................................................................... 76 CONNECTIONS ....................................................................................................................................... 78 Update Connection ................................................................................................................................ 78 Interrupt Connection ............................................................................................................................. 78 Delete Connection ................................................................................................................................. 79 Smart Connect ....................................................................................................................................... 80 BUNDLES ................................................................................................................................................. 81 CABLES .................................................................................................................................................... 82 Draw cable definition lines ................................................................................................................... 82 Draw Shields ......................................................................................................................................... 85 NOTE ......................................................................................................................................................... 87 CHAPTER 6: MACRO ................................................................................................................................ 91 CREATING MACRO ................................................................................................................................ 91 Create window macros and symbol macros .......................................................................................... 91 Create page macros .............................................................................................................................. 93 MACRO VARIANTS ................................................................................................................................ 95 Create window macros and symbol macros .......................................................................................... 95 PLACEHOLDERS..................................................................................................................................... 97 INSERTING MACROS.................................................................................................................................. 100 Insert window macros and symbol macros ......................................................................................... 100 Insert page macros .............................................................................................................................. 100 NOTE ....................................................................................................................................................... 101 CHAPTER 7: NUMBERING .................................................................................................................... 104 ONLINE DEVICE NUMBERING .......................................................................................................... 104 Specifying Online Numbering Format ................................................................................................ 104 Numbering Devices Online ................................................................................................................. 108 OFFLINE DEVICE NUMBERING ......................................................................................................... 109 Specify offline numbering .................................................................................................................... 109 CONNECTION NUMBERING ............................................................................................................... 110 Specifying Settings for Connection Numbering .................................................................................. 110 NOTE ....................................................................................................................................................... 114 CHAPTER 8: PARTS MANAGEMENT ................................................................................................. 117 CONCEPT ............................................................................................................................................... 117 CREATING NEW PARTS ...................................................................................................................... 117 DEFINING PARTS PROPERTIES ......................................................................................................... 120 DEVICE NAVIGATOR ................................................................................................................................. 134 Hierarchical sorting of project data ................................................................................................... 135 Tabular sorting of project data ........................................................................................................... 136 Filtering Project Data in the Device Navigator.................................................................................. 138 NOTE ....................................................................................................................................................... 141 CHAPTER 9: MOUNTING PANEL ........................................................................................................ 144 PLACING MOUNTING PANELS ................................................................................................................... 144 PLACE MOUNTING PANELS FROM PARTS MANAGEMENT ........................................................................... 144 FREELY PLACING MOUNTING PANELS ....................................................................................................... 146 PLACING ITEMS ON THE MOUNTING PANEL .............................................................................................. 148


EPLAN ELECTRIC P8 Basic Training PLACING ITEMS WITHOUT SCHEMATIC..................................................................................................... 149 PLACING ITEMS ON THE DIN RAIL............................................................................................................ 151 GENERATING LEGENDS ............................................................................................................................. 151 Create page legends ............................................................................................................................ 151 Create window legends ....................................................................................................................... 155 UPDATING THE MAIN ELEMENTS .............................................................................................................. 161 USING JUMP FUNCTIONS ........................................................................................................................... 162 NOTE ....................................................................................................................................................... 163 CHAPTER 10: SEARCH PROJECT DATA ........................................................................................... 165 FIND AND REPLACE ............................................................................................................................ 165 Finding Project Data .......................................................................................................................... 165 Show search results ............................................................................................................................. 167 Replacing Project Data ....................................................................................................................... 167 NOTE ....................................................................................................................................................... 169 CHAPTER 11: PROJECT CHECK ......................................................................................................... 173 MESSAGE MANAGEMENT ................................................................................................................. 173 Configuring Project Checks ................................................................................................................ 173 Checking Project Data ........................................................................................................................ 175 Check offline ........................................................................................................................................ 175 NOTE ....................................................................................................................................................... 177 CHAPTER 12: REPORTS ......................................................................................................................... 180 ASSIGNING TYPE OF FORM ............................................................................................................... 180 Creating a Report Template ................................................................................................................ 181 Creating a Report From a Template ................................................................................................... 183 Generating Project Reports ................................................................................................................ 184 FREE PLACEMENT REPORT ............................................................................................................... 185 UPDATING REPORT ............................................................................................................................. 188 Update in the page navigator .............................................................................................................. 188 Update in the report overview ............................................................................................................. 190 NOTE ....................................................................................................................................................... 191 CHAPTER 13: OUTPUT ........................................................................................................................... 193 PRINT ...................................................................................................................................................... 193 PRINT PDF .............................................................................................................................................. 196 DXF/DWG ............................................................................................................................................... 198 Exporting Pages in DXF / DWG Format ............................................................................................ 198 Importing Pages in DXF / DWG Format ............................................................................................ 202 NOTE ....................................................................................................................................................... 204 CHAPTER 14: TIP AND TRICKS ........................................................................................................... 206 FINDING THE NEW DEVICE TAG ...................................................................................................... 206 PLACING A DEVICE WOTHOUT OPENING THE BOX PROPERTIES ......................................... 206 PREDEFINATION OF THE IDENTIFIERS ....................................................................................... 207 EDIT IN TABLE FUNCTION ............................................................................................................. 213 NOTE ....................................................................................................................................................... 216 CHAPTER 15: KEYBOARD SHORTCUT ............................................................................................. 219 NOTE 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EPLAN ELECTRIC P8 Basic Training

Chapter 1: STARTING EPLAN INSTALLATION Insert the EPLAN CD into your ROM, and if your computer runs automatically, You should see the the screen below. Select the program and setup language and click INSTALL.

You should see the fig below. Select Next.


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EPLAN ELECTRIC P8 Basic Training Accept the license and select Next.

Click the Installat button


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EPLAN ELECTRIC P8 Basic Training Select Finish.

Now go to your desktop, shift + double click on EPLAN icon

Go to Local license and then Enter an unlock code


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EPLAN ELECTRIC P8 Basic Training Enter the Unlock code provided by the EPLAN and select Install.

Click Ok.


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EPLAN ELECTRIC P8 Basic Training Select “Always use highlighted license” for Select license automatically column and select Start.

Your eplan will start automatically.


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Chapter 2: USER INTERFACE DIALOG Dialog allow you to make and change setting, sort data, select command an processes, manage data, edit properties and etc. Dialog contain different controls element depending on their program function and their specific use. The following sections provide information relating to the different types of dialog.

Dockable Dialogs The Page navigator, the device navigators and the Message management are "dockable" dialogs. This means that these dialogs can be positioned anywhere inside or outside the EPLAN main window, as with menus and toolbars. Within the main window, you can position dockable dialogs at the top, left, bottom or right of the window borders, and also dock them to other dockable elements.

Message And Notification Windows These dialogs inform you about particular settings or possible errors, or require you to answer a confirmation (security) question. The window size of these dialogs cannot be changed.

Selection Dialogs Selection dialogs offer objects for selection, such as the Navigators or Symbol selection. In these dialogs, you can choose between a tree or list view of the data, where the objects are displayed in a hierarchical structure in the tree view and are alphanumerically sorted in the list view. Selection dialogs have a "memory", i.e. when they are subsequently called up, as far as it is possible they display the same information in the same manner as the last time they were called up. A selection dialog that was closed with the List tab in the foreground, will again show this tab when it is re-opened and will jump to the line that was selected in the last editing operation. If this is not possible (because the list sequence has changed, or the last selected object has been deleted or renamed) then it jumps to the first line in the list. The same is naturally true for the tree view: When re-opened, this automatically displays the most recently opened branch in the hierarchy, as far as this is possible. You can use filters to define the data to be displayed in both types of view.

Subsequent Dialogs Some dialogs cause a subsequent dialog to be displayed. This is subordinate to the calling dialog and is opened using a button. For this reason, the subsequent dialog must be closed before further settings can be made in the first dialog.


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EPLAN ELECTRIC P8 Basic Training Write Protected Dialogs These dialogs contain data that can only be edited by users having specific access rights. Other users without these rights can only read the data and may not enter data. A dialog may be completely write-protected or individual dialog elements, e.g. a check box, may be write-protected because the data source is write-protected. In such cases, the system refuses to accept the data entry and a message notifies you of the missing access rights.

WORKSPACES An EPLAN workspace includes the size and position of the EPLAN main window as well as the positions, sizes and settings of the "dockable" dialogs, menus, and toolbars. User-defined toolbars are also saved with a workspace. This is handy, for example, for adjusting EPLAN to different project planning tasks. You can switch to PLC editing at the "push of a button", for example, and automatically open all of the dialogs you need for that whereby positions and settings are already specified. All unnecessary dialogs are automatically closed. Work areas can be saved as schemes at any time and then selected or deleted at a later date. With EPLAN you can use several predefined work areas in the Workspace dialog, which you can use as a template for future work areas, for example. Just as you usually can with the schemes, you can also create, copy, delete, import and export schematics for the work area by using a toolbar.

Define workspaces You have opened a project and adjusted the user interfaces of EPLAN for certain project planning task. To create a new workspace.


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EPLAN ELECTRIC P8 Basic Training Go to view, workspaces

Select new as shown below:


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EPLAN ELECTRIC P8 Basic Training Type in the new scheme name and the description name. Then click OK.

click OK.

In future, to call out a work space, go to view, workspaces, select the workspaces you one.


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EPLAN ELECTRIC P8 Basic Training Select OK.

TOOLBARS As standard, the toolbars are located below the menu bar and consist of buttons allowing you to directly call up the most important EPLAN functions. Toolbars can be revealed and hidden using the popup menu: Click an empty area on the menu or toolbar with the right mouse button and all available toolbars will then be displayed and can be selected / deselected. Non-available toolbar symbols are displayed grayed out. As "dockable" control elements, you can position the toolbars anywhere on the screen, even outside the EPLAN main window, by clicking and holding the left mouse button on the toolbar title bar and then pulling it to the desired position.

Customized Toolbars When you move the cursor over a symbol in a toolbar, then a small text window is displayed below the symbol with a description. Whether or not these so-called Tooltip boxes are displayed depends on the appropriate setting in the Adjust dialog. An additional setting in the user interface settings allows you to specify whether a possible key combination is also displayed in the text window. The Adjust dialog also allows you to adjust and extend the toolbars. It is also possible to combine frequent commands into a single toolbar. In order to retain your personal and / or adjusted toolbars when changing workspaces, you must save these as part of the current workspace. Using export and import you can copy user-defined toolbars to other workspaces or make them available to other users. You can also extend the toolbars with buttons linked to other actions and menu items within the program.


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EPLAN ELECTRIC P8 Basic Training To Customize the toolbar,

e.g. want to add a new toolbar for updates report, go to NEW


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EPLAN ELECTRIC P8 Basic Training Give a toolbar names and press OK

Go to the commands tabs, select menu, search for utilities, reports, update. Drag and place in the new toolbar then press OK.


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EPLAN ELECTRIC P8 Basic Training Here you go. A new toolbar!

KEYBOARD SHORTCUT In EPLAN, you can edit and create key combinations assigned to particular menu commands. You can go to options, keyboard shortcuts


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EPLAN ELECTRIC P8 Basic Training E.g. want to add a shortcut key for updates report, select ultilities, report, updates, click CREATE

To add F3 as a keyboard shortcut, just type F3 and click ok.


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EPLAN ELECTRIC P8 Basic Training SCHEME A scheme is a group of settings that are stored together under a particular name. For most settings, there are standard schemes from EPLAN that you can't edit. These are stored during the installation in their own directory (by default under\Schemes\ on the drive and in the directory where EPLAN is installed). There are (e.g.) schemes for labels, numbering settings for devices, cables, workspaces etc. If the default schemes do not suit all your needs, then you can create your own user-defined schemes: Using the toolbar next to the Scheme field, you can create schemes, save changes to a scheme, copy a scheme, edit schemes, or delete schemes. Schemes can also be imported or exported. Copy New

Save Import Export

Delete


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Chapter 3: PROJECT MANAGEMENT WHAT IS A PROJECT? In EPLAN, schematics and attached documents such as lists and overviews are created as pages within projects. A project is a database in which, besides the project pages, all master data used in the project (symbols, plot frames, forms, parts data, etc.) is stored. Projects are stored and organized in a second database – the so-called project management.

OPENING A PROJECT To call a project, go to PROJECT, OPEN.

Select the project you want to open, and click OPEN.


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EPLAN ELECTRIC P8 Basic Training Here you go.

CREATING A PROJECT To create a new project, go to project, new


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EPLAN ELECTRIC P8 Basic Training Select either one of the parameter

IEC_bas001.epb = Structure Numbering Num_bad001.epd = Serial Numbering

Click OPEN.


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EPLAN ELECTRIC P8 Basic Training Type in your project name in the file name column and click SAVE.


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EPLAN ELECTRIC P8 Basic Training Fill in your project properties information here, then click ok. To know more detail about project properties, please refer to PROJECT PROPERTIES.

Here you are, a project is created.


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EPLAN ELECTRIC P8 Basic Training PROJECT PROPERTIES Project properties is the information describing the project. For example company name, company address, project approved by, date and etc….

COPYING AND DELETING PROJECTS To copy a project Go to your page properties, select the project you want to copy, press ctrl+c

Go to the project where you want it to be copied to, press ctrl + v


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EPLAN ELECTRIC P8 Basic Training In the target coumn, select where you want the pages the pages to be inserted. Then press ok

The newly added 2 pages are copied into a new project.


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EPLAN ELECTRIC P8 Basic Training To delete a project.

Then go to project delete


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EPLAN ELECTRIC P8 Basic Training Select Yes to all.

COMPRESSING PROJECTS This compression is a completely separate action from the project compression function, and is performed by a separate EPLAN module which reorganizes the project database. The function irretrievably removes any deleted pages from the project and removes gaps in the database. The project can be examined at the same time for data consistency. In addition, you can continue to edit a compressed project with the standard EPLAN graphics functions. Only the deleted pages can no longer be accessed.


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EPLAN ELECTRIC P8 Basic Training Press OK.

Compressing in Process

Click CLOSE.


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EPLAN ELECTRIC P8 Basic Training BACK UP AND RESTORE PROJECTS Back up The backing up and forwarding of projects and master data are important parts of project planning. Using the backup system, you can back up and restore all of the data that you have created. This field defined the method that EPLAN used for backing up data. For automated backups, the "Extra storage" method is available. Here, the data is compressed as a *.zw1 file and saved in the directory that you have selected in the Backup directory field. The source project remains unchanged. To back up a project, go to Project, back up, project..


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EPLAN ELECTRIC P8 Basic Training Press OK.

Press OK.


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Press OK.


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EPLAN ELECTRIC P8 Basic Training Restore Projects can be restored from the page navigator and from the project management. As standard, all master data is restored on a project basis and then finally compared with the master data pool. If differences exist, then you must decide which data you wish to use. To restore the project, go to project, restore, project.


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EPLAN ELECTRIC P8 Basic Training Process of restoring ..

If differences exist, then you must decide which data you wish to use. Click Yes if you would like to overwrite the original one. Click no if you do not wish to overwrite the original copy

Press ok


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Chapter 4: PAGE MANAGEMENT PAGE NAVIGATOR Collections of pages are created within the projects, containing the schematics, terminal diagrams, cable diagrams, project descriptions (text), construction drawings (graphical, DXF, etc.), photos (image files in various graphical formats), etc. The average project size is approximately 300 pages. Large projects contain tens of thousands of pages, usually split into several sub-projects. EPLAN can manage projects of up to 100,000 pages.

Fig. Example of page navigator


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EPLAN ELECTRIC P8 Basic Training OPENING PAGES To open a project, go to the pages navigator, select the pages you want, Just press enter or double click on the pages.

PAGE PROPERTIES In the page navigator and the graphical editor, you can view the properties of the selected or currently open page. To see the page properties, go to your page navigator, select a page, right click, properties.


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Fig. Example of the page poperties.


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EPLAN ELECTRIC P8 Basic Training COPYING AND DELETING PAGES To Copy a pages from one project to another, go to your pages navigator. Highlight the pages that you want to copy to another project. Right click and select COPY.


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EPLAN ELECTRIC P8 Basic Training Now go to the target files, right click and select PASTE.

Modified the target according to your design and then press ok.


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EPLAN ELECTRIC P8 Basic Training Press ok

Select number if you want EPLAN to number the device tag for you. Press OK


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Here you go…


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EPLAN ELECTRIC P8 Basic Training To delete certain pages, here is the way.

Select Yes to all.


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EPLAN ELECTRIC P8 Basic Training Here you go.


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EPLAN ELECTRIC P8 Basic Training NUMBERING AND SORTING PAGES The Number command allows you to subsequently renumber pages. In this manner, pages within a project can be renamed and thus moved. For automated allocation of page names, EPLAN suggests the next available page name in the target project. Subpages are automatically incremented. For DIN projects, the suggestion is group referenced. You can either retain the suggested (start) page names, or change them. For several pages, you can also customize the increment defaults. To do that go to page, number Highlight the project


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EPLAN ELECTRIC P8 Basic Training Now go to PAGE, NUMBER

In the subpages column, change to convert into main pages and press ok


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EPLAN ELECTRIC P8 Basic Training Here is the preview of the page numbered. Press ok if you accept the numbering numbered for you

All pages are number. Sub element becomes main element.


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EPLAN ELECTRIC P8 Basic Training PAGE TYPE Every page is allocated to a particular page type. The page types help to structure a project and accelerate the analysis processes, since non-relevant pages can be skipped. All page types behave the same way in the page navigator. Pages are basically either logic pages or graphical pages: On Logic pages the device data is analyzed and reported, and autoconnect lines are automatically generated. This does not occur with Graphical pages; these are only used for displaying data or for drawing graphics (but not schematics). The page types "Schematic multi-line", "Schematic single-line", "Fluid power schematic" and "Overview" are all logic pages, all other page types are graphical pages. The page type is assigned when a page is created, but can be subsequently changed. When a page type is changed, all other page properties remain unchanged, the page is just analyzed and reported differently.


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Chapter 5: SCHEMATICS CREATION GRAPHICAL USER INTERFACE

Draw lines Insert > Graphic > Line 1. Specify the starting point of the line and click the left mouse button. 2. Specify the end point of the line and click the left mouse button.

Draw polylines Insert > Graphic > Polyline Insert > Graphic > Polygon 1. Specify the starting point of the polyline and click the left mouse button. 2. Specify the next points of the polyline, and click with the left mouse button each of the points to place. 3. End the action using Edit > Cancel action.

Draw rectangles Insert > Graphic > Rectangle 1. Specify the starting point of the rectangle and click the left mouse button. 2. Pull the rectangle out in any direction, and click with the left mouse button to specify the end point.


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EPLAN ELECTRIC P8 Basic Training Draw circles Circles can either be defined using the center and radius, or using three points on the circle. Insert > Graphic > Circle 1. Define the center of the circle, and click the left mouse button. 2. Pull the circle out from the center, and click the left mouse button to define the radius. Insert > Graphic > Circle through 3 points 1. Define the first point on the circle, and click the left mouse button. 2. Define the second point on the circle, and click the left mouse button. 3. Define the third point on the circle, and click the left mouse button. Insert > Graphic > Arc through 3 points 1. Define the first point on the arc, and click the left mouse button. 2. Define the second point on the arc, and click the left mouse button. 3. Pull the circle out from the center, and click the left mouse button to define the arc.

Draw arcs and sectors Arcs can also be defined using the center or with three points on the circle. Sectors of circles are defined using the center. Insert > Graphic > Arc through center Insert > Graphic > Sector 1. Define the center of the circle, and click the left mouse button. 2. Pull the circle out from the center, and click the left mouse button to define the radius. 3. Define the first point on the arc or sector, and click the left mouse button. 4. Define the end point of the arc or sector, and click the left mouse button.

Draw ellipses Insert > Graphic > Ellipse 1. Define the center of the ellipse, and click the left mouse button. 2. Pull the ellipse out from the center, and click the left mouse button to define the size of the ellipse.


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EPLAN ELECTRIC P8 Basic Training SYMBOL, FUNCTION, COMPONENT, DEVICE CONCEPT Symbol Symbols are needed to simplify the process of drawing the circuit plan. They contain a multitude of information such as graphical elements, connection points, the assignment to a symbol group, the logic, etc. The relationship between a symbol and a function can appear as follows:  The symbol does not represent a function, such as an angle or a Tnode.  The symbol represents a function, such as an NO contact or an NC contact.  The symbol represents multiple functions, such as a motor overload switch or a triple fuse.  The symbol represents part of a function, such as a device connection point or a change-over contact hook. The symbol libraries are used to manage the symbols. A symbol library can contain an unlimited number of symbols. When editing a symbol only the changed symbol is opened and saved, not the entire symbol library. This minimizes the problems that could arise when multiple users are working in one library simultaneously.

Function In EPLAN, the logical and graphical data are managed separately. Logical data is stored in the function definitions, graphical data in the symbols. This separation is significant when working with an engineering approach and offers a number of additional advantages for a modern CAE product (such as standards independence). EPLAN supports both a graphics-oriented drawing interface (copy pages, add macros, place symbols, etc.) as well as a logic-oriented interface based on an engineering approach (working with devices, predefined listed, navigators, "use existing", etc.). If you work with the graphics-based interface you don't need to worry about functions or function definitions. Function definitions are already assigned to the symbols in the standard symbol libraries. You simply place a symbol or a macro and the default assigned function definitions are automatically added. If you work with the engineering interface or want to adapt reports, numbering, etc., however, it is necessary to understand the concept of functions.


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EPLAN ELECTRIC P8 Basic Training Component A component is a graphical element for the representation of a function. It consists of a function and a symbol. The function contains the logical data and the symbol contains the graphical data. A component has a device tag, connection designations, and so on.

Device Concept Devices in EPLAN are divided into "general" devices (including motors, fuses, valves, etc.) and "special" devices (including terminals, cables, PLC connection points, black boxes, etc.) The general devices or components in EPLAN have the following characteristics:         

They are inserted using symbol selection. EPLAN suggests a DT, which can easily be changed at any time. They can be copied. They can be deleted. They can be labeled, and the label can be formatted individually. They generate automatic connections (autoconnecting). They are listed in the reports. The logic of the underlying function can be changed so that the device behaves differently (e.g., with respect to the display of crossreferences). Cross-references are detected automatically and can be displayed.

To insert a device


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EPLAN ELECTRIC P8 Basic Training Choose the part number you want and press ok

Insert into your schematics

DATA DIALOGS Dialogs allow you to make and change settings, sort data, select commands and processes, manage data, edit properties, etc. Dialogs contain different control elements depending on their program function and their specific use. The following sections provide information relating to the different types of dialog.

Dockable dialogs The Page navigator, the device navigators and the Message management are "dockable" dialogs. This means that these dialogs can be positioned anywhere inside or outside the EPLAN main window, as with menus and toolbars. Within the main window, you can position dockable dialogs at the top, left, bottom or right of the window borders, and also dock them to other dockable elements.

Message and notification windows These dialogs inform you about particular settings or possible errors, or require you to answer a confirmation (security) question. The window size of these dialogs cannot be changed.


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EPLAN ELECTRIC P8 Basic Training Selection dialogs Selection dialogs offer objects for selection, such as the Navigators or Symbol selection. In these dialogs, you can choose between a tree or list view of the data, where the objects are displayed in a hierarchical structure in the tree view and are alphanumerically sorted in the list view. Selection dialogs have a "memory", i.e. when they are subsequently called up, as far as it is possible they display the same information in the same manner as the last time they were called up. A selection dialog that was closed with the List tab in the foreground, will again show this tab when it is re-opened and will jump to the line that was selected in the last editing operation. If this is not possible (because the list sequence has changed, or the last selected object has been deleted or renamed) then it jumps to the first line in the list. The same is naturally true for the tree view: When re-opened, this automatically displays the most recently opened branch in the hierarchy, as far as this is possible. You can use filters to define the data to be displayed in both types of view.

Subsequent dialogs Some dialogs cause a subsequent dialog to be displayed. This is subordinate to the calling dialog and is opened using a button. For this reason, the subsequent dialog must be closed before further settings can be made in the first dialog.

Write-protected dialogs These dialogs contain data that can only be edited by users having specific access rights. Other users without these rights can only read the data and may not enter data. A dialog may be completely write-protected or individual dialog elements, e.g. a check box, may be write-protected because the data source is write-protected. In such cases, the system refuses to accept the data entry and a message notifies you of the missing access rights.


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EPLAN ELECTRIC P8 Basic Training PLACING SYMBOLS You can place a given symbol once or several times on schematic pages in the graphical editor, however you cannot select multiple different symbols for a single placement operation. A preview of the autoconnection lines is shown in the graphical editor, which shows where a connection from one symbol to another symbol is possible. As an extra aid for placement, a line is also shown between the first placed symbol and the current cursor position. This allows you to place symbols along a line. Insertion points and connection points pointing in the same direction may not lie on top of each other. If this occurs when inserting a symbol then an error message is displayed and the action is cancelled. (Exceptions to this are symbols containing opposing connections laid on top of each other at the same point, e.g. T-connections.)

To place a symbol into schematics Insert > Symbol


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EPLAN ELECTRIC P8 Basic Training DEVICE TAGS In EPLAN, all the symbols that we placed are numbered automatically. The device numbering setting can be changed. To changed the device tags numbering, Option > Setting

Go to Projects > Project name > Devices > Numbering Online Now go to Numbering Format column and select your desire device numbering.


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EPLAN ELECTRIC P8 Basic Training POTENTIAL TERMINALS The potential represents a particular voltage level at a particular time. It has the same value before and after a fuse (in normal cases). The borders of a potential are defined by the source and the consumer. By default, physical potentials end at consumers, transformers or converters. A potential terminal is drawn in the schematic in the same manner as a "normal" terminal. It is however, only characterized by the connection properties, since it is not a separate item (e.g., earth connection point on a terminal strip).

Fig : A potential terminal To insert a potential terminals, go to Insert > Potential connection point


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EPLAN ELECTRIC P8 Basic Training BUS BARS To insert a bus bars connection point Insert > Box / connection points / mounting panel / busbar connection point

Fig: Symbol representation of the bus bars connection point


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EPLAN ELECTRIC P8 Basic Training STANDARD COMPONENTS EPLAN software comes with the standard components. All parts number are divided into different type of category. Below figure is the type of the standard components available in EPLAN.

Fig : Standard components category available in EPLAN.


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EPLAN ELECTRIC P8 Basic Training T- CONNECTIONS ( CONNECTION SYMBOLS) If the connection points of two symbols are horizontally or vertically opposite one another, connection lines are automatically drawn between them ("Autoconnecting"). Only these autoconnect lines are recognized and reported as electrical connections between symbols. Autoconnecting is only active in schematic pages. By inserting connection symbols such as angles, T-nodes, double junctions, jumpers, and interruption points, you can influence the flow of automatic connections. Connection symbols are managed in the SPECIAL.slk symbol library. They represent the flow of connections and have no function definitions. The wiring model describes the logic within a symbol, that is, the connection points between which a connection flows. It is saved as a property on the symbol. To insert a connection symbol, Insert > Connection Symbol


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EPLAN ELECTRIC P8 Basic Training BLACK BOXES Black Boxes serve as the representation of devices for which no symbols exist. It is a popular method of representing devices for which no symbol exists in a symbol library prescribed by the end customer. Black boxes are used in various different ways:       

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For devices / assemblies that are not in the symbol library For devices / assemblies that are not complete in the symbol library, e.g., with missing PE connection points For representing PLC assemblies For representing complex devices, e.g., frequency converters; these devices are drawn over several schematic pages and cross-referenced For representing several symbols under a single device tag, e.g., a motor with brakes For representing reserve cores in cables (without a black box the "Conductor without target" error message is generated) For nesting several device tags, e.g., for a device with several terminal strips: Device: -A1, terminal strips: -X1 and -X2 The nesting allocates the terminal strips the device tags -A1-X1 and A1-X2. For allocating device tags to terminals, since the terminal DT can't be moved (because otherwise the connection point designations would also be moved), e.g., required due to a lack of space on the page. For special protection devices that cannot be represented using the normal symbols, but which must also display a contact image.


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EPLAN ELECTRIC P8 Basic Training To insert a black box, Insert > Box / connection points / mounting panel / black box


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EPLAN ELECTRIC P8 Basic Training INTERRUPTION POINTS Using an interruption point, a connection, a net, or a physical or logical potential is inferred. The interruption point name can be the name of the logical potential. In the process, no distinction is made between source and target interruption point; the source and targets are automatically determined. An interruption point can be connected at both sides. If this is not desired, the connection can be inhibited by using a break point. An interruption point with an open connection is therefore not an error. As with all connection symbols, interruption points are also managed in the symbol library SPECIAL.slk; they affect the flow of connections and have no function definitions. To insert an interruption points Insert > Connection Symbol > Interruption Point


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EPLAN ELECTRIC P8 Basic Training CROSS REFERENCES The cross-reference is important in order to locate a component within a multitude of pages. For this reason, the cross-reference must uniquely designate the page that is being searched. An orientation within the page is also required, the column. Since a column can also be relatively large, the row provides a further orientation within the page. To perform cross reference setting for cross reference display Option > Setting


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EPLAN ELECTRIC P8 Basic Training Projects > "Project name" > Cross-references / contact image

In the Display group box, define how the cross-references to interruption points are to be displayed. In the Separator group box, you define which character is to be used as a separator betweenPage and column as well as Row and column. Select the Display settings section

For each of the different page types, you define here which cross-references to other page types are to be displayed and in what order.


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EPLAN ELECTRIC P8 Basic Training You also use the Display overview cross-references group box in the Display section to specify the treatment of overview cross-references. Click OK

TERMINALS Terminals and terminal strip definitions can be created upon inserting the appropriate symbol. You can also predefine terminals or terminal strip definitions in the terminal strip navigator or the device navigator and then place them from there. Terminal strip definitions must be placed if you want to copy them later on. Insert terminals Insert > Symbol

Select OK


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EPLAN ELECTRIC P8 Basic Training In the Properties <...> dialog specify the device data for the terminal in the Terminal tab.

In the Displayed DT field, enter a new or existing DT. Click [...] to open the DT selection dialog and register an existing function or create a new DT using [Next] . Click OK.


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EPLAN ELECTRIC P8 Basic Training PLUGS Pins and plug definitions can be defined directly during the insertion of the corresponding symbol. You can also predefine pins and plug definition in the plug navigator or in the device navigator and place them from there (with the popup menu). Plug definitions must be placed if you would like to copy them. Insert > Symbol

In the Symbol selection dialog, page through the tree structure, select the desired pin, and click [OK].


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EPLAN ELECTRIC P8 Basic Training Place the pin on the page.

In the Properties <...> dialog, enter the device data of the pin in the Pin tab.

In the Displayed DT field, enter a new or existing DT. Or click [...] to open the DT selection dialog and register an existing function, or create a new DT using Next . Click OK.


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EPLAN ELECTRIC P8 Basic Training CONNECTIONS Update Connection Connection properties are defined at four different locations: in the project settings, at potential connection points, potential definition points, and connection definition points. Connection data is not immediately automatically updated after changes. You can manually update them if you need to. Project data > Connections > Update.

Interrupt Connection A connection can be interrupted using a break point. Insert > Connection symbol > Break point


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EPLAN ELECTRIC P8 Basic Training Delete Connection Connections are automatically deleted if you move a component in the schematic and its connection points can no longer find its counterpart. Any existing connection definition points remain. Project data > Connections > Navigator.

In the Connections - dialog select the unplaced connections you want to delete. Right click and select delete.


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EPLAN ELECTRIC P8 Basic Training Smart Connect Smart connect allows the movement of symbols in the schematic while retaining the autoconnection. Option > Smart connect


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EPLAN ELECTRIC P8 Basic Training BUNDLES Special symbol which makes it possible to transition from the multi-line to the single-line display. These symbols are used to combine individual connections into a bundle or to separate a bundle into individual connections. Project data > Connections

Fig : Normal connection points


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Fig: Example of bundle connection

CABLES Cables can be defined using cable definition lines or shields. To do this, the cable definition line or the shield symbol must cross the connections in question.

Draw cable definition lines Insert > Cable definition.


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Drag the line over the connections to be included in the cable. Click with the left mouse button to establish the start and end point of the line. A connection definition point is set automatically on every intersection of connections with this cable definition line.


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EPLAN ELECTRIC P8 Basic Training In the Properties <...> dialog you can change the DT and specify additional properties for the cable.

Click OK.


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EPLAN ELECTRIC P8 Basic Training Draw Shields Insert > Shield.

Drag the shield (like a rectangle) over the connections to be shielded. Click with the left mouse button to establish the start and end point of the shield.


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EPLAN ELECTRIC P8 Basic Training In the Properties <...> dialog you can change the DT and specify additional properties for the shield.

Press OK


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Chapter 6: MACRO CREATING MACRO In EPLAN you have the option of saving certain selected elements or areas of project pages as window or symbol macros. In addition, you can save one or more pages as page macros if you have either selected them in the page navigator or opened them in the graphical editor. For all these actions, stored image files are saved along with the macro.

Create window macros and symbol macros Highlight the diagram you wish to save as a macro. Edit > Create window macro or Edit > Create symbol macro.


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EPLAN ELECTRIC P8 Basic Training Type in a file name and click ok

If necessary, select one or more variant designations for the macro in the Variant field. This is an interesting option if you want to create different variants for one macro. By default, one macro is saved as "variant A". You can create up to eight variants for one macro under the same file name. If desired, enter a description of the macro into the Description field. The text entered here is displayed in a comments field when inserting macros and simplifies the selection for you. If the page scale should be taken into consideration when inserting macros, you have to select the To page scale check box. Click the Handle button if you want to manually determine the point in the macro on which the cursor depends when inserting.


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EPLAN ELECTRIC P8 Basic Training Create page macros If the cursor is on a project page in the graphical editor, you can only save related pages in a page macro. On the other hand, you also can't write unrelated pages into a page macro in the page navigator. Select the desired page(s) in the page navigator.


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EPLAN ELECTRIC P8 Basic Training Page > Page macro > Create

Type in the files name and click OK


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EPLAN ELECTRIC P8 Basic Training MACRO VARIANTS EPLAN now has the ability to insert a sections of a circuit (macro) with up to 8 graphical variants containing pre engineering data under one macro names. To create a macro variants. Create a window macro or symbol macro as usual

Create window macros and symbol macros Highlight the diagram you wish to save as a macro. Edit > Create window macro or Edit > Create symbol macro.


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EPLAN ELECTRIC P8 Basic Training Type in a file name and click ok

Repeat the above step but when they as you to save, save as variant B


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EPLAN ELECTRIC P8 Basic Training PLACEHOLDERS

Drag a frame around the objects for which you wish to define placeholders.


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EPLAN ELECTRIC P8 Basic Training In the Placeholder dialog, specify a name for the placeholder object in the Name field.

Change to the Values tab. Select right click > New variable.


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EPLAN ELECTRIC P8 Basic Training In the Name new variable dialog specify the name of the new variable. EPLAN will automatically check whether the specified name is valid.

Select right click > New value set. Specify the new value set in the newly created column. Repeat these steps for all additional variables and value sets to be generated.


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EPLAN ELECTRIC P8 Basic Training Inserting Macros Macros can be inserted on project pages as window or symbol macros. New project pages are created when inserting page macros. The macros are generally broken up when inserted, but it is still possible to change.

Insert window macros and symbol macros To insert a window macro Insert > Window macro

To insert a symbol macro Insert > symbol macro

Insert page macros


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Chapter 7: NUMBERING ONLINE DEVICE NUMBERING Specifying Online Numbering Format The online numbering format applies to devices that you newly place in the schematic using the menu item Insert > Symbol. It also applies to copied devices and devices in newly inserted macros. Options > Settings > Projects > "Project name" > Devices > Numbering (online) In the Settings: Numbering (online) dialog, click [...] next to the Numbering format field.


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EPLAN ELECTRIC P8 Basic Training To create a numbering format click


(New) next to the Scheme field.

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EPLAN ELECTRIC P8 Basic Training Enter a descriptive name into the Name field and click OK.

Change to the DT tab.


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EPLAN ELECTRIC P8 Basic Training To allow all devices in the "General DT" device group to be numbered online, select the General DT check box. Click [...] next to the General DT field. In the Available format elements field of the DT format dialog, select the "Counter" format element and click

(Move right).

In the Format dialog, in the Minimum number of digits field, enter the number of positions to be used for the DT counter and click OK. Select all of the desired format elements sequentially. Pay attention to the rules for the Online numbering format. Click OK. Click (Save) and then click OK.


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EPLAN ELECTRIC P8 Basic Training Numbering Devices Online When you insert new devices into the schematic then you can define that these devices are to be automatically numbered. A DT is determined and assigned online for every device that you insert. The counter for DT is incremented by one in the process. Options > Settings > Projects > "Project name" > Devices > Numbering (online) In the dialog Settings: Numbering (online) dialog, in the On symbol insertion group box, select the Number option.

Press OK.


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EPLAN ELECTRIC P8 Basic Training OFFLINE DEVICE NUMBERING Specify offline numbering Project data > Devices > Number.

In the Format column of the Number (offline) dialog, select a numbering format. Select the Preview of result check box. Click OK. To accept the DT numbering, click OK.


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EPLAN ELECTRIC P8 Basic Training CONNECTION NUMBERING Specifying Settings for Connection Numbering Settings for connection numbering are saved in schemes. This way you can access previously specified settings at any time and even change them, if necessary. Project data > Connections > Numbering > Settings Select New

In the Filter tab select the check box for the trade and connection type you want to number.


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EPLAN ELECTRIC P8 Basic Training In the Placement tab select where and how often you want to place the connection definition points on the connections.


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EPLAN ELECTRIC P8 Basic Training In the Designation tab, define the format groups that are to be formatted together.


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EPLAN ELECTRIC P8 Basic Training In the Display tab specify formatting for connection designations generated on the connection definition point. Among these formatting options are, for example, horizontal and vertical increments of the connection designation from the connection line, as well as text color, size, etc.

Click OK


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Chapter 8: PARTS MANAGEMENT CONCEPT Managing master data is especially important for supplier relationships and data exchanges. For this reason, EPLAN provides a separate module which supports the following actions:  Storage of the most important part-specific and supplier-specific information and combination of this information with the project currently being edited  Management of multilingual information and different currencies  Conversion of prices between currencies when needed  Import and export of data, such as parts data from particular manufacturers. All of the data sources are stored in a Microsoft Access® database (*.mdb), and the currently selected database is displayed in the title bar of the Parts management dialog.

CREATING NEW PARTS Utilities > Parts > Management


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EPLAN ELECTRIC P8 Basic Training Select the category you want, right click > new


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EPLAN ELECTRIC P8 Basic Training Fill in the info and click apply

Added a new part complete.


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EPLAN ELECTRIC P8 Basic Training DEFINING PARTS PROPERTIES

Generic product group / Product group / Product subgroup: In these fields, you can select a group from preselected entries. Depending on the options selected under [Extras] > Settings for the tree view of single parts, the parts are sorted in the tree appropriately, once the product group has been changed. Trade: Add additional trades, the part that should belong to in this group box by selecting the check boxes; depending on the hierarchical level at which the part was created, the matching trade check boxes are grayed out and may no longer be changed. Select Fluid power and specify in the group box of the same name which fluidspecific subarea should contain the part.


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EPLAN ELECTRIC P8 Basic Training Part number: The part number identifies the part, that is, part numbers may only be used once per hierarchical level. In the case of part variants, the combination of part and variant number is the identifier. When saving parts or variants, this is automatically selected. Part numbers may be up to 50 characters in length. When assigning part numbers, the organization of numbering should be chosen with great care. Type number: In contrast to the part number, the type number, particularly for cables, is not unique. The entry here should correspond to data from the manufacturer catalog as far as possible. Designation 1 / Designation 2 / Designation 3: In these fields, additional specifications can be made for the part, for instance also corresponding to the data in the manufacturer's catalog. They are not subject to special processing, but they can be output in the bill of materials. Manufacturer / Supplier In these fields, you can use [...] to select the corresponding short and long names. Direct entry of the short name is also possible, but the field for the long name cannot be edited. If you enter a short name which does not yet exist, you should enter the long name and the other information (contact name, address, etc.) as soon as possible using Popup menu > New (in the hierarchical level of manufacturers / suppliers). Order number: Enter the order number of the part here if possible with the information of the data in the manufacturer's catalog. Description: This field can also be used for additional data about the part and could, for example, always be used for internal information.


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Price unit: Enter the price unit here which the purchase and sales prices are based on. Quantity unit: Select the appropriate unit for the part from the drop-down list, e.g., item, m, mm². You can also enter a new unit manually. Click

(Delete) to remove the current unit from the selection list.

Quantity/packaging: Enter the number of units here which are contained in one packaging unit Discount: Enter the value here for a possible discount (in percent); for data transfer from EPLAN 21, this field is automatically filled in with the corresponding value. Purchase price/unit: Enter the purchase price per unit here. There are two input fields available for two different currencies. The currency units you define under [Extras] > Settings > [Currency] as Currency 1 and Currency 2 are displayed (e.g., "EUR", "USD" etc.). If the "Purchase price/unit" check box is selected under [Extras] > Currencies, then the price will automatically be converted.


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EPLAN ELECTRIC P8 Basic Training Purchase price/packaging: Enter the purchase price per package here. There are two input fields available for two different currencies. The currency units you define under [Extras] > Settings > [Currency] as Currency 1 and Currency 2 are displayed (e.g., "EUR", "USD" etc.). If the "Purchase price/package" check box is selected under [Extras] > Currencies, then the price will automatically be converted. Sales price: Enter the sales price here. There are also two input fields for two different currencies available here; if the "Sales price" check box is selected under [Extras] > Currencies, then the price will automatically be converted. Certification: A certification or testing number can be entered for each part. This is a text designation which is assigned based on a safety test. The following entry options are available in this group box:  General: Select an entry from this drop-down list, or enter a new value for the certification manually. Up to 50 alphanumeric characters may be entered. Click [x] to remove the current entry from the selection list.  UL certification: For this certification from Underwriters Laboratories Inc. there is a dedicated entry field available: You can also enter up to 50 characters (letters and numbers). You can enter UL certifications, UL file numbers, or other test numbers here.  VDE certification: For this certification from the Association for Electrical Engineering, Electronics, Information Technology, there is also a dedicated entry field. You can also enter up to 50 characters (letters and numbers).  CE certification: For this certification from the Communauté Européene, i.e., the European Union, select the check box if this certification is present. Creator: EPLAN automatically fills in this field with the username of the user who created the record, as well as the date and time of the creation of the record, in which the contents can't therefore be edited. Last change: EPLAN automatically fills in this field with the username of the user who last edited the record, as well as the date and time of the last change, and the contents can't therefore be edited.


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Description: In this field, enter the descriptive text for the property. The field is multilingual and the input is limited to 25 characters. Value: Enter the value here that should be assigned to the property named "Description". The field is multilingual, in which the input is limited to 200 characters. Unit: Enter the unit for the property entered under Value. Entry is limited to 10 characters.


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Weight: This field is for entry of the part's weight in kg. Width / Height / Depth: These fields are for entry of the device-specific dimensions in mm. When using wiring systems (e.g., Lütze), the dimensional specifications correspond to the mounting rail, the wiring cradle, or the perforation strip. Space requirement: This value is calculated when you select [Extras] > Space requirement. The values from the Width and Height fields are used, in which the following formula applied: (w*h)/10000, where w = width and h = height. Mounting site: In order to mark different sites for panel layout, you can select an existing site from the drop-down list. External placement: Check this check box if the part should be labeled as "externally placed" and thus excluded from evaluation in panel layout (e.g., motors or generators).


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EPLAN ELECTRIC P8 Basic Training Graphical macro: The graphical macro creates a relationship between a part and the EPLAN macro for the graphical representation of the part. Click [...] in this field to select the desired macro file in the subsequent file selection dialog. Using the Preview check box in the Graphical macro selection dialog, you can display the graphical preview of the currently selected macro file. Image file: To assign an image file to the selected part or parts, click [...] in this field to select the desired image file in the subsequent file selection dialog. Using the Preview check box in the Image file selection dialog, you can display the graphical preview of the currently selected image file. Clip-on height / center mismatch: If the part should not be centered, then place the gap here relative to the DIN rail. Cabinet graphical macro: The graphical macro creates a relationship between a part and the cabinet graphical macro for the graphical representation of the part. Click [...] in this field to select the desired macro file in the subsequent file selection dialog. Use DIN rail: Check this check box if DIN rail will be used for mounting. Mounting clearance: These fields are for entry of the device-specific mounting clearances in mm. When using wiring systems (e.g., Lütze), the dimensional specifications correspond to the mounting rail, the wiring cradle, or the perforation strip. If you enter values in this field, then the space requirement calculation ([Extras] > Space requirement) will use the following formula: ((w+wc) *(h+hc))/10000, where w = width, wc = width clearance, h = height, and hc = height clearance.


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Group number: The group number is used to differentiate between individual parts groups. Part type: Part types are used to group parts of the same type; for instance, you can define a grouping into power or auxiliary contacts with different numbers of NO and NC contacts. Or you can group together heat or vibration sensitive components. Simply mark the parts to be grouped and enter a maximum of 10 characters in the "Part type" field. Accessory code: To support device selection with attention paid to accessory parts, it is necessary to enter the same value in this field for parts to be combined with one another. Identifier: This field is for the entry of the identifier for the DIN component designation, such as "M" for motors. During part selection in the graphical editor, parts and other things can be filtered on this identifier. Function group: This field is for informational purposes and can be used, for instance, for filtering during part selection. Entry is limited to 30 characters.


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EPLAN ELECTRIC P8 Basic Training Wearing part: According to DIN 50320, "Wear due to progressive loss of material from the surface of a solid body, due to mechanical causes, that is, contact and relative movement of a solid, fluid, or gaseous mass." Select an entry from this dropdown list, or enter a new value manually (for example "left lower bar" for the position which is particularly subject to wear). Entry is limited to 16 characters. Spare part: Select an entry from this drop-down list or enter a new value manually (for example, the name of the components which can replace the defective or worn part). Entry is limited to 16 characters. Lubrication / maintenance: Select an entry from this drop-down list, or enter a new value manually (for instance, for the maintenance schedule). Entry is limited to 16 characters. Service time: The lifetime, in engineering, denotes the time that a technical system or object can be used without exchanging core components or a complete breakdown. However, to reach the lifetime, maintenance work is often required. Select an entry from this drop-down list, or enter a new value manually. Entry is limited to 16 characters. Stress: The types of stress differentiate between mechanical movement values (static and dynamic) and environmental influences (e.g., moisture, heat, chemical reactions). Select an entry from this drop-down list, or enter a new value manually. Entry is limited to 16 characters. Procurement: Select an entry from this drop-down list, or enter a new value manually (for instance, "2 week waiting period"). Entry is limited to 16 characters. Macro: Symbols can be combined in numerous variants and switching states into macros, greatly accelerating schematic work. To assign such a macro to the selected part or parts, click [...] in this field to select the desired file in the subsequent file selection dialog. Using the Preview check box in the Macro selection dialog, you can display the graphical preview of the currently selected macro file. Construction: In the product supergroup Construction, you can enter certain construction elements (including the definition of drilled holes and the specification of connection terminals). For instance, a drilling diagram for multiple similar parts can be used. To define such a construction, simply select Popup menu > New on the Construction level in the tree view, and enter the data into the tabs. To assign these properties to certain parts, then, click [...] in this field and select the desired record in the Construction selection dialog.


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EPLAN ELECTRIC P8 Basic Training Connection points: In the generic project group Connection points, you can define names for an arrangement (i.e., a group) of connection points, and enter information about the spatial arrangement of the connection points. To define such an arrangement, simply select Popup menu > New on the Connection points level in the tree view, and enter the data into the tabs. To assign these properties to certain parts, then, click [...] in this field and select the desired record in the Connection point selection dialog. External document 1 / External document 2 / External document 3: To enter up to three external documents for part and device data, click [...] and select the desired document file in the following file selection dialog.


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Part selection: In this group box, you define the data to be reported in the Parts selection and in the Import / Export of parts data. The data can be specified more than once per part for all part types and product groups, namely once per variant.  

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Connection point designation: In this field, you can enter the electrical connection point designation, entering line breaks, if necessary, using the key combination [Ctrl] + [Enter]. Technical characteristics: Enter the appropriate values here. These are taken into account during device selection, in that technical characteristics entered for the part are transferred to the technical characteristics of the function. For instance, for contactor coils there is the option of transferring the coil voltage and the switching power into the technical characteristics. Symbol library / Symbol number: These two fields are relevant when importing EPLAN 5 data. They can also be used for parts selection in the graphical editor as filter criteria for the automatic filter.


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EPLAN ELECTRIC P8 Basic Training Table "Device selection": In the table, you define the data to be reported in the Device selection. The table contains one line for each function definition of a part variant. The order of the columns cannot be configured. For Components (general) the following dialog elements are available in the list:    

Function definition: Click [...] to go to the Function definitions and select the function definition desired. Connection point designation: Enter the value into the cell, for instance 13¶14. Characteristic: Enter the value into the cell, for instance 400V. Intrinsically safe: Select the check box if the part should have this property.

For Components (cable / connection), the following dialog elements are available in the list:       

Function definition: Click [...] to go to the Function definitions and select the function definition desired. Color / no. Cross-section / diameter Shielded by Pair index Potential type: Select the desired potential type from the drop-down list. Intrinsically safe: Select the check box if the part should have this property.

For Components (terminals) the following dialog elements are available in the list:     

Terminal type: Click [...] to go to the Function definitions and select the function definition desired. Connection point designation: Enter the value into the cell, for instance 13¶14. Intrinsically safe: Select the check box if the part should have this property. Designation Enter the terminal designation here. Multi-level terminal: Enter the number levels for multi-level terminals here.


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EPLAN ELECTRIC P8 Basic Training For Components (relays, contactors) the following dialog elements are available in the list:   

 

Contact type / coil type: Click [...] to go to the Function definitions and select the function definition desired. Connection point designation: Enter the value into the cell, for instance 13¶14. Contact / coil index: For a coil you can enter an index here, and for a contactor you can use that index to specify which coil activates it. If you want to manage multiple coils with a single device tag (e.g., with a relay card) then you must enter for each contact the coil which activates it. Characteristic Intrinsically safe: Select the check box if the part should have this property.

For Components (PLC) the following dialog elements are available in the list:  Function definition: Click [...] to go to the Function definitions and select the function definition desired.  Connection point designation: Enter the value into the cell, for instance 13¶14.  Plug DT: Enter the appropriate designation here.  Channel designation: Enter the appropriate designation here.  Intrinsically safe: Select the check box if the part should have this property. For Components (plugs) the following dialog elements are available in the list:    

Plug type: Click [...] to go to the Function definitions and select the function definition desired. Connection point designation: Enter the value into the cell, for instance 13¶14. Pin designation: Enter the appropriate value here. Intrinsically safe: Select the check box if the part should have this property.

For Assemblies and Modules the following dialog elements are available in the list:   

Function definition: Click [...] to go to the Function definitions and select the function definition desired. Property: In these 5 fields, you can enter arbitrary properties. Intrinsically safe: Select the check box if the part should have this property.


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Coil group box:  Voltage: This field is provided for the entry of operating voltage of the coil (connection voltage for electrical consumers). Entry is limited to 10 characters.  Current: This field is for entry of the current consumption of the coil (in amperes). Entry is limited to 10 characters.  Voltage type: This field is for the entry of the voltage type (AC or DC). Entry is limited to 5 characters.  Tripping current: This field is for the entry of the tripping current of the fuse or motor circuit breaker. Entry is limited to 10 characters.  Holding power: This field is for the entry of the maximum holding power of the coils of contactors and relays.  Power dissipation: This field is provided for the entry of power dissipation in mVA. Entry is limited to 10 characters.

Contact group box:  Power: Enter the electrical switching power here in kW. Entry is limited to 10 characters.  Connection point cross-section:This field is for entry of the connection point cross section prescribed by VDE, in mm². Entry is limited to 10 characters


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EPLAN ELECTRIC P8 Basic Training Device Navigator You can configure different views for project data. In the process, the project data is sorted hierarchically or in tabular form. Project data > Devices > Navigator.


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EPLAN ELECTRIC P8 Basic Training Hierarchical sorting of project data Select the Tree.


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EPLAN ELECTRIC P8 Basic Training Tabular sorting of project data Select the List.


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EPLAN ELECTRIC P8 Basic Training Select right click > Configure columns.

To select a property as a column name, select the check box in front of the property. To define which property is to be displayed in the first column of the list view, first select the desired property. Then click (Move up) as many times as necessary until the property is at the top of the list. Click OK


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EPLAN ELECTRIC P8 Basic Training Filtering Project Data in the Device Navigator You can use a filter to display a portion of the project data. You can use filters in both the tree and list views. Defined filters are stored on a per-user basis. Activate filter In the Filter field select a filter.

Select the Active check box.


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EPLAN ELECTRIC P8 Basic Training Deactivate filter Deselect the Active check box.


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EPLAN ELECTRIC P8 Basic Training Jump to component In the device navigator you can jump straight to the placed function in the schematic.  Select a device. Select right click > Go to (graphic).


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Chapter 9: MOUNTING PANEL Placing Mounting Panels When placing mounting panels on "Panel layout" pages, a distinction is made between placing a part from the parts management system and "free" placement using the properties dialog.

Place mounting panels from parts management Project data > Devices / parts > Panel layout > Generate mounting panel In the Part selection dialog, in the generic product group Mechanics, open the hierarchy level Housing.


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EPLAN ELECTRIC P8 Basic Training Select the desired housing part. Click OK. Place the symbol.

Enter a device tag in the Displayed DT field on the Mounting panel tab. If necessary, assign further properties to the mounting panel.Click OK.


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EPLAN ELECTRIC P8 Basic Training Freely placing mounting panels Select Insert > Box / connection point / mounting panel > Mounting panel.

Place the rectangle representing the mounting panel.


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Enter a device tag in the Displayed DT field on the Mounting panel tab. If necessary, assign further properties to the mounting panel. Click OK.The mounting panel is created.


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EPLAN ELECTRIC P8 Basic Training Placing Items on the Mounting Panel When placing items on the mounting panel, a distinction is made between single placement, multiple placement, and the placement of locked areas. For this the installation spacing for every item / device must be stored in the parts data to where the device walls are not on top of each other, but rather next to each other. For multiple placements, the clearances are automatically accounted for, otherwise the single placement and multiple placement interactions are identical. Right click > Place on mounting panel.

Position the part placement on the mounting panel with a mouse click. Proceed in this way for all additional part placements selected in the tree. The newly placed parts are removed from the "Not placed" hierarchy level and moved to the hierarchy level of the populated mounting panel.


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EPLAN ELECTRIC P8 Basic Training Placing Items Without Schematic In order to support the various working methods of builders and engineers, it is also possible to create panel layouts without an existing schematic. Right Click > New device

Click OK.


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EPLAN ELECTRIC P8 Basic Training Edit the other properties of the part placement as required.

Click OK. Proceed in a similar manner for all the parts that you would like to place.


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EPLAN ELECTRIC P8 Basic Training Placing Items on the DIN Rail As an alternative to equipping a mounting panel, the items can be placed on a DIN rail. An "Auxiliary function" for performing this is available, with which you must define the position of the items. A DIN rail can currently be represented on a "Line", a "Polyline", a "Closed polyline", a "Rectangle" or a "Spline". Not allowed are "Circle", "Ellipse", etc. The insertion point of the part placement is then placed on the selected object. The clearances defined in the parts management are also accounted for here when placing.

Generating Legends Legends gather and display information, or store information from the graphic in a free area.If the legends are created on the same page where the mounting panel is located,then we speak of a Window legend; Window legends are freely positionable graphical objects, and have an insertion point and symbol properties, and / or a device tag. The legend can also be output as a separate form. In this case no legend is shown in the graphical editor on the panel layout page. However, items will display item numbers but no device tags. We call this type of legend a Page legend.

Create page legends Utilities > Reports> Generate


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EPLAN ELECTRIC P8 Basic Training If in the Reports - dialog, the enclosure legend is not yet contained in the Pages hierarchy level, select [Settings] > Output to pages.

In the Settings: Output to pages dialog, select a form for the Panel layout report type, and if necessary, specify any additional settings. Click OK.


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EPLAN ELECTRIC P8 Basic Training In the Reports - dialog, click [New].

In the Select report dialog, define the Output format and Output project.


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EPLAN ELECTRIC P8 Basic Training Select Enclosure legend from the list of available report types. Select the Manual selection check box if you would like to select the mounting panels for which a legend is to be generated. Click OK. In the Manual selection dialog, select the mounting panels for which a legend is to be generated. Click OK.

Click OK.

In the Reports - dialog, click [Close].


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EPLAN ELECTRIC P8 Basic Training Create window legends Window legends are directly placed on creation of the Enclosure legend report type, by defining the following entries in the Report selection dialog: Utilities > Reports> Generate.


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EPLAN ELECTRIC P8 Basic Training If in the Reports - dialog, the enclosure legend is not yet contained in the Embedded reports hierarchy level, select [Settings] > Output to pages.


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EPLAN ELECTRIC P8 Basic Training In the Settings: Output to pages dialog, select a form for the Panel layout report type, and if necessary, specify any additional settings.

Click OK.


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EPLAN ELECTRIC P8 Basic Training Click New.

In the Select report dialog, in the Output format list, select the Manual placement entry. Select Enclosure legend from the list of available reports. Click OK. Place the legend on the panel layout page. The program checks which items are on the page and creates a provisional bill of materials with all of the part data for the items positioned on the mounting panel. Prevent window legends For every mounting panel, a Window legend is generated as the standard. To prevent this, proceed as follows: In the Mounting panel tab of the Properties <...> dialog, click the toolbar above the property list.


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EPLAN ELECTRIC P8 Basic Training In the Property selection dialog, select the Suppress generation of legend property.

Click OK. Select the check box in the Value column of the Suppress generation of legend property. Click OK.


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EPLAN ELECTRIC P8 Basic Training Updating the Main Elements Once the part placements have been generated, and thereafter the components, alignment problems may occur since different data can exist for the placements. The main function usually thereafter has no part references because there may be one or more placements matching the devices. This menu item allows all of the part references to all of the relevant part placements to be adopted in the main function, where the device to be updated must be selected in the graphical editor or the panel layout navigator. Select Right Click > Update main elements.


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EPLAN ELECTRIC P8 Basic Training Using Jump Functions Jump functions allow jumping to all cross-referenced "Parts" of a particular item, where the main function is always jumped to. Select the item to whose graphical representation in the graphical editor you would like to spring to, in the tree or the list in the Panel layout - . Select Popup menu > Go to (graphic).


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Chapter 10: SEARCH PROJECT DATA FIND AND REPLACE Finding Project Data You can start a search from a variety of different locations:   from the graphical editor  - Navigator Dialog  Find > Find


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EPLAN ELECTRIC P8 Basic Training In the Find dialog enter the search term in the Find what field.

Use the check box to determine whether upper / lower case will be taken into account during the search, and whether only entire texts (i.e. exactly as the text is entered into the input field) will be searched. In the Search in group box you can specify the objects in which you would like to search for the term. Select the check boxes for the objects in which you would like to search. Define the search location in the Search location group box. For searches in the graphical editor you can exclude certain page types from the search here. If you begin searching for multiple selected pages, the corresponding page types are preset. Select the check boxes for the page types in which you would like to search for the term. Specify the list of results in which you would like to save the search results. Click OK.


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EPLAN ELECTRIC P8 Basic Training Show search results Find > Show results.

Replacing Project Data After the search, you can select project data and begin replacing the existing values with other ones. Find > Show results In the Search Results - dialog select the entry in the results list whose value you would like to replace. (Multiple selections are possible).


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Select Right Click > Replace. In the Replace with field specify the value that you would like to use to replace the value shown in the Search for field. Use the check box to determine whether upper / lower case will be taken into account during the search, and whether only entire texts (i.e. exactly as the text is entered into the input field) will be searched. Click OK.


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Chapter 11: PROJECT CHECK MESSAGE MANAGEMENT Configuring Project Checks Project data > Messages > Check project

Click [...] next to the Settings field of the Check project dialog.

In the dialog Settings: Messages and checks, select a user-defined scheme from the dropdown list, or create one using the toolbar.


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Select a message class on the left in the list. Use the drop-down list in the Category field to determine whether the message should be displayed as an error, a warning, or a note. Use the drop-down list in the Type of check field to determine whether the check should be run both online and offline (setting "Online / offline") or only offline (setting "Offline"), or whether the corresponding check should not be run (setting "No"). Click OK.


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EPLAN ELECTRIC P8 Basic Training Checking Project Data You can check projects online or offline. For online checking, the list of messages in message management is filled directly during project planning. If you check particular pages or want to update the display of message management, it is necessary to start a check run.

Check offline You have opened a project. You have selected one or more pages or a project in the page navigator, or you have opened a page in the graphical editor. Project data > Messages > Check project In the Check project dialog, select a scheme from the Setting drop-down list, which specifies the settings for the check run. Via [...] open the Settings: Messages and checks dialog, where you can define your own scheme.

If you have selected individual pages for the check or have called the dialog from the graphical editor, you can still extend the check run to the entire project. To do so, select the Apply to entire project check box. Click OK. Select the menu item Project data > Messages > Management.


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Fig: Example of error message.


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Chapter 12: REPORTS ASSIGNING TYPE OF FORM Utilities > Reports > Generate

Select [Settings] > Output to pages.


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EPLAN ELECTRIC P8 Basic Training In the Report type column, decide on a report type. In order to assign a form to the report type, click on the corresponding line in the Form column, and select "Browse..."

To preview a form, select the form and activate the Preview check box. To accept the selected form, click [Open].

Creating a Report Template You can specify settings for reports in a report template. These settings can always be reused when generating new reports. Report templates can be generated completely from scratch or based on an existing report. Utilities > Reports > Generate Select the Templates tab. Click [New]. Select a report type in the Select report dialog and click [OK].


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In the Filter / sorting - dialog, select schemes for the filtering, sorting, and page breaks, and click [OK]. In the dialog, specify a start page for the report.


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EPLAN ELECTRIC P8 Basic Training Creating a Report From a Template If you generate a report from a report template, then you no longer need to specify all the settings. All settings already specified in the template are used for the report. Utilities > Reports > Generate In the Reports - dialog, select the Templates tab.

Select a template and click [Generate report].


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EPLAN ELECTRIC P8 Basic Training Generating Project Reports If you report on the entire project, then reports are generated from all existing report templates. In addition, all existing reports are updated. Select the menu item Utilities > Reports > Generate project reports.


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EPLAN ELECTRIC P8 Basic Training FREE PLACEMENT REPORT Utilities > Reports > Generate

In the Reports - dialog, select the Reports tab and click [New].


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EPLAN ELECTRIC P8 Basic Training Choose the output format "Manual placement" from the Output format dropdown list.

Check whether the project where the report is to be generated has been entered into the Output project field.


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EPLAN ELECTRIC P8 Basic Training In the Select report type field, select the report type and click [OK].


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EPLAN ELECTRIC P8 Basic Training UPDATING REPORT Update in the page navigator Select a structure identifier layer from the Pages - dialog.


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EPLAN ELECTRIC P8 Basic Training Select the menu items Utilities > Reports > Update.


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EPLAN ELECTRIC P8 Basic Training Update in the report overview Utilities > Reports > Generate.

Select a report layer in the tree structure of the Reports tab. Click Update.


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Chapter 13: OUTPUT PRINT You can print single pages or all pages of a project. You have the option of changing the output of the project pages by using the print settings. Project > Print


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EPLAN ELECTRIC P8 Basic Training In the Print dialog in the Printer group box, select the desired printer from the drop-down list.

In the Page range group box, you can determine whether you would like to print the currently selected pages or all of the pages in the current project. If you called up the Print dialog from the graphical editor, you can print either the page currently in the foreground or all of the project pages. Enter the number of copies and the collating order.


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EPLAN ELECTRIC P8 Basic Training Use [Settings] to open the Print settings dialog in order to change the other settings there.

With [Print preview] you have the option of checking the results of your settings before printing. You can use [Back] and [Next] to page through the pages selected for printing. Start the print process using [OK] in the Print dialog or with [Print] in the Print preview dialog.


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EPLAN ELECTRIC P8 Basic Training PRINT PDF To export project pages as a PDF file, proceed as follows: In the page navigator, select the pages of a project (or the entire project) that you wish to export.


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EPLAN ELECTRIC P8 Basic Training Select the menu item Page > Export > PDF.


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EPLAN ELECTRIC P8 Basic Training DXF/DWG Exporting Pages in DXF / DWG Format When exporting individual project pages or an entire project in DXF / DWG format, a file is generated for every selected page.


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EPLAN ELECTRIC P8 Basic Training Select the menu items Page > Export > DXF / DWG.

The DXF / DWG export dialog is opened. The chosen files are displayed in the Source field.


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EPLAN ELECTRIC P8 Basic Training In the Scheme field, select an appropriate scheme from the drop-down list. Or click [...] to open the Settings: DXF / DWG export and import dialog. You can view the settings here for the standard scheme, and also create and edit your own schemes. In the settings you also specify the file type (DXF or DWG) for the export.


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EPLAN ELECTRIC P8 Basic Training In the Target field of the DXF / DWG export dialog, specify the target directory for the files to be generated, or click [...] to select it interactively. 5. Select the Apply to entire project check box if in the first step you selected individual pages

Select the Apply to entire project check box if in the first step you selected individual pages of a project and would instead like to apply this selection to the entire project.

Click OK.


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EPLAN ELECTRIC P8 Basic Training Importing Pages in DXF / DWG Format Page > Import > DXF / DWG

In the DXF / DWG file selection dialog, specify in the Files of type field whether only DXF or only DWG files, or both file types, should be displayed.

If necessary, navigate to the directory containing DXF or DWG files. Select the desired file(s) and click Open.


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In the Scheme field of the DXF- / DWG import dialog, select an appropriate scheme from the drop-down list. Or click [...] to open the Settings: DXF / DWG export and import dialog. You can view the settings here for the standard scheme, and also create and edit your own schemes.

Click OK. In the Assign pages dialog specify how new project pages are to be handled.

Click OK.

If under Options > Settings > User > Interfaces > DXF / DWG export and import in the Import tab you have selected the option Manual correction, then the Import formatting dialog will open, where you can then correct the automatically determined drawing limits. Click OK.


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Chapter 14: TIP AND TRICKS FINDING THE NEW DEVICE TAG Go to one of you symbol, double click

In the displayed DT Box either right click > Find new DT or and simply use a short cut key [Ctrl+N ].

PLACING A DEVICE WOTHOUT OPENING THE BOX PROPERTIES When placing across several connections, keep the left hand mouse button pressed. The left hand mouse button can be released when the line for multiple placement is displayed. To insert a terminal

Drag across several connection, with left hand mouse button is pressed.


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EPLAN ELECTRIC P8 Basic Training PREDEFINATION OF THE IDENTIFIERS Standardized all your DT numbering identifier with just one time setting. For example coil is to be numbered as CR1, CR2, CR3 instead of K1, K2, K3. ULTILITIES > MASTER DATA > IDENTIFIER


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EPLAN ELECTRIC P8 Basic Training Right click > New

Type in the designation name and click ok


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EPLAN ELECTRIC P8 Basic Training Type in your new desired identifier name and click [OK]


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EPLAN ELECTRIC P8 Basic Training Now go to ultilities > mater data > synchronize current project


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EPLAN ELECTRIC P8 Basic Training Press Update > Project

Press [OK]

Now go to Option > Setting


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EPLAN ELECTRIC P8 Basic Training Go to Projects > Project name. Change the current identifier set to the new identifier you have created just now. Press [OK]


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EPLAN ELECTRIC P8 Basic Training EDIT IN TABLE FUNCTION Highlight the terminal you want to change.

Now go to Edit > In table


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EPLAN ELECTRIC P8 Basic Training Open up your excel

Go back to EPLAN. Right click on the terminal column and right click paste


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EPLAN ELECTRIC P8 Basic Training Terminal number is changed.


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Chapter 15: KEYBOARD SHORTCUT EPLAN comes with some standard shortcut key which is customizable Standard Shortcut Key Ctrl + C Ctrl + V D Ins M I K R T Ctrl + F10 F3 F4 F5 F6 F7 F8 F9 F10 V Pg Up Pg Down 3 Ctrl + F5 Shift + F4 B Ctrl + Shift + U Ctrl + insert G F Tab Ctrl + Mouse Direction


Action Copy Paste Duplicate Insert Symbol Insert Window Macro Insertion Points Circle Rectangle Text Create Page Macro Angle ( down, right ) Angle ( down, left ) Angle ( up, right ) Angle ( up , left ) T-node (down) T-node (up) T-node (right) T-node (left) Move Previous Page Next Page Full Page Create Window Macro Interrupts Points Create Page Macro Break Points Insert Symbol Macro Group Jump Rotate Symbol Rotate Symbol

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Eplan Electric p8 Basici

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