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EPLAN The Beginner’s Guide to EPLAN

 

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This document contains legally protected proprietary information that is subject to copyright. All rights are protected. The software described in this document is subject to a licensing agreement. The use and reproduc- tion of the software is only permitted within the framework of this agreement. All other product names and trade names are trademarks or registered trademarks of their respective owners. KG is pleased to welcome you as a new user.

Since this documentation is designed as an introduction to EPLAN, many of the more complicated functions and relationships will be ignored. These details are covered in our trainings, where you can also find help with your own individual and company-specific tasks. You should defi- nitely take part in our training program in order to make the best use of the functionality and possibilities of the system. In the program itself, we provide you with an extensive online help sys- tem.

In addition to conceptual information and dialog descriptions, here you will also find "step by step" instructions for most program functions. The "Proceed as follows" section of the operating information gives you step by step instructions for using the program.

Once you have started the program and require information on a particular dialog, you can then call up the appropriate help by simply pressing the [F1] key. We hope that the beginner's manual will give you a thorough insight into the many different options and features of your EPLAN software.

Tip: Useful tips to facilitate your interaction with the program are presented after this image. Example: Examples are highlighted by this symbol. In order to find a particular program function, the menus and options shown in a menu path must be selected in the sequence shown.

So that you can successfully follow the instructions, we assume that you have already installed EPLAN and have the required software protection dongle and license. While writing this guide, we used the fully licensed program with its entire scope of functionality. If you have not licensed all the modules, this docu- mentation or some figures in this documentation may possibly go be- yond the scope of functionality of the software you have purchased, that is, functions are also described which may not be available to you.

The user interface of your EPLAN application may differ from the figures presented here if, in the Select scope of menu dialog, you selected the Advanced or Expert user mode when you started the program. That is the mode we used when creating this manual.

All settings can be made in a central location in the program in the Options menu under the menu item Settings. For the sample project, we almost exclusively used the default settings of the project template being used.

Don't change these settings while working with the sample project; otherwise you may see different results. Since a list of the different call-up options would make this guide much larger, we usually use the mouse controls in the action instructions. During program installation, a program icon is created on the Windows Desktop. Here, you specify the user mode in which you would like to define the displayed scope of the menu. In the Select scope of menu dialog, select Expert.

Click [OK]. In this informational dialog, which is automatically shown every time you start the program, you are shown useful information on program functions. Deselect the Show tips at startup check box if you do not wish this dialog to appear every time the program is started. Click on [Close] to close the Tip of the day. Before you create a project, you will first see a little more information about the user interface in the next chapter.

Note: In the Select scope of menu dialog, if you activated the Do not show this dialog again check box, this dialog will no longer be shown when you start EPLAN, and the currently specified menu scope will be used.

You will also learn how to change the interface easily. Be- sides various other interface elements, you see the Page navigator and the Graphical preview on the left side of the main window. When you first start the program, these two windows are empty. The area on the right side with the background image will be used later as a working area for the opened pages. The main window is the entire working area of the program; its size and position can be changed.

For many other interface elements e. You can attach "dock" these ele- ments to the window edges inside the main window. What is the Page navigator? You can choose between two representation types. In the tree view, the pages are displayed hierarchically by page type and iden- tifier such as higher-level function, mounting location, etc.

In the list view, this information is shown arranged in a table. You can switch be- tween the two views by clicking on the corresponding tab. In the Page navigator, you can edit the pages of one project, for instance, copy pages, delete them, or change page properties. Multiple pages from different projects can not be edited at one time.

Tip: To show and hide the Page navigator quickly, you can use the [F12] key. What is the Graphical preview? The Graphical preview is a preview window for the minimized display of highlighted pages, symbols, image files, macros, forms, etc. For exam- ple, if you have highlighted one or several pages in the page navigator, they will be displayed in a minimized window in the Graphical preview.

 

Beginners guide eplan electric p8 version_2.1_us free. ePLAN Electric P8 – The Essentials – For Beginners – Last updated 11/2021

 

Design of electrical schemes and support of project documentation. It also serves users with the generation of automated flowchart-based reports. This helps you to ease other phases of your project, such as assembly, production, etc. Pro Panel is an engineering solution based on software for a construction and design of switchboards, control cabinets, etc.

It's also used for the design of the flexible power distribution systems supported with 3D power supply. Pro Panel consists of different services for switchgear, panels, and control cabinets. EPLAN Fluid is an engineering tool for documentation and design of power installations, circuits, etc. Last, but not least - Harness proD -One of the solutions for the efficient documentation and design of wire and cable harnesses in 3D and 2D.

A combination of electronics, mechatronics, correct, and consistent data challenges is simplified with its features. For each direction, there are then four variants. Double-click on the insertion point of the T-node. Here, select the option 1st target below, 2nd target right.

No variant selection is necessary. Alternatively, you can select the respective object and select the Properties menu item in the popup menu.

Drawing rectangles 1. Click the left mouse button to determine the starting point of the rectangle. Note: When inserting graphical elements, a small text window for inputting numbers is displayed on the cursor by default. This text window is called the "input box". The values entered in the input box relate to the graphical coordinate system with its origin at the bottom-left and which is reported in "mm" or "inch", according to the preset displayed measuring unit.

If the Input box function is enabled in the Options menu, you can use the input box, for example, to position graphical elements quickly and precisely on graphical pages.

On such pages, the graphical coordinate system is preset. Click the left mouse button to determine the starting point of the first line of the rectangle. To "visually" highlight the action line, change the formatting properties of the lines inserted. Double-click, for instance, on the "PE" line the first line.

In the Properties dialog, switch to the Format tab. Change the settings here. Repeat this action for the second action line. To differentiate the lines, select different formatting properties e. Selecting a symbol In Symbol selection, you can select symbols from a tree or list view. In the tree view, symbols are divided neatly into different groups based on their function definitions. Here, you can page through the different groups until you find the symbol you want.

Example: The following illustration shows symbol selection through the tree view for the first device to be inserted. On the right side in the dialog, the Symbol selection presents you with a preview. Once you have selected the desired symbol in the preview, you can then accept it with a double-click. For the sample project, we are using a symbol selection from the list view.

You can also select a symbol very quickly using direct entry in the list view. Note: The symbol selection via direct entry described below works only if you leave the columns of the list configured so that the name of the symbol is in the first column.

In the Symbol selection dialog, select the List tab. To reduce the number of symbols shown, select a filter now. To do this, from the Filter drop-down list, apply the IEC symbols, multiline entry. Select the Active check box to activate the filter settings. In the Direct entry field, enter Q1. The first variant of each is selected in the preview window. The symbol will also be displayed in the Graphical preview. In the list, select the three-pole switch Q1 and click [OK]. Determining properties After placing the switch on the page, the Properties components dialog opens.

Some fields are already prepopulated with entries. This behavior is called "online numbering". Enter the value 16A into the Technical characteristics field.

In the Function text field, enter the text Load interrupter. In the schematic, you also see the connection point designations entered and the function text.

Tip: To call up Symbol selection quickly, you can also use the [Insert] key or the button Symbol in the Symbols toolbar. Inserting other general devices Proceed in the same fashion as above for the components listed below. In the list view, select Symbol selection using direct entry. To do this, enter the symbol name given below for each one, and leave the IEC symbols, multi-line filter filter activated.

Before you can then select a different symbol, you must finish the action and then call Symbol selection again. Position the symbols on the given coordinates and fill in the properties of the components inserted, if necessary. The entries of the prepopulated properties are given in parentheses in the following listing. Symbol description 1. You can also select the menu item Line break from the popup menu.

Symbol description 4. K1, and don't enter any device tag there. Symbol description 9. As Name of potential and Potential type, you must enter PE.

Inserting Terminal Strips and Terminals Terminals are a kind of device and, like general devices, can only be inserted into your schematic using symbol selection. If you haven't yet, activate the Filter IEC symbols, multi-line. In the Direct entry field, enter X. In the list, select the terminal X and click [OK].

Here is where you determine the properties of the terminals. Terminals are also automatically numbered by default. This way, you can store the terminal parts on the individual terminals.

For this purpose, the Main terminal check box is activated in the property dialog. Next, you must modify the function definition of the inserted terminal.

The function definition defines the standard behavior of a function. The terminal symbols are initially inserted with a general function definition. You can then decide later on the specific terminal N terminal, PE terminal, etc. For this purpose, click the [ Here, in the tree of the Selection field, select the function definition Terminal with saddle jumper, 2 connection points.

In the Properties components : Terminals dialog, also click [OK]. For the first two terminals, you can accept the predefined terminal designations 2 and 3, but for the last terminal change the designation to PE. Modify the function definitions for all terminals. For the first two terminals -X and -X , also select the function definition Terminal with saddle jumper, 2 connection points, and for the PE terminal -X the function definition PE terminal with rail contact, 2 connection points.

Finish the action by selecting the menu item Cancel action from the popup menu. The terminal strip definition identifies the terminal strip and contains all the relevant data for the terminal strip as well as the terminal strip part information.

Due to the automatic numbering, the field Displayed DT is already prepopulated with the entry —X2. In the Displayed DT field on the Terminal strip definition tab, enter the strip designation -X1 already assigned in the schematic. In the Function text field, enter the text Motor, 4 connection points. The cable definition line must cross the corresponding connections.

Click with the left mouse button to establish the starting point of the line. Due to the automatic numbering, the field Displayed DT is already prepopulated with the entry —W1. In the Function text field, enter the text Motor. In the fields No. From the drop-down list for the Unit field, select the entry mm2. When drawing the cable definition line, a connection definition point is automatically set at each intersection of connections with the cable definition line.

The cable conductors are determined via the connection definition points. You will only see these automatically generated connection definition points if you have activated the view of insertion points.

For certain actions e. In doing this, new connections are generated based on the available information or existing connections are updated. The individual connection can get its data from project settings, potentials, or from a connection definition point. Since the connection data is not automatically updated for each action, we recommend manually updating before certain actions such as the execution of check runs, or working in navigator dialogs.

If the check box is not activated, updating is only carried for the current selection of pages, functions, etc. If no other function text is entered for a component, the function text from the path will be used for reports e.

On the Text tab, enter the term, Power supply. Click the left mouse button to place the text in the desired path. Note: Be sure when inserting path function texts that the insertion point of the text is aligned with the insertion point of the component which should receive the path function text.

Inserting "Interruption Point" Connection Symbols 1. Hold [Ctrl] and then move the cursor in a circle. Select the variant with the arrow pointing downwards Variant D , and release the [Ctrl] key.

Now you must insert two more action lines. Assign this "PE" line the same formatting properties you assigned to the first "PE" line. Change the formatting properties for this line, too. For instance, select a different line thickness and a different line type. Next, you will also insert components on the second schematic page, thus generating cross-references. In this chapter, you will complete the schematic on the second page, thus generating cross-references.

EPLAN differentiates between different types of cross-reference. The program automatically inserts most of these cross-reference automatically online. Based on the sample project, you will get to know some of the most common cross-reference types.

More detailed information on the different types of cross-reference can be found in the EPLAN online help. Devices can consist of different elements and be distributed across multiple pages of schematics. It can also be necessary to depict a device multiple times. In such cases, cross-references identify the fact that individual components belong together. A cross-reference shows you where the other part of a device can be found in the schematic. Using cross-references, you can reliably find a component or associated parts on a series of pages.

How are cross-references displayed in the schematic? The cross-references are shown by default in the order, [Separator]Page name[Separator]Column. By default, the cross-references receive a different color than the other elements displayed. The NC power contact -K1 on the first schematic page will later be cross-referenced to a coil which then is located on page 2 in column 2. Automatically Generating Interruption Point Cross-references First, insert two interruption points on the second schematic page.

Interruption points are used to represent connections encompassing more than one page. To do this, select them in the Page navigator and double-click on the page. For comparison, look at the procedure in section "Inserting "Interruption Point" Connection Symbols" on page EPLAN Electric P8 — Getting Started 81 Generating Cross-references Changing display settings for the interruption points To prevent the device tag from crossing future autoconnect lines, additional settings must be made in the appropriate property dialogs.

In the dialog Properties components : Interruption point switch to the Display tab. The displayed properties are shown to the left of the insertion point.

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

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

This form of cross-reference display is often used for contactor coils or motor overload switches. In the Direct entry field, enter K. In the list, select the coil K and click [OK]. In the properties dialog, switch to the Coil tab. In the Displayed DT field, enter -K1. This includes the connection point designations, the symbols, and the schematic positions of the contacts cross-referenced to the coil and is shown below the coil.

Inserting another contact for the coil Now use symbol selection to insert another contact for the coil. For searching via direct entry enter S and then select the NO contact with symbol number 1. The DT selection dialog which then appears shows all the DTs present in the project which match the given function.

Inserting Contacts and Contact Image for Motor Overload Switches Finally, insert two more contacts on this page for the motor overload switch —Q2 on the first schematic page. In the Direct entry field, enter O. In the properties dialog, switch to the NC contact tab. In the Displayed DT field, enter -Q2. Or apply the displayed DT using DT selection.

To do so, click [ Now use symbol selection to insert another NO contact symbol name for Direct entry: S; symbol number: 1. You have now completed the creation of the schematic on the second page. On the motor overload switch itself, you see the contacts just inserted as a contact image.

The cross-referenced contacts are shown as symbols on the action line of the motor overload switch. In addition, the connection point designations and the schematic positions of the contacts can be seen in the contact image.

Tip: From the NO contact you just inserted, —Q2, you can jump directly to the motor overload switch on the first schematic page. Changing the contact image position For contacts to be shown in a contact image, appropriate display settings must be made for the contact image in the properties dialog of the motor overload switch. Look at these settings in the motor overload switch.

Double-click in the schematic on motor overload switch —Q2. In the properties dialog, switch to the Display tab. Using the On component option, the contact image is displayed next to the component. This setting is preset by default during insertion of motor overload switches. In this dialog, you can "manually" determine the position of the contact image in relation to the insertion point of the device. Deactivate the Automatically aligned check box. In the X position field, enter the value Now you are finished with both of the schematic pages of your project.

In the next chapter you will learn how to assign parts to the devices inserted. Before you start with reports and can automatically generate a parts list, you must enter parts for the devices inserted.

The Parts tab is available in the property dialog of the components to do this. Here you can manually enter the parts or select them using "part selection". Part selection is a dialog you can use to select parts and their data from a data source. What is parts management? Parts management is the part of the program in which you can manage information specific to parts and people; items such as part numbers, customer, manufacturer, or supplier data.

To manage parts data, you have to have at least advanced user knowledge, and for this reason we will not go into any more depth about parts management here. Assigning Parts 1. Double-click on the insertion point of switch -Q1.

In the properties dialog, switch to the Parts tab. Click [ The button appears once you click on the corresponding table cell in the Part number column. Structurally, this dialog is exactly like Parts management. In the left half, the parts are shown in a tree, list or a combination of these two representations, where the tree structure is subdivided by default into the hierarchy levels: Electrical engineering, Fluid power, and Mechanics.

In the right half of the dialog, you see the data belonging to the element or elements selected in the left window. Now expand the parts tree on the left side.

To do this, click, for example, on the associated plus sign in front of the levels Parts, Electrical engineering, Component, General, and on the levels of other product groups like Cables. Or select the various levels in the tree, and then select Expand in the popup menu. The parts numbers are shown on the lowest level in the tree. To reduce the amount of data shown, select a filter now.

The check box Identifier Q is already prepopulated. Click [OK] to confirm the setting. In Part selection, select the corresponding Active check box for the Automatic filter so that the filter settings will be used. In the tree from product group Power switchgear, select the part SIE. The image file stored in the part will also be displayed in the Graphical preview.

Whenever there is a difference between the data stored for the part and the data in the component, this dialog is called during Part selection. For the property Technical characteristics, click the Option field and select the entry Retain from the drop-down list. Close the properties dialog with [OK]. If you specified the entry, Parts data, here, then you will initially be shown no data.

Only after you have clicked [OK] or [Apply] in the properties dialog will the data from parts management. Part number, Type number, etc. These values cannot be modified here. If you selected Part reference data, then data such as Service time is shown here, which you can also store in Parts management for a particular part.

In contrast to the "pure" parts data, however, you have the option of changing this data in the properties dialog and adapting it to the corresponding device in your own project. Repeat this action for the devices listed below. When doing so, assign the various parts to the devices based on the listed parts numbers. To do this, you must always select the Retain option for each property. Reports represent queries of the project data.

They are created automatically and can be output directly in pages or labeling files. This includes e. What are report pages? Report pages are project pages that show the results of a report. The reports are divided into different report types. In order to clearly structure and format project data in the report pages, these report types are assigned forms in the settings. The forms contain placeholders that are filled with project data during reporting.

You can use this dialog to create and manage project reports. Change to the Reports tab. If you expand the tree e. Up until now, of course, no reports have been created for your sample project! Click the [New] button. In the Output format field, apply the default value Page.

In the Select report type field, select the Terminal diagram entry. For this entry to be displayed, you must either enlarge the dialog or scroll through the entries using the scrollbar.

Using this dialog, you can determine filter, sorting, and page break settings for the pages to be output. For your project, however, this is not required. Click [OK] to confirm the predefined settings. In this dialog, you determine the start page for the respective report, in this case the terminal diagram.

This will sort the report pages in the existing page structure of the project. In the Higher-level function field, enter ANL. Since the identifier already exists in your project, however, you can select it using a selection dialog. In the Mounting location field, enter ASW. Now expand the tree on the left side. Click [Close]. In the Page navigator, you now see the new page. By deactivating the Automatic page description check box, you also have the option of entering your own description for each report page in the Page description field.

Open the page by double-clicking on it, and look at the terminal diagram in the Graphical editor. Otherwise, parts entered on the cable definition line will not be taken into account during output of the parts list. Click the [Settings] button. Select the Parts menu item. In the Include parts table, deactivate the Devices without part number check box so that this device is ignored when outputting the parts list. The Terminal strip parts check box is activated by default due to the project template being used.

If this is not the case for you, activate it. Also activate — if necessary — the Terminal parts and Cable part check boxes. Deactivate all other check boxes that are enabled by default. Now continue with the output of the other report pages. Printing Other Report Pages Repeat the action described in the first section of this chapter for the reports Cable diagram, Parts list, and Table of contents. On each report, select the corresponding report type from the Select report dialog.

For instance, you do not need to enter new identifiers in the Cable diagram Total dialog, but rather can apply an existing structure from the Page navigator field. The identifiers of this page are applied to the Higher-level function and Mounting location fields, and for the Page name, the next free page is suggested.

Instead of "2", enter the page number 10 into the Page name field. This time, enter the page number 20 in the Page name field. Finally, organize the Table of contents behind the cover sheet by selecting the page with the Cover sheet description in the Page navigator field. The is used to mark all report types that represent report overyellow icon views e.

The orange icon characterizes function-relevant report types e. The level below that, marked in the tree with a yellow or orange icon with an opened drawer or is called a "report block" or just a "block". All report pages belonging to a particular element e. In your current sample project, there is only one report block for each report. If, on the other hand, there were two terminal strips -X1 and -X2 in the schematic, then, for instance, the terminal diagram pages for terminal strip -X1 would make up their own block, just as the terminal diagram pages for terminal strip -X2.

They have as in the Page navigator. Then open the newly generated pages and look at these pages in the Graphical editor. With the generation of report pages, the creation and editing of your sample project is finished for now. In the following chapters, we will cover some additional topics, such as creating and inserting macros and searching project data. Then you will update the reports in your project using report templates. If you like, you can now print your project pages out.

For more information on this, see chapter "Printing a Project" on page You can, of course, print out the project pages at a later time, for example, at the end in the order of chapters.

In the following sections, for instance, you will create a window macro and then insert it. Creating and inserting macros of other types, such as pages and symbol macros, is done in a similar manner.

Creating macros is helpful because you do not have recreate cut-outs every time a routine operation comes up. What is a window macro? A window macro is an arbitrary area of a page. All objects whose insertion points are inside this area are stored in the window macro.

Creating a Window Macro 1. Position the cursor in the upper right corner of the schematic e. In the Directory field, the preset default directory for macros is displayed. In the File name field, enter Drive as the name of the macro. In the Description field, enter Conveyor belt as the description for the macro.

The text entered here is displayed in a comments field when inserting macros and simplifies the selection for you. The macro is saved in the specified directory under the name Drive. Inserting a Window Macro Before you insert the macro that you just saved again, first create another schematic page of the type Schematic multi-line. Insert the macro on this sample page opened in the Graphical editor.

Select the Preview check box. The macro will also be displayed in the Graphical preview. Select the macro Drive. Position the macro at an arbitrary position in the schematic and click the left mouse button to place it. In this dialog you define the manner in which devices are to be numbered on insertion. Select the Number option. This causes the devices inserted by the macro to be numbered automatically online. For a DT counter, this takes the next free counter for each identifier into account.

Since the macro is still hanging on the mouse pointer, you could insert the macro again. As usual when inserting page macros, this creates a new project page. In the following chapter, we will show you how to search your sample project for a certain DT and a certain text and how you can then edit these objects. If the settings for your dialog don't match those of the figure shown below, you still need to perform steps 4 through 7.

Otherwise, you can click [OK] immediately. In the Search in group box you can specify the objects in which you would like to search for the term. In the Search location group box, you can exclude certain page types from the search. Here, activate the Logic pages and Graphical pages check boxes. You also have the option in this dialog of entering the results of a search into one of two possible results lists. Select the List of results 1 option.

The extent of the search depends on the selection made. If you have already highlighted a single project, the Apply to entire project check box will be activated and grayed out. You can then no longer change the relevant settings. If not, activate this check box, so that the search can be expanded to the entire project.

All fuses in the project are listed in the dialog in tabular form. If you cannot see all the entries, drag the dialog to enlarge it and adjust the width of the individual columns if necessary. Below the listed search results, EPLAN shows you a text field with the page on which each selected object is located.

Tip: In the Search results dialog, if you select an object located on a project page, the Graphical preview shows the corresponding page. The position of the object is highlighted in the preview with concentric circles. If the Find toolbar is displayed e. Replacing device tags 1.

Select all entries in the Search results dialog. Remove the 1 in the Find what field and enter the value -CB in the Replace with field. In the schematic, too, all selected devices are renamed. For instance, you can use the menu item Go to graphic to jump from a selected object in the results list to the corresponding position in a project page.

Finding Text and Editing Search Entries Before starting a new search, first remove all the previous entries. Otherwise the search results will remain in this result list. The Search results dialog is now empty again. In the Find what field here, enter the search term Conveyor belt. Activate — if necessary — the Apply to entire project check box to extend the search to the entire project.

Select the second entry in the list. In the popup menu, select the menu item Properties or doubleclick. On the Text tab, the term, Conveyor belt, is already selected. Enter the new text Conveyor belt drive 2, here. Before you print out your whole project, you should first complete and update your reports. How you do this is described in the next chapter. You created a new page and added additional devices to the project using the inserted window macro.

For these changes to take effect in the project, you still have to complete and update the reports. Report blocks are logically coherent groups of report pages. If you update a report, all report pages are updated which belong to the report block. All reports belonging to a report block have the same start page.

What is a report template? You can specify settings for reports in a report template. These settings can always be reused when generating new reports. Report templates can be generated completely from scratch or based on an existing report. Updating Reports 1. If you had made changes in the project to terminal strip —X1 or cable —W1 for instance, specifying a different function text, a new target, etc.

Instead, you must generate a terminal diagram for —X2 and a corresponding cable diagram for —W2. You could proceed as described in the chapter "Generating Reports" on page , and output new report pages in that way. But EPLAN also provides you with the possibility of using existing reports to generate report templates.