Eh Configurator PDF

EXTERNAL
User Documentation
Endress+Hauser Configurator 6.0

How to use the Endress+Hauser Configurator 6.0
Printed versions of this document are not subject to revision control.
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EXTERNAL
Table of Content:
1 General Overview.................................................................................................................................... 3
1.1 Button Line.......................................................................................................................................... 3
1.2 Navigation Line ................................................................................................................................... 4
1.3 Sidebar ................................................................................................................................................. 5
1.4 Working Area...................................................................................................................................... 6
2 Procedure ................................................................................................................................................ 6
2.1 Basic..................................................................................................................................................... 6
2.1.1 Exclusions ........................................................................................................................................ 7
2.1.2 Inclusions......................................................................................................................................... 9
2.1.3 Lengths .......................................................................................................................................... 10
2.2 Markings (Tags/Bus address) .......................................................................................................... 10
2.3 Specials (including TSP)....................................................................................................................13
2.3.1 Material .........................................................................................................................................13
2.3.2 Text ................................................................................................................................................13
2.3.3 TSP .................................................................................................................................................13
2.4 Details................................................................................................................................................ 16
2.4.1 Alternatives ................................................................................................................................... 16
2.4.2 Fields..............................................................................................................................................17
2.4.2.1 Passive Fields.................................................................................................................................17
2.4.2.2 Setting values ................................................................................................................................18
2.4.2.3 Value checking .............................................................................................................................. 18
2.4.3 Validation ...................................................................................................................................... 19
2.5 Completed..........................................................................................................................................21
3 CAD........................................................................................................................................................ 21
3.1 CAD Model Download or Email ........................................................................................................23
3.2 Inserting CAD directly into Software................................................................................................23
3.3 CAD Insert Options............................................................................................................................ 23
3.4 3D CAD Model Views ........................................................................................................................24
3.5 3D CAD Viewer Toolbar ....................................................................................................................24
3.6 Select an Alternate View .................................................................................................................. 25
4 Abbreviations ........................................................................................................................................25
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1 General Overview
The new Configurator is divided in the 4 sections Button Line, Navigation Line, Sidebar and Work Area:
These 4 main sections will be described in the following subchapters.
1.1 Button Line
In the button line you recognize as today the order code you have defined so far:
You can always exit or save your entries:
Cancel - exit the configuration window and no data will be saved and sent to the system.
Save Ð exit the configuration window and send the changed data back to the system.
An error message pops up if the configuration is invalid.

Pressing “OK” saves this invalid state of the configuration.
Pressing “Cancel” brings you back to the Configurator.
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1.2 Navigation Line
The navigation line guides you through the different modules of the configuration:
When you are done with a module you can use the navigation line to go to the next or back to a
previous module. The modules may vary dependent of the options you select. “Basic” configuration,
“Marking” (Tags), ”Specials” (TSP), “Details” (Rucksack) and “Completed” are all existing modules:
Dark blue active module

Blue required module
Grey not selectable module (because the configuration is still invalid or a precondition is not
fulfilled to get to the next module)
Tooltips are available for all functions and buttons of the Navigation Line (and Button Line) if you scroll
over them with your mouse:
Check mark - this module is valid, e.g.
Zoom - you can change the zoom from 60% to 160%
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1.3 Sidebar
The sidebar shows the features of the product. The color of the left border indicates the state of the
feature:
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1.4 Working Area
If you click on a feature in the sidebar the work area displays all options of this feature.
Filter Ð you can filter the displayed entries by using the filter functionality
You can also filter the results by selectable/not selectable options with the following icons:
Show all options Ð all options are displayed (also the ones which have been excluded by another
selected option or have a general exclusion
Show only active options Ð the options which are not selectable (any more) are not displayed
2 Procedure
The procedure of running through the new configurator is divided in the different modules “Basic”
configuration, “Marking” (Tags), ”Specials” (TSP), “Details” (Rucksack) and “Completed”:
The different modules are described in detail in the following subchapters.
2.1 Basic
If you start configuring a product you will always begin with the basic module:
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EXTERNAL
If you enter the Configurator with an existing configuration (complete order code) and the
configuration is valid, you will get some additional modules (depending on the defined options):
If you enter the Configurator with an existing configuration and the configuration is invalid, you will be
directed to the first invalid item of your existing order code:
2.1.1 Exclusions
If you click on an excluded option, the configurator supports you to understand the exclusion by
showing you which features are related to the exclusion. This supports you to understand which
option(s) you have to deselect, so that the required excluded option gets available again:
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EXTERNAL
The same conflict is reflected in the side bar as well:
With a click on the marked option you can jump to it.
With a click on the red cross you can deselect the option directly (without having to jump to it).
The PCs have the possibility to maintain single exclusions (e.g. for phased out options). Such excluded
options cannot be chosen any more, these are independent from any other selected options:
If a product has a complete exclusion, nothing can be chosen.
The PCs have the possibility to maintain so called length dependent exclusions. If a specific value was
defined at a certain length option, another option won’t be selectable any more.
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EXTERNAL
By jumping to the length option, you can recognize which lengths are not allowed or which option you
cannot choose:
2.1.2 Inclusions
Beside the exclusions, the PCs have the possibility to maintain inclusions as well.
Inclusions have source options and target options, means they are dependent to other options. If a
certain source option was selected, the target option must get selected as well. So in case of an
inclusion you sometimes have to choose further options.
With the red check mark on the message you can select the dependent option:
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EXTERNAL
2.1.3 Lengths
Length options show their valid range in the editable field:
When you choose this option, the values disappear and will be shown as an error. You have to type in a
correct value according the displayed message:
This value will be displayed in the sidebar after it was defined:
2.2 Markings (Tags/Bus address)
The Marking module appears depending on the options you have selected in the Basic module. The
Marking module will ONLY be active if the Basic configuration is valid and you have selected a Tag/Bus.
As first step in the “Marking” module you have to select a material before the other fields get active
and any text can be entered:
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As soon as you define the material:
Two new functions will get active:
Per Device Ð for each device all tags and buses can be maintained together:
Per Tag Ð for each tag and bus the devices can be maintained
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EXTERNAL
Copy and Paste Ð you can paste your texts into this special field and then it will be transferred to
tag and bus
Line numbers Ð you can choose the number of lines for your tag
If the number of devices of an existing configuration is greater than the requested quantity, you have to
delete some devices. This can be done with a click on the red trash can:
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EXTERNAL
2.3 Specials (including TSP)
The Specials module appears depending on the options you have selected in the Basic module. The
Specials module will ONLY be active if the Basic configuration is valid.
2.3.1 Material
For some options a “special” material number has to be chosen.
2.3.2 Text
For some options a long text can be maintained (can be translated into several languages):
2.3.3 TSP
TSPs are handled through different material numbers as well. Each modification has a separate
material number:
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EXTERNAL
Possibly your required modification is not suitable to the defined configuration or is not existing yet:
If “no results” is displayed, please press “Enter” and the modification will be searched in the database:
Refresh - press the refresh button and new data will be loaded
Cancel - for going back without reloading press the cancel button
Please contact your local SC responsible if the required modification is not found at all or request a new
modification through the “unknown material” as done today:
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EXTERNAL
You can always go back to the basic configuration and select other options if required. If you then
switch to the “Specials” module again, the new data is loaded. Formerly selected materials could be no
longer available.
Some modifications are dependent to other options. If you do not select/define all required options, the
inclusion is violated and error messages are shown:
If all of the proposed materials are selected, the configuration should be ok and you can go on with the
next feature.
Please use the filter to narrow your results by material number or description:
If a material is out of date, it is greyed out.
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EXTERNAL
If you select such a material, an error message will appear:
Some materials require additional specification (variable fields which can be input fields or dropdown
lists). A special field has a range restriction which will be shown if you enter a wrong value:
2.4 Details
The Details module appears depending on the options you have selected in the Basic module and the
materials you have selected in the Specials module. The Details module will be active if the basic
configuration and the specials are valid.
2.4.1 Alternatives
The first step in the details module is to select an alternative. The available alternatives are calculated
from the selected options of the basic module. If there is only one alternative it is preselected and this
step is omitted.
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EXTERNAL
2.4.2 Fields
After selecting an alternative the options are displayed in the sidebar. When clicking on an option the
work area shows input fields for your values. Some fields may be greyed out and cannot be changed:
2.4.2.1 Passive Fields
Show passive Ð you can switch the view to see all options (and all fields)
Now the completely “passive” options and the “passive” fields are shown. The values of them
can not be changed.
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2.4.2.2 Setting values
Values which are not correct are marked with an error message. Type in other values or select
something new from the dropdown lists.
Numeric fields accept only numbers, sometimes only positive numbers.
A field may have an additional description. Move your mouse over the question mark to show the
description.
2.4.2.3 Value checking
Some basic checking of the input values is immediately done after pressing enter or leaving a field. Also
numeric values will be formatted. Here the value is out of range:
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Here we forgot to select a unit:
You can type in text into a dropdown list. Your text snippet works as a filter on the list.
Here the basic checking gives no more errors and the option is marked valid.
2.4.3 Validation
If all options were filled with values, start the overall validation by clicking on “Validation”.
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This validation proves values against formulas or checks relations between values.
You can go back to the erroneous option with clicking on the text below the error message or with
clicking on the option in the sidebar.
Now the same error messages are shown at the fields. Change the values according to the message.
After editing the values you have to run the validation once more.
If there are no errors left the validation will change to green (validation successful):
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2.5 Completed
After you have finalized and validated your configuration:
Please use the “Apply” button to save and send your configuration back to the system:
3 CAD
This module will only be available for the products which have 2D/3D drawings available.
It only gets active after you have finished your basic configuration.
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CAD module will not be available for the products which do not have 2D/3D drawings:
The following subsections are described in the next subchapters:
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3.1 CAD Model Download or Email
In this section you can either Download or Email the displayed model in one of the predefined formats.
For the functionalities Download and Insert Java has to be enabled in the Browser and a Version not
older then V7 update 25 is required (Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other
names may be trademarks of their respective owners).
The file types available in the dropdown box will depend on the current CAD Model in the CAD viewer
window, i.e. 3D, 2D.
3.2 Inserting CAD directly into Software
In this section you can insert a CAD Model directly into your CAD Software. Simply select the software
you have open on your computer and click insert.
The CAD Software available in the dropdown box will depend on the current CAD Model in the CAD
viewer window, i.e. 3D, 2D
3.3 CAD Insert Options
Here you can select some advanced options regarding inserting CAD models.
Options differ slightly depending on which CAD software you are currently running.
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3.4 3D CAD Model Views
3.5 3D CAD Viewer Toolbar
Below is a brief description of each tool available in the CAD view window for 3D CAD Models
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3.6 Select an Alternate View
Here you can select other views that are available for your CAD model. The selected model will be
loaded into the CAD viewer window.
• 2D Front View is a to scale front view of the CAD Model. There can be other views available e.g. side
view
• 2D Drawing w/o frame is a not to scale dimensioned 2D view with critical product information and
no title block. Viewable in the CAD viewer window and available for download, email and Insertion
directly into CAD software.
• 2D Drawing is a not to scale dimensioned PDF of the product with a title block and critical product
information, viewable in PDF format.
4 Abbreviations
Abbreviation Wording
TSP Technical Special Product
SC Sales Center
PC Production Center
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EXTERNAL

Endress+Hauser Configurator 6.0

Printed versions of this document are not subject to revision control.

These 4 main sections will be described in the following subchapters.

1.1 Button Line

You can always exit or save your entries:

An error message pops up if the configuration is invalid.

Pressing “Cancel” brings you back to the Configurator.

1.2 Navigation Line

Dark blue active module

Check mark - this module is valid, e.g.

Zoom - you can change the zoom from 60% to 160%

1.4 Working Area

The different modules are described in detail in the following subchapters.

The same conflict is reflected in the side bar as well:

With a click on the marked option you can jump to it.

If a product has a complete exclusion, nothing can be chosen.

Length options show their valid range in the editable field:

This value will be displayed in the sidebar after it was defined:

2.2 Markings (Tags/Bus address)

As soon as you define the material:

Two new functions will get active:

2.3 Specials (including TSP)

For some options a “special” material number has to be chosen.

If a material is out of date, it is greyed out.

If you select such a material, an error message will appear:

2.4.2.1 Passive Fields

2.4.2.2 Setting values

Numeric fields accept only numbers, sometimes only positive numbers.

2.4.2.3 Value checking

Here we forgot to select a unit:

After you have finalized and validated your configuration:

The following subsections are described in the next subchapters:

3.1 CAD Model Download or Email

3.2 Inserting CAD directly into Software

3.3 CAD Insert Options

3.4 3D CAD Model Views

3.5 3D CAD Viewer Toolbar

3.6 Select an Alternate View

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