Eplan Electric p8 Basic - 2

Version 1.7.
12
Basic Training
Date : 10th September 2007 – 14th September 2007
Venue : Sysnet Controls Sdn Bhd Training Room
EPLAN electric P8 training by Sysnet Controls Sdn. Bhd.

http://www.eplan.com.my/
EPLAN ELECTRIC P8 Basic Training
Day 1........................................ Error! Bookmark not defined.

Installation ................................ Error! Bookmark not defined.
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Transferring user-specific settings to a different computer in the
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Device list ............................................. Error! Bookmark not defined.
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Contact image .......................... Error! Bookmark not defined.
Setting up personal properties .. Error! Bookmark not defined.
Changing the zoom, pan and scroll functions of the mouse
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Sorting the terminals as drawn in the schematic (EPLAN 5 sorting
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and placing a dynamic terminal
diagram form on the page ...... Error!

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1. PROJECT MANAGEMENT DATABASE
Project management displayed all the information contained in a project. Here you
can manage your project files such as:
a) Import / Export project.

b) Back up / Restore project.
c) Creating Basic Project.
d) Creating Project Template.
e) Sending Project via email.
f) Compress and Reorganize project.
g) Opening, rename, copying and delete project.
h) Editing Project Properties.
i) Outputting Project Information.
PROJECT > MANAGEMENT
Import / Export project.
Eplan project can be import and export ( in .epj format) in the project management.
To import a project
Project > Management > Organize > Import

Looks for a .epj format files and click Open
Select OK
Process of importing

Here you go, your newly imported project
To export a project
Project > Management > Choose A Project > Organize > Export

Choose the directory where you want to output you exported project. Press OK after
you choose the directories.
Eplan project exported.

Back up / Restore project.
To back up a project
Project > Management > Choose A Project > Organize > Back up
Select the method you want use to back up your files and the medium where you
want your back up to be stored. Press OK when you done.

Saving Method
Store Additionally Backing up copies the project to the target data

medium. In other words, the project remains
available in exactly the same form.
File Off for external processing The file-off function is used to copy the project to
the target data medium for additional external
editing or modification. The original project is then
locked to prevent any modifications being made to
it. Thus, only the filed-off project can be changed.
You can, however, open the original project on a
read only basis.
Archive Archiving is used to file completed projects to a
target data medium. The entire original project is
deleted from the current hard disk, leaving only an
information file. Archived projects are also
identified by a special symbol in the project
selection windows.
Press OK

Process Of backing up
Your selected project has successfully been back up.

To restore a project
Project > Management > Organize > Restore
Select the directory where you saved your back up files then press OK

Press yes to overwrite the existing files with the back up files.
Process of restoring the files
Press OK

Creating Basic Project.
When you create a basic project from an existing project, the pages and all project-
specific settings are saved in the basic project. A basic project has the ebp suffix.
When you create a project from a basic project, the following settings from the basic
project are adopted in the new project:
All project related settings. Project related settings are the settings under
Options > Settings > Projects > "Project name".
Schemes for the page and device structure.
All pages. All pages in the basic project are adopted in the new project. Since
the pages are adopted you cannot change the page structure in the newly
created project.
Project > Management > Choose A Project > Extra > Create Basic Project

Create a new name for your project template and click save.
Project template
When you create a project template from an existing project, all project-specific
settings and the schemes for the project structure are saved. A project template has
the ept suffix.
When you create a project from a project template, the following data and settings
are adopted:
All project related settings. Project related settings are the settings under
Options > Settings > Projects > "Project name".
Schemes for the page and device structure. Since no pages are adopted from
the project template, you can change both the page and device structure in
the newly created project.

Project > Management > Choose A Project > Extra > Create Project Template.
Create a new name for your project template and click save

Sending Project via email.
Project > Management > Choose A Project > Organize > Send By Email
Click Yes

Process of sending e-mail.
Link to e-mail account. Type in the e-mail address and sent

Compress and Reorganize project.
This 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.
To compress a project.
Project > Management > Choose A Project > Organize > Compress

Click Yes
Click Yes
Process of compressing project

Click Close
To reorganize the project
Project > Management > Choose A Project > Organize > Reorganize

Click Yes
Process of reorganize the project.

Opening, rename, copying and delete project
Opening a project
Project > Management > Choose A Project > Organize > Open

Renaming a project
Project > Management > Choose A Project > Organize > Rename
Type in a new project name.
Your project has been rename

Copying a project
Project > Management > Choose A Project > Organize > Copy

Click OK
Your project has been copied to a new files.

Deleting a project
Project > Management > Choose A Project > Organize > Delete
Click Yes to all

Editing Project Properties.
Project > Management > Choose A Project > Edit
Change your properties accordingly and click save after the modification.

Outputting project information
Project > Management > Choose A Project > Extra > Output Project
Information
Click OK

Overview Of report.

2. PLOT FRAMES
Defines the logical structure of the schematic, that is, the assignment of a plot frame
to a page determines the header, page size, and the division into rows and columns.
There are additional special texts available, the row and column texts.
Copying Existing Plot Frames
Utilities > Master data > Plot frame > Copy

Select the plot frame you want to copy, create a new name you’re your copied plot
frame and then click open.

Creating New Plot Frames
Utilities > Master data > Plot frame > New

Create a new name for your Plot Frame and Click Save.
Set the setting for your new plot frame and click OK
To create what

To displayed information in the plot frame, go to
Insert > Special Text > Project Properties/ Page Properties
By pressing the icon, you can choose the properties available.

Choose the properties you want to displayed and click OK

Make sure the properties you choose is correct. Then Press OK
Place where you want the properties to be appear in the plot frame.

Once the plot frames is completed, just close the screen. It’s auto save.
3. Symbols
Utilities > Master data > Symbol library > New
Firstly, if you are created a symbol in the totally new symbol libraries, follow the step as
below. If you want to create a symbol in a existing symbol libraries, ignore step 1, 2 and 3
below.

Create a name for your symbol libraries
Click OK

To create a new symbol,
Utilities > Master data > Symbol > New
Select a variant for the symbol and click OK

Type in a symbol name and the symbol description and click the icon to define
the symbol categories.

Select the category your symbol will fall into. Let said that I want to create a coil, go
to Coils, contacts, and protective circuits, select the appropriate attributes for the
particular symbols.

Select OK

The button is the insertion point of the symbol, you can used the free graphics
drawing to help you to designed the symbol.
Free Graphics Drawing
Example of a designed symbols.

Now right click on top frame toolbar and activate the symbol editor toolbar.
Symbol Editor Toolbar
the connection point for the symbol.

To displayed the properties such as technical characteristics, counter, identifier

when you insert your symbol in your design in future,
Insert > Properties Text
Or
In the
placement of properties dialog, press the button.

Choose what are the properties you want to displayed and click OK.

Once OK
Press the OK button.

To have different variants in the symbol
Go to Utilities > Master Data > Symbol > New Variant.
Choose the variant you want and click OK

Select how you want the new variant to be rotated. Example Variant A rotated by 90 0.
Continue the same step for different type of variant.

Click the button if you have satisfied with your symbol.
Now go to
Option > Setting > Projects > Project Name > Management > Symbol Libraries

Press the button,

Select the symbol libraries and click Open.
Press OK

Now go to
Insert > Symbol
Press the button,
Press button,

Type In the symbol libraries name and the description name, Click OK once you
have finished.

Now pressed the button in the value column.
Tick in the newly created symbol libraries. Press OK after you have completed

Press OK
Here you go, your newly created symbol.

4. Forms
Copying Existing Forms
Utilities > Master Data > Form > Copy.

Select the type of form type.

Select the form you want to copy and click Open.
Create a name for your form.

If you want to modified the text properties;
Insert > Special text > Project properties or Page properties.
Choose what information you want to displayed by pressing the button.

Select the type of properties you want to displayed in the form, click OK after you
have selected the properties

Press OK
Click where you the properties text to be displayed when you generate the report on
the future.

Close the window after you have done with your modification.
Creating New Forms
Utilities > Master Data > Form > New

Select the type of form you want to modified,
Create a new name for your form. Click save after you have done with your setting.

Change the setting accordingly and click OK after you have done with your setting.
Use the free graphics line toolbar to design your form.
Free Graphics Line Toolbar

To insert the text properties, go to
Insert > Special text > Project Properties / Page Properties
Click the to choose the properties you want to displayed when you generate the
form.

Select the properties you want to output and click OK

Press OK
Place where you want to output in the form.

Close the window after you have modified the form.
Defining Form Properties
Form type:
Select the desired form type from the drop-down list (such as "Terminal connection
diagram", "Table of contents", "Order list", etc.). This property defines the type of
form. Each form type is assigned a particular ID. This is used internally to generate
the list of properties available (placeholder texts) that can be used during the editing
of the form. Thus each form has a specific list of available fields. The form type ID is
also used to generate the list of forms which are available in the "Reports" dialog for
the generation of a particular document. For instance, if you want to generate a
device tag list, only the forms present which are designated as device tag list forms
are offered for selection.
Property name / Value list:
The available properties are displayed depending on the selected category. Some of
them, for example "Company code" and "Modification date" have already been
assigned values that can't be changed. Others, for example "Description" and
"Version", can be assigned values or their existing values can be changed.
The following properties are particularly important:
Name (form, plot frame): "Data" category, file name, write-protected

Description (form, plot frame): "Data" category, string (multi-lingual)
Plot frame to edit form: "Settings" category, string
Form handling: "Settings" category, drop-down list; specifies the form as a
static or dynamic form.
Regenerate main sub-header: "Settings" category, special dialog
Number of columns / rows: "Settings" category, integer; maximum number of
columns / rows generated on a page
Column width / row height: "Settings" category, decimal (in "mm"); specifies
the width of columns / height of rows in the form.

Form structure: "Settings" category, drop-down list; order in which rows and
columns are filled in. The process always starts in the upper left. "By row"
means that first all cells of a row are filled in before switching to the next row.
In this case, bridges are displayed vertically. "By column" means that first all
cells of a column are filled in before switching to the next column. In this case,
bridges are displayed horizontally.
Dynamic row adjustment: "Settings" category, check box. If indirect properties
are indexed with 0, then the values for all (meaningful) indices are printed
together. This is generally done using one-row lists separated by semicolons.
In forms, however, you have the option of printing these values as
independent elements (rows / columns).
Example: Indirect goal.Name(0) gives M1;M2;X1:2. If dynamic row
adjustment is activated, then these four target names are printed one under
the other.
Jumpers: Height of first level: "Settings" category, decimal (in "mm"); height of
a jumper in the first level in the terminal diagram. The distance to the next
jumper is defined by the property "Jumpers: Spacing".
Jumpers: Distance: "Settings" category, decimal (in "mm"); distance between
two jumpers in neighboring levels. (The height of the first jumper is defined by
the property "Jumpers: Height of first level".)
Jumpers: Radius of connecting points: "Settings" category, decimal (in "mm");
since the nodes of jumpers are graphically shown in the terminal diagram with
a small filled circle, you specify the radius of this circle with this property (in
software coordinates). (Start and end "legs" don't have dots.)
Jumpers: Radius for nodes: "Settings" category, decimal (in "mm"); if jumpers
are shown graphically in the terminal diagram, then a small filled circle is set
on the base line on each "leg" of the jumper. The radius of this circle is
specified with this property (in software coordinates).
Jumpers: Height of external wire jumper: "Settings" category, decimal (in
"mm"); height of an internal / external jumper in the first level in the terminal
diagram. If the matching property is not set, this is used instead of "Jumpers:
height of first level".
Jumpers: Height of internal / external wire jumper: "Settings" category,
decimal (in "mm"); distance between two internal / external wire jumpers in
neighboring levels. If the property is not set, "Jumpers: distance" is used.
Format for automatic page description: "Settings" category, special dialog;
format for the page description automatically assigned when generating
report lists.
Assignment 'Index to graphic': "Settings" category, special dialog;
configuration property which assigns each graphic an index value; the
selection of graphics is this done in the "Fixed graphic" placeholder by giving
the index value.
Assignment: Function definition to graphic: "Settings" category, special dialog;
assignment of a terminal type number to a symbol variant. Used when
generating a page in order to create a fixed symbol graphic.

Connection diagram: Suppress jumper targets: "Settings" category, integer;
determines what type of jumper targets is not to be displayed in connection
point diagrams:
0 = Show all jumper targets
1 = Hide saddle jumper targets, show wire jumper targets
2 = Suppress saddle and wire jumper targets.
Connection diagram: Number of graphical levels (internal / external):
Category "Settings", Integer
Connection diagram: New row in the case of graphical overlapping: "Settings"
category, check box; if this property is set, then in case of overlapping of
graphical views in connection diagrams, a new row is started or an empty row
inserted. An overlap occurs when one of the relevant graphics layers does not
contain the same device as the next record on the same level. More compact
views can be implemented in connection diagrams in this way. The properties
"Connection diagram: Number of graphical levels (internal) / (external)" must
be set correctly.
Structure identifier overview: "Settings" category, drop-down list for selection
of structure identifiers to be displayed in the form.
Combine multi-level terminals: "Settings" category, check box; useful for
terminal line-up diagrams.
Assignment of property / value to graphic: "Settings" category, special dialog;
assignment of a property and / or value to a symbol variant.
Jumper display: "Settings "category, drop-down list (line, angle)
Jumpers: Line thickness: "Settings" category, decimal (in "mm")
Jumpers: Number of levels: Category "Settings", Integer
Number of cables...: Category "Settings", integer
Cable distance...: "Settings" category, decimal (in "mm")
Horizontal symbol distance: "Settings" category, decimal
Number of adjacent symbols: "Settings" category, integer "1-X"
Grid: "Settings " category, string (default: 4 mm)
Modification date (manual): "Revision" category, date
Version: "Revision" category, string
Company code: "Data" category, string, write-protected

Dynamic Forms
Form in which the graphics can be changed (e.g., the number of lines: only those
are displayed which have data filled in, no empty ones), that is, the graphics are
adapted to the actual number of lines. In this kind of form, header, data, and footers
can also be determined within one page.
Check the form to be modified

Copy and paste in the same place, then rename to another form name, eg F04.f03

Highlight the unwanted table, delete it.
Click on the page, Open the page properties,(shift + D)

Go to properties and change the setting as follows:
1) Columns change to : 1 ( 1 column)
2) Horizontal symbols : 25 (cross-ref space)
3) Number of adjacent : 20 (component in a row)
4) Form handling : Dynamic (auto lines)

Go to form and edit the properties of the forms
Change the form accordingly .


Draw a normal lines
From the Data area, Click the area that require repeated.

Then close and proceed as below.

5. Bus Topologies

6. Location Box
Adding Location Boxes
Everything inside a location box is allocated to a different DIN group from that which
is defined in the page properties. The components then have the same relationship
to the location box as they normally have to the page. This assumption of the DT
also occurs if only identifier blocks like installation and location are entered in a
component in the location box.
Insert > Box / connection point / mounting panel > Location box
Draw the rectangle representing the box.

Enter the item data in the location box specific Properties dialog.

In the Identifier tab, click [...] in the Full DT field.
Accept the default for the DT or make new entries for the identifier blocks if
you would like to modify the structure.
Click [OK].

Click OK

Specify the position for the new identifier in the Place identifiers dialog using
the buttons then click OK

7. Multi-User Access

8. User Rights Management
Managing Users
The rights management allows you to create users and assign them to particular
user groups. You can also subsequently edit or delete users.
Create users
Utilities > Rights management
To the left of the Rights management dialog, select the User folder, and click
[New].

In the User dialog, enter a name and short description of the new user.
You can assign a password in the Password field. To avoid typing errors on
entry, you must enter the password a second time into the Confirm password
field.
Click [OK].
Assign the user to one or more groups as described in the section "Editing
Users".

Edit users
To the left of the Rights management dialog, select the User folder.

Select a (self-defined) user name in the right-hand field and click [Edit].
In the User dialog, change the name, description and password and then click
[OK].

Delete users
To the left of the Rights management dialog, select the User folder.

Select a (self-defined) user name in the right-hand field and click [Delete].

Assign users to groups
In the Rights management dialog, click the plus sign next to the User folder
to open the folder and select a user name.

Select the check box corresponding to the user groups for which you wish the
user to be a member of.
Managing User Groups
The rights management allows you to create user groups and assign particular
editing rights to them. You can also subsequently edit or delete user groups.
Create user groups
To the left of the Rights Management dialog, select the Groups folder, and
click [New].

In the Group dialog, enter a name and short description of the allowed editing
rights of the new user group.
Click [OK].
Assign editing rights to the group as described under "Editing user groups".

Edit user groups
To the left of the Rights management dialog, select the Group folder.
Select a (self-defined) user group in the right-hand field and click [Edit]. In the
Group dialog, change the name or description. Click [OK].

Delete user groups
To the left of the Rights management dialog, select the Group folder. Select a
(self-defined) user group in the right-hand field and click [Delete].

Assign editing rights to groups
in the Rights management dialog, click the plus sign next to the Group folder
to open the folder and select a user group.
Select the check box in front of the user groups in which the current user is to
be a member. Click the plus sign to open the subordinate rights. Click [OK].

Logging on or Changing Users
Log on users
The Logon dialog is automatically displayed when EPLAN starts.
Enter the user name and password and click [OK].
Switch users
Select the menu item Project > Switch user.
Enter the user name and password into the Logon dialog and click [OK].

9. Revision Management
Completing Projects and Pages
In EPLAN, projects can be completed at any time. The project is then write-protected
and can no longer be changed. A completed project is stored in the project directory
with the extension *.elr.
Select the menu item Utilities > Revision control > Complete project.
Click [Yes] in the message window in order to use the comments on the
revision as the description for the page modification. (If you click [No], the
process will be canceled, and you can complete the pages manually).
Complete pages
Select the project or the modified pages in the page overview, and select the
menu item Utilities > Revision control > Complete pages.

Generating Revisions
Utilities > Revision control > Generate revision
In the Generate revision dialog, enter a name for the revision in the Revision
name field. In the Comment field you can enter a short description of the revision,
but the field may also be left blank. Click [OK].

Generating Comparison Projects
Utilities > Revision control > Generate comparison project
In the Generate comparison project dialog, enter a name for the comparison
project in the Project name field.
In the Comment field you can enter a short description of the comparison
project, but the field may also be left blank.
Select the check box Generate temporary comparison project if you would
like to generate a non-write-protected project that you can delete again later.
Click [OK].

Comparing Projects
Differences between two projects are registered by comparing particular properties

with one another. In the Compare projects dialog, you can determine which
projects will be compared. The properties to be compared are determined in the
Comparison settings dialog. If the value of the properties is identical for two
projects, then no difference is registered between them.
Select the desired project in the page navigator and select the menu item
Utilities > Revision control > Compare projects.
In the Compare projects dialog, select the check box Show only associated
comparison projects.
In the list, select Compare with to select the comparison project you would
like to compare with the currently opened project.
In the Comparison settings field, select the scheme which determines the
settings for the comparison. (If you have not stored your own schemes, then
only the standard scheme will be offered here. In this case create a new
scheme by Specifying comparison settings.)
In the Text field, enter the text to be used to mark the revision changes in the
properties.
Click [OK].

Removing Revision Markers
You can remove revision markers created via change tracking or a project
comparison from the project separately.
Utilities > Revision control > Delete revision markers
In the Delete revision markers dialog, select which markers you would like to
delete: Check the corresponding check boxes. Click OK after you have done

Removing Write Protection
Completed projects and comparison project are always write-protected. Only

temporary comparison projects are not write-protected. However, it is possible to
remove the write protection if necessary.
Utilities > Revision control > Remove write protection

10. Translation
Setting Up Translation Database
Opening a Dictionary
As standard, EPLAN dictionaries are stored in the ..\Translation directory.

Select Utilities > Translation > Edit dictionary > Management tab.

Click [...] next to the Dictionaries field.
Select the directory where the dictionary is located. Select the Microsoft Access-
Datenbanken (*.mdb) file type and then select the desired file.

Creating a Dictionary
You can create and manage multiple dictionaries. Select the appropriate dictionary
for each of your projects.
Utilities > Translation > Edit dictionary > Management tab
Select [Extras] > New.

To create a new database for the dictionary, enter a file name into the File
name field and select the Microsoft Access databases (*.mdb) file type.
Click [Save].

Add dictionary language
In the Management tab, use [...] to select the dictionary to which you wish to
add a dictionary language.
Click (New) next to the Dictionary language field.

One after the other, select all of the languages that should be available in the
dictionary.

Delete dictionary language
In the Management tab, use [...] to select the dictionary from which you wish
to remove a dictionary language.
Select a language in the Dictionary languages field.

Click (Delete).

Language Translation
Utilities > Translation > Settings

In the project tabs, under display column, select new button


To export full sentences select the Translate whole sentences only check
box.
To export individual words deselect the Translate whole sentences only

check box.

Exporting missing word

Create a file name, select the location where you want the files to be saved and click
Save
Select the language files

Importing Text Into Database
Once you have translate the output files,
Go to Utilities > Translation > Edit Dictionary

Now, under management tab, go to Extra > Import

Select the translated files and click Open.
Select the reference language

Auto Correct / Auto Complete
AutoComplete:
If the check box is selected, words will be automatically completed while you type.
Utilities > Translation > Setting

Under User tab, In the Input column, select AutoComplete

AutoCorrect:
If the check box is selected, all of the words that you have specified in the AutoCorrect tab
will be replaced in the first display language by their replacement text.
Utilities > Translation > Setting

Under User tab, In the Input column, select AutoCorrect.

11. Advance Setting
In the Settings dialog, you can view and edit all settings for the Project, User,
Workstation, or Company categories.
Project Setting

12. System Messages
Calling up System Messages
When you open a project, the System messages dialog lists errors which occur
during the program run in the currently opened project.
You can open the system messages at any time, even when no project is currently
open.
Utilities > System messages.


Storing System Messages
You can save the displayed system messages as a text file. You define the directory
for the file in the workstation settings. The file name EplLog.txt is predefined by
the program.
Select the menu item Utilities > System messages.

Click [Save] in the dialog.

13. Change Of Standard
Replacing Symbol Libraries and Symbols - Changing Standards
You can replace basic symbol libraries, symbol libraries, and individual symbols. The
basic symbol library contains the symbols for the basic symbol preview. When
exchanging the basic symbol libraries and symbol libraries, the source data is saved
in the target project. Individual symbols are replaced there.
Utilities > Change of standard > Project tab > [Next] > Rotation / mirroring
tab > [Next]
Assign target symbol libraries
In the Master data tab in the Name column select the symbol library to be
replaced.

Within the same row, click [...] in the New name column.

In the Select Symbol Library dialog, select the symbol library to be used for
the target project and click [Open].

To assign the entire symbol library click [Next] in the Master data tab and do
the same in the Symbols tab.

To assign the source symbol library symbols to the target symbol library
symbols, select the Individual assignment check box in the Master data tab
and click [Next].

In the Symbols tab in the Scheme column select an assignment scheme.
Click [Next].

14. Single Line Diagram / Overview
Drawing Schematics in Single-line Representation

For the single-line display of schematics, you can use pages with a special page
type. The placed symbols are connected together via autoconnecting. Using a
connection definition point, you can display the number of conductors in the cable.
You have opened a project.
Page > New

In the New page dialog, select Schematic single-line from the drop-down list
in the Page type field.

Place the symbol
Select Insert > Symbol.

Select the desired symbol from the Symbol selection dialog then press OK
Place the symbol on the page in the graphical editor.

Place the connection definition point
Select Insert > Connection definition point.

Place the connection definition point on the auto connection line between
the desired symbols in the graphical editor.

In the Properties <...> dialog, in the Connection definition point tab, enter
the desired data then click OK

Synchronizing Data between Single-Line and Multi-Line Displays
If you make a change to a multi-line object or a single-line object belonging to one,

you can synchronize the objects with one another. You can be sure in this way that
the change has been transferred to the matching counterpart object.
1. Select the desired object.
2. Select the menu item Utilities > Synchronization and, for a multi-line object
select Multi-line --> single-line and overview, for a single-line object select
Single-line --> multi-line and overview and for an object in the overview,
select Overview--> multi-line and single-line.

Generating Connection
To number the connection
Project data > Connections > Numbering > Place
Choose the type of setting.

Project Data > Connections > Numbering > Enter Designation
Press OK


Connection Setting
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
In the Settings: Connection numbering dialog, select a user-defined
scheme from the drop-down list, or create a new scheme using (New).

In the Filter tab select the check box for the trade and connection type you
want to number. In the Placement tab select where and how often you want to place
the connection definition points on the connections.

In the Designation tab, define the format groups that are to be formatted
together.

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 after you have done.

Creating Format Groups
Project data > Connections > Numbering > Settings
In the Settings: Connection numbering dialog, select a user-defined


Move the Designation tab to the foreground and in the toolbar above the
Format groups field, click (New).

In the Connection numbering: Formats dialog, in the Connection group

field, select one of the predefined connection groups or the "Browse..." entry.
If you selected "Browse..." and opened the Device tag list dialog, select one
of the DT's in the project and click [OK].
In the Extent field specify the range of connections that are to receive the
same format for their connection designations. Select an entry from the dropdown
list.
In the Available format elements field select a format element and move it
over to the right using the arrow button into the list of selected format
elements.

Define the formatting in the subsequent dialog. If desired, you can change the
sequence of the formatting elements using the arrow buttons. Click [OK] when you
have done with the setting.
15. Managing Master Data
Managing Master Data

Master data files to be edited or stored in the project can be opened in the standard
dialog, which is in a default directory. You can specify settings for this via Options >
Settings > User > Management > Directories.
Actual storage and management depends on the type of master data in question, in
which the program distinguishes between the management of:
Parts data
Forms
Plot frames
Macros
Symbol libraries.
If the specified form / plot frame is not in the master data pool, it can be found using
the Complete project function and can even be automatically stored. If missing
master data can't be found in the master data pool, a message is displayed.

Defining Master Data Directories
Options > Settings > User > Management > Directories

The paths to the required databases and files are defined in the defaults for
directories when selecting or editing master data. This information is used by certain
program elements and functions when particular data is required. The settings are
user dependent in order for you to manage and organize your own pool of master
data.
1. In the Projects field of the Settings: Directories dialog, click [...].
In the Browse for Folder dialog select the desired drive and directory. Click [OK].
Proceed this way for all further master data types with default directories that
you would like to change. (The default after installing EPLAN is
<Drive_EPLAN>:\<Programs folder>\<Master data type>\<Company
code>. Click [OK].

Master Data: Managing Parts Data
In addition to the general parts database there is a project-related Parts project

database, in which the parts data used in the project are managed separately. Data
for a part is taken from the internal parts database and transferred to the project for
each part, even if only the part number is stored on the component in the graphical
editing at the time the part is selected.
Project data can be synchronized later in both directions with the system master
data. Furthermore, certain stored parts properties can be removed from the project.
Synchronize project data with master data
1. Open the project whose master data is to be synchronized.
2. Select Utilities > Parts > Current project --> parts database.

Synchronize master data with project data
Select Utilities > Parts > Parts database --> current project.

Delete stored part properties

Select Utilities > Parts > Delete stored properties.
In the Delete stored parts properties dialog, select the Delete check box for
each part property that you would like to delete from the part stored in the
project. Click [OK].

Master Data: Managing Forms
Forms are edited as individual files and added individually to the project as soon as
they are used in the project. This means: As soon as a form is selected for use in a
project (e.g. on a page) the selected form – if it does not already exist in the project
– it is automatically stored. An original form is not deleted from the project when
another form is selected, but rather it remains embedded even if it is no longer used.
If the selected form is not in the master data pool it can be found via the menu item
Utilities > Master data > Complete current project and, if necessary,
automatically corrected. If missing master data cannot be found in the master data
pool, then an appropriate message is displayed.
Store form in project
Select Utilities > Master data > Form > Open.

Select the form to be edited in the Open forms dialog.

In the page navigator, select the page to which you would like to assign the
form.

Select Popup menu > Properties.

If the Form name property is not yet in the list of properties, click (New)
next to the Category field in the Properties group box of the Page properties
dialog.

In the Property selection dialog select the Form name property. Then press OK

Open the drop-down list in the Value field for the Form name property.

Click [Browse]. Select the changed form in the Select form dialog then pressed
Open. Press OK after you have done with the setting.

If required, you can change the values of the other properties of the page. Click [OK]
after you have done with the setting.

Form master data is referenced as follows:

All forms used on pages
All forms stored in the settings for reports (Options > Settings > Projects >
"Project name" > Reports > Graphical output)
All forms saved in the following function types: mounting panel objects,
terminal and plug definition texts, cables
Placed forms (e.g. enclosure legends).
Master Data: Managing Plot Frames
Plot frames are edited as individual files and added individually to the project as
soon as they are used in the project. This means: As soon as a plot frame is
selected for use in a project (e.g. on a page) – if it does not already exist in the
project – it is automatically stored. An original plot frame is not deleted from the
project when another plot frame is selected, but rather it remains embedded even if
it is no longer used.
If the selected form is not in the master data pool, it can be found via the menu item
Utilities > Master data > Complete current project and, if necessary,
automatically
corrected. If missing master data cannot be found in the master data pool, then an
appropriate message is displayed.
Store plot frame in project
Select Utilities > Master data > Plot frame > Open.

Select the plot frame to be edited in the Plot frame selection dialog. Click Open
In the page navigator, select the page to which you would like to assign the
plot frame.

Select Popup menu > Properties.

If the Plot frame name property is not yet in the list of properties, click
(New) next to the Category field in the Properties group box of the Page
properties dialog.

In the Property selection dialog select the Plot frame name property. Click OK
after you have done.

Open the drop-down list in the Value field for the Plot frame name property.

Click [Browse]. Select the changed plot frame in the Select plot frame dialog. After
you have selected the frame, click Open. Select OK after you have done with the
setting.

Master Data: Managing Macros
Macros are broken up in the project as soon as they are inserted. Data is then
undistinguishable from manually inserted individual elements. All data in a macro are
referenced when stored (except foreign language texts).
The name of the symbol library from which the macro was generated (drawn) is
stored in the macro. This way the macro preview will use the correct symbol library
for the display.
In the operating system layer, macros are individual files that can be sent to end
customers, for example.
Master Data: Managing Symbol Libraries

Symbols are compiled, edited, and managed in symbol libraries. The project settings
(inherited by symbols, e.g. line thickness of the symbol) for the current project are
used in managing the symbol libraries.
Symbol selection (Insert > Symbol) only displays those symbols from the stored
symbol libraries and symbol libraries are identified by name (without the path) in
projects.
Store symbol libraries (copy to the project)

Symbol libraries are added to the project as soon as they are entered into the project
settings, or they are opened or generated in the project.
Options > Settings > Projects > "Project name" > Management > Symbol
Libraries
1. In the Settings: Symbol libraries dialog, click [...] in a column below Symbol
libraries.
2. In the Select symbol library dialog select the new symbol library.
3. Click on [Open].
4. If you have clicked [...] in the column of an already assigned symbol library,
EPLAN checks whether the original symbol library and the newly selected one
are both compatible. If this is not the case, the process will be interrupted with
a prompt. If the two symbol libraries are compatible, you have to confirm the
exchange in the Exchange symbol libraries dialog. Click [Yes].

5. If you have clicked [...] in an empty column, the storage process is

automatically started.
6. Select the Synchronize check box if the symbol library should be managed on
a project basis.
7. If necessary, change the preceding sign (the default is the first letter of the
symbol library) so that you can differentiate between the symbol libraries in the
list view in the Symbol selection if you select Popup menu > Name with
preceding sign.
8. Proceed this way for all of the further symbol libraries that you would like to
store in the project.
9. Click [OK].
File off symbol libraries (delete from the project)

Before deleting a symbol library from the settings, and therefore from the project, the
library is checked for symbols that are still used in the project. It is possible to delete
if the symbol library is not being used.
Options > Settings > Projects > "Project name" > Management > Symbol
libraries
1. In the Settings: Symbol libraries dialog, select the symbol library that you
would like to delete from the project.

Click (Delete). If symbols from the selected symbol library are still being used in
the project, click [OK] to confirm the prompt.

Master Data: Defining Form Settings
Master data is stored on a project-related basis and can be synchronized with the
master data pool when opening, saving, or restoring the project. There are project
settings especially for forms, which you can specify as follows:
Options > Settings > Projects > "Project name" > Reports > Output to page
1. In the Settings: Output to page dialog, open the Form drop-down list for the
reporting type whose settings you would like to edit.

Click [Browse].
3. Select the desired form in the Select form dialog. Only the data type
appropriate to the currently selected report type will be displayed under Files
of type.
4. Select the Preview check box in order to display the graphic for the form that
is selected in the list.
5. Click [Open].
6. Select the Project related check box if the form should be managed on a
project basis..

7. Specify additional settings for the form.
8. Click [OK].

Synchronizing Master Data
The master data (e.g. a symbol library) is not referenced, but rather stored in the
project, i.e. copied into the project. The storage of the master data being used thus
occurs within the Project. Depending on the project settings specified under Options
> Settings > Projects > "Project name" > Management > General, Options >
Settings > Projects > "Project name" > Management > Symbol libraries, and
Options > Settings > Projects > "Project name" > Reports > Display / output
you can, if necessary, manually start the synchronization of project master data with
the system-specific data.
Synchronize individual master data objects

Preconditions:
You have opened the project whose master data is to be synchronized.
You have no editor open for working on master data (Plot frame editor, Form
editor, etc.).
Utilities > Master data > Synchronize current project

1. In the Synchronization of master data <Project name> dialog click the

column heading in the tables in order to sort the data alphanumerically either
ascending or descending by column. For example, if you click the column
Type, all entries will be sorted and displayed according to the Master data
type.

2. In the Project master data list select the master data objects that you would
like to transfer to the system master data. (Multiple selection is possible.)

3. Click .

4. In the System master data list select the master data objects that you would
like to transfer to the project master data. (Multiple selection is possible.)

5. Click . Click [Close] after you have done with the setting.

Globally synchronize master data
Utilities > Master data > Synchronize current project
1. In the Synchronization of master data <Project name> dialog select

[Update] > Project in order to globally replace all outdated project master
data with newer system master data.

2. Select [Update] > System to globally replace all outdated system master data
with newer project master data.
3. Click [Close].

16. Numbering Devices
Numbering Using PLC data
Options > Settings > Projects > "Project name" > Devices > Number using PLC
data

1. In the dialog Settings: Number using PLC data select a user-defined
2. In the Settings: Number using PLC data dialog, click (New) above the
Format groups field.
3. In the Number using PLC data: Format dialog, select the group of devices
from the Group drop-down list for which you want to determine the format.
You can choose between terminals, pins, and devices.
4. In the Extent drop-down list, select the scope of numbering for the selected
group.
5. In the Available format elements field select a format element and move it
over to the right using into the list of selected format elements.

6. Define the formatting in the subsequent dialog.
7. If desired, you can change the sequence of the formatting elements using the
arrow buttons.
8. Click [OK].
Numbering Online
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.
You have opened a project.
Options > Settings > Projects > "Project name" > Devices > Numbering (online)
1. In the Settings: Numbering (online) dialog, click [...] next to the Numbering
format field.

2. To create a numbering format click (New) next to the Scheme field.
3. Enter a descriptive name into the Name field and click [OK].

4. Change to the DT tab.
5. To allow all devices in the "General DT" device group to be numbered online,
select the General DT check box.
6. Click [...] next to the General DT field.

7. In the Available format elements field of the DT format dialog, select the
"Counter" format element and click (Move right).
8. 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].
9. Select all of the desired format elements sequentially. Pay attention to the
rules for the Online numbering format.
10. Click [OK].
11. To define the online numbering for all other device groups and connections,
proceed in the same manner in the DT and Connection Points tabs.

12. Click (Save) and then click [OK].

Setting Preceding Signs in Displayed DT
The displayed DT can be displayed with a prefix, e.g. -M1 or without a prefix e.g. M1.
Click [OK].

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.

Click [OK].

Number online and set flags
1. In the dialog Settings: Numbering (online) dialog, in the On insertion of

symbols group box, select the Number with flag "?" option. Click [OK].

Not Numbering Devices Online

When you insert new devices into the schematic then you can define that these
devices are not to be automatically numbered.

Exclude device groups from numbering

Devices that are excluded from the numbering are allocated an identifier and a
counter. The counter is not incremented.
1. In the Settings: Numbering (online) dialog, click [...] next to the Numbering
format field.

2. Select a user defined scheme from the Schemes field.

3. Change to the DT tab.
Deselect the check box for each device group that is not to be numbered
online.
Click (Save) and then click [OK].

Insert devices without a DT

A device can be inserted without a DT. In this case, the entries for the displayed and
full DT remain empty.
1. In the dialog Settings: Numbering (online) dialog, in the On insertion of

symbols group box, select the Empty field option. Click [OK] when you have
done.

Numbering the Devices Offline
You can number devices in the page navigator, the device navigator, or the
graphical editor. Which option you choose depends on which scope of numbering
you need.
1. Select a project, pages, functions, or structure identifier layers.

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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Version 1.7.

EPLAN electric P8 training by Sysnet Controls Sdn. Bhd.

Day 1........................................ Error! Bookmark not defined.

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Updating the output when opening

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1. PROJECT MANAGEMENT DATABASE

a) Import / Export project.

PROJECT > MANAGEMENT

Import / Export project.

Project > Management > Organize > Import

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Here you go, your newly imported project

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Eplan project exported.

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Back up / Restore project.

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Store Additionally Backing up copies the project to the target data

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Your selected project has successfully been back up.

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Project > Management > Organize > Restore

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Process of restoring the files

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Creating Basic Project.

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Sending Project via email.

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Process of sending e-mail.

Link to e-mail account. Type in the e-mail address and sent

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Compress and Reorganize project.

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Process of compressing project

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To reorganize the project

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Process of reorganize the project.

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Opening, rename, copying and delete project

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Type in a new project name.

Your project has been rename

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Your project has been copied to a new files.

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Click Yes to all

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Editing Project Properties.

Project > Management > Choose A Project > Edit

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Outputting project information

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Copying Existing Plot Frames