EPLAN Electric P8 Reference Handbook

Preface

1 Installing EPLAN Electric P8

1.1 Hardware

1.2 Installation

1.3 Note for users of previous versions

1.3.1 Parallel operation with previous versions

2 The basics of the system

2.1 Five principles for working with EPLAN Electric P8

2.2 Directory structure, storage locations

2.3 Settings — General

2.3.1 Settings — Project

2.3.2 Settings — User

2.3.3 Settings — Station

2.3.4 Settings — Company

2.4 EPLAN and multiple starts?

2.5 Properties

2.5.1 Project properties

2.5.2 Page properties

2.5.3 User-defined properties

2.5.4 Symbol properties (components)

2.5.5 Form properties

2.5.6 Plot frame properties

2.6 Buttons and popup menus

2.6.1 Device dialog buttons

2.6.2 Buttons in dialogs (configuring)

2.6.3 Buttons in dialogs such as filter schemes

2.6.4 Restore default function

2.6.5 Property arrangements (components)

2.6.6 Format properties

2.6.7 Buttons (small black triangles)

2.6.8 Dialogs for schemes

2.7 Master data

2.8 Operation

2.8.1 Using the keyboard

2.8.2 Using the mouse

2.9 User interface — more useful information

2.9.1 Using workspaces

2.9.2 Dialog display

3 Projects

3.1 Project types

3.1.1 Project types in EPLAN

3.1.2 Project templates and basic projects

3.2 Creating a new project

3.2.1 New project (from a basic project)

4 The graphical editor (GED)

4.1 Page navigator

4.1.1 Page types

4.1.2 The popup menu in the page navigator

4.1.3 Page navigator filter

4.1.4 Edit in table

4.1.5 List with preselection

4.2 General functions

4.2.1 Title bar

4.2.2 Status bar

4.3 Coordinate systems

4.3.1 Graphical coordinate system

4.3.2 Logical coordinate system

4.3.3 Fluid power and process-engineering coordinate systems

4.3.4 3D coordinate systems

4.4 Grid

4.5 Increments, coordinate input

4.5.1 Increment

4.5.2 Coordinate input

4.5.3 Relative coordinate input

4.5.4 Move base point

4.6 Graphical editing functions

4.6.1 Graphical objects: lines, circles, rectangles

4.6.2 Trim, chamfer, stretch and more

4.6.3 Group and ungroup

4.6.4 Copy, move, delete

4.6.5 Dimensioning

4.7 Texts

4.7.1 Normal (free) texts

4.7.2 Path function texts

4.7.3 Special texts

4.7.4 Properties – Text dialog

4.8 Components (symbols)

4.8.1 Insert components (symbols)

4.8.2 Properties (components) dialog – [device] tab

4.8.3 Display tab

4.8.4 Symbol/function data tab

4.8.5 Parts tab

4.9 Cross-references

4.9.1 Contact image on component

4.9.2 Contact image in path

4.9.3 Special feature: Pair cross-reference

4.9.4 Contact image distributed device list

4.10 Device selection settings

5 Navigators

5.1 Overview of the most important navigators

5.1.1 Additional navigators and modules

5.1.2 General navigator functions

5.2 Device navigator

5.2.1 Swap

5.2.2 Assign main function

5.2.3 Synchronize function texts

5.2.4 Numbering (Number DT)

5.2.5 Device protection

5.2.6 Import (device data)

5.2.7 New

5.2.8 New functions

5.2.9 New device

5.3 Terminal strip navigator

5.3.1 Edit (terminal editor)

5.3.2 Generate multi-level terminal

5.3.3 Number terminals

5.3.4 New

5.3.5 New functions

5.3.6 New terminals (devices)

5.3.7 View

5.4 Plug (female pin) navigator

5.4.1 Edit (plug/female pin editor)

5.4.2 Number pins

5.4.3 New

5.4.4 New functions

5.4.5 Generate plug definition (plug and/or female pin)

5.4.6 Generate pin (plug and/or female pin)

5.5 Cable navigator

5.5.1 Edit

5.5.2 Number (cable DT)

5.5.3 Automatic cable selection

5.5.4 Generate cables automatically

5.5.5 Assign cable connections

5.5.6 New

5.5.7 Number DT

5.6 PLC navigator

5.6.1 Write back connection point descriptions

5.6.2 Set data types

5.6.3 Export/Import data

5.6.4 Addresses/assignment lists

5.6.5 Address

5.6.6 New

5.6.7 New functions

5.6.8 New device

5.6.9 View

5.7 Part navigator (Devices/Parts)

5.7.1 Add project part

5.7.2 Add part

5.7.3 Insert device

5.7.4 Exchange part

5.7.5 Edit part

5.7.6 Device selection

5.7.7 Assign item number

5.7.8 Synchronize parts data

5.7.9 Export/Import

5.7.10 View

5.8 Macro navigator

5.8.1 Macros – a general description

5.8.2 Macro project

5.8.3 Macro box

5.8.4 Macro navigator/Generate automatically

5.8.5 Macros in general (without macro project)

5.8.6 Macros with value sets (without macro project)

5.9 Navigators – general functions

5.9.1 Place from navigators

5.9.2 Assign from navigators

5.9.3 Filters

5.10 Correction functions

6 Reports

6.1 What are reports?

6.2 Report types

6.3 Types of graphical reports

6.3.1 Report types (forms)

6.3.2 Special connection diagrams

6.3.3 Next forms

6.3.4 Conditional forms

6.4 Settings (output options)

6.4.1 The Display/output project setting

6.4.2 The Parts project setting

6.4.3 The Output to pages project setting

6.5 Generate reports

6.5.1 Reports dialog

6.5.2 Generate reports without templates

6.5.3 Popup menus in the Reports tab

6.5.4 Generate reports with templates

6.6 Other functions

6.6.1 Update

6.6.2 Generate project reports

6.6.3 Generate report project

6.6.4 Settings for automatic updates

6.7 Labeling

6.7.1 Settings

6.8 Edit properties externally

6.8.1 Export data

6.8.2 Import data

7 Management tasks in EPLAN

7.1 Structure identifier management

7.1.1 List of identifiers in structure identifier management

7.1.2 Graphical buttons

7.1.3 Sort menu

7.1.4 Extras menu

7.1.5 Configure protection (protect identifiers from changes)

7.2 Message management

7.2.1 The visual appearance of message management

7.2.2 Project checks

7.2.3 Message classes and message categories

7.2.4 Filters in message management

7.2.5 Various message edition options

7.3 Layer management

7.3.1 Standard layers

7.3.2 Export and import of layers

7.3.3 Create and delete your own layers

7.3.4 Uses of layers

7.4 Parts management

7.4.1 Structure of parts management

7.4.2 Tabs in parts management

7.5 Revision control

7.5.1 General

7.5.2 Generate new revision

7.5.3 Execute changes

7.5.4 Complete page(s)

7.5.5 Generate reports

7.5.6 Complete a project

7.6 Project management

7.6.1 Project management dialog

7.6.2 Project management buttons

7.6.3 Project management filters

7.6.4 Create projects (project management)

8 Export, import, print

8.1 Export and import of DXF/DWG files

8.1.1 Exporting DXF and DWG files

8.1.2 Import of DXF and DWG files

8.2 Image files

8.2.1 Exporting image files

8.2.2 Insert image files (import)

8.3 Print

8.3.1 The Print dialog and its options

8.3.2 Important export/print setting

8.4 Export and import of projects

8.4.1 Exporting projects

8.4.2 Importing projects

8.5 Print attached documents

8.6 Import PDF comments

8.6.1 Importing commented PDF documents

8.6.2 Deleting PDF comments

8.7 Generate PDF documents

8.7.1 Export of PDF files

9 Data backup

9.1 Zipping and unzipping of projects

9.1.1 Zip projects

9.1.2 Unzip projects

9.2 Backing up and restoring projects

9.2.1 Back up projects

Restore projects

9.3 Other important settings

9.3.1 Default settings for project backup (global user setting)

9.3.2 Compress project (remove unnecessary data)

9.3.3 Automated processing of a project

9.4 Backing up and restoring master data

9.4.1 Backing up master data

9.4.2 Restoring master data

9.5 Send project by e-mail directly

10 Master data editors

10.1 Preparatory measures

10.2 Clear overview of forms

10.2.1 First option — manual overview

10.2.2 Second option — automatic overview

10.3 Forms

10.3.1 Create new form (from copy)

10.3.2 Edit existing form

10.3.3 Create new form

10.4 Plot frames

10.4.1 Create new plot frame (from copy)

10.4.2 Edit existing plot frame

10.4.3 Create new plot frame

11 Old EPLAN data (EPLAN 5)

11.1 Import options

12 Extensions

12.1 EPLAN Data Portal

12.1.1 What are the advantages of the EPLAN Data Portal?

12.1.2 Before the first start

12.1.3 How the EPLAN Data Portal works

12.2 Project options

12.2.1 What are project options?

12.2.2 Terminology in the Project options module

12.2.3 Creating options and sections

12.2.4 Generate options overview report

13 FAQs

13.1 General

13.2 Parts

13.3 Terminals, plugs

13.4 Cables

13.5 Properties, layers

13.5.1 Master data

13.6 Data exchange

13.7 Reports

14 Creating a schematic project — step by step

14.1 Create a project

14.2 Generate pages

14.3 Create a schematic

14.3.1 Insert symbols

14.3.2 Insert cables

14.3.3 Add texts

14.4 Generate reports

14.4.1 Generating other report pages

Index