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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.
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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].
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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.
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Synchronize master data with project data
1. Open the project whose master data is to be synchronized.
Select Utilities > Parts > Parts database --> current project.
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Delete stored part properties
1. Open the project whose master data is to be synchronized.
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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].
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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.
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Select the form to be edited in the Open forms dialog.
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In the page navigator, select the page to which you would like to assign the form.
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Select Popup menu > Properties.
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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.
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In the Property selection dialog select the Form name property. Then press OK
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Open the drop-down list in the Value field for the Form name property.
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Click [Browse]. Select the changed form in the Select form dialog then pressed Open. Press OK after you have done with the setting.
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If required, you can change the values of the other properties of the page. Click [OK]
after you have done with the setting.
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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.
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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.
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Select Popup menu > Properties.
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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.
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In the Property selection dialog select the Plot frame name property. Click OK after you have done.
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Open the drop-down list in the Value field for the Plot frame name property.
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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.
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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