Drive Technology \ Drive Automation \ System Integration \ Services. Manual. Operating Manual DriveConfigurator

Transcription

1 Drive Technology \ Drive Automation \ System Integration \ Services Manual Operating Manual DriveConfigurator Edition 06/ / EN

2 SEW-EURODRIVE Driving the world

3 Contents Contents 1 Introduction to DriveConfigurator What is DriveConfigurator? How do customers benefit from DriveConfigurator? How to use DriveConfigurator? Operating concept Process sequence Step 1: Starting DriveConfigurator Step : Configuring the product Selecting the product Control elements Searching for products Determining the variant Determining an option Product result Step 3: Adding a product to the shopping basket Step 4: Working in the shopping basket Shopping basket Adding products Deleting products Creating a template Searching/selecting the template Editing a template Transferring item(s) from a template to an inquiry Step 5: Inquiring about a product Other Functions Setting user options CAD formats Search tolerance Regional options Inquiring about replacement products Contacting SEW... 5 Operating Manual DriveConfigurator 3

4 1 Introduction to DriveConfigurator What is DriveConfigurator? 1 Introduction to DriveConfigurator 1.1 What is DriveConfigurator? DriveConfigurator is the ideal online tool for reliable and fast selection of drive components. DriveConfigurator is accessed from the DriveGate customer portal. With a few clicks, you can select the right drive for your application, with all the necessary documentation and information, and add it to a shopping basket. You can send your configured products directly to your sales contact as an inquiry, or you can save them as a template in the DriveGate customer portal. 1. How do customers benefit from DriveConfigurator? The DriveConfigurator offers the following advantages: Simple and guided online configuration of drives Individual adaptation thanks to user options for CAD formats, search tolerances, and region-specific measurement systems 3D preview of your configured product More efficiency thanks to storing existing inquiries as templates After completing the product selection, you can download all the documentation available for your product (spare part lists, wiring diagrams, dimension sheets, CAD). Following online product inquiry, you will immediately receive a confirmation with all the technical data of the product as well as links to the matching documentation. You can add your own texts to the inquiry (e.g.a customer material number or other comments / special requests). 1.3 How to use DriveConfigurator? Operating concept The general process is described on the next page in a flowchart (page 5). The individual steps (page 6) for each task and the relevant control elements are described on the following pages: Product configurator search (page 8) Navigation bar (page 9) Product result (page 13) Shopping basket (page 15) 4 Operating Manual DriveConfigurator

5 Introduction to DriveConfigurator How to use DriveConfigurator? Process sequence The following flowchart shows you how to request a quotation from SEW in five steps: Step 1 Start DriveConfigurator Step Configure product Search product Define variant / option Step 3 Add product to shopping basket Use template Step 4 Working in the shopping basket Add more producs? yes no Create template Step 5 Inquire about product confirmation Quotation from SEW Sales The individual steps are described in detail on the following pages. Operating Manual DriveConfigurator 5

6 Step 1: Starting DriveConfigurator Requirements To use DriveConfigurator, you need access to the DriveGate customer portal. If you do not have access to DriveGate yet, you can register for it on the DriveGate home page. Your user name and activation link will then be sent to you in a welcome ..1 Step 1: Starting DriveConfigurator Start DriveConfigurator as follows: 1. Log in to the system on the DriveGate home page with your user name and password. The DriveGate welcome page opens with icons for each application: To start DriveConfigurator, click button Operating Manual DriveConfigurator

7 Step : Configuring the product. Step : Configuring the product INFORMATION Before you configure a product, you can personalize you requirements, such as CAD formats, search tolerances, and regional options, under User options (page )...1 Selecting the product Select a product as follows: 1. Select a product group or search a product directly via the catalog/type designation []. [] Selection of product group [] Product search with catalog/type designation The product configurator opens. Operating Manual DriveConfigurator 7

8 Step : Configuring the product.. Control elements Product configurator The product configurator starts with window "1. Search". It shows the following elements: [4] [5] [6] [3] [] [8] [7] Further selection criteria Click this button to show additional selection criteria for your search. [] Selection fields for product Here, you determine the criteria for your product search. characteristics [3] Navigation bar The navigation bar has functions: Displaying the current operation step (marked in red) Buttons that allow users to control the operating sequence themselves For detailed information, refer to Navigation bar (page 9). [4] Catalog designation The title bar shows the catalog designation of the currently selected product. [5] Picture of the product The product type is displayed here based on the product characteristics you have entered. [6] Setting the user options Click this button to set the user options (page ) Note: The product search uses search tolerances, which can be set here. [7] Product (example) Click on one of the products to go to the next step (window ". Variants"). [8] List of product search results Here, you can see a list of all products that match your search criteria. 8 Operating Manual DriveConfigurator

9 Step : Configuring the product INFORMATION In the "Gearmotors" product group, you might not get a search result with the predefined values. The reason for this can be a very high service factor. Delete the service factor and change the search tolerance accordingly, then search again for the drive. Navigation bar The navigation bar is integrated in the product configurator. It shows the sequence of operation steps from left to right. The current operation step is marked in red. Each operation step is completed by clicking a button, which leads you to another window. The navigation bar has the following elements: [] [3] Navigation buttons Click them to go to the [next] step or [back]. [] Current operation step The current operation step is marked in red. The product configurator starts with operation step "1. Search". [3] Select operation step Move with the mouse pointer over the button until a hand is displayed. You can select one of the following buttons: [1. Search] [. Variants] (only with certain products) [3. Options] [4. Result] [5. Add to inquiry] Note: The button [5. Add to inquiry] can only be selected when you are in window "4. Result". Operating Manual DriveConfigurator 9

10 Step : Configuring the product..3 Searching for products Search for a product as follows: 1. Define the characteristics for you product in the selection fields []. [4] [5] [6] [3] [] [8] [7] The results of the product search are displayed.. Personalize the DriveConfigurator to your requirements in the user options [3]. 3. In the result list of the product search, click the product [4] that is best suited for your application. The window ". Variants" or ". Options" opens, depending on the product. 10 Operating Manual DriveConfigurator

11 Step : Configuring the product..4 Determining the variant INFORMATION Note that variants are only available for certain products. Choose a variant of the selected product as follows: 1. If your product offers variants, open the drop-down menu [] and select the required variant. [] [4] [3] The example shows you how to select the mounting position (M1,...) of a gearmotor: The selected feature is displayed in the right part of the window [4]. A button to refresh [3] the page with new data is located in the lower part of the window.. To have the changes of selected features displayed, click the [Refresh] [3] button. 3. In the navigation bar, click the button [3. Options] to go to the next window. The window "3. Options" opens Operating Manual DriveConfigurator 11

12 Step : Configuring the product..5 Determining an option Choose an option for the selected product as follows: 1. Expand the category [] that contains the desired option. [] [3] [4] Check the relevant radio button. If there is additional information for the selected option, it is displayed under "Description" [4]. Your complete option selection is displayed under "Selected options" [3]. Click a selected option [3] to show the corresponding description. 3. In the navigation bar, click the button [4. Result] to go to the next window. The window "4. Result" opens. The CAD data for the product are determined. This will take a few seconds Operating Manual DriveConfigurator

13 Step : Configuring the product..6 Product result The product result window shows the following elements: [3] [] [4] [5] [6] [7] [8] Technical data (Observe the note on the technical data following this table) Here, the technical data of the selected product are listed in a table. Open a PDF file with all technical data [] Product Catalog designation [3] Add to inquiry Click this button to add the product to the shopping basket. You then have the following options: Add more products (page 17) or delete products Send a product inquiry (quotation request) (page 1) Create a template (page 18) and use it [4] Documentation Click the tab to view the documentation for your product selection. From the dropdown menu, select the required language. [5], [8] User entries When you request a quotation later, you can add additional customer-specific information (e.g. material number). Click the tab [5] and use the two text fields [8]. [6] Download CAD data Click this button to download the CAD data for your product. [7] Add to your CAD system Click this button to open the CAD data directly in your CAD system. Prerequisite: Select your CAD system in the user options (page ). Notes on the technical data: The technical data are subject to a final technical verification. This verification is performed when creating the quotation. For the exact net weight, refer to the order confirmation. The real weight may differ from that mentioned on the order confirmation for technical reasons. Operating Manual DriveConfigurator 13

14 Step 3: Adding a product to the shopping basket.3 Step 3: Adding a product to the shopping basket Add a product to the shopping basket as follows: In the navigation bar, click the button [5. Add to inquiry] to go to the final window. The shopping basket opens Operating Manual DriveConfigurator

15 Step 4: Working in the shopping basket.4 Step 4: Working in the shopping basket.4.1 Shopping basket The shopping basket has the following elements: [4] [] [3] Header of the inquiry Enter additional information for your inquiry here: Your reference Note: You must complete this field before you can send an inquiry or create a template Your designation Delivery address (entry not mandatory) Delivery type (entry not mandatory) The following symbols are available for the delivery address: Show delivery address details Edit delivery address [] Item list of products You can edit individual items as follows: Click one of the symbols: Select item for recycle bin and delete it with [Update] Open a PDF file with all configuration data Go to product search to change the item Note: In the navigation bar, click the button [5. Add to inquiry] to add your changes to the inquiry. Show item details Operating Manual DriveConfigurator 15

16 Step 4: Working in the shopping basket [3] Buttons The buttons at the bottom offer the following functions: [Add another product]: Select another product and add it to the inquiry [Update]: Deletes all items that are selected for the recycle bin [Print]: Prints the inquiry [Create template]: Saves the current inquiry / product configuration as template [Cancel]: Discards the current inquiry [Send]: Sends the current inquiry to request a quotation [4] Template search You can search for a template with the following criteria: Creation date Search type Inquiring about products and saving the inquiry as a template If you want to inquire about products and save the inquiry as a template, note the correct order: 1. Create the template first. It is not possible to save a template once you have sent the inquiry.. Now you can load the product from the template and send an inquiry for it to SEW- EURODRIVE. 16 Operating Manual DriveConfigurator

17 Step 4: Working in the shopping basket.4. Adding products You can add products to your inquiry in two different ways: Option 1: New (not configurated) product 1. Click the [Add another product] button. The product selection window (page 7)opens again.. Select another product and repeat the following steps: Step : Configure the product (page 7) Step 3: Add the product to the shopping basket (page 14) Option : Configured product from a template 1. Perform the following steps: Search/select the template (page 19) Transfer item(s) from a template to an inquiry (page 0).4.3 Deleting products Delete a product from your inquiry as follows: 1. Select the product that you want to delete by ticking the checkbox under the recycle bin.. Click the [Update] button. All selected products are deleted Operating Manual DriveConfigurator 17

18 Step 4: Working in the shopping basket.4.4 Creating a template The DriveConfigurator guides you step-by-step from the drive configuration to the quotation request. Even if you do not want to request a quotation, you can configure products, add them to a shopping basket, and save them as templates. You can use the template later to access technical data (catalog information, documentation, etc.) for individual products. You can also create templates and then take items from them over to your inquiry. Prerequisites You have configured a product in DriveConfigurator and added it to the shopping basket (page 15). Create a template as follows: 1. Specify a reference (numerical or text). You can later search for the template (page 19) using this reference.. Click the [Create template] button. The system confirms that your template has been created with the listed item details. 18 Operating Manual DriveConfigurator

19 Step 4: Working in the shopping basket.4.5 Searching/selecting the template Search/select a template as follows: Prerequisites You are in the shopping basket window (page 15). 1. Define a criterion for your search. [] [3] Click the [OK] button []. A list of templates [3] is displayed matching your search criteria. 3. To select a template, click the transaction number or the reference. To delete a template, click the recycle bin symbol..4.6 Editing a template Edit a template as follows: Prerequisites You have already completed the step "Search/select template". 1. Click the [Change] button. You are now in editing mode for templates.. Edit your template as described above. 3. Confirm the changes by clicking the [Save] button. Operating Manual DriveConfigurator 19

20 Step 4: Working in the shopping basket.4.7 Transferring item(s) from a template to an inquiry Take item(s) from a template over to an inquiry as follows: Prerequisites You have already created a template (page 18) and are now in the shopping basket window (page 15). 1. Search for the template with the items that you want to take over. Proceed as described in Search/select template (page 19).. Mark the item(s) that you want to transfer individually or all by checking the relevant box. The [Transfer] button becomes active. 3. Click the [Transfer] button. The number of items is increased in the current inquiry (in process) Click the button with the number of items to go to the inquiry (in process). The template is closed and remains unchanged, so that you can use it again. 0 Operating Manual DriveConfigurator

21 Step 5: Inquiring about a product.5 Step 5: Inquiring about a product Send your inquiry to SEW as follows: Prerequisites You are in the shopping basket window (page 15). 1. Specify a reference (numerical or text).. Click the [Send] button. The system confirms that your inquiry has been sent with the listed item details. 3. To print the inquiry, click the [Print] button. What comes After submitting your inquiry, you will receive an confirmation, see example below: next? [] The contains the quotation number and a PDF file [] with technical data attached for each inquired product. Your inquiry will be processed as fast as possible by the responsible SEW sales employee. Our employees attempt to process your inquiry on the same day. However, in case of certain variants, there might be a system-related delay. Thank you for your understanding if this is the case. Operating Manual DriveConfigurator 1

22 3 Other Functions Setting user options 3 Other Functions 3.1 Setting user options You can personalize DriveConfigurator to suit your requirements: 1. Click the [User options] button to open the user options window The window with user options opens with the following tabs: CAD formats Search tolerance Regional options. Change the settings according to your demands. The setting options are described in the following sections. 3. Click the [Save] button to save your settings CAD formats The following figure shows the setting options for CAD formats: Here, you can define the D/3D export for your CAD system. Operating Manual DriveConfigurator

23 Other Functions Setting user options 3 With the "Export to CAD system" function, you can transfer the CAD data directly to your CAD system. Select your CAD system (e.g. AutoCAD, CATIA, SolidWorks, Inventor) from the dropdown menu Search tolerance The following figure shows the setting options for search tolerances: Enabling the checkbox "Only find drives with standard power" will find only drives with standard power ratings. To find drives with other power ratings, disable the checkbox. You can use the suggested min. and max. tolerance (in %) for your search criteria, or you can enter own values. Example: 1.5 kw nominal power is the search criterion (input value) Suggested search tolerance Search Min. power Max. power Min. -0% / max kw.5 kw This means that the system will search for motors with a nominal power between 1. kw.5 kw. To reset the fields to their original values, click the [Default] button Regional options The following figure shows the setting options for regional settings: Here, you can set region-specific measuring systems Operating Manual DriveConfigurator 3

24 3 Other Functions Inquiring about replacement products 3. Inquiring about replacement products Inquire about a replacement product as follows: 1. Search for the manufacturing number on the nameplate of the product for which you need a replacement. The following figure shows where you can find the manufacturing number: [] Manufacturing number: Electromechanical product (e.g. motor) [] Electronic product (e.g. frequency inverter) Open the "Replacement product" tab [] on the initial screen of DriveConfigurator. [] Operating Manual DriveConfigurator

25 Other Functions Contacting SEW 3 3. Enter the manufacturing number (including the separating dots) in the search field. 4. Proceed as described in Step 3 (page 14): Adding the product to the shopping basket (page 14). 3.3 Contacting SEW You can contact SEW as follows: 1. Open the "Contact" tab [] on the initial screen of DriveConfigurator. []. Click the [Open contact form] button. 3. Complete the contact form and click [Send] Operating Manual DriveConfigurator 5

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27 SEW-EURODRIVE Driving the world SEW-EURODRIVE Driving the world SEW-EURODRIVE GmbH & Co KG P.O. Box BRUCHSAL GERMANY Phone Fax