Geberit ProPlanner Geberit ProPlanner Installation and Basic Functions Training Manual. Training Manual. Installation and Basic Functions

Transcription

1 Training Manual Installation and Basic Functions

2 Legal Notice This manual and the software described in it form part of the license agreement and may be used or copied only in accordance with the license terms. The content of these instructions is intended solely for information purposes, may be changed without notification and does not entail an obligation on the part of Geberit Verwaltungs AG. Geberit Verwaltungs AG provides no warranty nor guarantee with regard to the correctness and accuracy of the data in these instructions. Any mention of company names in sample templates is solely for demonstration purposes and reference to any actual organisation is unintentional, with the exception of the following: The following companies and brands are mentioned in this manual: Geberit and the Geberit logo are trademarks of the Geberit Group in Switzerland and in other countries The "LICENSER" is Geberit Verwaltungs AG Microsoft, Windows 8, Windows 7 and Vista are trademarks of the Microsoft Corporation in the United States and other countries Autodesk RealDWG is a trademark of Autodesk in the United States and other countries Copyright 2013 Autodesk, Inc. All rights reserved Gebr. Kemper GmbH + Co. KG Metalworks with headquarters in Olpe, Germany Copyright 2014, Geberit Verwaltungs AG. All rights reserved. Geberit Verwaltungs AG is legally represented by Roland Iff and Werner Frei. Geberit Verwaltungs AG Schachenstrasse 77 CH-8645 Jona Phone: Fax: verwaltungs.ag.ch@geberit.com Commercial register entry: Company number CH (Commercial Register of the Canton of St. Gallen) Value Added Tax no. CHE Find the sales company in your country at or via the Internet link on the homepage of the software.

3 Table of Contents Table of Contents 1 About this Document 2 2 Installation and Licensing Technical Requirements Installation Starting the Program for the First Time Registration Licensing Start Page 10 3 Projects New Project Subprojects 14 4 Data Export Graphic Export for Installation Systems Graphic Export for All Other Modules AVA Export Excel Export 17 1

4 About this Document 1 About this Document Use this Training Manual during training but also to repeat what you have already learned. Use the Training Manual to familiarise yourself with the installation and basic functions of ProPlanner. The topics at a glance: Installation and licensing Projects and subprojects Data export Characters and symbols The following characters and symbols are used in this training manual: Symbol Designation Meaning Info Tip Reference to further information on the subject in the Online Help Tip for an easier or better method of operation Basic information about how to proceed Important note Action Urgent information which should always be observed. Non-adherence can result in loss of data or extensive planning problems Instruction for action consisting of only one step Instruction for action consisting of several steps Result Result of an instruction for action (CH:...) Switzerland Keyboard shortcuts and information marked as CH, apply to the Swiss market. Info You can find further information in the Online Help, which you can call up using the? menu or by pressing F1. 2

5 Installation and Licensing Technical Requirements 2 Installation and Licensing Before you can start ProPlanner, you must install and register the software. You can then use certain modules free of charge but will need to purchase a license for others. Please note the technical requirements necessary for installation and operation of the software. 2.1 Technical Requirements The following technical requirements refer to ProPlanner 2014: Operating system Processor Minimum Windows Vista SP2, Windows 7 SP1 Intel Pentium 4 or AMD Athlon 64; 1.8 GHz Recommended Windows 7 SP1 / 8 / 8.1 Multi-core and > 2 GHz Computer memory 2GB 4GB Hard disc space 3 GB free 6 GB free Video card 64 MB, DirectX MB, DirectX 9 Screen 1280 pixels, horizontal resolution / 900 pixels, vertical resolution 96 dpi (screen size) recommended 1400 pixels, horizontal resolution / 1024 pixels, vertical resolution 96 dpi (screen size) recommended Installation DVD drive or Internet connection Online services Internet access required (Port 80 open) Valid address System components Required system components (included and installed automatically): Microsoft.NET Framework Microsoft DirectX 9 3

6 Installation and Licensing Installation 2.2 Installation 1. Select one of the following options: Insert the installation CD into your PC's drive. The installation file will start up automatically. Call up the following Geberit download page: Download the ProPlanner_2014.exe file and double-click on it. 2. Follow the on-screen instructions. 3. Accept the license agreement and click on Next. 4. Click on Finish to complete the installation. You may need to install additional updates depending on the update status of your Windows program. 4

7 Installation and Licensing Starting the Program for the First Time 2.3 Starting the Program for the First Time The choice of country effects the available modules and product range. The examples shown in the Training Manual cannot be performed in every country selected. 1. Start ProPlanner by double-clicking on the relevant symbol on your desktop. The following window will appear after a short time. 2. Select your country. As soon as you have selected a country, you will be assigned to a sales company and a market. The user interface language will also be set accordingly. 3. Confirm with OK. The ProPlanner registration page appears. If you need to alter the settings for language and market, this can be done via the File > Program Settings menu. Subsequent modification of the market setting does not affect existing saved projects. Info You can find further information on the language and market settings in the Online Help, which you can access via Start page > Menu bar 5

8 Installation and Licensing Registration 2.4 Registration You must register after starting the program for the first time. Registration is free of charge and every corporate customer receives a so-called corporate key and a license file. The name of the individual is entered with private customers in place of the name of the company. Registering as a new user of ProPlanner 2014 Proceed as follows if your company has not yet used ProPlanner 2014: 1. Select the first registration option. 2. Click on Next. 3. Enter your contact details. These are passed on automatically. 4. Once you have received the corporate key by , enter it and confirm with Finish. 6

9 Installation and Licensing Registration Registering with a corporate key or license file Proceed as follows if your company has already used ProPlanner 2014: 1. Select the second registration option. 2. Click on Next. Important note Make sure you enter your registration details correctly. 3. Import your company's license file (PLD file) or enter the registration details and corporate key. 4. Confirm with Finish. 7

10 Installation and Licensing Registration Offline registration You can register offline if you do not have internet access and your company has not yet registered. 1. Start ProPlanner 2014 and register as a new user. 2. Call your sales company to obtain a corporate key and further information. ProPlanner Updater The ProPlanner Updater informs you about new program versions. The new program version is automatically downloaded and installed, depending on the setting. 1. Double-click in the task bar on ProPlanner Updater, to call up the ProPlanner Updater. 2. Click on Download, to download and install a new program version. 3. Click on Search for updates, to search for new program versions. 4. Enter the Language and the Market. 5. In the Action when a new update is found field, select whether a message is displayed or whether the download of the program version should start automatically. Tip The downloaded data is saved in the Downloads folder on your computer. You can also call up the ProPlanner Updater via the? > ProPlanner Update menu 8

11 Installation and Licensing Licensing 2.5 Licensing After registration, you can use some modules free of charge but will have to purchase license packages for other modules. You can use the licenses for one or more computers. Purchasing a license package 1. Start up ProPlanner In the menu bar click on the question mark? and select License management. 3. Select a license package and click in the relevant line on Administrate. 4. Enter your address and send the license order. 5. Call your sales company should you not have access to the internet. Activating a company license Should your company have already purchased license packages, you can activate them as follows: 1. Save the license file to your computer. 2. Start up ProPlanner In the menu bar click on the question mark? and select License management. 4. Click on Import license data and select the directory in which the license file is saved. Using company licenses as multi-computer licenses You can use every ProPlanner license on several computers. Requirements: One license is already activated. 1. Start up ProPlanner In the menu bar click on the question mark? and select License management. 3. Click on Export license data and save the license file, for example on a USB memory stick. 4. Save and activate the license data on other computers. Geberit ProPlanner can be started several times so that several Windows user accounts can simultaneously access an installation, which, for instance lies on a server. 9

12 Installation and Licensing Start Page 2.6 Start Page The following window appears as soon as you start up ProPlanner: Fig. 2-1 User interface start page (1) Menu bar (2) General toolbar (3) Opening a project (4) First steps (5) Program information (6) Create new project Opening a project Existing projects can be opened. Projects are displayed as soon as projects have been saved in the current version of ProPlanner. First steps Find help and information on innovations in the current version of ProPlanner here. There is also a link with which you can call up other documents and films. Program information You can find the following information here: Information on the program version Information on your selected market Information on the data version Version of price lists used Link to Geberit online Create new project You can select a subproject and start ProPlanner in the Create new project area. 10

13 Projects New Project 3 Projects A project can contain several subprojects. Select a subproject at the start of a project. You can add other subprojects to the project at a later stage. You can enter general data, such as Name, Numbers and Addresses, to the project and subproject. 3.1 New Project As soon as you create a new project in ProPlanner, you can choose whether you wish to enter project data and building properties using assistants at the start of a project or whether you wish to enter the program directly and enter the project data and building properties at a later stage. Creating a project without project data and building properties 1. Uncheck Retrieve project data when creating a new project and Retrieve building properties when creating a new project. 2. Click on a subproject in the Create a new project area. ProPlanner starts with the subproject you have selected. You can only select subprojects that you have licensed. Creating a project with project data 1. Check Retrieve project data when creating a new project. 2. Click on a subproject in the Create a new project area. The New project assistant appears. 3. Click on Project information and enter the data for the project. This information appears in the header of the drawing area and on the cover sheets of lists. 11

14 Projects New Project 4. Click on Plumber/sanitary engineer to change the company logo and enter the address of the person responsible for the project. The logo and plumber/sanitary engineer's details will appear in the drawing header and on the cover sheets of lists. 5. Click on Change company logo and select an image file. 6. Click on Open to carry over the image file into the New project assistant. The logo is now saved for all new projects and subprojects. 7. To accept the settings as the default for future projects, click on Save as default. The data will be saved on your computer. 8. Click on Next and document the Change history of the project. The Change history appears on the cover sheets of lists. 12

15 Projects New Project 9. Click on Next to define the Hourly rate and the Value Added Tax for Offers. 10. Click on Finish to exit the assistant. A new project with the selected subproject appears. Creating a project with building properties Building properties can only be entered for Detailed Planning 3D and Schematic Planning subprojects. 1. Check Retrieve building properties when creating a new project. 2. Click on Detailed Planning 3D or Schematic Planning in the Create a new project area. The selected subproject is opened and the Building properties window appears. 3. Accept the building properties and click on Close. You will learn how to adapt the building properties in the respective Detailed Planning 3D and Schematic Planning Training Manuals. Saving a project The new project has not yet been saved and is therefore identified by a star: Fig. 3-1 Project with Detailed Planning 3D subproject Tip Remember to save your projects regularly. 1. Click on Save in the menu bar. 2. Enter a File name in the Save project as window. 3. Click on Save. As soon as a project is saved, it will appear in the Open project window on the Start page and a link will be automatically created. If the file path is changed, the link to the file will no longer function A backup file (.bak) is also created alongside the ProPlanner file (.gpp) in the storage location. The backup file contains the last but one saved copy of the project. The most recent saved copy is contained in the ProPlanner file. If you need to, you can rename the extension of the backup file as.gpp and call it up in ProPlanner 13

16 Projects Subprojects 3.2 Subprojects You can create and edit several subprojects within a project. There are various functions available to you to manage your subprojects so that you retain an overview of them. Creating subprojects 1. Click on Add subproject in the File menu. 2. Select a subproject. The subproject selected appears in the Project window. Renaming subprojects ProPlanner automatically names subprojects according to their respective type. If you wish to create several subprojects of the same type, you can rename the subprojects to differentiate more easily between them. 1. Right-click on the subproject in the Project window and select Rename subproject in the pop-up menu. 2. Enter a designation and confirm with Enter. Copying subprojects If you wish to design an installation several times, you can copy this installation as follows: 1. In the Project window, double-click on a subproject in the Quantity field. 2. Enter the required quantity of subprojects and confirm with Enter. The number just entered appears after the subproject. The quantities will be adjusted in the material list to match this figure. Info Further information is available in the Online Help under Projects and subprojects > Subprojects. 14

17 Data Export Graphic Export for Installation Systems 4 Data Export You have the following export options: Graphic export (DXF, DWG, JPEG, BMP etc.) AVA export (GAEB, UGL) Excel export (XLS, CSV) You can export CAD data using AutoCAD 2000 to AutoCAD You can export versions 2010, 2011 and 2012 using ProPlanner formats AutoCAD DXF 2010 and AutoCAD DWG Graphic Export for Installation Systems Proceed as follows in the Installation Systems module: 1. Double-click on an installation wall in the Position elements window. The Installation wall window appears. 2. Select a view in the preview (Side view, Front view or Plan view). 3. Click on Graphics export. 4. Select a File type. 5. Click on OK. The Save as window appears. 6. Enter a File name. 7. Select the relevant file format for your CAD program as the File type. Fig. 4-1 Dialog window with hidden folder structure 8. Click on Save. 15

18 Data Export Graphic Export for All Other Modules 4.2 Graphic Export for All Other Modules Proceed as follows in the Detailed Planning 3D, Schematic Planning and Roof Drainage System modules: 1. Click on Export in the File menu and select Graphic. The Graphics export window appears. 2. Select a View in the Detailed Planning 3D module. 3. Select a File type. 4. Click on OK. The Save as window appears. 5. Enter a File name. 6. Select the relevant file format for your CAD program as the File type. Fig. 4-2 Dialog window with hidden folder structure 7. Click on Save. 4.3 AVA Export ProPlanner provides a variety of interfaces and file formats to provide a uniform standard for the exchange of data, for example for specifications or requests for offerss. The English translation of the abbreviation "AVA" is Tendering, Contracting, Invoicing. 1. Click on Export in the File menu and then on AVA. 16

19 Data Export Excel Export 2. In the Content area, select whether you wish to export the project or the current subproject. 3. Select a Data format: UGL, GAEB DataExpert etc. and enter the relevant settings. The following types of query are available for UGL: AB: For order confirmations from wholesalers to contractors AN: For enquiries from contractors to wholesalers BE: For orders by contractors to wholesalers PA: For price offers by wholesalers to contractors TB: For call-off orders by contractors to wholesalers The data formats and setting options available depend on the market set in the program settings. 4. Select a Storage location and a File name. 5. Click on Export to export the file. Tip IGH 451 is available as an additional export format in the Swiss market. 4.4 Excel Export You can save lists as Excel files via the Print dialog. Each list is entered as an individual table sheet. The Microsoft Office version you have installed determines which format can be exported. Proceed as follows: 1. Click on Print lists in the File menu. The Print lists window appears. 2. Select subprojects, installation units and modules for which you wish to create Excel lists in the Source data area. 3. Open the range of list types in the Lists area. 4. Check or uncheck the checkboxes to select list types. 5. Select Excel export in the Output area. 6. Click on Print. The Save as window appears. 7. Select a File name and a storage location. 8. Click on Save. The Excel file will be created. Info Further information on the setting options in the Print dialog is available in the Online Help under Graphics and lists > Print lists. 17