General
The Synchronizer ensures the automatic synchronisation of item data between Eplan and the connected ERP/PDM system. It runs as a Windows service and must therefore be installed on a Windows system.
To ensure seamless integration and a correctly configured system environment, implementation and configuration should be carried out by Eplan Consulting.
Prerequisites
- Eplan Local Parts Management must be installed on the same server as the Synchronizer.
- Software and hardware requirements must be met.
- Ensure that Windows is up to date.
Steps
The installation is divided into several consecutive steps. These are described in detail below.
- Run setup.exe from the installation package.
- Select a language and confirm by clicking “OK”.
- Click “Next” to open the installation wizard.
- Click “Next” to accept the licence terms.
- Enter your customer details and click “Next” again.
- If possible, use the default directory for the installation.
- Select “Custom” and click “Next”.
- In the component selection, select only the Synchronizer and click “Next”.
- The global configuration has no effect on the Synchronizer. Click “Next” to start the installation.
- The installation is complete.
The synchroniser configuration is located in the directory ‘C:\Users\Public\EPLAN\ERP-PDM Integration Suite\ConfigurationFiles’ and is stored in the following XML files: The database must be entered or updated in the XML file before proceeding.
- EPLAN2026_DALC_Config.xml (Version 2026)
- ERP-PDM_SynchronizerConfig.xml
Restart the Synchronizer service after every change to the configuration. The Windows service is named “Eplan.ERP_PDM.Synchronizer”.
If necessary, check the log files, which are typically located at the following path: ‘C:\Users\Public\EPLAN\ERP-PDM Integration Suite\LogFiles’.
The Synchronizer service requires permissions for directories and databases. It is therefore necessary to set up a user account that guarantees the necessary access rights.
This account requires:
- Access to the transfer directories
- Permissions for the Eplan article database (SQL access, preferably via Windows authentication).
Important: After updating the ERP/PDM Integration Suite, the service credentials (user rights) often need to be re-entered, as Eplan usually restarts the service using a local account.
Installations- und Supportrichtlinien für virtuelle Umgebungen
- Recommendations for the installation and configuration
- Support - Technical Problems
For a reliable and clean implementation, the installation and configuration of the integration should definitely be carried out by Eplan Consulting, since project-specific adaptations and professional expertise are crucial here.
System integrations of third-party software: If you intend to integrate third-party software such as ERP, PDM/PLM systems into your environment, please contact our Professional Services experts, who will review, discuss, and evaluate the specific implementation for your individual situation together with you.
Eplan offers customers with valid subscription and software service contracts technical support within the meaning of the defined scope of services in order to ensure that your software functions properly. Please refer to the respective service description for the scope of services for support.
We support you with questions about the Eplan applications and products that you use in your environment. Please note our General Terms and Conditions for the warranty.
