Add-in
General
In order to manage projects, bills of materials and neutral documents in the ERP or PDM system, the ERP/PDM Integration Suite add-in must be installed on every Eplan client. The configuration required for this is divided into local and global configuration files.
The local configuration is located at:
‘C:\Users\Public\EPLAN\ERP-PDM Integration Suite\ConfigurationFiles’
Among other things, it contains a reference to the global configuration directory and the associated log files.
The global configuration comprises common settings for all connected clients. These configuration files must be stored in a central transfer directory that all users and systems can access.
Prerequisites
- The Eplan Platform product must be installed on the same client
- 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 add-in and click “Next”.
- Enter the global configuration; this should be stored on a network drive. Then start the installation.
- Installation complete.
- The Eplan platform must be restarted for the settings to take effect.
The local configuration files for the Eplan platform (ERP-PDM_Local_Config.xml) and for Eplan Harness proD (HpD_Local_Config.xml) are located on the client in the following fixed directory:
C:\Users\Public\EPLAN\ERP-PDM Integration Suite\ConfigurationFiles
The settings specified during installation are automatically applied here. If necessary, changes can be made directly to these files without having to run the setup again.
An enhanced security setting has been introduced in the Eplan platform from version 2026 Update 2 onwards. To ensure that the ERP/PDM Integration Suite functions correctly, this setting must be enabled.
To do this, open the Eplan settings and navigate to “Workplace” > “Interfaces” > “Remote Access”. There, enable the “Allow local access” option.
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.
