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Parent page: Altium 365 Workspace
In addition to connecting to a Workspace through Altium Designer – interfacing to it through the Explorer panel and Components panel (for direct interaction with the components therein) – you also connect to it through a dedicated browser interface, with access to management interfaces for the various services available as part of the Workspace. Indeed, with some of these services your only interaction with them is through this browser interface.
The browser-based interface to a Workspace is actually presented as a constituent part within the overall Altium 365 Platform Interface. Access to this interface can be performed in a number of ways. Refer to the section Signing in to the Interface, on the Altium 365 Platform Interface page for more details.
Within the Altium 365 Platform Interface, the area for the active Workspace provides a number of key technologies and services and can be coarsely divided into two groupings, as shown in the following image and listed thereafter.
In the above image:
The following sections summarize the elements of the Workspace's browser interface that can be accessed by all users of the Workspace – both administrators and standard users.
This page provides access to a Quick Start Guide of sorts to give you an overview of, and get you up and running with, Altium 365.
This page provides the interface to the Projects service, to create and manage projects in a central location, in a CAD-centric way, and share those projects for team collaboration as required. The page lists all projects for the Workspace. Workspace-based projects target the development stage of the project lifecycle, simplifying the creation and ongoing workflow for version controlled projects. From here you can create new projects and open and manage existing ones. From this interface a project can also be shared, or rather its access permissions configured.
Altium Designer projects can be uploaded directly from your PC into the Workspace with the Upload Project option available from the button menu. In the following browser window, specify a folder containing the project files to upload.
You can also access a detailed, CAD-centric view of the project, opened by selecting the required project, clicking the control above the listing of projects, and choosing the Open entry on the associated menu. Alternatively, double-click directly on the required project entry in the list (or click on its name). The detailed management page for that project opens in a new browser tab incorporating the CAD-centric interface, which offers Design, Simulation, Releases, History, and Assembly view options:
Main page: Workspace Components
This page gives you convenient access for browsing all of the components that are currently stored within your Workspace. Not only can you quickly see which (and how many) components you currently have at your disposal (and gain detailed information about each and every component), but you can also view a summary of the health of those components. Delving deeper, you have access to view more detailed information regarding component health, through a dedicated Library Health dashboard. This provides greater detail on issues, and enables you to quickly assess and fix components accordingly.
The page is comprised of three regions, as shown in the following image and listed thereafter.
The Components page, as indicated in the above image, is comprised of three regions:
This page provides an aggregated overview of all manufacturer parts that are currently used in Workspace Managed BOMs. The listing is populated with the key cloud-based parameter columns for each manufacturer part item, and includes active Where Used links to the referenced BOM document. The Used Parts page report allows you to quickly view all manufacturer part references that are applied in design BOMs while checking for active issues such as inappropriate Lifecycles, lack of standards compliance, or an extended manufacturing lead time. Note that the current report view can be saved as a
CSV file using the download function ().
All Workspace Managed BOM documents are included in the report by default, the number of which is indicated by the BOMs entry link above the parts report list. Select this link to open the Select BOMs to analyze their parts window to manage which BOM documents are included in the report – use the checkboxes and select buttons to isolate those BOMs of interest.
The report’s Where Used column includes both the associated BOM name and referenced component designators. Where a part is used in multiple BOM documents, the Where Used cell will include a drop-down list of those BOMs and related designators. Select a BOM name to open that BOM document in a new browser tab.
The Used Parts interface offers a range of features for locating the information you need for auditing parts usage. These include column ordering, keyword searches and advanced data filters. When used in combination, these features offer a high degree of control over which entries are included in the Parts report and how they are presented.
Where Used), and highlights the found search terms in the listed results.
Configure parameter data based Filters from the related column’s menu. A filter will constrain the Used Parts list to entries that satisfy the parameter value(s) defined in the Filter menu, along with the cumulative constraints applied by any other active filters.
Filters also may be applied to parameter datasets that are numeric rather than textural, such as
With numeric parameter filters, enter the range of values that will be accepted for inclusion in the parts report entries. Note that the From and To labels also indicate the minimum and maximum values without a filter applied.
This page view allows you to access and manage all Tasks – job activity requests – that are currently active in the Altium 365 Workspace. Tasks are presented in a Kanban board flow style, with their progress state (
Resolved) moving through Task rows. One row is reserved for general Tasks (those not associated with a project), and each remaining row applies to Tasks for a specific project. General Tasks are created from within the dashboard, and Project-specific Tasks are created by assigning a Workspace member to a project Comment.
Although presented through a relatively simple interface, the Workspace Tasks dashboard offers a flexible and efficient way of both managing and tracking workflows within the actual design environment rather than via an external system. This page is a global view of all Tasks that are currently active in the Workspace, while the project-specific Tasks view available from the navigation tree when viewing a project represents only those Tasks associated with that project.
Related page: ECAD-MCAD CoDesign
This page relates to ECAD-MCAD CoDesign functionality. MCAD CoDesigner synchronizes the PCB design between electrical and mechanical engineers. It works directly with ECAD and MCAD data via the MCAD CoDesigner panel on the Altium Designer side, and a corresponding panel plugged into your MCAD software. The latter is provided through installation (and registration to the MCAD software) of the Altium CoDesigner plugin.
The following MCAD platforms are supported when using the latest Altium CoDesigner plugins:
The versions of MCAD tools officially supported will depend on the version of Altium CoDesigner plugin being used. This information can be found on the New in CoDesigner page.
The page offers the following:
Related page: Part Requests
This page enables you to create and manage requests for new components. An engineer can simply put in a request for one or more parts to be created and get notified when that request has either been completed, and the component(s) made available, or rejected (and why). The requestor supplies as much key information to support their request as possible (manufacturer and part number(s), description(s), any relevant datasheet (PDF or URL)). Stub Component Items can even be created that the librarian can then run with (and finish off).
Related page: Managing Workspace Membership
This page is used to create and manage a list of Workspace users – people who are members of the Workspace and have access to the Workspace and/or its associated technologies.
User members can be those with AltiumLive accounts within your own organization, or those in a different organization (in the case of the latter, inviting them in as members of a Workspace does not mean they become part of your organization). You also can invite users who do not have an AltiumLive account (who will need to then register for one). Users can submit a request to join your workspace, and existing users can submit a request for another user to be invited to the Workspace.
The tab options at the top of the page allow administrators to view all users with access to the Workspace, and manage any users requesting access to the Workspace:
This page presents all items that have been 'soft deleted' – items that have been deleted, but not yet permanently so. The Trash is essentially a recycle bin into which any item within your Workspace can be moved (through a soft delete action). It is isolated from the rest of the Workspace and so any item in the Trash is not available for use and cannot be found through searching, or through pages in the browser interface, or from within Altium Designer.
You will only see items that you yourself have soft deleted. An administrator will see all soft deleted items in the Trash. Each item is presented in terms of the following information:
Select an item in the Trash, then use the controls at the top-right of the list to permanently delete that item, or to restore it, respectively. Corresponding commands are also available from the menu associated with the control (at the far right of the selected item).
Alternatively, to empty the entire Trash in a single, batch action, click the button at the top-left of the page. A confirmation window will appear alerting you to the fact that this action will delete all items permanently and that they cannot be restored thereafter. To proceed click the button.
The following sections summarize the elements of the Workspace's browser interface that can only be accessed by Administrative users of the Workspace – those who are part of the Administrators role. Access to these elements is through the dedicated Admin area of the left-hand navigation tree.
This page provides a collection of sub-pages for the configuration of options relating to various features and services provided by, and through, a Workspace.
The left-hand side of the page provides a navigation tree with which to quickly access various sub-pages of settings. The following pages are available:
► See the Email Notifications page for more information.
Use the available checkboxes to determine whether to delete all data items (All) or specific item types. With your cleanup strategy configured, click the button. A window will appear asking for confirmation, and alerting you to the fact that this action cannot be undone. To verify and proceed, enter the text Delete my data permanently into the field and then click .
<FootprintName><ComponentID>by default, and can be changed to
<CustomComponentProperty><FootprintName>.In the latter case use the Custom Component Property field (otherwise set to
PARTNO) to define the custom property you wish use in the MCAD component name. This option allows engineers to include meaningful information, such as detailed part number data, into the component identification.
To add a Dictionary entry, click the button and then enter an appropriate parameter type name in the following Create Dictionary window. Add parameter values using the option associated with the Dictionary entry's name – press
Enter to confirm the entered value.
In Altium Designer, Dictionaries created in the Altium 365 Workspace become available as Parameter data Types when creating or editing a Component Template. Where that Template is used for creating a new component – or when editing a component based on that Template – the Dictionary-defined parameter entries will offer only those value choices defined in the Workspace Dictionary. Note that Dictionary-based parameters are indicated by their associated icon.
► For more information, see Support for Dictionary-defined Component Parameter Data Types in Altium Designer's Component Editor.
Related page: Managing Workspace Membership – Roles
This page is used to create and manage a list of roles; roles allow you to further organize your user members according to, for example, the particular section of the organization in which they are involved, or the design team they are in. Roles also make the sharing of Workspace content, and the configuration of other served technologies, more streamlined.
Related page: Managing Workspace Membership – Sessions
This page is used to quickly assess which of your user members are currently accessing the Workspace. Provision is made for an administrator to terminate a user's access to the Workspace by effectively 'dropping' their active session. This would then allow the administrator to remove that user from the Workspace (something that could not otherwise be done if the user were actively using the Workspace).
Related page: Part Source Configuration
This page enables you to define a Part Source – facilitating centralized supply chain management, with designers across the entire organization using the same approved list of Suppliers, with which to source supply chain intelligence for parts used in their designs.
The following part sources are available for a Workspace:
The actual supply chain intelligence – comprising Manufacturer (and part number), Supplier (and part number), Description, Pricing and Availability – is sourced from the Workspace's local Part Catalog and the relevant Part Source.
Related page: PLM Integration
This page provides the interface to the Altium 365 Workspace PLM Integration service. It is from here that you define the interconnection with a PLM instance and enable/configure synchronization of your PLM components with those in the Workspace.
The Workspace facilitates the uni- or bi-directional synchronization of component data with your company enterprise systems. Interaction between the Workspace data and the enterprise system – typically a PLM system – is configured and managed through the PLM Integration page. This provides an automated interface for easily configuring the interconnection, mapping parameter data, and specifying the direction of data synchronization. Component data synchronization between the Workspace and target enterprise system uses a built-in synchronization process which may be manually triggered or set as a timed repeating event.
The Workspace provides support for the following PLM systems:
This page provides the interface to create and manage Process Workflows that formally guide a company's designers through typical, everyday design processes such as:
Each Workflow that is used to implement a particular design process is created as part of a Process Definition. It can therefore be referred to as that process's underlying Workflow, or simply a Process Workflow. Processes and their Workflows are created and managed through the Processes page interface, where a range of predefined processes can be enabled for use or cloned and modified to suit your needs using the included Process Workflow Editor.
Related page: Managing Content Structure & Access
This page gives you access to the structure of the Workspace, and is similar in presentation and layout to that of Altium Designer's Explorer panel. From here, you will be able to browse the folders and Items within the Workspace. And although you can't create or edit Items from within the browser interface (you can remove them), you are able to create and edit folders, and so build the structure of the Workspace, without having to be connected to that server through Altium Designer.
You also can define folder-level and Item-level sharing from this interface – controlling who is able to see what content in the Workspace and, at the folder level, whether other users can simply view a folder and its content, or also edit it (effectively releasing/committing/uploading design data into it). Content can be downloaded from the Workspace, directly from this interface.
This page provides setup access to additional licensed applications – software services and extensions – available in your Workspace. Applications (Apps) are presented as selectable tiles, which provide access to additional information and configuration options for that service.
Click on an App tile to launch the application’s setup view, where you can specify its connection credentials and any associated settings as required.
Altium 365 SiliconExpert Integration provides direct access to an additional set of advanced manufacturer parts data that is available to your BOM Portal documents, project BOM documents and the Library Health analysis. The enhanced parametric data sourced from SiliconExpert populates Workspace BOMs as specific parameter columns (
Inventory risk, etc). SiliconExpert's advanced parametric parts data and ranked alternative part suggestions are also available when accessing Supply Chain Information features in Altium Designer.
This application is available for use when you have purchased an Altium SiliconExpert Integration license. To enable this service, open the SiliconExpert application by selecting its tile, check the Setup Integration Credentials option, enter the credentials provided to you by Altium, and then save to confirm the settings ().
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