Preparing SOLIDWORKS for CoDesign

Parent page: Installing & Configuring Altium CoDesigner

Altium CoDesigner is an interface for transferring printed circuit board designs between the ECAD and MCAD design domains. Once the CoDesigner add-in has been added to your MCAD software, CoDesigner can pass design changes back and forth. Design changes are passed through an Altium Workspace, which acts as a bridge between the ECAD and MCAD domains.

► Check the version compatibility between your MCAD software and CoDesigner

Installing and Configuring CoDesigner in SOLIDWORKS

To interface to and from SOLIDWORKS®, you need to install the Altium CoDesigner for SOLIDWORKS Add-In. 

Install and enable the Add-In to access CoDesigner in your MCAD software.

To install the Add-In:

1. Close SOLIDWORKS before installing.
2. Download and install the SOLIDWORKS Add-In (AltiumCoDesignerSolidWorks_<VersionNo>.exe).
3. Launch SOLIDWORKS and enable the Add-In via the Add-Ins dialog, as shown above.
4. Once the Add-In has been enabled, the Altium CoDesigner Tab can be added to the Taskpane Tabs in the usual way. All collaboration activities are performed through this Tab.

Displaying the CoDesigner Taskpane Tab

In SOLIDWORKS, Taskpane Tabs can be enabled/disabled in the Customize Taskpane Tabs dialog.

CoDesigner is accessed through a SOLIDWORKS Taskpane Tab.

If the Altium CoDesigner Taskpane Tab ( ) does not appear in SOLIDWORKS:

1. Click the Setup cog at the top of the Taskpane, as shown above. The Customize Taskpane Tabs dialog will open.
2. In the dialog, enable the Altium CoDesigner Tab.

Connecting to your Workspace from SOLIDWORKS

SOLIDWORKS collaborates with Altium Designer through a Workspace, which you must sign in to the first time you use it.

When you are not signed in, the Altium CoDesigner Tab will include sign-in fields, as shown below. There are two sign-in modes, one for signing into an Altium 365 Workspace, the other for signing in to a Workspace on an on-site Altium Server, such as Concord Pro or NEXUS Server.

Connecting to an Altium 365 Workspace

Signing in to an Altium 365 Workspace.

1. Select the Altium Account option in the Altium CoDesigner Taskpane Tab.
2. Enter the email address you use to sign in to Altium Live as your Email, and your Altium Live Password.
3. Enable the Remember Me option to retain the details (including the password) and automatically connect to your Altium 365 Workspace each time SOLIDWORKS is started.
4. Click the Sign In button to connect.

Connecting to a Concord Pro or NEXUS Server Workspace

Signing in to an on-site Altium Server Workspace.

1. Select the Use Custom Server option in the Altium CoDesigner Taskpane Tab.
2. The first time you sign in you must specify the Server Address (URL) to connect to your on-site Altium Server. The address will be provided by your system administrator.
3. Enter your User Name and Password, these will also be provided by the system administrator.
4. Enable the Remember Me option to retain the details (including the password) and automatically connect to your Workspace each time SOLIDWORKS is started.

Once you have signed in, you are ready to start collaborating through Altium CoDesigner.

CoDesigner has been installed and is ready to use.

Configuring the SOLIDWORKS Collaboration Settings

Once you have signed in, CoDesigner settings can be configured in the Altium CoDesigner Settings dialog, opened via the Settings menu entry in the CoDesigner menu (show image).

Configure the CoDesigner options.

• Common folder for storing models that are coming from ECAD - All component models created by CoDesigner are stored in this location, regardless of the project they belong to (note that the board part and board assembly are created by CoDesigner in the project folder specified during the initial pull into Solidworks). If no location is specified, all component models will be created in the project folder and will be unavailable for reuse in other projects.
• Build 3D geometry for copper - Top and bottom layer copper layers are always represented as decals on surfaces of the board part. When this option is enabled, CoDesigner will also create extruded features to represent all copper layers, as well as thruhole pads. Note that enabling this option can create a large amount of data that can significantly impact performance.
  ► Note that this option is not available on a Standard Subscription plan.
• Build Vias - enable this option to also include the Via barrels. (Build Vias option added in CoDesigner 2.2.0)
  ► Note that this option is not available on a Standard Subscription plan.
• Transfer board sketch holes that are bigger than <Size><Units> to ECAD as cutouts - Any hole included in the board profile sketch that can be interpreted as a pad in ECAD (including circular, square, or slotted holes), with a hole size (or slot width) equal to or less than this value, will be converted into a free pad in ECAD. Holes with a size larger than this value will be converted to a board cutout. Non-circular holes which do not correspond to a square or slot shape are always converted to a board cutout, regardless of size.
• Ignore components smaller than <Value><Units> in height - Smaller components can be excluded from the synchronization process. Configure this option to exclude components less than <Value><Units> when a Pull is performed. Note that the component height is defined in ECAD as a property of the component (footprint), it is not the height of the 3D model placed on the footprint.
  ► Learn more about configuring CoDesigner to ignore smaller components
• Participate in the product improvement program - enable this option to automatically share technical information with Altium about your use of CoDesigner.
  ► Learn more about the product improvement program.

SOLIDWORKS Default Templates

To avoid being prompted for a component template each time a new component is created, it is recommended to configure and use default templates for parts, as shown below. These can be the supplied SOLIDWORKS templates, or your own company templates. Define the location of the templates for Parts, Assemblies, and Drawings, and select the Always use these default document templates, as shown below.

Configure your preferred SOLIDWORKS templates.

Display of Decals

CoDesigner combines the copper, soldermask, and silkscreen decals into one top decal and one bottom decal in SOLIDWORKS, in order to prevent issues with rendering half-transparent solder mask decals which can happen with some graphics hardware.

The Top decal is a combination of the top copper layer, the top solder mask layer, and the top silkscreen layer.

Decal Storage in SOLIDWORKS

To better support designers who use SOLIDWORKS with a PDM system, CoDesigner saves the decals (image files that represent the copper, silkscreen and soldermask layers) directly into the board part file. This simplifies the management of the PCB-related files when a PDM system is used on the MCAD side.

Decals are stored in the SOLIDWORKS prt file, simplifying the process of working with SOLIDWORKS and a PDM system.

Working with SOLIDWORKS PDM

SOLIDWORKS Product Data Management (PDM) is an on-premise data management solution that also supports team management and collaboration during product development. 

Placing Native MCAD Components from SOLIDWORKS PDM

When the board design is transferred from ECAD to SOLIDWORKS MCAD, CoDesigner supports replacing the ECAD component with a native MCAD-equivalent component from the SOLIDWORKS PDM system.

Recommendations:

1. The MCAD component must be referenced in the ECAD component as a parameter, in the form <vault>:folder\folder\component.sldprt, where <vault> is the name of the PDM vault.
2. It is recommended to configure the folder specified in the Common folder for storing models option in the Altium CoDesigner Settings dialog to be under SOLIDWORKS PDM control, and to synchronize that folder with the local storage before collaborating with ECAD. 
3. It is recommended to synchronize the component libraries with the local PDM storage before pulling the PCB into MCAD.
4. It is recommended to disable the Prompt to check out file if opened in read-only mode option in the SOLIDWORKS PDM settings (accessible from the Tools menu in SOLIDWORKS) as shown below. Doing this means that existing components will not need to be checked out, so there will be no inconvenience to other mechanical engineers. However, in the situation where it is necessary to change component properties, the corresponding components should be checked out.
5. After the changes are applied, it's recommended to check the new components into SOLIDWORKS PDM.

Where to Next?

Now that CoDesigner is installed in your MCAD software and connected to your Workspace, the next step is to configure the relevant Workspace settings.

► Learn more about Configuring your Workspace Settings