Altium Designer Documentation

Activating & Managing Your Altium 365 Workspace

Created: November 23, 2017 | Updated: August 10, 2021

Parent page: Altium 365 Workspace

An Altium 365 Workspace is a dedicated server for your managed content. Hosted on the Altium 365 platform it facilitates the seamless connectivity of, and the mechanics for moving data between, the design, manufacturing and supply domains.

Subscription

To be able to activate and use a Workspace for your company, you need to be registered with AltiumLive and have an active Altium Subscription Plan for Altium Designer. There are two plans that determine the features and functionality available to you in relation to Altium 365:

  • Standard Subscription Plan - with this subscription plan you are able to activate a single private Altium 365 Workspace, with which you can manage and author all the data relevant to electronics design and realization (templates, cloud components, managed schematics, designs, releases, etc), with the ability to share live designs. Support for ECAD-MCAD CoDesign is also included with this level of subscription. Functionality is experienced from within Altium Designer and through your Web browser.
  • Pro Subscription Plan - with this subscription plan you are able to activate a single private Altium 365 Workspace, with which you can manage and author all the data relevant to electronics design and realization (templates, managed schematics, designs, releases, etc), with the ability to share live designs. An extended level of support for ECAD-MCAD CoDesign is also included with this level of subscription. Additional services, features and functionality are made available, including full managed components with component validation and where-used capability, component templates and part requests. Functionality is experienced from within Altium Designer and through your Web browser.
Everyone on an active Standard Subscription Plan will enjoy standard access to Altium 365 from within Altium Designer. To really experience the full extent of services, features and functionality requires the purchase of a Pro Subscription Plan. To learn more about the available Altium Subscription Plans, refer to https://www.altium.com/subscription. To see a detailed list of what is included with the Standard/Pro Subscription Plans, take a look at the Full Plans Comparison.

Activating Your Company Workspace

If you are a user added to your company's account with Altium, that account has Altium Designer licensing with active Altium Subscription and your company has not yet activated their Workspace, then you will be guided to do so. There are various places in which to find controls to facilitate this:

  • From the https://www.altium.com/subscription/start-now page - follow the prompts to sign in to your account with Altium and then to activate your company's Workspace. If you don't have an account, you will be able to register from here and choose your subscription plan.
  • From the altium.com/365-intro/workspace site - offering a control to activate a Workspace from any of its pages.
  • From the Altium 365 Platform Interface - a control is provided in a generic Workspace region that presents within your Personal Space.
  • From your AltiumLive profile page - a control is presented under the Workspaces region of the page.
  • From within Altium Designer - most features that require connection to a Workspace will offer a control to activate it, if needed.

In any of these areas, click the available control to start the process of Workspace activation. You will be taken directly to a dedicated web page (https://www.altium.com/365-intro/activate-new) with which to do so.

If your company hasn't got an active Subscription Plan for its Altium Designer licensing, you'll be advised of that requirement and guided through to learn more at https://www.altium.com/subscription.

Then just follow a few steps:

  1. Enter the name you wish to call your Workspace. By default this field will be pre-filled with the name of your Altium account.
  2. Choose a location from the drop-down to which you and your team are closest. By default the location will be preselected based on the Country entry from your AltiumLive profile contact information.
  3. Add an optional description.
  4. Choose whether or not you want sample data created in your Workspace. This can be very handy because it gives you a collection of projects, components and templates with which to explore the capabilities of the Workspace. To make use of this, leave the Include sample data option enabled.
  5. Click .

Provided you are a user added to your company's account with Altium and the account has active Altium Subscription for its Altium Designer licensing, you can activate the Workspace for your company, if it has not been activated already.

Activation will proceed and you will be alerted on the page when this process is complete, after which you will be momentarily taken to the Workspace. As the person activating the Workspace, you will also be notified through an email, with a link to access the Workspace.

You can also participate in a Workspace owned by another organization and to which you have been invited as a team member.

Once you have activated your organization's Workspace, or have been added as part of a Workspace's Team, you will be able to access its browser interface directly by signing in to the Altium 365 Platform Interface ( https://365.altium.com). For information on how to connect to your Workspace from within Altium Designer, see Access from within Altium Designer.

If you are a user added to your company's account with Altium but the Workspace for that organization has already been activated, then the activation web page (https://www.altium.com/365-intro/activate-new) will alert you to this and you will be given the ability to request access to that Workspace from one of its Administrators. Just click the  button.

Where the Workspace for your company has already been activated, you are able to send a request for access from its Administrators.

The Administrators for the Workspace will receive an email alerting them to your request. They can then decide whether or not to act on it, to invite you into the Workspace.

When you register independently for access to Altium 365, you initially create a self-registered account with Altium. This enables you to access the Altium 365 Platform Interface through your own Personal Space. From there you can upload design snapshots, manufacturing (CAM) data, share with others, and conversely view and comment on data shared with you by others. If you used your corporate email when registering, then when attempting to activate a Workspace the corresponding activation web page ( https://www.altium.com/365-intro/activate-new) will present you with two options:

  • Purchase Altium Subscription
  • Join your organization

The latter allows you to request to join your organization, which will give you access (separate request) to your company's Workspace and its software licenses by adding you as a user to that company Altium account. To do so, select your organization from the drop-down listing - which presents all accounts matching your corporate email domain - then click the  button.

If you don't have Altium Subscription, you will not be able to activate a Workspace. Alternatively, if you signed up to Altium 365 using a corporate email you can request to join that organization, to access its Workspace and software licenses.

The Group Administrators for the selected organization's account with Altium will receive an email alerting them to your request. They can then decide whether or not to Accept or Decline.

Requesting to Join an Organization at Registration

Note that you can also request to join an organization at the time of registering with Altium 365 and subsequently creating your account. When you click the Verify Email button in the email you receive to complete your Altium 365 sign up, your email is checked against organization email domains existing on Altium 365. If there is a match, the option to join your company will be provided in the account creation window.

When registering with Altium 365, if your email matches the email domain of an organization, you will have the controls to request to join that organization.

Invitation after Initial Workspace Activation

If you are the person activating the Workspace for your organization, you have the opportunity to invite other people - from within your own organization - into the team for that Workspace, after the activation process completes. You will be taken to the Team page of the Workspace's browser interface and presented with the Invite Team Members window.

After activating the Workspace for your company, you can 'blanket' invite other people from within your own organization.

All members of your organization with an AltiumLive account will be listed and included for invitation by default. Click an associated  control to exclude a person from the invite. Click the  control in the Name header to quickly exclude all people in the list. A generic greeting message is provided - this will appear in the email invite each included person receives. Change this message as required.

With all people included as required, click the  button. Those users will automatically be added to the team and invitation emails sent out for them to access the Workspace. You yourself will then be taken to the interface's Get Started page.

Should you wish to not invite other people into the Workspace team at this time, click the  button. You can invite others into the team at anytime thereafter. For more information, see Inviting Other Users to Your Team.

Are there any Limitations?

The following is a list of considerations with respect to Workspaces:

  • Access to Altium 365 from your design software requires you to have Altium Designer 20.1.14 or later. It is always advisable to use the latest available version of Altium Designer.
Following industry best practices for security and data integrity, Altium 365 supports TLS (Transport Layer Security) 1.2. As such, to be able to connect to an Altium 365 Workspace from your design software you must be using Altium Designer 20.1.14 or later, which includes support for TLS 1.2.
  • Only one (1) Workspace is supported per organization.
  • Accessing a Workspace (for which you are an invited member of the team) from a web browser, or MCAD software, is free.
  • Accessing a Workspace (for which you are an invited member of the team) from within Altium Designer requires an active Altium Subscription Plan for your Altium Designer licensing.
  • There is no limit on:
    • How many users can connect to a Workspace instance through its browser interface.
    • How many users can connect to a Workspace instance through Altium Designer (naturally limited to the licensed number of seats of Altium Designer with active Altium Subscription).
    • The number of users added to the team for a Workspace instance.
    • The number of MCAD Engineers connecting and collaborating on projects that are managed within a Workspace instance.
There is no hard limitation on the amount of storage used for a Workspace and a fair usage policy is in place. In the case where you are overusing the service and consuming resources on a level that is significantly above the average, we will work with you individually to figure out a solution.

Privacy & Sharing

By default, all created content in a Workspace is visible only to the individual user creating that content and Workspace Administrators. In order to make it available to others, it needs to be explicitly shared with an individual user, role, or your entire team.

Note that for a Workspace created with Sample Data, all folders and data items therein are shared with full editing rights to the Owner, Workspace Administrators and everyone in the Workspace team. Keep this in mind when creating new non-project data, since all new items will inherit these settings automatically. Newly created projects will be shared in accordance with the settings defined on the Admin - Settings - Projects page of the Workspace’s browser interface. By default, sharing is with the Owner and Administrators only, and with full editing rights.

You can share your designs with people outside of your Workspace team - either for viewing and commenting only, or for editing - without the need to invite them into that team. This allows invited stakeholders to view/edit (as applicable) a live, work-in-progress design project, without gaining access to your full server of design data.

  • If granted viewing access only, the invited stakeholder can view and comment on the design from within Altium Designer, or through the Altium 365 Platform Interface. As those with editing rights make changes to the design and commit them, those changes can be viewed 'live' by those external people. To view the shared design through the web interface, from anywhere, all that's needed is registration with Altium 365 to gain access.
  • If the invited stakeholder has been granted editing rights to the design, then they can open and edit from within Altium Designer - perfect for external contractors.
Support for sharing a project outside of the Workspace from within Altium Designer - for viewing and commenting only - was made available in Altium Designer 20.1. To be able to share a project outside of the Workspace for editing from within Altium Designer, and indeed to open such a shared project for editing, requires Altium Designer 20.2 or later.

You can create and share a manufacturing package without inviting people into your Workspace team. Those people can then browse the content of that package through Altium 365's Manufacturing Package Viewer - an element of the Altium 365 platform's Global Sharing support that allows invited stakeholders to view a manufacturing package from any web browser - anywhere in the world - but outside of your Workspace. This allows you to keep your designs themselves, and other valuable IP, off limits.

There is no ability to share data between two Workspace instances.

Resharing & Downloading

When sharing data with others, the owner of that data can determine whether it can be reshared with others (onward-sharing) and also whether the data can be downloaded by people with view-only access rights. These advanced settings apply to the following:

  • Design Projects - shared from within the Workspace. For people with editing rights, you can control whether a person can reshare with others. This allows you to restrict further resharing by external contractors, for example. For people with view-only access, you can control whether they can also download native data (project itself) and derived data (e.g. generated Gerbers or PDFs). They can still view data in the Web UI and provide comments, as before. In each case, separate permissions are provided for people inside and outside of the Workspace.
If a person with view-only access rights is not permitted to download, then they can only view the project through the Web UI. They can not view the project through Altium Designer, since the project would otherwise need to be downloaded first to do so.
  • File uploads - uploaded to, and shared from within, your Personal Space. Controls allow you to determine whether the person you share the upload with can share with others or not, and whether they are allowed to download the entity or any derived data thereof.

Controls for determining who can reshare a project, or download files from it, are accessed by clicking the Advanced Settings control, in the Share window.  These settings are applied to each project/upload separately.

Advanced settings enable you to restrict resharing and downloading of your projects and uploads. Here, the controls available for a design project are shown. Hover the mouse over the image to see the controls for an upload (resident within a Personal Space).

Access to advanced settings from within your design software requires Altium Designer 21.3 or later.

Subscription Expiration & Data Retention

If a Workspace team member attempts to connect to your Workspace, but the Altium Subscription Plan for their Altium Designer license has expired, they will be alerted to this fact on connection. They will be given the choice to temporarily connect to the Workspace with full access, or to contact an Altium representative to discuss subscription renewal.

If there is no active Altium Subscription Plan across any of the Altium Designer licensing for your company account with Altium (to which your Workspace is associated), then the Workspace will switch over to being Read-only. All team members will still be able to view/work with existing content in the Workspace, but will not be able to modify that existing content in any way, nor create any new content.

If you were enjoying the pro level of access, where your Workspace benefited from having the feature set associated to having a Pro Subscription Plan, note that upon expiration the Workspace view will be limited to that of of the Standard Subscription Plan, and for Read-only data extraction.

In addition, this use of existing content is only permitted for the time period defined in the Data Retention Policy.

Data can be extracted from the instance prior to that by:

  • Exporting components to IntLib format.
  • Checking out designs.
  • Downloading release packages.

Managing Workspaces

You can see a listing of the Workspaces to which you currently have access (are a team member of) from your AltiumLive Profile page.

This listing can be accessed directly (once signed into AltiumLive) using the URL: https://accounts.live.altium.com/. Alternatively, click the Manage Your Profile link on the AltiumLive account menu (accessed by clicking on your photo/picture at the far right of the top banner on pages of the altium.com website).

Example defined Workspaces, listed when accessing your AltiumLive Profile page.

If you are the owner of your company's Workspace, that Workspace will appear under the sub-section MY WORKSPACES. If you have been added to the teams of one or more Workspaces (for your own company and those of other companies), these will appear under the sub-section SHARED WITH ME.

Each workspace is listed in terms of the following information:

  • Workspace Name - the name of the Workspace (and its description). This is a live link that, once clicked, will take you to the Altium 365 Platform Interface with that Workspace loaded as the active Workspace.
  • Status - the current state of the Workspace is depicted in the graphical icon to the left. This will be Active () provided you have an active Altium Subscription Plan and have activated the Workspace.
If Subscription lapses for the account to which the Workspace is associated, then that Workspace will become Read-only.
  • Location - location of the server on which the Workspace is hosted (Europe, Asia, US East, or US West).
  • User Count - the current number of users defined in the Team for the Workspace. There is no limit to the number of users that can be added to a Workspace's team.
  • Default - if you are part of (have access to) multiple Workspaces, one of these can be nominated to be the default Workspace. Click the  button associated to a Workspace to make that the default Workspace (the button will change to show ). Setting a Workspace as default means that when you sign in to the Altium 365 Platform Interface, that Workspace will be loaded as the active Workspace. If a default is not defined, the alphabetically first Workspace will be loaded.
Note also that if a default Workspace has been nominated, then you will connect directly to that Workspace when initially signing in to your Altium account (through Altium Designer) using your AltiumLive credentials. After that, each time you sign in to your account within Altium Designer the last connected Workspace will be automatically connected.
  • Action - the following action buttons are provided:
    •  - click this button to access the Admin - Settings - General page of the Workspace's browser interface, from where changes to the Workspace's name, server address and description can be made. Changes can only be made by the Administrator who is also the Owner of the Workspace, and not by any other Administrator of that Workspace.
    •  - this button is only available for another organization's Workspace, which has been shared with you (by invite to that team). Click to remove yourself from the Workspace. A confirmation dialog will appear, click OK.  You will be removed from that Workspace's team and the entry for the Workspace will be removed from your available Workspaces listing.
    •  - this button is only available for a Workspace that has been activated for your organization (and for which you are the owner). Click to deactivate the Workspace. A confirmation dialog will appear. To proceed with deactivation, enter the name of the Workspace, then click the  button.
A deactivated Workspace disappears from all user interfaces and becomes inaccessible to users. In accordance with the timings stated in the Data Retention Policy, a deactivated Workspace may be reactivated by request, at any stage during the two month period after deactivation. After two months, Altium will take a snapshot of the Workspace and delete the Workspace itself from the Altium 365 infrastructure. Six months after that, the snapshot itself will also be deleted.

Changing Your Account Email

There may be an occasion where you need to change your username - the email portion of your AltiumLive credentials, which you use to sign in to your Altium account and indeed the Altium 365 platform. For example, various use cases include:

  • The email domain for your company might have changed.
  • A new company email is needed upon acquisition/merger/divestment.
  • You need to change personal email that is being used.
  • You need to change from using a personal email to a company domain email.

You have the ability to change the email by yourself, from your AltiumLive Profile page.

Access your AltiumLive Profile page using the direct URL: https://accounts.live.altium.com/. Alternatively, click the Manage Your Profile link on the AltiumLive account menu (accessed by clicking on your photo/picture at the far right of the top banner on pages of the altium.com website).

The procedure to change your email is as follows:

  1. From your main profile page (accounts.live.altium.com), click the  button next to your current email address. This gives access to a secondary Profile page (profile.altium.com), from where the change process is conducted.

In the image above, note the entry below the user name. This is the name of the organization. For a self-registered user to AltiumLive - who is not part of an actual company - a 'single person organization' is created, using the first part of their email as the name of that 'organization' (up to the @ symbol). When changing your email, note that this organization entry will not change.
  1. Enter the new email you want to use into the New Email field and then click the  button. The process uses two-stage email confirmation. The first confirmation email will be sent to your current email address. You must confirm the change within one hour. The Profile page will reflect progress.
You will be prevented from using an email address that is already in-use within the AltiumLive community.

If you do not confirm the first email in time, the confirmation link will become invalidated. Return to the Profile page and click the  button to essentially restart the process - sending out the first confirmation email again.
  1. The email to the current email address reflects the old and new emails and asks for confirmation. Click  (in the email) to proceed. The Profile page updates to reflect this.

  1. A second confirmation email is now sent to your chosen new email address. Again, you must confirm the change within one hour. Click  (in the email) to confirm and complete the change process. The Profile page updates to reflect this.

You are now able to sign in to your Altium account - and Altium 365 - using your new email address.

Things to consider:
  • If you use third-party accounts (Google® or Facebook®) to sign in to your Altium account, these will no longer work after the email is changed. You will need to link such accounts to your Altium account (using the new email) again.
  • If your company has set up SAML Single Sign On functionality with SCIM (System for Cross-domain Identity Management) provisioning, then you will not be able to change the email yourself using the process described above. You will need to contact your IT Administrator to request the change.
  • If you no longer have access to the original email, you will have to request a change through Altium Support.

Changing Workspace URL

When a Workspace is first activated, it is given a system-generated URL, based on the name of the account with Altium. Should you wish to change this for any reason - for example, to better reflect your company name - this can be performed from the Admin - Settings - General page of the Workspace's browser interface. Note that the change can only be made by the Administrator who is also the Owner of the Workspace, and not by any other Administrator of that Workspace.

Be sure to click the  button - at the top-right of the page - to effect the change.

The owner for the Workspace can change its URL to something more meaningful for your company.

Org-level Changes

In addition to Workspace management actions that can be performed at the user-level, there are some actions that can be performed by an administrator for your organizations' account with Altium. These actions are performed from the Workspaces area of the Altium Dashboard, which can be accessed in the following ways:

  • Once signed into AltiumLive, use the URL: https://dashboard.live.altium.com. Alternatively, click the Dashboard link on the AltiumLive account menu (accessed by clicking on your photo/picture at the far right of the top banner on pages of the altium.com website). Once in the dashboard, click the Workspaces entry.

  • Once signed into AltiumLive, use the direct URL: https://account.altium.com.

The Workspaces page will present, listing all Workspaces currently available for your organization. Access management commands for a Workspace by clicking on the  button to the far right of its entry, as illustrated in the following image and detailed thereafter:

Workspace management controls available at the organization level.

  • Change Owner - allowing for the owner of the Workspace to be changed, which is especially useful if the current owner is no longer with the company! After clicking the command, the Change Owner window will appear. Enter the email of the employee for your company who is to become the new owner of the Workspace and click . The current Owner entry (below the Workspace name) will update accordingly.

  • Deactivate Workspace - allowing for the the deactivation of the Workspace, which is especially useful for removing a Workspace that was used previously for evaluation purposes. After clicking the command, the Deactivate Workspace window will appear. To proceed with deactivation, enter the name of the Workspace, then click the  button.

A deactivated Workspace disappears from all user interfaces and becomes inaccessible to users. In accordance with the timings stated in the Data Retention Policy, a deactivated Workspace may be reactivated by request, at any stage during the two month period after deactivation. After two months, Altium will take a snapshot of the Workspace and delete the Workspace itself from the Altium 365 infrastructure. Six months after that, the snapshot itself will also be deleted.

 

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