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 managed 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.
Accessing the Interface
Related page: Altium 365 Platform 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 couple of ways, as described in the following sections.
Directly through the Altium 365 Sign In Page
This method can be used when:
- Accessing the Altium 365 Platform Interface through its direct URL: https://365.altium.com.
- Pasting the link for the Workspace's Server Address (e.g. https://altium-inc-536.365.altium.com/) directly into a tab of your Web browser (and you are not currently signed in to your AltiumLive account).
- Following an email invite to a Workspace, or to shared content therein (for example a managed project).
- You are a guest to view some content shared with you on the Altium 365 platform, but have not got a Workspace yourself, or are not part of another organization's Workspace team.
Sign in to the Altium 365 Platform Interface using your AltiumLive credentials. Alternatively, sign in using your Google® or Facebook® account and, in doing so, link/associate that account with your AltiumLive account. If you don't have an AltiumLive account, you can click the control to register for one.
Example access of the Altium 365 Platform Interface, of which the target Workspace is a part, directly through the Altium 365 Sign In Page.
Indirectly from Your AltiumLive Profile Page
This method can be used when you are already part of the team for a Workspace - your own company's Workspace, and any that have been shared with you by virtue of adding you as a member to another company's Workspace team. To do so:
- Sign in to AltiumLive.
- Access your AltiumLive Profile page:
- Click on your name or photo at the top of any AltiumLive browser page.
- Direct access using the URL: https://accounts.live.altium.com/.
- Click on the Workspace Name entry for the specific Workspace you wish to access. You will be presented with the Altium 365 Platform Interface, with the chosen Workspace loaded.
Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your AltiumLive Profile page.
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.
The Altium 365 Platform Interface showing the active Workspace, which can be further divided into two distinct sets of interface elements.
- Interface elements that can be accessed by any Workspace user. To access a page, click on its name within the left-hand navigation tree.
- Interface elements that can only be accessed by a Workspace Administrator. A user is bestowed administrative powers by membership to the role Administrators. To access a page, choose the required entry within the Admin section of the left-hand navigation tree.
At the far right of the banner area, at the top of the interface, an entry reflects the user that is currently signed into the Altium 365 Platform Interface, along with a picture (if defined), and the name of the active workspace.
The drop-down menu associated with the entry provides the following:
- Current Workspace - this is the Workspace that you are currently connected to.
- Switch To - provides a section listing all other Workspaces that you have access to (through your AltiumLive account). Click on an entry to quickly switch connection to that Workspace.
- Profile - takes you to your AltiumLive account profile page.
- Sign Out - signs you out of the Altium 365 Platform Interface (and your AltiumLive account within that browser), taking you back to the sign in page.
General Access Interface Elements
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. The guide presented to you will depend on your level of access to Altium 365. Click to expand the section relevant to you below.
At this level, the guide presented gives you an overview of connecting, sharing and collaborating in Altium 365. Read through the documents and watch the accompanying videos, conveniently spread across four easy-to-consume steps.
Browse through the documents and videos for getting up to speed with Altium 365, directly from within the browser interface.
As this level of access includes Concord Pro hosted on Altium 365, the guide presented gives you an overview of, and gets you up and running with, Concord Pro. Read through the documents and watch the accompanying videos, conveniently spread across ten easy-to-consume steps.
Browse through the documents and videos for getting up to speed with Concord Pro, directly from within the browser interface.
Related pages: Managed Projects, Management of a Specific Project, Management of Projects from within Altium Designer
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 managed projects for the Workspace. Managed 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.
Centralized management of your design projects - all part of your Workspace.
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. The Projects Management page for that project opens in a new browser tab incorporating the CAD-centric interface, which offers Design, Supply, Manufacture, and History view options:
- Design - display and navigate source project design documents, view design object properties and place review comments. This view uses the Web Viewer interface to present your design across four distinct data sub-views, to show the source schematic(s), board in 2D, board in 3D and Bill of Materials respectively. This view is for the latest version of the source project data, rather than a specified release from that project, and so could be considered to be a work-in-progress (WIP) view. You can review both the base design and any defined variant thereof.
- Supply - allows you to interactively examine work-in-progress (WIP) BOM data extracted from the design documents, including entries for Manufacturer and Supplier parts data derived from a project's populated ActiveBOM document.
- Manufacture - view the releases for the project. Access is provided for opening a release, which will be presented on a separate tab through a Manufacturing Portal. From this portal you can view and navigate the released Assembly and Fabrication data, inspect the BOM, and ultimately download the data into a manufacturing Build Package. A chosen release can also be sent - as a Manufacturing Package - directly to your manufacturer.
- History - browse a progressive timeline of major events relating to the project, including its creation, commits, releases, clones and MCAD exchanges. Each time a supported event happens in association with the project, that event is added to the timeline as a dedicated tile with various actions supported where applicable.
Main page: Workspace Components
This page gives you convenient access for browsing all of the managed components that are currently stored within your Workspace. Not only can you see, at-a-glance, what (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 Component 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.
Browse the managed components currently available within your Workspace from the Components page of the Workspace's browser interface. The Component Health Dashboard provides a summary of the components and their health.
- Component Health Dashboard - this region of the page provides a summary of the health of your components, since last running a health check. Access is provided to the main Component Health Dashboard page, from where you can run health checks and inspect component health issues in greater detail.
- Components - when the page is first accessed this region presents a tiled array of the various component types, along with the total number of existing components of each type. From here you are able to drill down to see individual components, and get detailed information about them.
- Supply Chain Data Sources - this region of the page lists the supply chain data sources that are used. If you have Altium 365 Standard, your data source is Octopart. If you have Altium 365 Pro, you also benefit from IHS Markit® Parts Intelligence and, coming in a future update, the ability to connect to your own internal company parts database. For more information on these sources, see altium.com/part-data-sources.
Related page: ECAD-MCAD CoDesign
This page relates to ECAD-MCAD CoDesign functionality. In Altium Designer (the ECAD side), this functionality is provided through the MCAD CoDesigner panel - your interface to the MCAD software being used. On the MCAD side, this functionality is delivered through a corresponding panel, provided through installation (and registration to the MCAD software) of the Altium CoDesigner plugin.
The following MCAD platforms and versions are currently supported:
The MCAD Plugins page provides access to the installers (for installing the Altium CoDesigner plugin) for the various supported MCAD platforms. Click on the tile for the MCAD software you are using. On the subsequent page, click the button to download the installer used to perform installation - through an intuitive installation wizard - of the Altium CoDesigner plugin, into your MCAD software installation. The page also presents a concise Getting Started guide - to get you up and running with collaboration between Altium Designer and your chosen MCAD software.
The MCAD Plugins page, with subsequent page shown for the SOLIDWORKS MCAD platform.
Part Requests - not supported in Altium 365 Standard
Related page: Part Requests
This page enables you to create and manage requests for new managed 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).
Adding a new part request through the Workspace's browser interface. Hover over the image to see the form presented to receive the details of the request.
This page provides a tiled listing of all members of the Workspace Team - those users that have been invited into the Workspace. Click the button and choose to Sort by Name (by first name) or Sort by Email. A team member that is currently accessing the Workspace is distinguished by a green dot (e.g. ).
Access a listing of all users of your Workspace from the Team area of the interface.
This page presents all items that have been 'soft deleted' - items that have been deleted, but not yet permenently so. The Trash is essentially a recycle bin into which any managed 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 Web interface, or from within Altium Designer.
When you delete an item in the Workspace through a soft delete action, it will be moved to the Trash. The Trash page provides the interface to this isolated area of the Workspace.
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:
- Its content type icon
- Its name
- Its description
- Its revision
- By whom it was deleted
- The date and time at which it was deleted (sent to the Trash).
Select an item in the Trash, then click the control at its far right to access commands for permanently deleting that item, or to restore it, respectively.
Select an item, then decide whether to fully restore it for use again, or to permanently delete it (a 'hard delete' if you will).
Admin-Only Interface Elements
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.
Related page: Managing Your Team - Users
This page is used to create and manage a list of users; people who are to have access to the Workspace and/or its associated technologies.
Access and manage the users of your Workspace from the Users page of the interface.
Roles - not supported in Altium 365 Standard
Related page: Managing Your Team - Roles
This page is used to create and manage a list of roles; roles allow you to further organize your users 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.
Access and manage the roles defined for your Workspace from the Roles page of the interface.
Related page: Managing Your Team - Sessions
This page is used to quickly assess which of your users 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 team (something that could not otherwise be done if the user were actively using the Workspace).
As an Administrator for your Workspace, you have the ability to not only view active Workspace sessions (connections), but also the ability to terminate a session for any user currently accessing that Workspace.
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 can also 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 also be downloaded from the Workspace, directly from this interface.
Browse and define the structure of your Workspace as well as defining access to, and being able to download, content therein.
This page (Admin - Settings) provides a collection of sub-pages for configuration of options relating to various features and services provided by, and through, a Workspace.
The Settings area - part of the admin-only pages within the Workspace's browser interface.
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:
- General - use this page to change the name and description for the Workspace as required. The page also provides read-only information about the Workspace's type, its location and its server address. 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.
- Projects - use this page to specify the default path (within the Workspace's folder structure) for newly-released projects. You can also define default sharing permissions for new projects, so that the right users and/or roles have access to those projects from the moment they are created.
- Email Notifications - this page provides a control to enable the Workspace's email notifications feature. This facility flags a variety of events to key stakeholders, relating to component Items, managed projects and part requests.
- Vault - not a page, but rather a structural entry for gathering together settings related to specific functionality within the Workspace itself.
- Part Requests (not supported in Altium 365 Standard) - a structural page to gather the following sub-pages related to the Part Request feature:
- Librarians Role - use this page to specify which role (or roles) should be used to fulfill the role of Librarians for your organization. In essence, you are simply configuring a set of users of your Workspace that can be assigned to a part request. The sample role Librarians will already be prefilled here.
- Custom States - use this page to customize opened and closed states for the Part Request feature.
- Lifecycle Definitions (not supported in Altium 365 Standard) - use this page to define and manage your Workspace's lifecycle definitions, complementing the ability to do this through Altium Designer. Providing better visibility of the states and transitions involved, each lifecycle is built in a graphical way, showing at-a-glance the flows involved.
- Components - use this page to define default target folders in which new models should be created, when creating a new component in the Workspace. To change a default folder, click the button. The Vault Explorer window will appear with which to choose the desired new default target release folder for that model type. Once chosen, click OK to close the window and return to the Components page, with the applicable field updated with the new folder path.
- Data Cleanup - use this page to quickly delete data items from your Workspace. This is particularly useful after having experimented with creating and releasing content into your Workspace, for example when trying out the migration of unmanaged libraries, and now you want to 'flush' such experimental data. This functionality works on any and all Item types in your Workspace.
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 Custom Key (obtained from the Altium Product team) into the field and then click .
- MCAD CoDesigner - this page provides controls to enable component recognition between the ECAD and MCAD domains, when using the ECAD-MCAD CoDesign feature. This facilitates the use of native components when a design is pushed and pulled between the two domains. The following options are available.
- Recognize models placed in MCAD and use true electrical components in ECAD instead - enable this option to support use of native components when the board is being Pushed from MCAD and Pulled in to ECAD. The MCAD 3D model is linked to the equivalent Altium Designer component, so when the board is pulled into Altium Designer the MCAD 3D model can be replaced by an instance of the fully-defined Altium Designer component footprint, complete with a 3D model. Use the two sub-fields to determine the MCAD model property and the ECAD component parameter, used to identify components in the two design domains. By default, these fields are populated with the entry PARTNO. The MCAD model property can be your own custom property, or choose MCAD model name from the drop-down. The ECAD component parameter can also be your own custom parameter. These fields are required if the parent option is enabled. If one or both are left blank, the button will be disabled.
- Use models from data management system on MCAD side when create PCB assembly - enable this option to support use of native components when the board is being Pushed from ECAD and Pulled in to MCAD. The MCAD software gets the model of the component from the MCAD's data management system (by the model’s name) and then places that component on the MCAD PCB assembly, instead of the model that came from ECAD. Use the sub-field to determine the ECAD component parameter that will be used to store the MCAD model name.By default, this field is populated with the entry MCADModelName. This field is required if the parent option is enabled. If left blank, the button will be disabled.
Related page: Part Source Configuration
This page (Admin - Part Providers) 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.
A single Part Source is available in the Workspace - Altium Parts Provider. This is an aggregate supplier data service that provides access to live component information from a comprehensive range of parts suppliers.
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 Altium Parts Provider.
Enabling required Suppliers and determining Location/Currency ranges for the Altium Parts Provider. This is the available Part Source for the Workspace.
Component Sync - not supported in Altium 365 Standard
Related page: Component Synchronization with Enterprise Systems
This page (Admin - Component Sync) provides the interface to the Component Sync Service. It is from here that you define the connection to an enterprise system instance, including configuration file, and enable/configure synchronization of your enterprise system components with those in your Workspace.
With the interface set up and working, features and functionality are provided that cater for the uni- or bi-directional synchronization of your component data between your Workspace and your enterprise system instance. Configuration allows you to specify which parameters are mastered in which system. In addition, Item parameters enable you to update a Component Item's properties in the Workspace (configurable per field), without having to formally release a new revision of that Component Item.
Add and configure the interface to your company's Arena PLM enterprise system.
Synchronization of components between the Workspace and the connected enterprise system instance - or to be more specific, their parametric data - is very flexible, and involves the following:
- Configuring the synchronization for each component type. This involves:
- Determining the direction of synchronization.
- Determining which components are involved, and where new components are to be created.
- Configuring parameter mapping.
- Performing the synchronization.
The first item is handled in the configuration file used for the connected enterprise system instance. The synchronization itself can be performed on-demand, from the Component Sync page of the Workspace's browser interface.