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Parent page: System & Environment Panels
The Vaults panel gives access to your data stored in your Altium Vault.
The Vaults panel is the primary interface between Altium Designer and a connected Altium Vault, making it an integral part of the Design Data Management System. An Altium Vault stores your valuable company design data, including components, managed sheets and templates, and completed designs. From the Vaults panel you create and manage the organizational structure used in the vault and also create any number of Items, each representative of a design-side object. From the Vaults panel you also access detailed Item information, where you manage the revision and lifecycle settings for the Item. The Vaults panel also gives access to Where Used and Supply Chain detail.
To display the Vaults panel, click the System button on the bottom-right of Altium Designer, and select the Vaults entry. Alternatively, you can access the panel through the View » Workspace Panels » System sub-menu.
Use the System button to open the Vaults panel.
The Vaults panel is accessed only when the Vault Explorer extension is installed, which is done by default during installation of Altium Designer. If the Vault Explorer extension has been inadvertently uninstalled, during Altium Designer installation you will receive the following pop-up warning:
Click OK to continue with the installation of Altium Designer. Once Altium Designer has completed installing, go to the Purchased tab under the Extensions & Updates tab (DXP » Extensions and Updates) and find the Vault Explorer icon:
Hover the cursor over the extension icon, then click to install. Altium Designer must be restarted to complete the installation process.
The Vaults panel can only interface to one vault at a time. The field at the top-left of the panel indicates the currently open vault – the vault whose content you will be able to browse and modify. To refresh the content display for the active vault, click the icon at the right-hand end of the Address Bar, or right-click then select Refresh Vault.
To select a different vault, to refresh the displayed data for all vaults, or to access the Data Management – Vaults page of the Preferences dialog, click the icon to the left of the vault name or on the vault name itself to access a menu of top-level vault management controls; controls that enable you not only to choose the vault you wish to work with, but also to manage the connections to vaults – both existing and new.
Top-level vault management controls
The menu provides the following controls:
Maintain order within your vault by creating a tree of folders for the various Items stored in the vault. A number of folder types are available. Use these folders to categorize the vault content. Right-click in the Vault Folders region of the Vaults panel to add folders and define a storage structure of folders and sub-folders that suits your organization.
The right-click menu includes commands for defining a folder hierarchy. Note that the options change depending where you click.
You have full control over the folder type. It can be changed at any time by right-clicking on a folder and selecting Properties to open the Edit Folder dialog. For more information on the different folder types available for use in a vault, click here.
When you add or edit a folder a dialog will appear where you can define the properties of the folder. The content of the dialog is the same whether a top-level or sub-folder is being added.
Define the properties of the folder being added.
The dialog presents the following folder-related properties:
Item Naming Scheme – this field provides a set of default naming schemes that can be used to quickly define the unique ID for any Item subsequently created within the folder. Using a default naming scheme, the software will automatically assign the next available unique ID, based on that scheme, having scanned the entire Vault and identifiers of existing Items. You can create your own scheme for a folder by typing it within the field, ensuring that the variable portion is enclosed in curly braces (e.g. SYMBOL-001-{J000
}). See the Item Revision Naming Schemes page for more information.
You can navigate the content in a vault in several ways:
There are 2 ways to move a folder to a different location within the vault's folder structure:
Moving a folder in the Vault Folders region.
A folder can only be deleted if it is empty meaning it contains no sub-folders or items. To delete a folder, right-click then select the Delete Folder command.
To configure the amount of detail displayed in the Vaults panel, use the icons located at the right-hand end of the Address Bar.
- click to Hide/Display the Vault Folders region of the panel.
- click to Hide/Display the Item Details regions of the panel.
Each entity that is stored in the vault is called an Item. To support the need to be able to update an Item over time, what is actually stored in the vault is a series of Item Revisions, that are specific revisions of that Item whose name is based on the chosen Revision Naming Scheme. Each new Item is created in a folder and once you have defined the required folders within the vault, you can create new Items in the selected folder in the Item region of the panel.
Refer to the Vault Items page to learn more about Vault Items.
For each Item revision in a vault, the Vaults panel allows you to browse different aspects of that revision, where applicable. This is done using one or more views for that revision. At the top-level of this browsing functionality is a Summary view. From here, and depending on the type of Item being browsed, you can change to another view to explore its current state (Lifecycle), supply chain information (Supply Chain), its child Items (Children or Preview), its data sheet (Data Sheet), where the item originated from (Origin), and where that revision of that Item is used (Where-Used).
Browse different aspects of an Item revision using its associated views.
Various commands are available from right-click menus in the panel. The exact listing of commands will ultimately depend on the region of the panel in which you right-click and the object currently in focus within that region. The following sections cover the commands available.
Planned
state.New From Design
state and adhering to the default Structured Lifecycle With Approvals
lifecycle definition, two commands will appear, Set Ready for Prototype Approval
, and Abandon Design
.01.A.1
is the current Item Revision, then the next Item Revision to be established using this command will be 01.A.2
).01.A.1
is the current Item Revision, then the next Item Revision to be established using this command will be 01.B.1
).01.A.1
is the current Item Revision, then the next Item Revision to be established using this command will be 02.A.1
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Copyright © 2019 Altium Limited
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