The 3D Advantage in ECAD-MCAD Integration

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Applies to Altium Designer version: 21
 

Parent page: Laying out Your PCB

The 3D Advantage

There's a saying in the design world that the cost of fixing a mistake goes up 10 fold each step of the way. So it costs 10 times as much to fix a mistake during prototyping compared to fixing it during design, then 10 times more again to fix that same mistake during production, and 10 times more again to fix it once the product has been shipped. These are rough approximations, but a cost increase in the order of 1000 times to fix a mistake when the product is in the customer's hand, compared to fixing it during design – that's a strong motivator to get it right during design!

One of the hardest areas to get right is fitting the loaded board into the product enclosure. Today's products are not large, rectangular boxes with lots of empty space – they have unusual shapes, are often compact with tightly packed innards, and might include multiple PCBs that connect together. And the board has to fit precisely into the housing, so that the mounting holes, display and other controls align exactly with their openings and fixing points.

Why is it so hard? – because the board design must move back and forth across the ECAD - MCAD divide.

Traditionally, the ECAD guy designed the board in a 2D design environment, sizing the board and positioning the case-critical elements using dimensions provided by the MCAD designer. On the other side of the fence, the MCAD guy would model the board and place the critical components based on dimensions provided by the ECAD designer – and fingers crossed – they would both get it right and the board would fit!

To help avoid mistakes and that dreaded cost multiplier, a common approach has been to mock-up the loaded board for fit in its enclosure. The board is mocked-up by printing the component overlay and pads, and sticking that printout onto thin cardboard. Then the critical components are glued on, including anything that had to project through or come close to the case, like the connectors and the display. The case is modeled using cardboard or foam, and the board fitted into it. Often this is simply not practical for many product designs, for example, things get hard when the case is an unusual shape.

Ambient Stack Machine prototype made during a practical course on Physical Computing at Ludwig-Maximilians-Universität München (image credit: FredericPK from SketchingWithHardware)
Ambient Stack Machine prototype made during a practical course on Physical Computing at Ludwig-Maximilians-Universität München (image credit: FredericPK from SketchingWithHardware)

Like all areas of design, getting a board into its enclosure is about give and take – adjust that mounting hole location, tweak this component position, then modify the display opening when the supplier flags the chosen display as end of life.

The best solution is to knock down that fence and create a connection between the ECAD and MCAD design domains. A connection that allows the loaded board to be easily transferred back and forth between the ECAD and MCAD design spaces.

For this to happen, you need 3-dimensional ECAD and MCAD design environments. You also need the board and its components to have a 3D definition that can be understood in both design domains, supporting those critical changes to the board shape, component locations, and case openings.

To deliver this you need a 3D PCB editor, that can:

  • Create 3D component models
  • Import standard-format 3D component models
  • Import the product case/enclosure
  • Perform 3D collision checks within the PCB editor
  • Export the loaded board in a standard file format

ECAD-MCAD CoDesign

This page describes the features included in Altium Designer that give you 3D PCB design capabilities. For supported MCAD packages, it is also possible to transfer the board and components directly between MCAD and ECAD using CoDesigner, Altium's ECAD-to-MCAD connectivity technology. Working through a connected Workspace, such as an Altium 365 Workspace, CoDesigner can push the board shape and placed components back and forth between your MCAD software and Altium Designer.

Learn more about Direct ECAD-MCAD Design with Altium CoDesigner

The 3D PCB Editor

Sometimes the response when a board designer first sees their board in 3D in the PCB editor is, "hey I don't need that, that's just eye candy!"

Yes, it does look good, but it's definitely not just eye-candy. Sure the board designer is highly skilled at mapping 3-dimensional design tasks into a multi-layered 2D design space, and many of the design tasks, such as routing, are well handled in that 2D space. But the 3D mode of the PCB editor offers the designer much more than a pretty picture.

Being able to display the board in a highly realistic 3D view allows the designer to see the loaded board, ready to be fitted into the enclosure. Now you can immediately see that a designator will be obscured by that component, or that you've forgotten to tent the vias.


Apart from looking great, there are many reasons to work in a true, 3D PCB editor. The motion in this animation was created with the PCB editor's 3D movie feature.

Add support for importing component models and now you can bring in those unusually shaped, dimensionally critical components, such as the connectors. Then add support for 3D collision detection, and now you can be confident that that component will fit under the connector, and the loaded board will fit into its enclosure.

Add the last piece in the puzzle, support for exporting the loaded board to MCAD, and the mechanical designer can test it for fit inside the final enclosure, complete with fasteners, stand-offs and the myriad of other mechanical items that go to make up the finished product.

Import and export of 3D mechanical data into and out of the PCB editor can be done using the Parasolid or STEP formats.

STEP, the Standard for the Exchange of Product Model Data, is the informal name for ISO 10303, an international standard for the exchange of 3-dimensional mechanical data. The nature of precisely describing objects in a 3D space is complex, and consequently, the STEP format is also highly detailed and complex. The standard supports multiple modeling geometries, such as: geometrically bounded surface geometry model, topologically bounded surface geometry model, and faceted-boundary geometry model, amongst others. Support for these modeling geometries has been delivered via a series of Application Protocols, the first that received broad acceptance was AP203. This was followed by AP214, which is the preferred format for importing and exporting data to the PCB editor (AP203 does not support color).

To provide access to a broader range of component models, as well as the STEP format (*.Step and *.Stp), components can also be imported in the Parasolid (*.x_t and *.x_b) and SolidWorks Parts File (*.SldPrt) formats.

PCB Editor Display Modes

To support the various design tasks, the PCB editor has 3 display modes (View menu):

  • Board Planning Mode – use this mode to define the overall board shape, as well as board regions and bending lines on a rigid-flex design. Press the 1 shortcut to switch to this mode.
  • 2D Layout Mode – the standard 2D PCB design mode, used for component placement and routing, and general board design tasks. Press L to configure the layers that are currently displayed. Press the 2 shortcut to switch to this mode.
  • 3D Layout Mode – a highly realistic 3D representation of the board. Press L to configure the Projection mode, which layers are visible, their colors, and if 3D bodies are to be displayed/hidden. Press the 3 shortcut to switch to this mode.

Use the 1, 2 and 3 shortcuts to quickly switch to the required display mode: Board Planning Mode, 2D Layout Mode and 3D Layout Mode. PCB editor 2D Layout view mode PCB editor 3D Layout view mode
Use the 1, 2 and 3 shortcuts to quickly switch to the required display mode: Board Planning Mode, 2D Layout Mode and 3D Layout Mode.

The layers, the color of each layer, the transparency of objects and the visibility of 3D bodies are all configured in the View Configuration panel. Press the L shortcut to display the panel.

Controlling the 3D View

In the PCB editor 3D Layout Mode, you can fluidly zoom the view, rotate it and even travel inside the board using the following keyboard and mouse combinations:

Zooming

  • Ctrl + Right-drag mouse, or
  • Ctrl + Roll mouse-wheel, or
  • PgUp / PgDn keys.

Panning

  • Right-drag mouse, or
  • Windows Roll mouse-wheel (vertical) or Shift+Roll mouse-wheel (horizontal).
  • Numeric keypad, in combination with the Ctrl key:
    • Ctrl+4 – pan left
    • Ctrl+6 – pan right
    • Ctrl+8 – pan up
    • Ctrl+2 – pan down

Rotation

  • Shift + Right-drag mouse. When you hold the Shift key down, a directional sphere appears at the current cursor position (as shown in the animation below). Rotational movement of the model is made about the center of the sphere (position the cursor before pressing Shift to display the sphere), using the following controls. Move the mouse around to highlight and select the required control on the sphere before right-clicking:
    • Right-drag sphere when the Center Dot is highlighted – rotate in any direction.
    • Right-drag sphere when the Horizontal Arrow is highlighted – rotate the view about the Y-axis.
    • Right-drag sphere when the Vertical Arrow is highlighted – rotate the view about the X-axis.
    • Right-drag sphere when the Circle Segment is highlighted – rotate the view about the Z-plane.
  • Numeric keypad:
    • 4 – rotate left
    • 6 – rotate right
    • 8 – rotate up
    • 2 – rotate down

Change the View – Main Keyboard

  • 0 (zero) – view board from above
  • 9 – view board from above, rotated 90 degrees
  • 8 – orthogonal view of the board

Change the View – Numeric Keypad

  • 1 – view board from above
  • Ctrl+1 – view board from below
  • 3 – view board from left
  • Ctrl+3 – view board from right
  • 7 – view board from front
  • Ctrl+7 – view board from back
  • 9 – view board from above, rotated 90 degrees

When the PCB editor is in 3D Layout Mode, you can see a list of the shortcuts by displaying the View » 3D View Control submenu.

The video below demonstrates most of these view control techniques.


Use the keyboard keys in combination with the right mouse button to orient the 3D view.

Controlling the View as you Switch Between 2D and 3D View Modes

When you switch between 2D and 3D view modes, the default behavior is to switch back to the last-used view in that mode. So if you had the entire board shown in 2D mode, then switched to 3D mode and zoomed in, when you switch back to 2D mode the entire board will be shown. Hover the cursor over the image below to show the behavior as the 3 shortcut is pressed.

When you switch view modes, the default behavior is to show the last-displayed view in the target view mode

To switch view modes and retain the current zoom location, hold the Ctrl+Alt shortcuts as you press 2 or 3. Hover the cursor over the image below to show the behavior as the Ctrl+Alt+2 shortcuts are pressed.

To switch view modes and retain the current zoom location, include Ctrl+Alt in the shortcut

The Footprint and the Component

Main page: Creating a PCB Footprint

In the PCB editor, the area that the component occupies on the fabricated board is defined by the component footprint. Component footprints are created and edited in the PCB library editor. Refer to the Creating a PCB Footprint page to learn more.

A typical footprint includes pads and a component overlay, and can also include any other mechanical details required. In the example footprint below, most of the component outline is defined on a mechanical layer (the green lines) rather than the (yellow) overlay, because this component will be mounted so that it hangs over a cutout in the board.

The footprint defines the space the component occupies and provides the points of connection from the component pins/pads to the routing on the board.  PCB footprint in 3D layout view mode
The footprint defines the space the component occupies and provides the points of connection from the component pins/pads to the routing on the board.

The component that is mounted on that footprint can be modeled using 3D Body objects, which are placed onto the footprint in the PCB library editor. The 3D Body object is used as a container into which a generic MCAD format model can be imported, as shown in the image below.

A suitable MCAD model can be imported into a 3D Body object.
A suitable MCAD model can be imported into a 3D Body object.

Learn more about placing and editing 3D Body objects.

Using a 3D MCAD Component Model

An accurate 3D model is the preferred approach. Not only does it look better, if it is correctly designed it will be dimensionally accurate, giving more accurate 3D collision testing in the PCB editor.

Notes on using a 3D MCAD model sourced from a file:

  • When the Place » 3D Body command is selected from the menus the command will default to placing a generic 3D model. The Choose Model dialog will open, locate and select a model file created in one of the supported formats. Components can be imported in the STEP (*.Step and *.Stp), Parasolid (*.x_t and *.x_b) and SolidWorks Parts File (*.SldPrt) formats.
  • When a model has been selected in the Choose Model dialog and the Open button clicked, the model will appear floating on the cursor in the design space. Click to place the model in the design space.
  • The default behavior of the software is to remain in placement mode, press Esc to drop out of model placement mode. The next section discusses how to orient and position the model that you have just placed on the footprint.
  • A 3D model is imported into a 3D Body object – if you click to select an MCAD model in the PCB library editor, such as a STEP model, the Properties panel will show the properties of the 3D Body object containing that MCAD model.

The 3D MCAD model is imported into a 3D Body object.
The 3D MCAD model is imported into a 3D Body object.

Notes on using a 3D MCAD model sourced from a connected Workspace:

  • To place an MCAD model from your Workspace, you must select the Place » 3D Extruded Body command from the main menus. This command allows access to the Workspace (via the Properties panel), whereas the Place » 3D Body command only allows an MCAD model to be placed from a file on the hard drive.
  • After selecting the command, press the Tab key to display the 3D Body mode of the Properties panel, where the 3D Model Type can be switched from the default Extruded to Generic (generic MCAD model).
  • The Source field will appear in the panel, choose Server to access the Workspace, then click the Choose button to open the Choose Item dialog. This dialog shows the content of your Workspace.
  • Locate the required MCAD model in your Workspace, select it then click OK.
  • You will return to placement mode in the library editor design space. Click the Pause button ( Pause button, appears when you press Tab to access the Properties panel during editing ) to return to editing and place the MCAD model.
  • The default behavior of the software is to remain in placement mode. Press Esc to exit model placement mode. The next section discusses how to orient and position the model on the footprint that you have just placed.
  • MCAD models can be stored in your Workspace. Refer to the 3D Model page to learn more.
  • A 3D model is imported into a 3D Body object in the PCB editor or the PCB library editor. If you click to select an MCAD model in the PCB library editor, such as a STEP model, the Properties panel will show the properties of the 3D Body object containing that MCAD model.

The 3D MCAD model is loaded from the Workspace into a 3D Body object.
The 3D MCAD model is loaded from the Workspace into a 3D Body object.

  • Components can be imported in the STEP (*.Step and *.Stp), Parasolid (*.x_t and *.x_b) and SolidWorks Parts File (*.SldPrt) formats.
  • 3D mechanical models can sometimes be sourced from the component manufacturer.
  • There are excellent community portal websites, such as 3D Content Central and GrabCAD, where designers share models.
  • There is also a growing number of commercial 3D sites, including Ultra Librarian and PCB 3D.

Configuring the Mechanical and Display Layers

3D Body objects are normally placed on a mechanical layer. If the 3D Body object is to represent a component, the 3D Body object should be added to the component footprint in the PCB library editor.

Any mechanical layer can be used to place 3D Body objects. Typically a layer is chosen and named and that layer is used for 3D Body objects only. Because PCB components can be mounted on either surface of the finished PCB, the software supports the pairing of mechanical layers. Working in exactly the same way as the paired top and bottom silkscreen layers, when a component is flipped from the top side to the bottom side, any object on a mechanical layer that is paired is automatically flipped onto the paired mechanical layer.

Layer pairing is not required for the rendering of the model in 3D; the software uses the Board Side property to determine which surface the object is on and in which direction to render the 3D Body. Layer pairs are important if you need to generate side-of-board assembly printouts that include components on one side of the board.

When mechanical layers have been paired in the View Configuration panel, they become Component Layers and appear in the Component Layers region of the Layers list.

Refer to the View Configuration panel page for more information on pairing layers.

Orienting and Positioning the 3D Model

Once the MCAD model has been placed near the component footprint, it can be positioned. It is common that a 3D MCAD model will need to be reoriented to suit the footprint.

There are a number of tools and features to help with this process.

Generally, it is easy to perform rotation tasks in 3D display mode, and X-Y positioning tasks, such as aligning a Snap Point with a location on the footprint, in 2D display mode.

Reference Point and Snap Points

Reference and Snap Points provide a way of holding a 3D Body object during placement. If the Snap to Center option is enabled in the PCB Editor – General page of the Preferences dialog, the cursor will automatically snap to the nearest vertex/reference point/snap point when you click and hold to move the object.

Generic models will have a reference point assigned in the MCAD software in which they were designed.

Snap points are user-defined locations, which allow the object to be held at that location as it is moved in the design space. Snap points are typically assigned to an edge or corner of the object or a center location, for example, the center of a pin or mounting peg.

Snap points can be added by entering the X, Y & Z locations in the Snap Points region of the Properties panel or they can be added interactively using the Add Snap Points From Vertices command. It is easier to interactively add Snap points in 3D mode.

To add snap points:

  1. Press 3 to switch to 3D layout mode.
  2. Select the Tools » 3D Body Placement » Add Snap Points From Vertices command.
  3. As shown on the Status bar, the next step is to Pick the STEP model to add snap points to; click to select the required 3D Body object.

    The Add Snap Points From Vertices command has two modes (use the Spacebar to toggle between the modes):

    • Click on a single vertex to add a snap point at that location, or
    • Click on two separate vertices; the snap point is added midway between them. Use this technique to add a snap point to the middle of a component pin.
  4. Press the Spacebar to select the required mode.
  5. Click a vertex to define the snap point location.
  6. If the two-click mode is being used, click a second vertex to define the second location; the snap point will be created midway between the two click locations.
  7. Continue placing snap points or right-click or press Esc to terminate the command.

Visibility controls for the 3D Body Reference Point and Custom Snap Points are located in the System Colors region of the View Configuration panel.

Orienting a Model in the Properties Panel

An excellent approach to orienting a model is to use the 3D Body mode of the Properties panel. Because the values can be edited from the keyboard, it is easy to quickly test various X, Y or Z values and change the orientation as you observe the model in 3D. The keyboard can be used to:

  • Ctrl+F – to Flip the view over.
  • M – to move an object.
  • J – to Jump to a location in the design space.
  • R – to select Reference (the PCB library editor design space origin) from the Jump sub-menu.
  • Enter – to apply the value just typed into the panel and also to place the model being moved.

This can be used to rotate the model around each axis, and raise or lower it in the Z plane (demonstrated in the video below).


The Properties panel can be used to visually reorient the model.

Using the Orientation Commands

The software includes commands for orienting and positioning a component. It requires the designer to select three snap points that lie on the surface of the PCB then indicate the three reference points on the PCB to which each of these snap points should be mated. The process is described below.

To position and align a model to a footprint:

  1. Switch to 3D Layout Mode (3 shortcut).
  2. Run the Tools » 3D Body Placement » Orient and Position 3D Body command.
  3. The Status bar will prompt you to select a model; click the generic model you want to reposition.
  4. Three anchors must now be selected, one after the other. Ideally, these will be an accurate reference, such as a pre-defined model reference point, or a snap point located at the center of a pin. The Status bar will indicate which anchor you are currently up to. Note that the Status bar displays a numerical reference value for the vertex or snap point that is currently under the cursor – user-define Snap Points have a low value, from 2 upward; keep an eye on this value to help identify the correct click location. Refer to the Defining Snap Points section to learn more about adding Snap Points.
  5. Once the three anchors have been chosen, the next step is to select, in the same order, the three locations on the footprint where these anchors are to sit. Use the Status bar to guide you as you select the three locations. Note that the cursor will be blue as you move it through the design space, but will change to green if you are over the center of an object, such as a pad.
  6. As soon as the third anchor location has been clicked on, the model will change its orientation and position as the software attempts to mate these three locations. The command will then terminate.

This process is demonstrated in the video below.


Video demonstrating the process of re-orienting a Generic Model.

Center Snapping for 3D models

To improve the convenience and accuracy of adding Snap Points to a 3D model, the following points are automatically snapped to, during Snap Point definition:

  • All hole centers.
  • The 90° locations (points crossing the orthogonal axes) around a hole circle.
  • The middle of a border line.
  • The model’s body axis.
  • The center point in a line between two snap points (Spacebar mode).

These snap points were added using the automatic snap to hole center capability.
These snap points were added using the automatic snap to hole center capability.

Snapping to these locations is also available when using the Reports » Measure Distances command in 3D Layout Mode.

Working with an Extruded, Spherical, or Cylindrical 3D Body Object

While placing generic 3D models is a recommended way of using 3D Body objects as this provides an accurate and detailed component representation on the PCB, a 3D Body object also can be used for placing extruded, spherical, and cylindrical 3D Body shapes. Refer to the collapsible section below to learn more about these 3D Body objects.

Learn more about placing and editing an extruded, spherical, or cylindrical 3D Body object.

MCAD to ECAD – the Enclosure and Board Shape

For supported MCAD packages, it is also possible to transfer the board and components directly from MCAD to ECAD, using Altium CoDesigner. Working through a connected Workspace, such as an Altium 365 Workspace, CoDesigner can push the board shape and placed components directly from your MCAD software to Altium Designer.

Learn more about ECAD-MCAD CoDesign

Main page: STEP Export-Import

A common approach is for the mechanical designer to develop an initial concept model, so everyone involved can get a sense of what the product will look like. From there the mechanical designer refines the enclosure design and defines the initial board shape.

That enclosure and board shape can be passed over to the ECAD designer, by saving it out of the MCAD tool in the STEP format and placing it into the PCB editor design space. Altium Designer includes a command that will redefine the ECAD board shape directly from the MCAD board shape.

Exporting the Enclosure from MCAD

STEP is a complex and highly detailed file format. To maximize the success of transferring design data, keep the following in mind:

  • The board shape can be exported inside the enclosure, as long as it is a separate sub-assembly. If this has been done, you can redefine the ECAD board shape from the mechanical definition with a few clicks in the PCB editor.
  • Use the AP214 format whenever possible.
  • Use a surface or solid geometries option, if available.

Suitable export options for SolidWorks (first image), and PTC Creo (formerly Pro/E) (second image). PTC Creo Export STEP dialog, configuring for STEP export
Suitable export options for SolidWorks (first image), and PTC Creo (formerly Pro/E) (second image).

Importing the Enclosure into the PCB Editor

As well as being able to import a component model into the library editor, you can also import the enclosure into the PCB editor. Doing this allows you to perform accurate 3D collision testing of the loaded board sitting inside its enclosure.

Import the enclosure into the PCB editor to perform 3D collision testing during board design.
Import the enclosure into the PCB editor to perform 3D collision testing during board design.

When you are using an MCAD component model, it is imported into the footprint in the PCB library editor. For the enclosure, you import the model into a 3D Body in the main PCB editor using the Place » 3D Body command. In the 3D Body mode of the Properties panel, you must set the source of the model to Server, Embed Model or Link to Model. If you choose the Embed Model option, the MCAD model is stored within the PCB file. For the Server and Link to Model options, the model is linked to the PCB file.

The process of importing an MCAD enclosure into the PCB editor is demonstrated in the video below.

To link or to embed?

Embedded – the MCAD model is stored inside the PCB file, the advantage is that it travels with the PCB file. The disadvantage is that the MCAD model of an enclosure (in STEP format) can be a large file, which can substantially increase the size of the PCB file.

Linked – the MCAD model is not stored inside the PCB file, so the model file must be available when the PCB is opened. The advantage is that if the referenced MCAD model file is updated, the PCB editor will detect this change and allow the designer to reload the updated model. To use a linked model, you define the location where the MCAD model is stored in the PCB Editor – Models page of the Preferences dialog.

Controlling the Display of the Enclosure

Main page: PCB – 3D Models

A big advantage of defining the PCB editor board shape from the board shape in the STEP model is that your board is then perfectly sized and positioned within the enclosure. To redefine the board shape you need to be able to see the board inside the STEP model, which you can do by hiding part or all of the enclosure (demonstrated in the next video).

The enclosure, or part of it, can be hidden from view, and also from DRCs.
The enclosure, or part of it, can be hidden from view, and also from DRCs.

The visibility of all 3D models is controlled in the 3D Models mode of the PCB panel.

To hide a sub-part in a model:

  1. Select Free Models in the Components section of the panel.
  2. Select the enclosure in the Model section of the panel. If it contains sub-parts, you will be able to expand it as shown in the image above.
  3. Click on the required sub-part model name to select it. This enables the drop-down below that section of the panel, where you can control the opacity or hide that part of the model. There is also a checkbox that can be used to disable DRC checking of any STEP model.

Defining the Board Shape from the MCAD Model

  • Like component models, the MCAD enclosure can also be stored in your Workspace. If it is, use the Place » Extruded 3D Body command to place the enclosure in the design space instead of the Place » 3D Body command. During placement, you will need to press Tab and use the Properties panel to place from the Workspace.
  • Placing from the Workspace is demonstrated in the video in the Orienting and Positioning the 3D Model section.
  • Refer to the 3D Model page to learn more about storing MCAD models in your Workspace.

If the imported enclosure includes the board shape, and that shape has been included as a separate sub-assembly, the ECAD board shape can easily be redefined directly from the MCAD board shape, as shown below.


If the imported STEP model includes the board shape, this can be used to redefine the board shape in the PCB editor.

To define the PCB editor board shape from a shape within the imported STEP model:

  1. If necessary, you can hide part of the enclosure to give access to the board shape (as shown in the video above).
  2. Run the Design » Board Shape » Define from 3D Body command with the display in 3D Layout Mode.
  3. This is a 2-stage command, first you select the model,
  4. then you select the face that the board shape will be defined from.
  5. The Board Outline Creation Successful dialog will appear, here you choose which face of the board will be aligned with the model face that you just clicked on. The term top PCB board surface refers to the upper surface of the Top Layer copper. This is the zero reference for the PCB editor's Z plane, so a good approach is to click on the upper surface of the board shape in the STEP model, and align it with the top PCB board surface.
  6. You also get the option to hide the MCAD board object from the DRC process. It is a good idea to enable this option, since the board shape is now accurately defined and will now be used for component placement and DRC testing.
  • In the PCB editor, the zero reference point for the Z plane is the upper surface of the top copper layer.
  • Once the board shape has been defined, the layer stack can be configured.

Perform 3D Collision Checks within the PCB Editor

Main page: Defining, Scoping & Managing PCB Design Rules

Perhaps the greatest strength of the 3D PCB editor is the ability to perform 3D collision testing. As well as catching general component-to-component collisions, you can also confidently position one component under another, or test if the loaded board fits correctly into the enclosure.

Collision testing relies on the Component Clearance design rule. Add Component Clearance design rules to check for collisions between components that include 3D body objects in the X, Y and Z planes. This allows you to check the clearance of one component over another component. Multiple rules can be defined to handle different clearance requirements. Note that the Design Rule Check does not test if a 3D body object is passing through the board.

This is a binary rule, meaning it tests between this object(s) and that object(s).

Multiple Component Clearance design rules can be defined, to precisely control the collision testing process.
Multiple Component Clearance design rules can be defined, to precisely control the collision testing process.

The default behavior is to display the objects in violation, and the distance between those two objects. To see the exact location of the minimum separation between the objects, enable the Show actual violation distances option in the Component Clearance design rule.


Collisions are detected as you work. The rule being applied in this animation is shown in the previous image, it allows the push button body to fit under the LCD.

The software can only perform collision testing between STEP models and a single board design; it cannot perform collision testing between multiple PCB designs. To test for collisions between two PCB designs, create a Multi-board assembly.

Referencing a 3D Model in a Design Rule

Main page: Defining, Scoping & Managing PCB Design Rules

To get the most out of the design rules system, it is important to understand how to best scope the design rule. The rule scope defines the set of objects targeted by that rule, for example, a rule scoped with the InPolygon keyword will apply to all of the primitives within all of the polygons on the board. To target the objects within a specific polygon, you would use the InNamedPolygon('PolygonNameHere') keyword.

If you are creating a rule to target a specific component, you can use the query keyword InComponent('ComponentDesignatorHere'). That rule scope will target all objects within the component C1, including the pads, overlay tracks, 3D model, and so on.

If you only want the rule to target the 3D model in a component, you can use the id keyword in the design rule. For example, in the video above, the LCD is a separate sub-assembly, with a designator of LCD1. The 3D model used in that component has an id value of LCD_2x16, as shown in the first image below. To use this id, the rule could have been configured as shown in the second image below.

The 3D Body Identifier can be used to scope a design rule so that it only targets the component's 3D model. Using a 3D Body Identifier to scope a design rule
The 3D Body Identifier can be used to scope a design rule so that it only targets the component's 3D model.

Performing Measurements in 3D

As well as checking for collisions, another task the designer often needs to do is to measure the distance between two 3D objects. What is the clearance between the connector and the case? How much room is there between that IC and the connector that is above it?

The Measure 3D Objects command (Reports menu) gives detailed measurement distances for the X, Y and Z planes, as well as the shortest distance between the chosen objects.

The command has two modes for selecting the target object:

  • Hover the cursor over the required object (it will highlight in green), or
  • Hold Ctrl as you hover the cursor to highlight only the specific face on the target 3D object.

In the image below a surface on the blue connector has been chosen, and the closest surface on the white product case. The 3D Distance dialog has been overlaid on the image.

Perform accurate object-to-object measurements in the 3D Layout Mode. The shortest distance between the chosen objects (or surfaces in this example), is shown in yellow.
Perform accurate object-to-object measurements in the 3D Layout Mode. The shortest distance between the chosen objects (or surfaces in this example), is shown in yellow.

  • Press the Q shortcut key to toggle the units shown in the measurement results.
  • Press the Shift+C shortcuts to clear the measurement display, double-click on a result in the Messages panel to display a result again.
  • The measurement cursor will automatically snap to many of the shapes within a 3D model.

ECAD to MCAD – Export the Loaded Board

For supported MCAD packages, it is also possible to transfer the board and components directly from ECAD to MCAD, using Altium CoDesigner. Working through a connected Workspace, such as an Altium 365 Workspace, CoDesigner can push the board shape and placed components directly to your MCAD software.

Learn more about ECAD-MCAD CoDesign

Main page: STEP Export-Import

So you're ready to export the loaded board to your MCAD designer, you do this using the File » Export » STEP 3D. Once you've entered a name for the file, the Export Options dialog will open.

Configure the STEP export options as required.
Configure the STEP export options as required.

Notes about using this dialog:

  • If you only want to export select components, it is generally easier to select them in 2D display mode.
  • Free 3D Bodies are additional 3D models placed in the PCB editor, such as the enclosure.
  • The board is always exported. To exclude all components (only export the board), enable the Export Selected option, with no components selected.
  • The 3D Bodies Export Options apply to 3D bodies/models added to the component footprints in the PCB library editor. The term simple bodies refers to extruded, cylindrical or spherical 3D Body objects.
  • In the STEP file, each component is identified by its designator. If the MCAD designer needs to import multiple boards into a single MCAD file there is likely to be designator clashes, to avoid this include a Component Suffix.
  • Use the Export As Single Part option to export the board as a part rather than as an assembly.
  • The Export Folded Board option only functions if there bending lines defined in the design. To export the board partially folded, before running the Export command, configure the fold amount using the Fold State slider in the Layer Stack Region mode of the PCB panel. The value defined will automatically be applied in the Export Options dialog.

A partially folded rigid-flex board, exported from the PCB editor and imported into the Rhinoceros 3D MCAD design software.
A partially folded rigid-flex board, exported from the PCB editor and imported into the Rhinoceros 3D MCAD design software.

  • The STEP export capability is delivered as a Platform Extension. If it does not appear in the Export menu, check that it is enabled in the Platform Extensions.
  • If you prefer you can use the Parasolid or VRML formats instead of STEP 3D. The different formats have similar options, except that Parasolid includes includes options for exporting copper. Refer to the Export Options page to learn more.

Generating Outputs

There are a variety of 3D-type outputs that can be generated. The table below summarizes the available outputs and how each is configured and generated.

A 300dpi 3D screenshot taken from the PCB editor, then scaled in an image editor to the maximum image size supported in this Web documentation editor.
A 300dpi 3D screenshot taken from the PCB editor, then scaled in an image editor to the maximum image size supported in this Web documentation editor.

Output Type From The Notes
Screen capture PCB editor When the editor is in 3D Layout Mode, press Ctrl+C to take a screenshot of the current view. The 3D Snapshot Resolution dialog will appear, select the required Render Resolution and click OK to copy the image onto the Windows clipboard. From there, paste it into your preferred bitmap editor.
Export as an image PCB editor Select the File » Export » PCB 3D Print command. After selecting the location to save the image file, the PCB 3D Print Settings dialog will open, where you can set the Render Resolution, how you would like the board to be viewed, and the image format.
PCB 3D Print OutputJob

Configured in the PCB 3D Print Settings dialog. In the OutputJob, map the output a New PDF container or directly to a printer. Position the board as required before generating output, then click the Take Current Camera Position and Take Current View Configuration buttons to generate a printout of what you can see on the screen. You can also create an image file, by mapping the Output Job to a Folder Structure Output Container.

PCB 3D Video OutputJob

Configured in the PCB 3D Video dialog. In the OutputJob, map the output to a New Video container. Output can be in a variety of video formats. To generate this output you need to first define a PCB 3D movie in the PCB 3D Movie Editor panel. Refer to the 3D PCB Video page to learn more.

PDF 3D OutputJob / PCB editor Configured in the PDF3D dialog. In the OutputJob, map the output to a New Folder Structure. Requires Adobe Acrobat v9 or newer to support the 3D motion. Output can also include key frames from a PCB 3D Movie, if one has been defined. Refer to the PDF3D Exporter page to learn more.

Including Mechanical Layers in the 3D View Mode

Mechanical layers can be included in the 3D display, when the 3D Settings are using ColorsBy Layer. The mechanical layers that are currently configured to be visible will be displayed, as shown in the image below (hover the cursor over the image to display the View Options settings).

When the 3D board is displayed using layer colors, mechanical layers can be included.
When the 3D board is displayed using layer colors, mechanical layers can be included.

Printing from the PCB editor

The PCB editor is able to generate printouts from both the 2D and 3D layout modes. It is also possible to define multiple 2D printouts, with different layers and objects enabled – for example, final artwork prints, composite prints, power plane prints, and so on.

Since there are multiple PCB printouts available, the printout that is generated when you select File » Print from the PCB editor menus is determined by the currently selected Default Print, which is configured via the File » Default Prints command.

Printing from an OutputJob

Main page: Streamlining Generation of Manufacturing Data with Output Jobs

Because there is a range of PCB printouts available, most designers prefer to use an OutputJob, where each specific output type can easily be added and configured, and output generated from it.

The 3D type printouts are added in the Documentation Outputs section of the OutputJob file. Click [Add New Documentation Output] to display the menu and select the required output type, as shown in the image below.

Including a 3D Printout job in an OutputJob file
Click the appropriate Add New text to add a new output to the job, as shown above.
Each output type is then configured by selecting its name in the list and right-clicking and selecting Configure (or double-clicking on its name).

Learn more about Streamlining Generation of Manufacturing Data with Output Jobs

Learn more about releasing output data with the Project Releaser

注記

利用できる機能は、Altium Designer ソフトウェア サブスクリプション のレベルによって異なります。

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