Altium Designer Documentation

Web Viewer Functionality on the Altium 365 Platform

Created: February 7, 2020 | Updated: August 10, 2021

Parent page: Altium 365 Viewers

Altium 365's Web Viewer interface provides universal access to PCB project documents through a standard web browser. Much more than just a web-based viewer, its advanced browser technology allows users to navigate through the project structure, interact with design documents, extract information about elements in the design and highlight areas or objects for commenting notes.

When viewing documents the visual quality of schematics and PCBs are not compromised by its web format, which also provides full pan and zoom capabilities and the ability to search, cross-probe, select and inspect components and nets throughout the design.

Altium 365's Web Viewer interface provides an immersive and interactive experience for reviewing, for example, the source schematic and PCB documents in your design project. Shown here is a schematic - hover over the image to see the PCB (in 3D).Altium 365's Web Viewer interface provides an immersive and interactive experience for reviewing, for example, the source schematic and PCB documents in your design project. Shown here is a schematic - hover over the image to see the PCB (in 3D).

As an independent browser based viewing platform, the Web Viewer interface offers interactive read-only access to design documents without the need to open the project in the design editing environment. Others that are working on the design, such as the engineer who 'owns' it, will not be affected by actions in the Web Viewer space - except for any related comment notifications, where applicable.

To ensure a smooth experience with the Web Viewer, ensure you have the latest version of a supported Web Browser installed, that WebGL is enabled for it, and that the video drivers for your computer are up to date. For more information, see Altium 365 Viewers - Troubleshooting Guide.

Web Viewer Access

The Web Viewer interface is utilized in the following instances:

The following collapsible sections detail how each of these instances is accessed, and how the Web Viewer interface presents in each case.

In this instance, the Web Viewer interface is presented through the Design view of the detailed management page for the project. The latter can be accessed from the Projects page of the Workspace's browser interface by selecting the required project, then 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 page will open in a new browser tab.

Also accessible from the graphical view of the Projects page by selecting the tile for the required project, then clicking the  control and choosing the Open command from the context menu. Alternatively, click on the project's name within the tile. When the Projects page is presented in its list view, click the  control at the far right of the entry for the required project and choose the Open command from the associated menu.

Accessing the detailed management page for a project from the Projects page of the Workspace's browser interface. The Web Viewer interface is presented through the page's Design view.Accessing the detailed management page for a project from the Projects page of the Workspace's browser interface. The Web Viewer interface is presented through the page's Design view.

In this instance, the Web Viewer interface is presented through the Design Snapshot view of the Manufacturing Portal, for the chosen release package of the managed project actively being inspected. To access the portal:

  1. From the detailed management page for the required project (double-click on the project to access), switch to the Releases view.
  2. To open a release package for viewing, click on its associated  button to open the full release package. Alternatively click the  button and choose what to view - either the full release package (All Release) or a specific assembly (variant). An opened project release is presented in a new Manufacturing Portal browser tab.
  3. Within the Manufacturing Portal, switch to the Design Snapshot view. Remember that you are not viewing the latest version of the source design data, but rather the snapshot of it, at the time when the design was released to create this specific release package.

Accessing the Web Viewer interface through the Manufacturing Portal, to inspect the design snapshot contained within a specific release package of a design project.Accessing the Web Viewer interface through the Manufacturing Portal, to inspect the design snapshot contained within a specific release package of a design project.

In this instance the Web Viewer interface is presented through the integrated Viewer, when viewing a shared live design. Access to this integrated Viewer - which opens in a separate browser tab - can be made in the following ways:

  • The person with whom you shared the live design will receive an email invite to access that design through Altium 365. Once they click the  button in the email they will be taken to the Altium 365 Sign In page (unless already signed in to the platform, or their AltiumLive account). Upon signing in, they will be taken to the Viewer, with the shared design loaded.
  • Any live design that has been shared with you will be available from the Shared with Me page of the Altium 365 Platform Interface. A live design is denoted by the  icon within its tile. To open in the integrated Viewer, select the design of interest, click the  button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the design).

Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a live design that has been shared with you.Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a live design that has been shared with you.

In this instance the Web Viewer interface is presented through the integrated Viewer, when viewing a shared data snapshot. Access to this integrated Viewer - which opens in a separate browser tab - can be made in the following ways:

  • The person with whom you shared the uploaded data snapshot will receive an email invite to access that snapshot through Altium 365. Once they click the  button in the email they will be taken to the Altium 365 Sign In page (unless already signed in to the platform, or their AltiumLive account). Upon signing in, they will be taken to the Viewer, with the shared data snapshot loaded.
  • Any data snapshot that you have personally uploaded will be available from the Files page of your Personal Space on the Altium 365 platform. To open in the integrated Viewer, select the data snapshot of interest, click the button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the upload).
  • Any data snapshot that has been shared with you will be available from the Shared with Me page of the Altium 365 Platform Interface. A data snapshot is denoted by the  icon within its tile. To open in the integrated Viewer, select the data snapshot of interest, click the  button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the snapshot).

Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a data snapshot that has been shared with you (or that you have uploaded to the persistent storage in your Personal Space). Shown here is a snapshot of a design project. Hover over the image to see a snapshot of Gerber data.Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a data snapshot that has been shared with you (or that you have uploaded to the persistent storage in your Personal Space). Shown here is a snapshot of a design project. Hover over the image to see a snapshot of Gerber data.

In this instance the Web Viewer interface is presented through the Fabrication and Assembly pages of the Manufacturing Package Viewer, when viewing a specific manufacturing package. Access to the Manufacturing Package Viewer can be made in the following ways:

  • The manufacturer to whom you sent the package will receive an email invite to access that package through Altium 365. Once they click the  button in the email they will be taken to the Altium 365 Sign In page (unless already signed in to the platform, or their AltiumLive account). Upon signing in, they will be taken to the Manufacturing Package Viewer, with the shared package loaded.
  • Any manufacturing package that has been sent to you will be available from the Shared with Me page of the Altium 365 Platform Interface. A manufacturing package is denoted by the  icon within its tile. To open the package in the Manufacturing Package Viewer, select the package of interest, click the  button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the package).
  • Any manufacturing packages that you have created and sent for a specific project will be listed in the Sent region of the Releases view, when accessing the detailed management page for that project. To open the package in the Manufacturing Package Viewer, select the package of interest, click the  button within its tile, then choose the Open command from the associated menu.

Web Viewer functionality is used by the Manufacturing Package Viewer when inspecting the fabrication and assembly data contained within a specific manufacturing package (a build package that has been created from a specified release of a design project).Web Viewer functionality is used by the Manufacturing Package Viewer when inspecting the fabrication and assembly data contained within a specific manufacturing package (a build package that has been created from a specified release of a design project).

Web Viewer Features

The Web Viewer interface offers a range of integrated capabilities that allow detailed access to design data. Other features such as the Comments system - when used from the Design view of the detailed management page for a project - communicate directly, and in real-time, with Altium Designer. The following sections take a look at the various functions and features available.

Note that the available features will depend on the type of data being viewed.

Data Views

The Web Viewer interface presents information across distinct data views. The views presented will depend on the type of data being viewed:

  • When viewing design source, four data views are used to present the source schematic(s), board in 2D, board in 3D and Bill of Materials respectively.
  • When viewing data in a manufacturing package, three data views are presented. On the Fabrication page, the Fabrication data view is available, which is a Gerber Viewer. The Assembly page provides PCB and 3D data views of the board.
  • When viewing a shared snapshot of Gerber data, a single data view is presented - Gerber. This is a Gerber Viewer and is the same as that presented through the Fabrication data view on the Fabrication page when viewing a manufacturing package.

SCH

This view presents the source schematic sheet(s) for the design.

The SCH data view presents the currently selected schematic source document.The SCH data view presents the currently selected schematic source document.

If more than one schematic sheet exists for the design, the ability to switch between the documents can be performed in two ways:

  • From the navigation tree in the left-hand pane. Click on the entry for a schematic to make it the active document in the main viewing area.

  • By clicking on the control at the top-left of the view. Each document is presented as a preview - click on an entry to make it the active document. The currently selected document - the active document being viewed within the SCH data view - is distinguished in the list with a blue border around its entry.

This method of switching between schematics is the only method available when the Web Viewer interface is placed in Full Screen mode (by clicking the  control at the top-right of the view).

When inspecting a schematic document that is part of a hierarchical design project, the rendered document display itself can provide interactive navigation between the levels in the project structure hierarchy:

  • Click on a sheet symbol object to load the target schematic document.
  • Click on a sheet entry object within a sheet symbol to be taken to the corresponding port on the target child schematic below.
  • Click on a port object to be taken to the corresponding sheet entry of the sheet symbol in the parent schematic above.

The Web Viewer supports viewing of multi-channel designs. A separate schematic document is presented for each physical channel. The physical sheet name - the compiled tab for that schematic document when viewed through Altium Designer - is included as a suffix to the document name. The result is similar to generating a PDF document of the physical schematic sheets, only with the enhanced interaction that Altium 365's Web Viewer brings.

Example multi-channel design, with each physical channel being presented on a different schematic sheet.Example multi-channel design, with each physical channel being presented on a different schematic sheet.

Browsing controls for the main viewing area are as follows:

  • Mouse wheel forwards/backwards to zoom in/out.
  • Click & hold (or right-click & hold), then drag to pan document.
  • Click to select.
  • Press R to reset the view of the document (to show entire document).

PCB

This view presents the PCB in 2D.

The PCB data view presents a 2D view of the PCB.The PCB data view presents a 2D view of the PCB.

Browsing controls for the main viewing window are as follows:

  • Mouse wheel forwards/backwards to zoom in/out.
  • Click & hold (or right-click & hold), then drag to pan document.
  • Click to select. Click repeatedly to cycle through collocated objects and/or to select the parent net.
  • Press + or - on the numeric keypad to step forward or back through the list of layers, in single layer mode.
  • Press R to reset the view of the document (to show entire document).

Control over the view and layer visibility for the PCB data view is performed through the Layers pane. Access this pane by clicking on the control at the top-left of the view (e.g. ). This control reflects how many layers are currently visible out of the total number of layers.

Layers pane - command central for controlling layer visibility.Layers pane - command central for controlling layer visibility.

You can pin the Layers pane so that it is always present as you view the PCB in the main viewing area. To do so, click on the  control (unpinned) at the top-right of the pane - the control will change to  (pinned). Click on the control again to unpin.

Layers are grouped into the following categories:

  • Copper - all used signal and internal plane layers.
  • Solder Mask - Top Solder, Bottom Solder.
  • Paste Mask - Top Paste, Bottom Paste.
  • Silkscreen - Top Overlay, Bottom Overlay.
  • Mechanical - all used mechanical layers.
  • Other - including Mutli-Layer, Drill Guide, Keep-Out Layer and Drill Drawing.

Use the Top View and Bottom View controls at the top of the pane to quickly toggle between viewing the board from the top or bottom respectively.

Switch between Top and Bottom views of the board using the provided controls. Here, the default Top View is shown. Hover the mouse over the image to see the Bottom View.Switch between Top and Bottom views of the board using the provided controls. Here, the default Top View is shown. Hover the mouse over the image to see the Bottom View.

The following points relate to working with layer visibility in the Layers pane:

  • A currently visible layer is shown in the pane with its name undimmed (e.g. ). A currently hidden layer is shown in the pane with its name dimmed (e.g. ), along with the  icon displayed at its far right.
  • A currently visible layer can be hidden by clicking on its entry, or by hovering over its entry and clicking the  icon at its far right. Conversely, a currently hidden layer can be made visible by clicking on its entry, or by hovering over its entry and clicking the  icon at its far right.
  • An entire group of layers can be hidden by hovering over the group entry and clicking the  icon at its far right. Conversely, if all layers in a grouping are currently hidden, they can be made visible by hovering over the group entry and clicking the  icon at its far right. Note that if a group has a mixture of visible/hidden layers, the  icon will be present for the group. Click to hide all other layers, then click again (now showing as ) to make all layers visible.
  • To quickly view in 'Single Layer Mode', hover over the specific layer of interest, then click the  control. All other layers will be hidden. Click the  control again to come out of 'Single Layer Mode'.
Click the  control at the group level to quickly present just the layers in that group. 
Note that the Multi-Layer will remain visible (or be unhidden if applicable) if a copper (signal) layer or solder mask layer is visible.

The PCB data view supports single layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.The PCB data view supports single layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.

  • To reset layer visibility back to how it was when the design was initially accessed, click the  control at the top-right of the Layers pane.

When viewing the board in 2D - using the PCB data view - you are able to take measurements. To do so click the  button. The Measurements pane opens, the cursor changes to a cross-hair, and you will enter measurement mode. Three measurement modes are supported:

  • Free - freely measure between any two points within the data view, without any snapping guidance whatsoever.
  • Point to Point - measure between any two points within the data view, with guidance snapping as you move the cursor over an object. The cursor will change as follows:
  •  - the center of a pad or via.
  •  - the vertex point of a primitive object.
  •  - the mid-point of a track segment.
  •  - a free point within the view.
  • Object to Object - measure between any two chosen objects within the data view. Supported objects are pad, via, track, fill and region, which will become highlighted for selection as you move the cursor over them.
Switch modes using the controls at the top of the pane. When accessing the feature for the first time, the Free mode will be used by default. Subsequent use of the feature will use the mode last used.

Measurement is performed as follows:

  1. In Free or Point to Point modes, position the cursor to where you wish to start measuring (Point 1) and click. The point is marked using a small white cross. In Object to Object mode, choose the first object (Object 1), which will become selected.
  2. In Free or Point to Point modes, move the cursor to the required end point (Point 2) and click again. As you move the cursor, a measuring line is displayed as an aide, showing the current XY distance (from Point 1 to the end of the line). In Object to Object mode, choose the second object (Object 2), which will become selected.
Right-click before defining Point 2/Object 2 to start afresh - ready to define Point 1/Object 1 again.
  1. The Measurements pane reports the XY distance measured, the X (horizontal) distance, and the Y (vertical) distance. For the Object to Object mode, the XY distance will be the shortest point between the two chosen objects.
Measurement units will initially be those used for the design itself, but can be switched between metric (mm) and imperial (mil) from the Info pane of the interface (accessed by clicking in the top-right control cluster).
  1. Continue measuring the distance between other points or objects, or click the  button again (or Esc) to exit measurement mode.

Example measurement taken in Object to Object mode.Example measurement taken in Object to Object mode.

The last five measurements are listed in the Previous Measurements region of the Measurements pane. The most recent is at the top of the list. Click on an entry to retrieve that measurement - both in the pane and graphically in the main viewing area.
Measurements are available during the current session of the web page only. If you refresh the browser tab, the previous measurements will be cleared.

3D

This view presents the PCB in 3D.

The 3D data view presents a 3D view of the PCB.The 3D data view presents a 3D view of the PCB.

Browsing controls for the main viewing window are as follows:

  • Mouse wheel forwards/backwards to zoom in/out.
  • Click & hold, then drag to rotate the board.
  • Right-click & hold, then drag to pan document.
  • Click to select.
  • Press R to reset the view of the document (to show entire document).

BOM

This view presents the Bill of Materials for the design. This is built on-the-fly from the source schematic documents - an ActiveBOM document (*.BomDoc) is neither required, nor used.

The BOM data view presents the Bill of Materials for the design - created on-the-fly from the source schematics.The BOM data view presents the Bill of Materials for the design - created on-the-fly from the source schematics.

The BOM reflects all components required to assemble a single board. Pricing information is sourced from Octopart.

The following points relate to working with the view:

  • Clicking on the Name entry for a component will access the page for the corresponding real-world part on the Octopart site (opens in a separate tab).
  • Clicking on a designator will cross-probe to that component on the other data views.
  • You can sort by Name, Price, or Quantity - click a header once to sort in ascending order. Click again to sort in descending order.
  • Use the Search field above the listing to quickly find a component of interest. Search applies across Name, Price, Description and Designator fields.

Gerber / Fabrication

This view presents a Gerber Viewer for viewing Gerber data in:

  • A shared snapshot of Gerber data.
  • A shared manufacturing package (on the Fabrication page).

The Gerber and Fabrication data views (which are identical in their functionality) present a Gerber Viewer. Here, the Gerber data view is shown. Hover the mouse over the image to see the Fabrication data view.The Gerber and Fabrication data views (which are identical in their functionality) present a Gerber Viewer. Here, the Gerber data view is shown. Hover the mouse over the image to see the Fabrication data view.

Browsing controls for the main viewing window are as follows:

  • Mouse wheel forwards/backwards to zoom in/out.
  • Click & hold (or right-click & hold), then drag to pan document.
  • Press + or - on the numeric keypad to step forward or back through the list of layers, in single layer mode.
  • Press R to reset the view of the document (to show entire document).

Control over the view and layer visibility for the Gerber/Fabrication data view is performed through the Layers pane. Access this pane by clicking on the control at the top-left of the view (e.g. ). This control reflects how many layers are currently visible out of the total number of layers.

Layers pane - command central for controlling layer visibility.Layers pane - command central for controlling layer visibility.

You can pin the Layers pane so that it is always present as you view the Gerber data in the main viewing area. To do so, click on the  control (unpinned) at the top-right of the pane - the control will change to  (pinned). Click on the control again to unpin.

Gerber layers are grouped into the following categories:

  • Copper - all used signal and internal plane layers.
  • Solder Mask - Top Solder, Bottom Solder.
  • Silkscreen - Top Overlay, Bottom Overlay.
  • Paste - Top Paste, Bottom Paste.
  • Other Layers - including Top Pad Master, Bottom Pad Master, NC Drill (in *.txt format) and Mechanical xx.

Use the Top View and Bottom View controls at the top of the pane, to quickly toggle between viewing the Top or Bottom set of Gerbers respectively. Copper mid layers, mechanical layers and the NC Drill layer will be disabled in both cases.

Switch between viewing just Top Gerbers or Bottom Gerbers using the provided controls. Here, the Top View is shown. Hover the mouse over the image to see the Bottom View.Switch between viewing just Top Gerbers or Bottom Gerbers using the provided controls. Here, the Top View is shown. Hover the mouse over the image to see the Bottom View.

The following points relate to working with layer visibility in the Layers pane:

  • A currently visible layer is shown in the pane with its name undimmed (e.g. ). A currently hidden layer is shown in the pane with its name dimmed (e.g. ), along with the  icon displayed at its far right.
  • A currently visible layer can be hidden by clicking on its entry, or by hovering over its entry and clicking the  icon at its far right. Conversely, a currently hidden layer can be made visible by clicking on its entry, or by hovering over its entry and clicking the  icon at its far right.
  • An entire group of layers can be hidden by hovering over the group entry and clicking the  icon at its far right. Conversely, if all layers in a grouping are currently hidden, they can be made visible by hovering over the group entry and clicking the  icon at its far right. Note that if a group has a mixture of visible/hidden layers, the  icon will be present for the group. Click to hide all other layers, then click again (now showing as ) to make all layers visible.
  • To quickly view in 'Single Layer Mode', hover over the specific layer of interest, then click the  control. All other layers will be hidden. Click the  control again to come out of 'Single Layer Mode'.
Click the  control at the group level to quickly present just the layers in that group.

The Gerber/Fabrication data view supports single layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.The Gerber/Fabrication data view supports single layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.

  • To reset layer visibility back to how it was when the Gerber data was initially accessed, click the  control at the top-right of the Layers pane.

When viewing Gerber data - using the Gerber/Fabrication data view - you are able to take measurements. To do so click the  button. The Measurements pane opens, the cursor changes to a cross-hair, and you will enter measurement mode. Measurement is performed as follows:

  1. Position the cursor to where you wish to start measuring (Point 1) and click. The point is marked using a small white cross.
  2. Move the cursor to the required end point (Point 2) and click again. As you move the cursor, a measuring line is displayed as an aide, showing the current XY distance (from Point 1 to the end of the line).
Right-click before defining Point 2 to start afresh - ready to define Point 1 again.
  1. The Measurements pane reports the XY distance measured, the X (horizontal) distance, and the Y (vertical) distance.
Measurement units will initially be those used for the generate data itself, but can be switched between metric (mm) and imperial (mil) from the Info pane of the interface (accessed by clicking in the top-right control cluster).
  1. Continue measuring the distance between other points or click the  button again (or Esc) to exit measurement mode.

Example measurement.Example measurement.

The last five measurements are listed in the Previous Measurements region of the Measurements pane. The most recent is at the top of the list. Click on an entry to retrieve that measurement - both in the pane and graphically in the main viewing area.
Measurements are available during the current session of the web page only. If you refresh the browser tab, the previous measurements will be cleared.

Common Interface Elements

The following controls (all located in the top-right control cluster) are common to various data views:

  •  - use this control to access the Search facility, allowing you to search for components and/or nets. This facility is available for the SCH, PCB and 3D data views (not the BOM data view (which has its own search) or Gerber/Fabrication data views). For more information on using the search facility, see Searching.

  •  - use this control to access the Info pane.

The pane is further divided into two sub-views:

  • Controls - gives a helpful listing of controls when browsing the SCH, PCB, 3D and Gerber/Fabrication data views (some controls are view-specific).
  • Board Info - gives useful summary information about the uploaded design in terms of: Board Size (X and Y dimensions of the board); Layers (total Signal + Plane as well as counts for each); Components (total, including all types of component, with a breakdown of those components on Top and Bottom of the board); Nets (total). This sub-view of the pane is not present for the Gerber/Fabrication data view.
At the bottom of the pane, use the available controls to switch Units between metric (mm) and imperial (mil). Measurement units will initially be those used for the design itself (or when the Gerber data was generated).
  •  - use this control to download data. For more information on what is, or can be downloaded, depending on the type of data you are currently viewing, see Downloading.
  •  - use this control to switch to Full Screen mode.
  •  - when in Full Screen mode, use this control to exit Full Screen mode (or press Esc).

Variant Support

When viewing design source, if the project includes defined variants you will be able to switch between these when viewing the design across the various data views. The left-hand navigation pane presents a listing of the available variants. By default, this will be set to [No Variations] - presenting the base design.

Accessing the available defined variants for the project.Accessing the available defined variants for the project.

Choose a defined variant from the list of all variants defined for the project - the current data view will update to reflect that variant, including the visual options enabled for not fitted components (SCH and PCB data views). In the 3D and BOM data views, the component will be present/listed or not, depending on whether it is fitted or not.

The interface caters for variants. By default, the base design ([No Variations]) will be presented (shown here in the SCH data view). Use the controls in the left-hand navigation pane to switch to a different variant (hover over the image to see an example).The interface caters for variants. By default, the base design ([No Variations]) will be presented (shown here in the SCH data view). Use the controls in the left-hand navigation pane to switch to a different variant (hover over the image to see an example).

Selection

When viewing design source, selection of an object within the design can be performed from the SCH, PCB and 3D data views as follows:

  • From the SCH data view (component and net selection) -  hover the cursor over a component or wire and click to select. Masking is applied to leave only that component or net fully visible. Information for the selected component/net will appear in the right-hand pane.
Potential objects for selection - components and wires - are highlighted as you move the cursor.
A selected net will be selected across all schematic documents on which it appears.

The SCH data view supports selection of components and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected net.The SCH data view supports selection of components and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected net.

  • From the PCB data view (component, pad, via, track segment and net selection) - hover the cursor over a supported object type and click to select. Masking is applied to leave only that object fully visible. Information for the selected object will appear in the right-hand pane.
Only components are highlighted as you move the cursor. Only an individual component, pad, via, track segment, or net can be selected (no cumulative selection). For a selected pad, via, or track segment, associated net information is presented. To select the entire net, continue clicking to cycle through the selectable objects in a specific location. Quick net selection in the PCB data view can also be achieved by either selecting the net in the SCH data view and switching to the PCB data view, or by searching for the net using the Search facility.
For collocated objects, clicking repeatedly will cycle through those objects.

The PCB data view supports selection of components, pads, vias, track segments and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected track segment.The PCB data view supports selection of components, pads, vias, track segments and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected track segment.

  • From the 3D data view (component, pad, via selection) - hover the cursor over a component, pad, or via and click to select. Masking is applied to leave only that object fully visible. Information for the selected object will appear in the right-hand pane.
Objects are not highlighted as you move the cursor.

The 3D data view supports selection of components, pads and vias. Here, a selected component is shown. Hover the mouse over the image to see a selected via.The 3D data view supports selection of components, pads and vias. Here, a selected component is shown. Hover the mouse over the image to see a selected via.

Controls at the top of the right-hand pane enable you to quickly view a selection within another data view, where supported. For example, selecting a component in one data view can be seen in any of the other data views. Selecting a net in the SCH data view will allow that net to be inspected in the PCB and 3D data views also. And for a selected pad, via, or track segment within the PCB data view, you'll be able to quickly view that object within the 3D data view. For more information on this cross-probing support, see the next section.

Cross-probing

When viewing design source, when you select a supported object within the active data view, that object is selected (where applicable) on one or more other data views as well - enabling you to quickly cross-probe to that same selection. Cross-probing support is conveniently delivered through controls located at the top of the right-hand pane - displayed when an object is currently selected in the main viewing window.

You can also click on the tab for a data view directly to see the result of cross-probing.

Cross-probing controls (for a selected component).Cross-probing controls (for a selected component).

The following collapsible sections present a few examples of supported cross-probing scenarios:

Select the required component in the active data view, then click one of the controls to cross-probe to that component in the target data view. For SCH, PCB and 3D data views (accessed by clicking the SCH, PCB, or 3D controls), the component will be selected and zoomed within the view where possible, and masking applied to leave only the selected component fully visible.

Javascript

For the BOM data view (accessed by clicking the BOM control), the row entry for the component will be highlighted.

Click on the designator for the component you wish to cross-probe to. The last active data view prior to accessing the BOM data view will be made active, with the component selected, centered and zoomed within the view where possible, and masking applied to leave only the selected component fully visible. From there, you can use the controls (SCH, PCB, 3D and BOM) to cross-probe to that selected component in other data views as described previously.

Select the required net on the schematic document within the SCH data view, then click one of the controls (PCB, 3D) to cross-probe to that net in the target data view. The net will be selected and zoomed within the view where possible, and masking applied to leave only the selected net fully visible.

Javascript

Select the required pad, via, or track segment on the board within the PCB data view, then click the 3D control to cross-probe to that pad/via/track segment in the 3D data view. The object will be selected and zoomed within the view where possible, and masking applied to leave only the selected object fully visible.

Javascript

Searching

When viewing design source, the Web Viewer interface incorporates a search facility that provides a quick and convenient way to locate components and nets throughout your design. The search feature can be accessed from the SCH, PCB and 3D data views by clicking the  button, at the top-right of the view. A Search pane will be presented in which to conduct the search.

The Web Viewer interface's Search pane.The Web Viewer interface's Search pane.

To perform a search, start typing your search string. Search is case-insensitive. The pane lists the matching results dynamically as you type. The number of matching results is highlighted at the top of the pane.

Each time the Search pane is freshly opened, the initial search will contain a subset of the full results (if too many). This is highlighted by the text and x more press Enter at the bottom of the list. To fully expand the results list, either click the  button, or press Enter (with the cursor in the search field).

Example search conducted from the SCH data view.Example search conducted from the SCH data view.

Results are local to the active data view. When the active data view is SCH, the search is across all source schematic documents.

Click the  button to access filter options, to show all component and nets matching the search string, or just components, or just nets.

Filter controls.Filter controls.

The five most recent searches are listed in the Recent Search region of the pane. An entry to the list is only registered once a search result is clicked upon.

With search results listed, click an entry to navigate to that entity - component or net - within the active data view. The component/net will be selected and zoomed within the view where possible, and masking applied to leave only the selected component/net fully visible.

Example of the search facility in action. Shown here is the result of searching for a component within the active PCB data view. Hover the mouse over the image to see the result of searching for a net within the active SCH data view.Example of the search facility in action. Shown here is the result of searching for a component within the active PCB data view. Hover the mouse over the image to see the result of searching for a net within the active SCH data view.

The search facility is great for finding and selecting a net on the 3D view of the board - something that cannot be done by simple selection alone, since you can only click to select components, pads and vias in the 3D data view.

Example result of searching for a net within the active 3D data view - the only way, aside from cross-probing, to select a net within this view.Example result of searching for a net within the active 3D data view - the only way, aside from cross-probing, to select a net within this view.

To return to the listing of search results, click the  control at the top-left of the right-hand pane.
Since the searched component/net is selected, cross-probing naturally becomes available since that component/net is selected across all relevant data views. For more information, refer back to the section on Cross-probing.

Downloading

The Web Viewer supports downloading of data from any of the data views. Download is performed by clicking the  control (located in the top-right control cluster). What happens depends on what you are currently viewing:

  • Design Project Source or Shared Live Design - accesses the Download pane.

Support is provided for downloading a Zip archive containing a snapshot of the WIP design project (base design), as well as the ability to generate and download the following derived outputs, taking setup information directly from the applicable Output Job file (where one exists):

  • A Zip archive containing Gerber and NC Drill files (generated for the base design only).
If an Output Job file does not exist, a default set of Gerbers (Gerber X2) will be generated for the used layers only (no mechanical layers). For NC Drill, only the *.txt format file will be generated.
  • Either a PDF of the full Draftsman-sourced documentation, which requires the Draftsman document be present in the project (generated for the base design only - not for variants), or a PDF of just the Assembly drawings (generated for the active variant).
  • A PDF of the schematic documents (generated for the active variant).
  • A Zip archive containing the PCB in STEP format (generated for the active variant).
  • A CSV-format BOM (generated for the active variant).
When generating the BOM, the setup in any Output Job file will be taken and a CSV-format BOM is generated only, as this format is supported by most operating systems without having to worry about configuration and templates. Where an Output Job file does not exist, default fields for the CSV are used as follows: line number (if a BomDoc is available), name, description, designator, quantity, manufacturer and part number.
For generated output based on the active variant (as indicated in the listing above), choose the required variant from the Design - Variants region within the left-hand navigation pane.

Hover over an entry on the pane and click the associated control to download. Data will be generated first, where applicable, and then downloaded. For output that needs to be generated first, you can either wait or close the Download pane - you'll be able to access the download through an email, which will be sent to you once the data is ready.

The Releases region of the pane is only presented when viewing the Design Project Source (not a Shared Live Design). All release packages that have been generated from the project will be listed - click an entry to open it for inspection, on a separate browser tab.

Click the Vote for New Format link to open a separate survey tab, where you can choose/enter what output format(s) you would like to see supported.
  • Shared Data Snapshot - downloads a single Zip archive containing the source documents from which the snapshot was created.
  • Fabrication & Assembly Data in a Manufacturing Package - downloads a single Zip archive containing a folder for each data set included in the package.
Download is to your Web browser's default downloads folder.

Comments

The Web Viewer interface supports commenting of your design documents. A comment is a user-added note that is assigned to a specific point, object, or area (as applicable) on a supported data view, and may be replied to by other users. Comments promote collaboration between users without altering the shared data itself, because comments are stored by the Workspace independently of that data. Comments are posted, replied to, and managed directly within the main viewing area using a contextual commenting window. Comments are also presented on the Comments pane, which is presented on the right-hand side and provides more of an overview/navigational instrument, rather than the operational interface.

Use the  control to toggle display of the Comments pane.

Example comments overlayed on a child schematic sheet of a managed project. The Comments pane reflects all comments, while the accessible window in the main viewing area brings contextual commenting, right at the place you need it!Example comments overlayed on a child schematic sheet of a managed project. The Comments pane reflects all comments, while the accessible window in the main viewing area brings contextual commenting, right at the place you need it!

Commenting functionality is used in the following places:

  • In the Design view of the detailed management page, when managing a specific project. Comments can be added to a schematic (SCH data view) or PCB (PCB and 3D data views). Comments made here appear automatically in the Design view of the shared live design and in Altium Designer, and vice versa.
  • In the Design Snapshot view of the Manufacturing Portal, for the chosen release package of the managed project actively being inspected. Comments can be added to a schematic (SCH data view) or PCB (PCB and 3D data views). Comments made here appear automatically in the Design view of the detailed management page for the project, the Design view of the shared live design, and in Altium Designer.
  • In a schematic document (SCH data view) or PCB (PCB and 3D data views) of the integrated Viewer, when viewing a shared live design. Comments made here appear automatically in the Design view of the detailed management page for the project and in Altium Designer, and vice versa.
  • In a schematic document (SCH data view) or PCB (PCB and 3D data views) of the integrated Viewer, when viewing a shared design snapshot. Comments made within the Viewer are not shared with Altium Designer. They are only seen by stakeholders with whom the design snapshot has been shared, and whom are using the Viewer to inspect that design.
  • In the Gerber Viewer (Gerber data view) when viewing a shared Gerber Data snapshot. Comments made within the Viewer are not shared with Altium Designer. They are only seen by stakeholders with whom the data snapshot has been shared, and whom are using the Viewer to inspect that Gerber data.
  • In the Fabrication (Fabrication data view) and Assembly (PCB and 3D data views) pages of the Manufacturing Package Viewer, when viewing a specific manufacturing package (created from a specific release of a design project). Comments made within the Viewer are not shared with Altium Designer. They are only seen by stakeholders with whom the manufacturing package has been shared, and whom are using the Viewer to inspect that package.

Placing a Comment

Comment placement mode can be entered in one of three ways:

  • By clicking the  button in the top banner area of the browser tab.

  • By using the Alt+C keyboard shortcut.
  • By clicking the  button at the top of the Comments pane.
The first two methods enable you to add comments without losing current selection in the active data view and without closing any existing right-hand pane that you might already have open (e.g. Information pane presenting properties for the currently selected object, Measurements pane presenting taken measurements, Download pane, Board Info, etc).

In each case, the cursor will change to a cross-hair and you will enter comment placement mode. Proceed as follows:

  1. Place one of the following three supported comment types as required:
    1. Comment on a point - click at any point to attach (or 'pin') a comment to that point.
    2. Comment on object - click on an object to attach (or 'pin') a comment to that object. For the SCH data view supported objects are components, pins, wires, busses, and ports. For the PCB data view, supported objects are components, pads, vias and track segments. For the 3D data view, supported objects are components, pads and vias. For the SCH and PCB data views, supported objects to which you can attach a comment to will be highlighted as you move the cursor around the view. This type of comment is not supported in the Gerber and Fabrication data views, when viewing Gerber data.
    3. Comment on area - click and drag to define an area to attach (or 'pin') the comment to. This type of comment is not supported in the 3D data view.
  2. In each case a commenting window will be presented, with which to define the comment in context with the chosen point, object, or area (as applicable). Type your comment in the field provided. You can mention one or more people or roles in the comment. Click the  button to quickly access a list of members in the Workspace team. A comment can also be assigned to a team member. For more information on these additional features, see the section Working with the Contextual Commenting Window.
  3. With comment entered, any mentions added, and assignment made if required, click the  button beneath. The comment will be committed, appearing in both the contextual commenting window and the Comments pane. A uniquely-numbered marker for the comment will present in the main design viewing area.
Comment markers are unique to a project and are issued sequentially as comments are placed across that project. Comments placed on the PCB data view are reflected on the 3D data view and vice versa (for point and object comment types only). The same comment marker number is therefore used between these two views.
At any point before posting you can exit comment placement mode by pressing Esc.

The following sequence image shows addition of an example comment to a component on a schematic document (within the SCH data view), along with adding a mention of a team member and assigning that comment to them.

Javascript
Comments applied in the Web Viewer interface in the following places become available in Altium Designer and vice-versa, and all changes to comments are reflected in all three places:
  • In the Design view of the detailed management page (when managing a specific project).
  • In the integrated Viewer when inspecting a shared live design.

Comments made in the Design Snapshot view when viewing a specific release of a project (through the Manufacturing Portal) also become available in the Design view of the detailed management page for the project, the Design view of the shared live design, and in Altium Designer, but not the other way around.

Comments made within the Manufacturing Package Viewer or the integrated Viewer when inspecting a shared data snapshot are self-contained, and therefore will not appear in Altium Designer, and vice versa. They are seen only by people with shared access to a specific manufacturing package or data snapshot.
In Altium Designer, the Comments panel is command-central for comments. For a high-level run-through of working with comments in relation to a managed project in Altium Designer, see Document Commenting in Managed Projects. In Altium Designer 21.3 and later, you also have the ability to export comments from your design - either through an Output Job file using a configured Export Comments outputter, or directly from the Schematic/PCB document using the Reports » Project Reports » Export Comments command, with configuration made in the Comment Export Configuration dialog.

Working with the Contextual Commenting Window

The following points relate to working with comments and the interface's contextual commenting window:

  • The commenting window is accessible independently of the Comments pane - click on a comment marker to access it.

If the comment marker is moved, the commenting window will move also. The window can be moved freely by itself as well.
  • Use the  buttons at the top-left of the commenting window to sequentially cycle to the previous and next comments respectively. Cycling is based on the numbering of the comment markers and will simply zoom and center the point, object, or area (as applicable) of the design that the previous/next comment is associated to, and present that comment in the commenting window.
You can also use the Shift+Left Arrow and Shift+Right Arrow to cycle to the previous and next comments respectively.
  • Once an initial comment has been made the commenting window, when accessed, will be ready for entry of a reply. Type your text in the field provided, then click the  button to commit. To exit without replying, click the  button.
  • You can mention a person or role within a comment. Click the  button to access a pop-up listing of all members of the Workspace team. Alternatively, search for the role or person (the latter by their name or email). Start typing '@' followed by one or more characters - a list of matching roles, team members, and people outside of the team (but within your organization) will be presented from which to choose. You can either click on an entry to add it, or use the Up/Down Arrow keys and press Enter to add.
A mentioned person who is a team member or who is a member of a mentioned role, will receive a notification email of the comment.
Javascript

You can also mention a person who is outside of the Workspace team (and outside of your organization) by entering @<theirfullemail>. If that person already has shared access to the entity being viewed, they will receive a notification email that they have been mentioned. If that person does not have access, you will be presented with a window in which to determine access rights (and proceed to share the entity with them), or to not grant access at all. In each case, they will receive a notification email that they have been mentioned.

  • You can assign the comment to a person who has been mentioned (Workspace team members only). Enable the option accordingly. If multiple people have been mentioned, a drop-down will be provided to choose which person to assign the comment to. The assigned person will be clearly shown at the top of the window. This is simply a visual indicator to clarify who should deal with the comment. The assignment can be changed or removed when editing the comment.

  • When adding a new comment or editing an existing one, you have the opportunity to add a freehand drawing to the design view and associate/attach to that comment. To do so, click the  button above the commenting window. You will enter freehand drawing mode and the commenting window will be temporarily replaced with a floating control bar. Don't worry, you can always switch back to the 'comment' mode by clicking the  button. In freehand drawing mode simply place the cursor, click and drag to build the artwork you require. Buttons on the control bar allow you to quickly change color and width of the drawing line (great for the 2D view of the PCB!) and if you make a mistake just click  to delete the drawing and start again. The comment can also be posted or canceled from the control bar using the buttons at the far right.
Freehand drawings are not supported when placing comments in the 3D data view.
Javascript
  • When a new comment is posted, a screenshot of the original view is taken and attached to that comment. From within the commenting window this can be accessed by clicking the Show original design screenshot control. The screenshot presents exactly what was seen in the view at the time of comment creation - so same zoom level, active layers (PCB), and also includes the freehand drawing, if one was crafted prior to posting the comment.

Click the  control at the top-right corner of the screenshot to access its full-size view. Click away from the view to return to the commenting window.
  • A comment can be edited or deleted, through the commenting window only, using the Edit and Delete commands respectively. These are available from the menu associated to the  control. Note that these commands will only be available for a comment that you yourself have made - you cannot edit or remove a comment made by another user. If you edit an existing comment, make your changes then click the  button to commit. To exit without applying any changes, click the  button.
If you delete a comment, be aware that all associated replies will also be deleted.

  • The menu associated to the  control also includes a Copy Link command. This is available to the original creator of the comment thread and enables quickly obtaining a link to view the shared entity.
  • When the commenting window is accessed (by clicking on its associated marker, or by selection on the Comments pane) only the initial and latest comments in the thread are presented. To see all comments in the thread, click on the available control between these entries. Use the scrollbar to browse through all comments.

  • Anybody viewing the shared design project can resolve a comment. To do so, click the  control at the top-right of the commenting window. The control will change to , reflecting the comments' resolved state. To unresolve - that is, make the comment active again - click the control again. In addition, the associated comment marker will become dimmed. Resolved comments can be hidden from the main viewing area through an option available on the Comments pane - see next section for more information.
The comment marker will also change from  (unresolved) to  (resolved) for a comment that is not currently selected (the commenting window is not open for).

  • If a person has made a comment while reviewing a specific release of a design project (in the Design Snapshot view of the Manufacturing Portal), then that comment will include the release information as a link to that release.

  • You can add a URL link as part of your comment post - just copy the URL and paste it into the comment field. It will be detected and presented as a standard link that can be followed when clicked.

Working with the Comments Pane

The following points relate to working with comments and the interface's Comments pane:

  • The Comments pane facilitates an overview/navigational tool for comments across the project, rather than the operational interface of posting, editing and replying. That functionality is solely left to the contextual commenting window.
  • The Comments pane does not open upon clicking a comment marker in the main viewing area. The latter accesses the contextual commenting window only.
  • Use the control at the top-left of the pane to display comment markers within the main viewing window (), or to hide them (). Hover over the image to see an example.

  • At the top-right of the Comments pane is a control that gives access to filtering controls, so that you can determine what is presented in the pane.

Two levels of filtering can essentially be defined. The first, or primary level allows you to control which comments are displayed:

  • All - all comments
  • My - only present comment threads that you yourself started, replied to, or have been mentioned within.
  • From - only present comment threads that a specific person started, replied to, or has been mentioned within. Choose a person from the associated drop-down list, which includes all people who have actively participated in commentary for the project.
The primary filtering employed is reflected next to the drop-down control used to access the filtering controls.

The secondary level of filtering, which is applied in conjunction with the primary filtering method offers two options, allowing you to hide all resolved comment threads (Unresolved only enabled) and/or to only show comments for the active document being viewed, rather than the entire project (Current document only enabled).

  • Click the Notification Settings entry (at the bottom of the filtering options window) to access a window with which to configure which comments in the project you will receive email notifications for. Choose to receive notifications for all comment threads, no comment threads, or only those you are involved in (you started, replied to, or have been mentioned within).
  • In terms of ordering of comment threads in the pane, again there are two levels. Firstly, comments are ordered by the document they are on, and this follows the same ordering as the source document navigation structure in the left-hand pane. Secondly, for each document, the comments are ordered by the date of their creation - in descending order.
  • As you click on a comment thread entry in the pane, that comment will be focused in the main viewing window, and opened in the contextual commenting window. The entry for the comment in the Comments pane is also clearly highlighted in blue. The same comment marker number is reflected in the Comments pane, making it easy to see which comment you are viewing. If you click on a comment that doesn't reside on the document currently being viewed, then that document of residence will be made the active document.

  • Each comment entry in the pane provides a useful summary of key information relating to that comment, as shown in the example below.

If a person has made a comment while reviewing a specific release of a design project (in the Design Snapshot view of the Manufacturing Portal), then that comment entry will include the release information as a link to that release.

Other Things to be Aware of

  • If a comment is associated with an object and that object gets removed from the design, then the comment will be converted to an area comment and remain at the same coordinates. The comments' original design screenshot can prove very useful in this respect.
  • If a design document is removed from the project, any comments associated to that document will be hidden.
  • If an object is moved within the design, the comment associated to it will also move.
  • For designs that made use of freehand comments in previous versions of Altium Designer, those will be converted to area comments, and the freehand drawing attached to the comment in each case.
  • Altium Designer 20.x will ignore line color and width settings used in the freehand drawings. Instead, such drawings will appear using red colored lines only and using the standard, non-adjustable line width available for comments in those earlier versions of the software.
  • A resolved comment cannot be deleted. You would need to make it unresolved and then delete.

Updating with New Data

When using the Web Viewer interface to inspect the documents of the latest source project - from the Design view of the detailed management page (when managing a specific project), or when viewing a shared live design - the data will update automatically whenever the project is committed back to the Workspace (from within Altium Designer). Notification will appear within the interface shortly after the committal. Once the new data has been generated, click the  control to update the view with that latest data set.

If you make changes to the design within Altium Designer then the Web Viewer interface will automatically detect and make the new data available to you to open, once those changes have been committed back to the Workspace.If you make changes to the design within Altium Designer then the Web Viewer interface will automatically detect and make the new data available to you to open, once those changes have been committed back to the Workspace.

 

 

Found an issue with this document? Highlight the area, then use Ctrl+Enter to report it.

お問合せ

お近くの営業所にお問合せください。

We're sorry to hear the article wasn't helpful to you.
Could you take a moment to tell us why?
200 characters remaining
You are reporting an issue with the following selected text
and/or image within the active document: