Parent page: Environment Configuration Management
An organization can centrally control the environment its designers operate in, through the definition and management of Environment Configurations. These are used to constrain each designer's Altium Designer working environment to only use company-ratified design elements, including schematic templates, output job configuration files, BOM templates, layer stacks, project templates, and workspace preferences.
Environment configurations are created and managed from within the Team Configuration Center, through its browser-based interface, allowing an administrator to craft one or more environment configurations, depending on the needs of the organization.
The interface to the Team Configuration Center is accessed through the Altium Vault's browser-based interface. Simply sign into the Altium Vault through a Web Browser. Once there, navigate to the ADMIN » CONFIGURATIONS page. Note that this page is only accessible when you are signed in to the Altium Vault with administrative rights (are a member of the Administrators role).
To create a new environment configuration, simply click the Add Configuration button, located at the top-right of the page. The Configuration details page will display, presenting a shell configuration, ready to be defined.
Although the environment configuration is created, it is not yet saved. To ensure the configuration is 'saved', click the Save button, at the top-right of the page. The configuration does not have to be defined prior to saving, except for a name, allowing you to create placeholder configurations, then come back later to define them. Configuration data is stored in the Altium Vault's database.
Click on the Configurations entry in the breadcrumbs area to return to the summary page, listing currently saved (not necessarily defined) configurations. Click on the icon, or the configuration name, to access the Configuration details page again, to continue defining, or make changes to, the configuration.
Definition of an environment configuration essentially consists of the following:
To specify a role for assignment to the configuration, simply click within the Roles field, and start typing its name, to pop-up a list of matching roles. Select the required role from this list. Multiple roles can be chosen for assignment. To remove a role, simply click the delete cross, to the far right of its name.
To be able to use the revision of a data item specified through an environment configuration, the member users within an assigned role need to be able to 'see' that Item Revision. Unless specifically shared, an Item Revision is only visible to the person who created it - its Owner - and any member of the
Administrators role. This enables you to control which data Items of an environment configuration are available, when that configuration is used by various different roles. The configuration service will flag any data items that cannot be seen by one or more assigned roles in two ways:
Before you can define configuration data for the environment configuration, first ensure that relevant data Items have been created, released/committed/uploaded to, and exist in, the Altium Vault. For more information, click a link below:
The process for specifying which configuration data Items - sourced from the organization's Altium Vault - are to be used by users of the environment configuration, is the same for each of the supported data elements. In each case, you simply specify the required data Item revision through use of the Vault Explorer pop-up. Access this pop-up by clicking the Add button, to the right of the respective section.
Within the Vault Explorer pop-up, use the left-hand region, which reflects the folder tree in the vault, to browse to and select, the folder containing the required Item. Once selected, the top-right region will populate with a listing of Items (and revisions thereof) in that folder. Select the required revision (check its checkbox) and click OK. Multiple revisions can be selected for addition en masse.
With certain data item types, additional features are provided when defining a configuration:
Once the configuration is defined as required, click the Save button.
To remove an environment configuration, deleting it from the Team Configuration Center (and from the Altium Vault's database), simply click the Remove control (), at the far right of the entry for that environment configuration, on the summary Configurations page.