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Parent page: Accessing, Defining & Managing System Preferences
The pages in the Data Management category of the Preferences dialog provide access to preferences relating to data management features and functionality.
The Data Management – Version Control page of the Preferences dialog allows you to set up version control options. SVN - Subversion is built-in and is, therefore, installed by default. This extension delivers the implementation of version control functionality through the use of SharpSVN. This implementation has full support for Unicode (multi-byte) characters in file names. As an example, this allows you to add files to your SVN VCS repository that include Russian characters in their names.
Choose the SVN Version format for your local working copy when checking out new projects from all design repositories - select the desired SVN version working copy format.
The Data Management – Design Repositories page of the Preferences dialog allows you to create or connect to a design repository.
A Design Repository is a version control system that contains your team's design document.
The Data Management – Servers page of the Preferences dialog includes controls to configure current Workspace usage and project release options.
Enter the address for the server. The format is:
<ComputerName>:<PortNumber> (or localhost:9780 if accessed from the same machine on which the server is installed), along with your login credentials. If you want to use your Windows login credentials, enable the Use Windows Session Credentials option (the User Name field will present your Windows user name). If you're going to be frequently using the server it can be a good idea to enable the Automatically sign in after start option too, so that you connect to it straight away after launching Altium Designer.
The Data Management – Publishing Destinations page of the Preferences dialog provides controls to set up publishing destinations or storage spaces where data can be published. Publishing Destinations offer you the ability to publish release data for a revision of a PCB Fabrication Data Item, PCB Assembly Data Item, or PCB Project Design Item, directly from a Workspace, or Output Job, to storage space – such as Box.com, Amazon S3, an FTP server, or a simple folder location on a shared network.
Amazon S3– select to open the Add Amazon S3 Publishing Destination dialog, which allows you to enter information for their Amazon Web Services Account in order to set the account as a publishing destination.
Box.com– select to open the Add Box.com Publishing Destination dialog, which allows you to enter information for an existing Box.com account for use with Altium Designer as a publishing destination.
Folder– select to open the Add Folder Publishing Destination dialog, which allows you to enter information for a new or existing root folder location to be used as a publishing destination.
FTP– select to open the Add FTP Publishing Destination dialog, which allows you to enter information for an FTP server to be used as a publishing destination.
The Data Management – Backup page of the Preferences dialog provides controls to set up data backup location and frequency. The Auto Save feature saves a copy of every open document that has been modified but not saved (indicated by the * symbol on the document Tab). Note that a copy of the document is saved, not the actual open file, which will continue to display the modified document flag (* symbol) until you initiate a Save. Each file that remains modified but not saved (has the * symbol), is auto saved every Auto Save cycle, regardless of whether it has been modified or not since the last Auto Save event.
The Data Management – File Locking page of the Preferences dialog includes controls related to file locking.
Enable File Locking in Project Output Directory – check this option to enable file locking in the Project Output Directory, which is the default location for files generated by the project (such when releasing a project locally). The default output directory path for the current project is as specified in the Project Options dialog under the Options tab (Output Path).
You will receive a warning when opening or saving files that are owned by another instance of Altium Designer. Use the following options to select the type of warning message you want to receive in each case. Select Warning in Dialog box to receive a warning dialog; select Warning in Message Panel to receive the warning message in the Messages panel.
The Data Management – Local History page of the Preferences dialog allows you to set up local history-related features. When enabled, each time you perform a save, the software will also save a copy of the previous version of that document into the Local History folder, before overwriting the working file with the just-saved version. This allows you to perform recovery operations, such as Revert to a specific version, in the Storage Manager panel. Local History files are stored using the ZIP-compression format.
\Historyfolder within each project folder.
The Data Management – Templates page of the Preferences dialog allows you to specify the default templates used for new projects and documents and allows you to specify the path for the document template directory.
This tab lists the local file-based/Workspace-based templates and the associated Name, Revision ID, Description, Revision State (see note below), Note, and Default. Workspace-based templates and local file-based templates are listed under the <Workspace> and Local regions, respectively, in the grid.
– use the drop-down menu to choose a new template type to be added or loaded. Templates are created and edited in their corresponding document type editor.
– use to open the selected template in the corresponding document type editor.
– use to delete the selected template. Templates can be removed in batches using multi-selection. You will be prompted to confirm the deletion before it is finalized.
The following options are available when an entry is right-clicked:
Set as Default – use to set the selected entry as your default. Once set, the chosen template will reflect My Default in the Default column.
Download – use to download the currently selected template and save it to another location using the Choose destination folder dialog.
Use this tab to manage, edit, or remove any of the default templates that have been specified. This tab allows you to contain your desired templates in one location. Workspace-based and local file-based templates are separated within the Document Type column. The Template Location column shows the location of the file and Workspace location of each default template.
– use the icon to revoke the selected template as a default. This template will still appear on the Templates tab.
The following controls are available on both the Templates and Defaults tabs.
The Data Management – File-based Libraries page of the Preferences dialog provides controls to manage the file-based libraries. The libraries defined are part of the Altium Designer environment, and therefore, components/models within are available to all open projects.
This region displays the file libraries that are available to your design projects in Altium Designer. The following supported library types can be added:
For each entry, the following information is presented:
Library Path Relative To - any libraries added to the File-based Libraries are installed relative to the folder specified in this field. Click on the folder icon to the right of this field to browse to the required folder or enter the path to it directly.
For a default installation, library paths are relative to the following folder:
Move Down - click to move the selected library down in the list (where possible).
The Data Management – Device Sheets page of the Preferences dialog allows you to manage the device sheet related features.
Device Sheets are building blocks developed with the intent of being re-used in different designs. They usually contain predefined circuits that are useful in multiple projects, for example a power supply. A Device Sheet is created and stored as a normal schematic document, in a declared Device Sheet Folder. Rather than being added as a document, they are placed and referenced in a project in a similar way as a component. When the project is compiled, Device Sheets are included in the project hierarchy and can be distinguished from standard schematic documents by a different document icon in the Projects Panel.
By default, Device Sheets are usually configured to be read-only. This gives all designers in the team confidence that they are complete and ready-for-use, and also insures that no one in the design team can inadvertantly modify them. Because they are configured to be read-only, the component designators cannot be changed, nor can the schematic sheet number. The fundamental difference between a device sheet and a regular schematic sheet is that the software has additional features to handle component annotation and the schematic sheet numbering when the project includes Device Sheets.
Include Sub-folders- check this option so all sheets in sub-folders also can be used as a device sheet.
Display "Read Only" Watermark - enable this option so the device sheets will have 'Read Only' as the watermark for the background and to denote that device sheets are not editable.
The Data Management – SVN Libraries page of the Preferences dialog provides controls relating to the use of SVN Database Libraries.
Working Folder - the working SVN libraries containing component symbols and models are stored in a specified working directory of your choice. You can work with the files in your local working folder and when you need the latest copies, you can check out the refreshed files from the repository into your working folder. When you make changes to these files, they can be saved in this folder and then committed (pass changes) to the repository. Edit the field to change the working folder or press the browse button at the end of this field if you want to change the default working folder directory.
The Data Management – Parts Providers page of the Preferences dialog provides controls to configure parts providers including currency, suppliers, and supplier links.
To make searching for parts in Suppliers' databases more efficient, the software fills a suggested keyword into the Keywords field at the top of the Add Supplier Links dialog based on the parameters from the source Altium Designer design component. The following fields/parameters are used by default:
Name. Parameter Name is listed in order of Priority.
Add any parameter name(s) that you would like renamed on import or made visible by enabling the Visible option. Parameters imported along with supplier links or for new components also can be excluded (enable Exclude) or suffixed (enable Suffix). To edit a Supplier Parameter Name or an Imported Parameter Name, click in the text box. Note that any parameter names displayed in gray are not editable.
The Data Management – Component Types page of the Preferences dialog provides controls to create and edit the list of Component Types available in the currently active connected Workspace. Each Component Type is assigned a component Template (click the Templates button), and in that Template the Default Folder property defines the default storage location for new components of that Type. The Component Templates are stored in the connected Workspace, and are created and edited through the Explorer panel. Learn more about Workspace Component Templates.
Template – the name(s) of the Component template(s) assigned to each Component Type. Click the Templates button to change the current assignments, more on this button below. Learn more about creating a new Component Template.
Default Folder – the default Workspace folder location in which components of that Type are stored, when a new component of that Type is created. The Default Folder name entry will be replaced with an asterisk (*) if Component Types have been merged and each of the pre-merged Component Types already had a unique Template assigned (with each template having its own storage location).
New Type. Enter the new type name in the highlighted text box. The named type is automatically repositioned in the alphabetically ordered list. Use the drop-down to access these additional options:
Templates – click to open the Edit templates dialog, where you configure the assignment of Component Type to each Template. Note that a Template can only be assigned to one Component Type, but a Component Type can be assigned to multiple Templates. The default storage location (Default Folder) is a property of the Template. Learn more about Workspace Component Templates.
Merge – use to open the Merging dialog, where you may merge component types. The process changes the component type for components of the merged type to that of the merge target type. Note that the component entries are not affected in any other way. They remain in their existing folders, which are associated with the Component Template, and the templates themselves remain available. When component types have been successfully merged, the folder column of those merged component types will be replaced with an asterisk (*) showing that the folder entry for the component type corresponds to the target folders of those multiple templates.
The Data Management – Component Rule Checks page of the Preferences dialog provides a range of violation types to check for issues with a component and its defined models when committing/releasing the component to your connected Workspace.
Violations Associated with Components,
Violations Associated with Footprints, and
Violations Associated with Symbols.
Fatal Error. Any of the user-defined checks at a level of
Erroror above that fail would prevent the release of a component to the connected Workspace.
The Data Management – Dictionaries page of the Preferences dialog provides the Manage Dictionaries control to access the Settings – Vault – Dictionaries page of the Altium 365 Workspace's browser interface from which a Workspace administrator can manage the Workspace's dictionaries – custom component parameter types with several defined values. The dictionaries can then be used when defining a component template: learn more.
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