Defining Server Preferences for Altium Designer

Summary

The Data Management – Servers page of the Preferences dialog includes controls to configure current Workspace usage and project release options.

Access

The Data Management – Servers page is part of the main Preferences dialog, and it can be accessed by:

• Clicking the  control in the upper-right corner of the design space then selecting the Servers entry under the Data Management folder.
• From the Document Options dialog – by clicking the Server Admin button.
• From the Content Cart dialog – by selecting the Server Administration entry from the drop-down associated with the target Workspace's name or the  control to its right.

Options/Controls

Servers

• Active – this region displays information for the currently active connected Workspace.

  • Off/On – click to toggle between connecting and disconnecting to/from the Workspace. When Off is selected, a confirmation dialog opens to confirm your decision to disconnect from the Workspace. Clicking Yes in the confirmation dialog will immediately disconnect you from the Workspace. In order to reconnect to the Workspace, use the Sign In command in the upper-right corner of the design space as stated in this region of the dialog.
  • Active – shows that the Workspace that is currently active.

  • Properties – click to access a drop-down to access the properties edit commands. Choices are:

    • Server configuration – click to open the Admin – Settings page of the Workspace's browser-based interface.
    • Lifecycles – click to open the Edit Lifecycle Definitions dialog to edit lifecycle definitions.
    • Naming schemes – click to open the Edit Revision Naming Schemes dialog to edit the naming schemes.
    • Operations – click to open the Edit Operation Permissions dialog to edit the operation permissions.

    • Connection – click to open the Connection Properties dialog to configure your connection to an on-site Workspace.

    When connected to an Altium 365 Workspace, note that lifecycle and revision naming management and the ability to set global Workspace operation permissions are not supported with the Standard Subscription Plan. As such, this functionality will not be available with this level of access to Altium 365, and the Lifecycles, Naming schemes, and Operations options will not be shown in the Properties drop-down.

• Known Servers – click to open information for any available (yet not currently active) Workspaces.

  • Off/On – click to toggle between connecting and disconnecting to/from the Workspace. When Off is selected, a confirmation dialog opens to confirm your decision to disconnect from the Workspace. Clicking Yes in the confirmation dialog will immediately disconnect you from the Workspace. In order to reconnect to the Workspace, use the Sign In command in the upper-right corner of the design space as stated in this region of the dialog.
  • Connected/Disconnected – when Connected is displayed, you are connected to this Workspace but it is not currently the active Workspace. When Disconnected is displayed, you are not connected to this Workspace.

  • Properties – click to access a drop-down to access the properties edit commands. Choices available are:

    • Server configuration – click to open the Admin – Settings page of the Workspace's browser-based interface.

    • Connection – click to open the Connection Properties dialog to configure your connection to an on-site Workspace.

  • Automatically connect Altium Content Vault – enable to automatically connect to the Altium Content Vault.
  • Clear Cache – select to delete any locally cached component data that has been retrieved from a Workspace by the Components panel.

Project Release

• Folder for temporary files storage during release generation

  • Automatically (in system %temp% folder) – select to automatically generate a folder for file storage during release.
  • Manually – select to manually generate a folder for file storage during release. When enabled, use the browse icon to search for and select the desired folder.
  • Delete contents after exiting release mode – enable to delete the contents of the folder after completing release.
  • Prepend revision HRID to file names – add revision prefixes to file names.