Altium 365

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KB: Altium 365 Data Cleanup

How to remove all objects related to components, projects, templates, etc.

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KB: Apply lifecycle states to project

The “Project” represents a managed project whose data is stored in the repository under version control (Git/SVN) on its own. Currently, the lifecycle state is not implemented for these repository contents and is sit on the initial “Planned” state always.

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KB: Cannot save project due to Git Error with status code 471

The git server of A365 workspace has protection against misuse: it does not allow binary files larger than 256 MB of the following types: zip, 7z, and rar. Pushing those files to repositories can lead to significant slowdown in both client-side and server-side processing of customer data, up to denial of service. Once the user tries to save such a file to the server from Altium designer, the save operation will be rejected by the server with the Git Error: request failed with status code 471

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KB: Change folder path location of managed project

[Why] Pull master server project repository to a local folder path different from the previous/default or change the local folder path before pushing it back to the master server project repository [What] The folder path can be changed in Preferences as a default behavior, or on the fly in File » New » Project, or File » Open Project dialog. If the project folder is moved locally again, the dialog prompts you to confirm the new folder path upon opening the project. [How] The default folder path location C:\Users\Public\Documents\Altium can be modified in Preferences, Data Management » Design Repositories, Properties. Or on the fly, you can also specify each time during project creation, or pull a project from the server to a custom local path. If the project folder is moved locally again, File » Open Project, Browse.., navigate to the new location and double-click on *.PrjPCB upon which you are prompted to use the path as a new location for your local repository for the project.

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KB: Change project release revision naming scheme

I have a project in Altium 365 cloud which already have one release done, and I want to change project release number from standard scheme A.1 to something else.

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KB: Change the lifecycle state for all components in a project at once

Once components are used in a project, it is sensible to change their lifecycle states, for example from Draft to Prototype. All components that have been used in a project can have its states changed in one go in Explorer panel.

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KB: Control permissions on lifecycle transition of managed objects in Altium 365

[Why] Control permissions on lifecycle transition of managed objects in Altium 365 [What] Lifecycle definition and permissions to allow users/group to transition is available with Pro/Enterprise subscription levels. With Enterprise level, an additional option to control the workflow with approval is possible. [How] In Altium Designer, Preferences Data Management - Servers, click on Properties » Lifecycles..., and right-click on the transition to be modified and Edit. On web browser, the same is achieved by signing into 365.altium.com, click to open Admin - Settings - Lifecycle Definitions, and double-click on the transition.

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KB: Create and add templates referenced by projects managed in A365 workspace

[Why] Create and add templates referenced by projects managed in A365 workspace [What] New template can be created afresh or existing local template can be migrated to A365 workspace in Preferences, Data Management » Templates or in Explorer panel, Managed Content » Templates [How] While connected to A365 workspace, in Preferences, Data Management » Templates, with Templates tab active, select template type from Add pulldown button to create afresh or load from file. Similarly, in Explorer panel, Managed Content » Templates, select template type and in the right pane, right-click to either Create New or Upload

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KB: Decipher A365 workspace items with prefix ID of BLI

Your Altium 365 workspace might contain some so-called BLI ( Bom Line Items), which are created when a design is uploaded that uses components which are not managed in the same workspace.

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KB: Delete an Altium 365 Workspace or change its ownership

If A365 workspace is no longer in use and/or it is preventing the current owner from joining another organization/account, the workspace can be deactivated either by the owner or the Group Administrator of the organization on workspace tab of profile/dashboard page or move its ownership to another active user still in the organization.

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KB: Delete items from Altium 365 Workspace permanently

[Why] Delete an item from Altium 365 Workspace permanently [What] Delete Item command in Explorer panel is a soft delete which moves the item to Trash. From here, the item can be deleted permanently, granted there is no parent items referring it [How] Access your workspace at 365.altium.com, click on Trash to open its pane, select the item and hit 'Permanently Delete' button

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KB: Edit Name or Description of items managed in A365 workspace

[Why] Edit Name or Description of items managed in A365 workspace [What] A popup dialog is presented with Right-click 'Properities...' on an item managed in A365 workspace in Explorer panel such as component and template. Title and Description fields here are read-only as the item has been already released in the version control. To modify them, you will need to go through another release. [How] Right-click and 'Edit..., make necessary changes, and Save to Server (Ctrl+Alt+S)

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KB: Graphics Support in Altium 365 Web Viewer Interface

This knowledge article details the limited support of graphics in Altium 365's web-browser interface.

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KB: How to edit components in Altium 365

Working with and editing managed components in Altium 365

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KB: Import file-based library components to A365 workspace

[Why] Import file-based library components to A365 workspace [What] Use Library Importer to migrate file-based library components to A365 workspace [How] Invoke File » Library Importer

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KB: Lost Connection to Altium 365 While Working

It is possible that connection may be lost to the Altium 365 platform while working due to a number of reasons; ie. service provider outage, server outage, temporary disconnects. This Article discusses how this is handled from the server perspective.

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KB: Owning More Than One Workspace

An organization can only have one workspace.

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KB: Re-add a project under A365 version control cleanly

[Why] Re-add a project under A365 version control cleanly, such as those once deleted from A365, brought from external VCS, added to A365 without version control enabled, etc. [What] For a project that was managed under version control once, the corresponding local repository of the same project may still contains links to the deleted master server repository (e.g. .git folder). It need to be de-coupled first, so the project can be committed and pushed again as a fresh project. [How] Use Project Packager to create an independent copy of the project. Unzip and open it as an unmanaged project, after which right-click 'Make Project Available Online..' option to add the project under A365 version control. Version Control option needs to be ticked in the dialog to have the project under built-in VCS (git).

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KB: Recall or roll back a revision of project already released to manufacture in A365

[Why] Recall or roll back a release of manufacture server items in A365 [What] A managed project's Manufacture section contains Project Releases of various outputs configured from the Project's output job files that can be shared to any user's email address, both inside and outside of the company/organization. For this reason, they are frozen at the instance of a release as server items under revision control system in the workspace, and the revisions cannot be altered or removed thereafter. [How] If adjustments need to be made, say, to the revision's naming scheme or lifecycle definition assignment, you will need to release the project as a new server item package. With subscription level of Pro or Enterprise, there is an option to hide those revisions by changing its lifecycle.

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KB: Rename a Managed Project and the local copy

This knowledge article describes how a project owner can rename an existing managed project, and how to propagate the same project name when opening the project again in Altium Designer.

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KB: Rename Altium 365 Workspace

If you don't like the default name given to your Altium 365 Workspace or your organization has more than one Workspace, or you want the name to better reflect it's function in your organization, the name can be changed.

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KB: Resolve error "You do not have a valid subscription for Altium Designer" when connecting A365 workspace

I'm getting this error message: You do not have a valid subscription for Altium Designer (Expired at 1-Jan-2000). Subscription is required for Altium Designer to work with an Altium 365 Workspace."

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KB: Revert a managed server items to a previous revision in A365

Managed projects, components, templates, and other items can be reverted to any previous revision committed through History page from Explorer panel, by selecting the revision to be reverted to and re-saving as the head.

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KB: Share project via workspaces

Is share project via workspaces an included feature for the AD20 subscription?

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KB: Sharing Projects to Members Outside of the Organization Without Invitation to Workspace

Managed Projects to be edited by outside users needed to be invited to workspace, but not with the new update.

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KB: Specify sub-folders and files within a project folder to be version controlled in A365 workspace

By default, sub-folder such as "Project Outputs..." of each managed project is excluded from version control, as prescribed by .gitignore file contained inside the git repository folder.

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KB: Transfer workspace data

This article discusses options for migrating or synching design/component data from/to A365 workspace

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KB: Use Folders to Manage Projects in Altium 365 Pro

With the latest release of Altium 365, projects can now be categorized by Folder Type.

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KB: Warnings on duplicates during library import

This article describes how the Library Importer, used to convert local libraries to managed components in an Altium 365 workspace or a managed server (Concord Pro or Nexus), handles duplicate symbols/footprints being used across multiple components with different parameters.