Altium Workspace
Admin Training

Key Topics Covered: 

• Locating and Accepting Workspace Invitations: Ensure all participants have access before training begins.
• Verifying Account Credentials: Confirm login, account status, and platform connectivity.
• Navigating the Training Workspace: Familiarize yourself with the Altium Platform environment ahead of the core modules.

Key Topics Covered: 

• Admin Portal Overview: Understand the structure and scope of the Altium Platform admin interface.
• Administrator Roles and Responsibilities: Define what it means to manage a workspace at the organizational level.
• Key Administrative Areas: Users, libraries, lifecycles, naming schemes, and platform hierarchy.

Key Topics Covered: 

• License Prerequisites and Workspace Creation: Understand what's needed before activating a workspace.
• Step-by-Step Activation Process: Walk through the full workspace setup from scratch.
• Initial Configuration and Verification: Confirm your workspace is live and ready for team use.

Key Topics Covered: 

• Folder Hierarchy in Altium Platform: Understand how to organize projects, libraries, and design assets.
• Naming Conventions and Best Practices: Apply consistent naming strategies that scale with your team.
• Organizing for Discoverability and Collaboration: Structure your workspace so team members can find and access what they need.

Key Topics Covered:

• User and Group Management: Add individual users, create groups, and assign workspace membership.
• Role-Based Access Control: Configure permissions so every team member has the right level of visibility and editing rights.
• Permission Structure Best Practices: Build an access framework that's secure, scalable, and easy to maintain.

Key Topics Covered:

• Parts Provider Configuration: Set up supplier sources, currencies, and Octopart-powered component search.
• Component Settings: Define default paths for symbols, footprints, simulation models, and harness components.
• Dictionaries and Part Request Settings: Create custom parameter dictionaries and enable librarian-to-engineer part request workflows.

Key Topics Covered: 

• Item Naming Scheme Fundamentals: Understand how naming schemes bring consistency to design asset identification.
• Configuring Templates and Variable Tokens: Set up naming patterns for PCBs, schematics, BOMs, and more.
• Enforcing Naming Standards Across the Organization: Apply schemes that keep your workspace structured as it grows.

Key Topics Covered:

• Revisions and Design Traceability: Understand how revision naming tracks design iterations from concept to release.
• Alphanumeric and Numeric Naming Patterns: Configure revision schemes that align with your organization's standards.
• Linking Revisions to Lifecycle States: Integrate revision naming with lifecycle management for full audit readiness.

Key Topics Covered:

• Lifecycle Management Fundamentals: Learn how lifecycle definitions govern design data progression.
• Creating Lifecycle States and Transition Rules: Define stages such as Design, Review, Released, and Obsolete — with controlled transitions.
• Assigning Lifecycles to Item Types: Apply the right lifecycle definitions to the right design assets across your workspace.

Key Topics Covered:

• Understanding Soft Deletion: Learn how deleted files move to the Trash folder and how administrators manage them.
• Administrator vs. User Trash Permissions: Understand the difference between what administrators and regular users can see and restore.
• Hands-On Restoration Exercise: Practice copying, deleting, and restoring components using the Workspace Browser Interface.

Key Topics Covered:

• Project Process Overview: Understand how Altium Platform supports structured review and approval workflows.
• Configuring Review Workflows and Checklists: Build processes that enforce quality standards and assign accountability.
• Monitoring Process Status and Audit Trails: Track workflow progress and maintain records of design reviews.

Key Topics Covered:

• Account Registration and Verification: Walk through creating a new Altium account from scratch.
• License Association: Connect your account to the appropriate Altium license.
• Preparing for Platform Access: Ensure your account is fully configured and ready for training.

Key Topics Covered:

• Locating and Accepting Workspace Invitations: Ensure all participants have access before training begins.
• Verifying Account Credentials: Confirm login, account status, and platform connectivity.
• Navigating the Training Workspace: Familiarize yourself with the Altium Platform environment ahead of the core modules.

Key Topics Covered:

• Admin Portal Overview: Understand the structure and scope of the Altium Platform admin interface.
• Administrator Roles and Responsibilities: Define what it means to manage a workspace at the organizational level.
• Key Administrative Areas: Users, libraries, lifecycles, naming schemes, and platform hierarchy.

Key Topics Covered:

• License Prerequisites and Workspace Creation: Understand what's needed before activating a workspace.
• Step-by-Step Activation Process: Walk through the full workspace setup from scratch.
• Initial Configuration and Verification: Confirm your workspace is live and ready for team use.

Key Topics Covered:

• Folder Hierarchy in Altium Platform: Understand how to organize projects, libraries, and design assets.
• Naming Conventions and Best Practices: Apply consistent naming strategies that scale with your team.
• Organizing for Discoverability and Collaboration: Structure your workspace so team members can find and access what they need.

Key Topics Covered: 

• User and Group Management: Add individual users, create groups, and assign workspace membership.
• Role-Based Access Control: Configure permissions so every team member has the right level of visibility and editing rights.
• Permission Structure Best Practices: Build an access framework that's secure, scalable, and easy to maintain.

Key Topics Covered: 

• Parts Provider Configuration: Set up supplier sources, currencies, and Octopart-powered component search. 
• Component Settings: Define default paths for symbols, footprints, simulation models, and harness components.
• Dictionaries and Part Request Settings: Create custom parameter dictionaries and enable librarian-to-engineer part request workflows.

Key Topics Covered: 

• Item Naming Scheme Fundamentals: Understand how naming schemes bring consistency to design asset identification. 
• Configuring Templates and Variable Tokens: Set up naming patterns for PCBs, schematics, BOMs, and more.
• Enforcing Naming Standards Across the Organization: Apply schemes that keep your workspace structured as it grows.

Key Topics Covered: 

• Revisions and Design Traceability: Understand how revision naming tracks design iterations from concept to release.
• Alphanumeric and Numeric Naming Patterns: Configure revision schemes that align with your organization's standards.
• Linking Revisions to Lifecycle States: Integrate revision naming with lifecycle management for full audit readiness.

Key Topics Covered:

• Lifecycle Management Fundamentals: Learn how lifecycle definitions govern design data progression.
• Creating Lifecycle States and Transition Rules: Define stages such as Design, Review, Released, and Obsolete — with controlled transitions.
• Assigning Lifecycles to Item Types: Apply the right lifecycle definitions to the right design assets across your workspace.

Key Topics Covered: 

• Understanding Soft Deletion: Learn how deleted files move to the Trash folder and how administrators manage them.
• Administrator vs. User Trash Permissions: Understand the difference between what administrators and regular users can see and restore.
• Hands-On Restoration Exercise: Practice copying, deleting, and restoring components using the Workspace Browser Interface.

Key Topics Covered:

• Project Process Overview: Understand how Altium Platform supports structured review and approval workflows.
• Configuring Review Workflows and Checklists: Build processes that enforce quality standards and assign accountability.
• Monitoring Process Status and Audit Trails: Track workflow progress and maintain records of design reviews.

Key Topics Covered: 

• Account Registration and Verification: Walk through creating a new Altium account from scratch.
• License Association: Connect your account to the appropriate Altium license.
• Preparing for Platform Access: Ensure your account is fully configured and ready for training.