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Component Management and Libraries
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Component Management and Libraries

Efficiently manage electronic components with centralized libraries, ensuring consistent sourcing, versioning, and integration for streamlined PCB design.

Library Management Solutions Guide to Library Migration Component Library Documentation Solutions for ECAD Librarians
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6:18 Prerequisites of a Workspace 7 min Videos Engineering Managers Electrical Engineers PCB Design Engineers Engineering Managers Engineering Managers Electrical Engineers Electrical Engineers PCB Design Engineers PCB Design Engineers

The Altium 365 workspace can be used to maintain the library and flag possible issues for example for obsolescence management.

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2:12 Folder Permissions 2 min Videos Engineering Managers Electrical Engineers PCB Design Engineers Engineering Managers Engineering Managers Electrical Engineers Electrical Engineers PCB Design Engineers PCB Design Engineers

This video demonstrates how to set sharing permissions for folders in the Explorer Panel. To do so, expand the components folder, and select a folder within it. Next, right click and select properties. In the properties dialog box, select the share link, and alter the permissions for users via the drop down option. To add a role, type it in. Any permissions set for a folder will also apply to the children's folders within that top folder. Finally, close the dialog boxes by selecting okay twice to set the sharing permissions for a component.

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4:23 BOM Portal Supplier Data Export 4 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

Altium 365 Bom Portal allows you to upload or create a Bill of Materials for an existing managed design. It can also export an Excel BOM that contains the data from multiple suppliers, including prices. To begin, create a BOM document, and display some favored suppliers for a part. Next, open Excel and create a BOM template using the demonstrated special column queries, before saving and uploading the file into the BOM Portal in Altium Designer. Finally, refresh the page and download the file to view the prices easily for the chosen suppliers and data.

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4:22 Relink Design Components to Managed Components 5 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates how unmanaged projects can use managed components, even when a user is offline and using a local machine. In order to link this local project to an Altium 365 Workspace and integrate the resources of Altium 365 into this project, open tools and then the Item Manager. The Item Manager will scan the design and load any components within the design, showing that they are unmanaged. To relink these components located in the local library to the Altium 365 components, click auto match to match each component. If any components fail to match, users can select and navigate to the individual components and manually match them. Then, an ACL and ECO are generated, the changes are executed, and the components are updated. After this is completed, all of the components are updated to the latest revision. Configure the parameters "Visible on Add" by selecting enable for the "PackageCase" parameter and click okay. Refresh the screen and choose a component within the capacitors folder and place it. Now the case size is visible for that capacitor and the Properties Panel also displays this value.

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1:14 Configure Visibility of Parameters on Components 2 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates how to enable parameters when placing a component. The first step is to open the Explorer Panel, and within components, open the capacitors folder and right click for properties. Configure the parameters "Visible on Add" by selecting enable for the "PackageCase" parameter and click okay. Refresh the screen and choose a component within the capacitors folder and place it. Now the case size is visible for that capacitor and the Properties Panel also displays this value.

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4:30 Update Components to the Latest Revision 6 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates the process to update components to the latest revision. This may be necessary if a component is placed before updates need to be made in the Altium 365 Library. However, Altium 365 can help users identify any changes to components and update them. Within the Properties Panel in Altium Designer, the revision status identifies if a component is using the latest revision available. If this is not the case, users can click the refresh button to update to the latest revision. Likewise, there are also two methods to update multiple components at once. The first method is to select all of the components and right click and choose update to the latest revision in the Item Manager. Then one can open the ECO, modify any necessary components, and execute these changes. Furthermore, components can also be updated in the BOM Dock in the Active BOM. This pulls in information tied to each component, but the revision status is disabled by default. By right clicking in the column header, choosing select columns, and selecting the revision status “eye” icon, this enables the revision visibility. Users can then right click and update components to the latest revision in operations, and ensure that their part components are up to date.

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7:40 Supply Chain Database to Workspace Data Synchronization 6 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

The Altium 365 Component Library uses part choices to link library components to real world parts that you can purchase. Sometimes you want to add a part that is not known at the mayor supplier or is specifically made for you. When you have (live) data on this part (price/stock), then Altium 365 has a way to periodically upload this data into a customer data provider that your components and downstream systems can utilize as a data source.

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