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4:51 Workspace General Settings 5 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 some of the general settings within the Admin Section of a user's workspace. It also contains general information on topics such as the workspace, name, description, URL, and server location. The video begins by renaming the workspace, adding a description, and viewing the server location for the workspace data and the URL. Once changes are made, users are instructed to log out and log back into the workspace to view those changes. Afterwards, the workspace name is changed to eliminate confusion between multiple workspaces.

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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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1:38 Admin-Data Cleanup 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 short video demonstrates how to delete items from the platform. To begin, navigate to the Admin Section, and then Bulk and Data Cleanup under Settings, to delete the data. However, it is worth noting that this operation cannot be undone, it may take a while to complete, and will create a workspace snapshot prior to removing the items. Users are able to select specific items for deletion or delete all of the items, once the projects and components are removed. In order to batch delete items, a confirmation is also required.

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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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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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4:13 Reuse of Managed Symbols and Footprints 9 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 shows how managed symbols and footprints can be reused when creating new components.

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