Workflow and Process Management

Guide Books

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Altium Agile Customer Onboarding Guide 4 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Altium Develop Customer Onboarding Guide 3 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Workflows: Onboarding Guide 1 min Guide Books PCB Design Engineers

Engineering Teams Learn how to get started with Workflows by activating your Altium 365 Workspace, activating a Workflow, initiating a Process, and completing a Process.

MCAD CoDesigner: Onboarding Guide 1 min Guide Books Learn how to activate your Altium 365 Workspace, install and configure CoDesigner, and get started with MCAD CoDesigner. This onboarding guide provides links to documentation, best practices, additional resources, and help.

Webinars

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Synchronize to Optimize: Enhancing Efficiency with Jira Integration for Altium 365 30 min Webinars Project Leads

Tired of juggling multiple tools for project management? Watch the webinar and see how Jira Integration for Altium 365 can

Iterate Faster in Complex Engineering Projects 49 min Webinars Systems Engineers/Architects

Systems Engineers/Architects

Learn how Valispace is transforming the world of requirements and systems engineering, enabling teams to do super fast design iterations

Streamline Your Product Development - Altium 365 Cloud PLM Integration with Arena® PLM 41 min Webinars Product Managers

Engineering / Technology Executive

Watch the webinar to discover how Altium 365 Cloud PLM Integration with Arena® can optimize your electronics product development processes

Data Security and Access Controls for Electronics Development Teams 50 min Webinars IT Managers

IT Managers

Engineering / Technology Executive

Watch the webinar that brings together the expertise of Altium 365 and AWS to introduce the specialized Altium 365 GovCloud

Videos

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1:50 Events Log 2 min Videos PCB Design Engineers

Engineering Managers This video demonstrates navigating within the events log. The events log showcases user events and data within the workspace in a single access point for data governance. To begin, navigate to the admin tab and the events log link once the Organizational Security Package is enabled. Many types of logged events are visible including additions, removals, workspace member group assignments, component and object data, and data sharing. Event log entries can be searched and filtered by object type as well. The list can be refreshed by typing F5, and an API is also available to transfer event log data to a security information and events management system.

3:15 Admin Checklists 3 min Videos PCB Design Engineers

Engineering Managers This video demonstrates how to add a checklist to an Altium 365 Platform for use in design reviews. To begin, navigate to the admin button, and select checklists on the right hand side to see current platform checklists. Edit or delete one by selecting the three radial dots, or create a new one by selecting the new button. In the new checklist, type or paste a list of items and a name and select add. This creates a new checklist template which can be applied to a design by opening a design, creating a design review, and adding the template checklist to that design.

4:16 Admin-Explorer Web View 4 min Videos PCB Design Engineers

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.

4:40 How to Start a Design Review 4 min Videos PCB Design Engineers

Mechanical Designers This video demonstrates how to setup and complete a design review on a project in Altium 365.

Technical Documentation

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Technical Documentation Process-based Part Requests The number of design components available to an engineer when capturing their next design can vary from a few hundred scattered across individual symbol and model libraries to hundreds of thousands, stored in a dedicated company parts database. But no matter how many components are available to hand, there will always be more that aren't, and that need to be created and added for reuse. For a…

Technical Documentation Interactive Process Workflows The Art of Collaboration More often than not, there are multiple people involved with the design and development of an electronic product. To do this effectively, the members of that design team need to be able to work collaboratively. Sometimes the collaboration will be informal, for example sharing ideas and suggestions about how the design is to be implemented. Other times it will be formal,…

Technical Documentation Performing Design Reviews An essential part of any design process is reviewing its progress and validity at key development stages, whether this takes the form of collaborative peer discussions or rigid sign-off mechanisms. Inherent in that process, at whatever level, is providing access to all relevant project data, files, comments, visual representations and feedback tools needed by the target reviewer(s). Altium…

Articles

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Jira Integration: Onboarding Guide 1 min Guide Books Project Leads

Engineering Teams Learn how to enable bidirectional data synchronization between Atlassian Jira^® Issues and Altium 365 Workspace Tasks with Altium 365’s Jira Integration. This integration allows the remote creation of Jira Issues directly from your Altium 365 Workspace.

Altium 365 Security Approach and Practices Whitepaper Cover

Altium 365 Data Security and Compliance: Security Approach and Practices 1 min Whitepapers IT Managers

IT Managers This whitepaper provides a clear overview of the extensive security measures that underpin Altium 365, the secure cloud platform for

Product Lifecycle Management (PLM) Training 4 min Guide Books PCB Design Engineers

Engineering Managers This comprehensive video series will guide you through establishing seamless connections between your workspace and PLM system, creating a unified digital thread for your product development lifecycle. PLM integration transforms how your engineering team manages component data, project information, and manufacturing outputs by synchronizing critical design data between the workspace and your PLM system. This integration eliminates data silos, reduces manual data entry, and ensures your entire organization works from a single source of truth. This training series covers five essential areas that will get your PLM integration up and running effectively. After completing this training, you will have the knowledge and practical skills to implement a robust PLM integration that enhances collaboration, reduces errors, and accelerates your product development process.

Altium 365 GovCloud 101: Everything You Need to Know 7 min Blog Electrical Engineers

Electrical Engineers

Engineering Managers

IT Managers Want to improve the protection of your design data? Altium 365 GovCloud can help you achieve these goals. It’s a region in Altium, engineered to meet the stringent demands of US government regulations.