欢迎使用Altium的世界一流电子设计软件进行电子产品开发。本教程将通过介绍从构思到输出文件的整个简单PCB设计过程,指导您学习如何使用软件。如果您不熟悉Altium软件,建议阅读“探索Altium NEXUS ”页面,了解更多关于界面的信息、面板使用信息,以及设计文档管理概述。
如需进一步了解关于命令、对话框、对象或面板的信息,请在光标位于该对象上方时按F1键。
设计
您将要为一个简单的无稳态多谐振荡器设计创建原理图并设计印刷电路板(PCB)。电路如下图所示;它使用两个配置成自运行无稳态多谐振荡器的通用NPN晶体管。
多谐振荡器电路。
您已经准备好开始输入(绘制)原理图。第一步是创建一个PCB项目。
创建一个新的PCB项目
在Altium的电子设计软件中,PCB项目是指定和制造印刷电路板所需的一组设计文档(文件)。项目文件,例如Multivibrator.PrjPCB,是一个ASCII文件,列出了项目中的文档以及其他项目级设置(例如,所需的电气规则检查)、项目优选设置,以及项目输出(例如,图纸和CAM设置)。
A new project is created by running the File » New » Project command to open the Create Project dialog .
Altium NEXUS is built for collaborative design, with features that help keep the design team members in sync. A key ingredient to delivering these collaboration capabilities is the way that designs are managed - by storing them in a Managed Content Server. To complete this tutorial, you will need to be signed in to a Managed Content Server.
► Learn more about Collaborative Design
► Learn more about Working with a Managed Content Server
Creating a new project
Select File » New » Project from the menus.
The Create Project dialog will open:
Select the required managed content server in the list of Locations . In the image above, the managed content server is named Nomad Engineering
.
Confirm that the Project Type is PCB <Default>
.
Enter a suitable name as the Project Name; include a description if required.
Confirm that the Repository field is set to Versioned Storage
(more on this below).
The Folder field defines the name of the folder on the NEXUS Server where your project files are to be stored. The default is to have a Projects folder on the NEXUS Server. The files for each project will be stored in a project-named folder within it.
In the Local Storage field, select a suitable location to store the working copy of the project. A folder of the same name as the project will automatically be created in this location, and the working copy of the project file will be saved in it.
Click Create to close the dialog and create the project. This will take a few moments, as the file is created on the managed content server, and a working copy checked out into the working folder (as specified in the Local Storage field).
The new project will appear in the Projects panel . If this panel is not displayed, click the button at the bottom right of the main design window, and select Project from the menu that appears.
The project will display a small blue cross next to its name. This indicates that it has been added to the VCS but is yet to be committed. To commit the project, right-click on the project name in the Projects panel and select Version Control » Commit Whole Project from the context menu ( show image ).
The Commit to Version Control dialog will open. Confirm that the file Multivibrator.PrjPcb
is checked then click the Commit And Push button. A status dialog will appear while the file is written to the version control repository. When this is complete a small green check will appear next to the project filename in the Projects panel.
When a project is stored on a Managed Content Server, it is referred to as a managed project . As well as storing the project files, the NEXUS Server also creates versions in the configure d Version Control System . (VCS is a backup system that stores multiple copies, or versions, of the source, allowing access to any version.) The VCS stores the data in a repository. If the Versioned Storage
option was selected in the Create Project dialog, it will use the VCS configured as part of your managed content server. The NEXUS Server supports both GIT and SVN Version Control Systems; this tutorial assumes the Server is configured to use GIT.
向项目添加原理图
下一步是向项目添加新的原理图。
将原理图添加到项目中,命名并保存原理图,然后保存项目。
添加一个原理图
Right-click on the project filename in the Projects panel then select Add New to Project » Schematic , as shown in the image above. A blank schematic sheet named Sheet1.SchDoc
will open in the design window and an icon for this schematic will appear linked to the project in the Projects panel under the Source Documents folder icon.
To save the new schematic sheet, select File » Save As (or use the right-click context menu). The Save As dialog will open, ready to save the schematic in the same location as the project file. Type the name Multivibrator in the File Name field and click Save (there is no need to type in the extension). Note that files stored in the same folder as the project file itself (or in a child/grandchild folder) are linked to the project using relative referencing, whereas files stored in a different location are linked using absolute referencing.
Since you have added a schematic to the project, the project file also has changed. Right-click on the project filename in the Projects panel then select Save to save the project.
The last step is to commit the new schematic and the modified project file to the repository. To do this, right-click on the project name in the Projects panel and select Version Control » Commit Whole Project from the context menu.
The Commit to Version Control dialog will open. Confirm that the Multivibrator.PrjPcb
and Multivibrator.SchDoc
files are checked then click the Commit And Push button. A status dialog will open while the files are written to the version control repository. When this is complete, a small green check will appear next to the filenames in the Projects panel, as shown in the image above.
打开空白原理图时,您会注意到工作区发生变化。菜单栏包含新的条目,并且一个带按钮的工具栏变得可见——您现在位于“原理图编辑器”中。每个编辑器都有自己的一组菜单和面板,并且支持自己的快捷键集。
可以使用面板右上方的图标 关闭整组浮动面板,也可以通过右键单击单个面板的名称,单独关闭该面板。需要时,可以通过应用程序右下方的按钮 重新打开面板。或者,按F4快捷键隐藏/显示所有浮动面板。
设置文档选项
面板页面: 原理图文档选项
在开始绘制电路之前,最好设置适当的文档选项,包括“图纸尺寸”、“捕捉”和“可见”栅格。
为每个原理图配置文档选项,并根据要求设置图纸尺寸。
除下文可折叠部分中描述的操作外,还可以通过双击图纸边框来访问“文档选项”属性。
在优选设置对话框 (工具»优选设置 )中配置环境选项,例如光标类型、选择后显示的颜色和自动平移性能。
配置文档选项
The properties of most objects, including the schematic sheet (or PCB workspace), are configured in the Interactive Properties panel . The panel automatically displays the properties of the selected object, or if no object is selected, it displays the properties of the schematic sheet (or PCB workspace).
If the Properties panel is not visible, click the button at the bottom right of the application and select Properties from the menu that appears.
In Document Options mode (when nothing is selected), the panel is divided into the following sections: Selection Filter , General and Page Options . Each section can be opened/collapsed via the small triangle next to the section name.
For this tutorial, the only change we need to make here is to set the sheet size to A4; this is done in the Page Options section.
Confirm that both the Snap and Visible Grids are set to 100mil.
To make the document fill the viewing area, select View » Fit Document (shortcut: V, D ).
Save the schematic by selecting File » Save (shortcut: F, S ).
To learn more about any of the controls in the Properties panel, press F1 when the cursor is over the panel.
访问元件
相关文章: 关于元件和库的更多信息
安装在电路板上的实际元件在设计输入期间用原理图符号表示,在电路板设计中用PCB封装表示。
元件可以:
直接从制造商部件搜索 面板放置。通过该面板,您可以即时访问功能强大的最新元件搜索和集合系统,该系统详细列出了来自数千家制造商的数百万个元件,以及每个元件的实时供应链信息。其中许多元件随时可以设计,并且带有符号和封装模型。这些零部件将在面板中显示相应图标 。
Created in and placed from your company's Managed Content Server , these components are searched for and placed through the Components panel.
► Learn more about managed components
就本教程而言,所有元器件均来自“制造商部件搜索 ”面板。
在整个教程中,术语“元件”和“部件”均用于描述将要放置和连线的设计元件。
搜索新部件
主要文章: 制造商部件搜索面板
首选在“制造商部件搜索 ”面板中查找新的元件。如需打开“制造商部件搜索”面板,请单击应用程序右下方的按钮 ,然后从菜单中选择“制造商部件搜索 ”(显示图片 )。当前可见的面板在菜单中被勾选标记。
第一次打开“制造商部件搜索” 面板时,面板将显示一个元件“类别”列表,如下所示。
执行搜索之前的“制造商部件搜索”面板。
利用Altium NEXUS的高级元件搜索引擎,可以通过在主“搜索 ”字段中输入查询,在直接搜索模式下使用“制造商部件搜索”面板,或者通过使用“类别”和“过滤器”选项逐步完善搜索条件,从而在其高级分面模式下使用“制造商部件搜索”面板——或者通过两种功能的结合,使用“制造商部件搜索”面板。
如需执行直接搜索,请在面板顶部的“搜索 ”字段中输入搜索描述。
例如:LED绿色透明0603 SMD
使用“搜索”字段执行基于文本的搜索。单击搜索字符串旁边的小x清除它,然后单击搜索字符串,将其重新加载到“搜索”字段中以进行编辑。
或者,如需执行分面搜索,请使用“类别 ”和“过滤器 ”,通过在条件开启和关闭之间切换,搜索所需零部件。
例如:
首先选择一个“类别 ”,如LED,
然后按“颜色”、“外壳/封装”、“安装”、“有模型”等过滤 LED类别。
或者,结合使用“类别”、“过滤器”和“搜索”字段执行分面搜索。
“制造商部件搜索”面板操作提示
Categories are accessed using the drop-down, indicated by Number 1 in the image above.
Click the button to toggle the Filters list on and off (Number 2 in the image). The contents of the Filters list changes to suit the category of component being searched.
Some of the Filter fields include text boxes to enter numeric values. Press Enter on the keyboard to apply the value.
If the results list does not update, click in the Search field and press Enter on the keyboard.
The current search criteria defined by the enabled Filters list are detailed just below the search bar. Click the small x icon to remove any of the existing search criterion. Note that the contents of the Filters search box applies to these results too, so if it has not been cleared you only be able to remove the search criteria that was last typed into the search box - clear the search box to resolve this.
Click on a column heading to sort the results by that column.
Right-click on an existing column heading to access the Select Columns dialog ( show image ).
支持搜索元件的面板和对话框具有横向模式和纵向模式。调整面板/对话框的大小时,控件将重新排列,因此它们可能与本文显示和描述的排列方式不完全相同。
探索搜索结果
面板的搜索结果区域显示完全或部分符合搜索条件的制造商部件列表。单击一个部件后,该部件将被选中,并且将显示一个链接,通过该链接可以访问关于该部件的最新供应链信息。
搜索结果使用提示
If the manufacturer provides an image of the part, it will be displayed. Next to the image is the Manufacturer Part Number (MPN), which is also link to detailed information about the part on the Octopart website (indicated by the number 1 in the image above).
The vertical colored bar indicates the manufacturer's Lifecycle status; for example, Volume Production, EOL, etc. Hover the cursor over the bar for more information. Note that the manufacturer's Lifecycle status is not an indication of availability; that is displayed in the individual supplier tiles (as described below). For example, a manufacturer might have a part flagged as End of Life, but suppliers might still have large amounts of stock.
► Learn more about Interpreting the Manufacturer Lifecycle State .
The icon indicates that there are models available for this part. Click the button at the top right of the panel to display detailed part information, including the models.
Click anywhere on a row to select that part. The row will highlight and a second link will appear indicating the number of suppliers who can deliver that part (number 2 in the image above). Click the link to display detailed supply chain information about the suppliers that carry that part, ordered by availability and price.
Each Supplier's details about that part are presented on a tile with a colored banner. These tiles are also referred to as SPNs (Supplier Part Numbers). Details about the icons and information in each tile is given below.
Click the panel's button to configure: the currency used, if invalid SPNs should be excluded (display only suppliers that show suitable stock levels and up-to-date data), or configure the available suppliers.
理解供应商图块
每个SPN图块中都包含大量信息。将光标悬停在图标或详细信息上以显示更多信息。
SPN图块包含关于部件及其可用性的详细信息。
理解SPN图块中的信息
Tile banner showing the Supplier name, where the banner color indicates:
Green = Best choice
Orange = Acceptable
Red = Risky
Supplier part number (links to that part on the Octopart website).
Country code for the Supplier location (ISO alpha 2).
Source of the part information (typically the Altium Parts Provider). Color indicates:
Light Gray = Default, updated less than one week ago
Orange = 1 week < last update < month ago
Red = last update > 1 month ago
Stock quantity; red if no stock available.
Unit price, red if no price available. Unit price shown in currency configured in the panel settings ( ).
Packaging of supplied parts, hover for details.
Available price breaks, with Minimum Order Quantities.
从“制造商部件搜索”面板放置到原理图上
如果您在制造商部件搜索面板 中找到的元件有Altium设计模型,则将显示相应的图标 如果元件有模型,则原理图符号和封装模型将列在面板的“详细信息 ”区域中(单击面板中的 按钮以显示该区域)。该元件可以直接从面板放置到当前原理图上。
使用“制造商部件搜索”面板中的分面搜索功能以只显示有模型的元件。
面板的“过滤器” 区域包含一个“有模型 ”过滤器。启用此选项仅显示准备就绪的元件。单击 以显示可用过滤器。
如需从面板放置元件,您可以:
从下载按钮选择放置 ——光标自动移动范围应在原理图边界内,并且元件显示浮在光标上;对其进行定位然后单击放置。放置元件后,相同元件的另一个实例将出现在光标上;右键单击以退出放置模式。
右键 单击元件,然后从上下文菜单中选择“放置 ”。元件显示附着在光标上;对其进行定位然后单击放置。请注意,如果面板悬在工作区上方,则其将渐隐,以便允许您查看原理图并放置元件。放置元件后,相同元件的另一个实例将出现在光标上;右键单击以退出放置模式。
单击并拖动 ——单击并将元件从面板区域拖到该图纸上。此模式需要按住光标;当放开光标时放置元件。使用此技巧,只能放置一个元件。放置元件后,您可以自由选择另一个元件或另一个命令。
放置提示
当元件附着在光标上时,您可以:
按空格键 将其逆时针旋转,旋转角度以90度递增。
按X 键使其沿X轴翻转;按Y 键使其沿Y轴翻转。
按Tab 键显示“属性”面板,并在放置对象之前编辑对象的属性。输入的值变成默认值。如果位号标识符有相同的前缀,则其将自动递增。
在元件放置过程中,如果您碰到窗口边缘,则软件将自动移边。在优选设置对话框 的原理图 - 图形编辑 页面中配置自动移边。如果当元件附着在光标上时,您的平移量不小心超出所需范围,则您可以:
使用Ctrl +滚轮 再次缩小或放大,或
通过右键单击并拖动 以在原理图上四处滑动,或
使用Ctrl + PgDn 再次显示整个图纸。
如果放置元件时,制造商部件搜索 面板悬浮在原理图上,则每当光标+元件靠近它时,它都会自动变为透明。浮动面板的透明度可以在“优选设置”对话框的“系统 - 透明度 ”页面中进行配置。或者,也可以通过按F4 快捷键,随时隐藏/显示所有浮动面板(无论是否在运行命令)。
► 了解更多关于原理图放置和编辑技巧 的信息
在“放置”过程中使用“属性”面板
在对象放置过程中,如果按Tab 键,则编辑过程将暂停,并且交互式属性 面板将打开。默认行为是突出显示最常用的编辑字段以供编辑。由于编辑过程暂停,您可以使用光标(或按键盘上的Tab 键)移动至面板中的另一个区域。
完成编辑后,单击“暂停”按钮 ( ) ,如下图所示,以返回对象放置。或者,按Enter键完成对象编辑并返回对象放置。
当您在放置过程中按下Tab键时,编辑被暂停——单击屏幕上的“暂停”图标以返回放置元件。
放置多谐振荡器元件
现在,可以使用制造商部件搜索 面板来查找下表中列出的多谐振荡器电路所需的元件了。
DESIGNATOR
位号标识符
Comments
Q1, Q2
General purpose NPN transistor, eg BC547 or 2N3904
Search for: transistor BC547
, chose BC547CG
R1, R2
100K resistor, 5%, 0805
Search for: resistor 100K 5% 0805
R3, R4
1K resistor, 5%, 0805
Search for: resistor 1K 5% 0805
C1, C2
22nF capacitor, 10%, 16V, 0805
Search for: capacitor 22nF 16V 0603
P1
2-pin header, thruhole
Use the faceted search feature to filter for a: Connector, 2-pin, vertical, male, header
元件放置完毕后,原理图应如下图所示。
您可以继续查找和放置元件。请注意,下文可折叠部分包含了在放置过程中进行编辑的提示。在放置过程中进行编辑比在放置后进行编辑更有效率。如果您选择将编辑留到元件放置完毕后进行,则可单击以选择元件并在“属性 ”面板中对其进行编辑。
所有元件均已放置完毕,随时可以连线。
查找并放置晶体管
Select View » Fit Document (shortcut: V, D ) to ensure your schematic sheet takes up the full editing window.
Using the search techniques just described, use the Manufacturer Part Search panel to search for: transistor BC547
.
Display the information section of the panel so that you can explore the properties and models of the selected component. You will be choosing a component that includes a symbol and footprint.
To explore the availability of a component, select it in the panel then click the SPN link that appears .
Click to select the required transistor in the results grid in the panel then click the Download drop-down (as shown below) and select Place . The cursor will change to a cross hair and you will have an image of the transistor floating on your cursor. You are now in part placement mode. If you move the cursor around, the transistor will move with it.
Do not place the transistor yet!
Before placing the part on the schematic, you can edit its properties, which can be done for any object floating on the cursor. While the transistor is still floating on the cursor, press the Tab key to open the Properties panel. The default behavior is to automatically highlight the most-used field in the panel, ready for editing; in this case it will be the Designator. Note that each section of the panel can be individually expanded or collapsed, which means your panel might look different.
Set the Designator to Q1, and the Comment to be visible.
In the Properties section of the panel, type in the Designator Q1
.
Confirm that the visibility control for the Comment field is set to visible ( ).
Leave all other fields at their default values then click the Pause button ( ) to return to part placement.
Move the cursor, with the transistor symbol attached, to position the transistor a little to the left of the middle of the sheet. Note the current snap grid, which is displayed on the left of the Status bar at the bottom of the application. It defaults to 100mil; you can press the G shortcut to cycle through the available grid settings during object placement. It is strongly advised to keep the snap grid at 100mil or 50mil to keep the circuit neat and make it easy to attach wires to pins. For a simple design such as this, 100mil is a good choice.
Once you are happy with the transistor's location, left-mouse click or press Enter on the keyboard to place the transistor onto the schematic. The location can be changed later, if required.
Move the cursor and you will find that a copy of the transistor has been placed on the schematic sheet, and you are still in part placement mode with the transistor outline floating on the cursor. This feature allows you to place multiple parts of the same type.
You are ready to place the second transistor. This transistor is the same as the previous one so there is no need to edit its attributes before you place it. The software will automatically increment the component designator when you place multiple instances of the same part. In this case, the next transistor will automatically be designated Q2.
If you refer to the schematic diagram shown above, you will notice that Q2 is drawn as a mirror of Q1. To horizontally flip the orientation of the transistor floating on the cursor, press the X key on the keyboard. This flips the component along the X axis.
Move the cursor to position the part to the right of Q1. To position the component more accurately, press the PgUp key twice to zoom in two steps. You should now be able to see the grid lines.
Once you have positioned the part, left-mouse click or press Enter to place Q2. Once again a copy of the transistor you are "holding" will be placed on the schematic and the next transistor will be floating on the cursor ready to be placed.
Since both of the transistors have been placed, exit part placement mode by clicking the right-mouse button or pressing the Esc key. The cursor will revert back to a standard arrow.
查找并放置电容器
Return to the Manufacturer Part Search panel and search for: capacitor 22nF 16V 0603
. The search will return a number of potential capacitors; the components that have models will be listed first.
Select a capacitor in the search result grid (that has models), right-click on it and select Place from the context menu.
While the capacitor is floating on the cursor, press the Tab key to open the Properties panel.
In the Properties section of the panel, type in the Designator C1
.
Confirm that the visibility control for the Comment field is set to visible.
Expand the Footprint section of the Properties panel. Many of the resistors and capacitors have three footprint models: IPC Low Density (M
), IPC Medium Density (N
), and IPC High Density (L
). If you compare the footprint names, they will be identical except for the letter indicating density. Select the M
variety as shown in the image below.
Leave the other fields at their default values and click the Pause button ( ) to return to part placement; the capacitor will be floating on the cursor.
Press the Spacebar to rotate the component in 90° increments until it has the correct orientation.
Position the capacitor above the transistors (refer to the schematic diagram shown earlier) and click the left mouse button or press Enter to place the part.
Position and place capacitor C2.
Right-click or press Esc to exit placement mode.
The default parameters for the capacitor may be only the manufacturer name and part number, but any of the parameters shown in the Manufacturer Part Search panel can be added to the placed capacitors. To check the current parameters, double-click on one of the capacitors to open the Properties panel then click on the Parameters tab at the top of the panel.
If the list of Parameters does not include the capacitance and voltage, return to the Manufacturer Part Search panel, confirm that the same capacitor is still selected, then click the Show More link to show the complete list of available parameters. Using the Windows Ctrl+click selection technique, select the following parameters (if available): Capacitance
, Case/Package
, Tolerance
, and Voltage Rating
.
Right-click on any of the selected parameters and select Add Parameters to Part from the context menu.
The cursor will change to a crosshair; left-click once on each capacitor in turn to add the selected parameters. If you find it difficult to position the cursor over the center of the capacitor symbol, hold the Ctrl key down to temporarily inhibit the snap grid.
Confirm that the parameters have been added to both C1 and C2.
查找并放置电阻器
In the Manufacturer Part Search panel, search for: resistor 100K 5% 0805
. The search will return a number of potential resistors; the components that have models will be listed first.
Select a suitable 100K resistor in the search result grid (that has models), and display the footprint in the Models section of the panel.
Many of the resistors and capacitors have three footprint models: IPC Low Density (M
), IPC Medium Density (N
), and IPC High Density (L
). If you compare the footprint names, they will be identical except for the letter indicating density. Select the M
variety as shown in the image below. This selection can be done before the component is placed on the schematic during schematic placement or after schematic placement.
Right-click on the resistor in the search results grid and select Place from the context menu, as shown below.
While the resistor is floating on the cursor, press the Tab key to open the Properties panel.
In the Properties section of the panel, type in the Designator R1
.
Leave all other fields at their default values and click the Pause button ( ) to return to part placement; the resistor will be floating on the cursor.
Press the Spacebar to rotate the component in 90° increments until it has the correct orientation.
Position the resistor above and to the left of the base of Q1 (refer to the schematic diagram shown previously) and click the Left Mouse Button or press Enter to place the part.
Next, place the other 100k resistor, R2, above and to the right of the base of Q2. The designator will automatically increment when you place the second resistor.
Exit part placement mode by clicking the Right Mouse Button or pressing the Esc key. The cursor will revert back to a standard arrow.
The default parameters for the resistor may be only the manufacturer name and part number, but any of the parameters shown in the Manufacturer Part Search panel can be added to the placed resistors. To check the current parameters, double-click on one of the 100K resistors to open the Properties panel, then click on the Parameters tab at the top of the panel.
If the list of Parameters does not include the resistance, return to the Manufacturer Part Search panel. Confirm that the same resistor is still selected, then click the Show More link to show the complete list of available parameters. Using the Windows Ctrl+click selection technique, select the following parameters (if available): Case/Package
, Resistance
, and Tolerance
.
Right-click on any of the selected parameters and select Add Parameters to Part from the context menu.
The cursor will change to a crosshair; left-click once on each resistor in turn to add the selected parameters.
Confirm that the parameters have been added to both R1 and R2. The visibility of the Resistance parameter will be changed shortly.
The remaining two resistors, R3 and R4, have a value of 1K; search for: resistor 1K 5% 0805
in the Manufacturer Part Search panel. The search will return a number of potential resistors; the components that have models will be listed first.
Select a suitable 1K resistor in the search result grid (that has models), and display the footprint in the Models section of the panel.
Many of the resistors and capacitors have three footprint models: IPC Low Density (M
), IPC Medium Density (N
), and IPC High Density (L
). If you compare the footprint names, they will be identical except for the letter indicating density; select the M
variety.
Right-click on the resistor in the search results grid and select Place from the context menu.
While the resistor is floating on the cursor, press the Tab key to open the Properties panel.
In the Properties section of the panel, type in the Designator R3
.
Leave all other fields at their default values and click the Pause button ( ) to return to part placement; the resistor will be floating on the cursor.
Press the Spacebar to rotate the component in 90° increments until it has the correct orientation.
Position and place R3 directly above the Collector of Q1, then place R4 directly above the Collector or Q2, as shown in the image above.
Right-click or press Ecs to exit part placement mode.
Using the same process as described for R1 and R2; add the Case/Package
, Resistance
, and Tolerance
parameters to R3 and R4.
The last step is to configure the visibility of the Parameters. This can be done for all four resistors at the same time. To select all of the resistors, drag the selection rectangle from right to left to select touching (demonstrated in the animation below).
On the General tab of the Properties panel, disable the visibility of the Comment parameter (demonstrated in the animation below).
On the Parameters tab of the Properties panel, enable the visibility of the Resistance parameter (demonstrated in the animation below).
Re-position the Resistance string to a suitable location. When a string is being moved, the snap grid can be temporarily disabled by holding down the Ctrl key. Alternatively, rotating any schematic component(s) (Ctrl+Spacebar ) automatically sets all visible strings to their default locations (demonstrated in the animation below).
查找并放置连接器
The last component to find is the 2-pin header. Return to the Manufacturer Part Search panel. This time you will use the panel's faceted searching capabilities.
In the Categories drop-down, select Headers and Wire Housings under Connectors .
Click the Filters button ( ) to display the Filters column.
The list of available filters is dynamically updated to suit the category being used, and can be quite long. To help manage it, only the most commonly-used filters are displayed. Scroll to the bottom of the list and click the link to display all of the available filters.
An efficient way of working with the filters is to use the Search field at the top. Searching returns strings that match in either the Filter Name or in the Filter Settings . Using the following search terms, apply the filters and select the options listed below:
Search for
Choose
has model
Has Model: Yes
contacts
Number of Contacts: 2
pitch
Pitch: 2.54mm
male
Gender: Male
vertical
Orientation: Vertical
A small number of 2-pin vertical male headers should be returned, as shown below. Select a suitable 2-pin connector, such as the Samtec TSW-102-26-F-S
or the Samtec TSW-102-26-G-S
, from the search results; right-click on it and select Place from the menu.
While the header is floating on the cursor, press Tab to edit the attributes and set the Designator to P1
.
Before placing the header, press Spacebar to rotate it to the correct orientation. Click to place the connector on the schematic, as shown in the image above.
Right-click or press Ecs to exit part placement mode.
Save your schematic.
在属性面板中编辑
“属性”面板的其中一项强大功能是支持同时编辑多个选定对象。
如果所有对象共享一个属性,则该属性可用于编辑。
如果所有对象共享相同的属性值,则将显示该值。
如果对象共享相同的属性但属性值不同,则将显示星号(*)。
输入的值或选择的选项将被应用于所有选定对象。
使用“属性”面板编辑多个选定对象的属性。旋转选定元件以移动其字符串至默认位置。
现在,您已经放置了所有元件。请注意,上图中显示的元件是隔开放置的,以便有足够的空间连线至每个元件管脚。这一点很重要,因为您没办法在原理图符号下面连线到另外的管脚,否则两个管脚都将与导线相连。如果您需要移动一个元件,单击并按住元件,然后拖动鼠标以重新定位元件即可。
元件定位提示
如需重新定位任何对象,请将光标直接放在该对象上,单击并按住鼠标左键,将对象拖到新位置,然后放开鼠标按钮。移动遵照“状态栏”上显示的当前捕捉栅格而进行。随时按G 快捷键可在当前捕捉栅格设置之间循环。请记住,将元件放置在粗体显示的整数栅格(例如,50或100密尔)上。
将元件放置在原理图上后,如果元件被移动,则软件将尝试保持连接(保持导线连接)。这种连接感知移动被称为拖动。如需在不保持连接的情况下移动元件,请在按住Ctrl的同时单击并拖动元件。如需将默认行为从拖动切换为移动,请禁用“优选设置”对话框“原理图 - 图形编辑”页面中的“始终拖动 ”选项。
由于原理图编辑器默认始终拖动,因此不能使用“空格键 ”旋转放置的元件。如需旋转放置的元件,请按“Ctrl +空格键 ”。
您也可以使用键盘上的箭头 键重新定位一组选定原理图对象。选择对象,然后在按住Ctrl 键的同时按下箭头键。同时按住Shift键 可将对象移动相当于当前捕捉栅格10倍的量。
在用鼠标移动对象时,也可以将栅格临时设置为1;按住Ctrl 即可执行此操作。定位文本时使用此项功能。
当您按下G 键时循环的栅格将在优选设置 对话框(工具»优选设置 )的原理图-栅格 页面中定义。优选设置 对话框原理图-常规 页面上的“单位”控件用于选择测量单位;选择密尔 或毫米 。请注意,Altium元件是使用英制栅格设计的;如果您改为公制栅格,则元件管脚将不再落在标准栅格内。因此,除非您计划只使用自己的元件,否则建议使用密尔 作为单位 。
电路连线
连线是在电路的各个元件之间建立连接的过程。要连接原理图,请参考电路草图和下文所示动画。
使用“连线”工具对电路进行连线。在动画快结束时,您可以看到如何拖动导线。
活动工具栏
可以通过“活动工具栏 ”,使用每个编辑器中最常用的工具,“活动工具栏”显示在编辑窗口的顶部。
“活动工具栏 ”上的按钮要么是单功能按钮,要么是多功能按钮。多功能按钮由一个小三角形表示。单击按钮上的任意位置并按住一秒钟。屏幕上将出现一个菜单,列出其他可用命令。最后使用的命令将成为该按钮位置的默认命令。
原理图连线
To make sure you have a good view of the schematic sheet, press the PgUp key to zoom in or PgDn to zoom out. Alternatively, hold down the Ctrl key and roll the mouse wheel to zoom in/out, or hold Ctrl + Right Mouse button down and drag the mouse up/down to zoom in/out. There are also a number of useful View commands in the right-click View submenu, such as Fit All Objects (Ctrl+PgDn ).
First, wire the lower pin of resistor R1 to the base of transistor Q1 in the following manner. Click the button on the Active Bar (Place » Wire , or Ctrl+W shortcut) to enter the wire placement mode. The cursor will change to a cross hair.
Position the cursor over the bottom end of R1. When you are in the right position, a red connection marker (red cross) will appear at the cursor location. This indicates that the cursor is over a valid electrical connection point on the component.
Left-click or press Enter to anchor the first wire point. Move the cursor and you will see a wire extend from the cursor position back to the anchor point.
Position the cursor over the base of Q1 until you see the cursor change to a red connection marker. If the wire is forming a corner in the wrong direction, press Spacebar to toggle the corner direction.
Click or press Enter to connect the wire to the base of Q1. The cursor will release from that wire.
Note that the cursor remains a cross hair indicating that you are ready to place another wire. To exit placement mode completely and go back to the arrow cursor, you would Right-Click or press Esc again - but don't do this just now.
Next, wire from the lower pin of R3 to the collector of Q1. Position the cursor over the lower pin of R3 and click or press Enter to start a new wire. Move the cursor vertically until it is over the collector of Q1 then click or press Enter to place the wire segment. Again, the cursor will release from that wire and you remain in wiring mode, ready to place another wire.
Wire up the rest of your circuit, as shown in the animation above.
When you have finished placing all the wires, right-click or press Esc to exit placement mode. The cursor will revert to an arrow.
连线提示
使用Ctrl + W 快捷键启动放置»导线 命令。
左键单击或按Enter 键将导线固定在光标位置。
按Backspace 键删除最后一个定位点。
按“空格键” 可切换转角方向。在上文所示动画快结束时,您可以在连接器画线时看到这项操作。
按Shift +空格键 可在连线转角模式之间循环。可用模式包括:“90度角”、“45度角”、“任意角度”和“自动连线”(在单击点之间放置正交线段)。
右键单击或按Esc 键退出导线放置模式。
单击并按住 以将元件和任何相连导线一起拖动;按住Ctrl键+单击 并按住以移动放置的元件。
每当一条导线穿过元件连接点或终止于另一条导线时,就会自动创建一个接合。
即使您删除了接合,穿过管脚末端的导线也将与该管脚相连。在继续之前,请确认您画的电路是否如图所示。
如果愿意,交叉连线可以用小拱形显示。该选项可以在优选设置 对话框的“原理图 - 常规 ”页面中启用。
网络和网络标签
现在,每组彼此连接的元件管脚各自形成了所谓的网络。例如,一个网络包括Q1的底部、R1的一个管脚和C1的一个管脚。每个网络将自动获得一个系统生成的、基于该网络中其中一个元件管脚的名称。
为了易于识别设计中的重要网络,可以添加网络标签 以分配名称。对于多谐振荡器电路,您将如下所示,在电路中标记12V和GND网络。
已向12V和GND网络添加了“网络标签”,从而完成原理图。
添加网络标签
网络标签、端口和电源端口
除了为网络命名外,网络标签 还用于在相同原理图上的两个离散点之间建立连接。
端口 用于在不同图纸上的两个离散点之间建立连接。跨页连接器也可以用于执行此项操作。
电源端口 用于在所有图纸上的点之间建立连接;对于这种单页设计,则可以使用“网络标签”或“电源端口”。
恭喜您!您刚刚完成了您的第一次原理图输入。将原理图转换为电路板之前,您需要配置项目选项并检查设计是否存在错误。
设置项目选项
项目特定设置在下文所示“项目选项”对话框中进行配置(项目»项目选项 )。项目选项包括错误检查参数、连接矩阵、“类生成器”,“比较器”设置、ECO生成、输出路径和连接选项、“多通道命名格式”、“默认打印”设置、“搜索路径”和项目级“参数”。
装配、制造输出和报告等项目输出可以从文件 和报告 菜单中设置。这些设置也可以存储在项目文件中,以便始终可供该项目使用。或者,也可以使用OutputJob文件配置输出,这样做的优势是OutputJob可以从一个项目复制到另一个项目中去。参见有关输出的详细信息 ,了解更多关于输出配置的信息。
动态编译
“统一数据模型”(UDM)从打开项目起即可使用,并且不要求进行额外编译,因此可以提高编译速度,并在“导航器”面板中持久显示网络和元件列表,从而节省时间。每次用户操作后,设计连接模型都会进行增量更新。这意味着不再需要进行项目编译即可查看“导航器”面板的内容,运行“材料清单”(BOM)或执行“电气规则检查”(ECO)。下列各项将不再需要手动编译:
导航器 和项目 面板
ActiveBOM
交叉探测
网络颜色突出显示
管脚交换
元件交叉引用
检查原理图的电气特性
原理图不仅仅是简单的图——它们还包含了与电路有关的电气连接信息。您可以使用这种连接关系来核实您的设计。编译项目时(项目»验证PCB项目 ),软件将检查UDM和编译器设置之间的逻辑、电气和绘图错误。检测到的所有违规都将显示在消息面板 中。
设置错误报告
对话框页面: 错误报告
项目选项 对话框中的错误报告 选项卡用于设置各种绘图和元件配置检查。报告模式 设置显示违规的严重性级别。如果您想要更改设置,请单击要更改的违规旁边的“报告模式”,然后从下拉列表中选择严重性级别。
配置错误报告 选项卡以在编译项目时检测设计错误。
配置错误检查
Select Project » Project Options to open the Options for PCB Project dialog.
Scroll through the list of error checks and note that they are clustered in groups; each group can be collapsed if required.
Click on the Report Mode setting for any error check and note the options available.
设置连接矩阵
对话框页面 :连接矩阵
随着设计的推进,每个网络中的管脚列表都被集成到内存中。首先检测每个管脚的类型(例如,输入、输出、无源等),然后检查每个网络以查看是否存在不应该相互连接的管脚类型,例如,输出管脚与另一个输出管脚相连。在项目选项对话框的 连接矩阵 选项卡中,可以配置允许哪些管脚类型相互连接。例如,查看矩阵图右侧条目,然后找到“输出管脚”。交叉参照矩阵的这一行,直到获得“集电极开路管脚” 列为止。它们相交的方块用橙色 表示,说明在编译项目时,连接到原理图上的“集电极开路管脚”的“输出管脚”将生成错误情况。
您可以为每个错误类型设置单独的错误级别,即从无报告 到致命错误 。单击彩色方块以更改设置;继续单击移至下一个检查级。设置矩阵,以便通过未连接 - 无源管脚 生成错误 ,具体如下图所示。
连接矩阵 选项卡定义了在原理图上检查哪些电气条件;请注意,“未连接 - 无源管脚”设置发生了改变。
更改连接矩阵
To change one of the settings, click the colored box; it will cycle through the four possible settings. Note that you can right-click on the dialog face to display a menu that lets you toggle all settings simultaneously, including an option to restore them all to their Default state (handy if you have been toggling settings and cannot remember their default state).
Your circuit contains only passive pins. Let's change the default settings so that the connection matrix detects unconnected passive pins. Look down the row labels to find the Passive Pin row. Look across the column labels to find Unconnected . The square where these entries intersect indicates the error condition when a passive pin is found to be unconnected in the schematic. The default setting is green indicating that no report will be generated.
Click on this intersection box until it turns orange (as shown in the image above) so that an error will be generated for unconnected passive pins when the project is compiled. You will purposely create an instance of this error later in the tutorial.
配置类的生成
对话框页面 :类生成
项目选项 对话框中的类生成 选项卡用于配置从设计生成哪种类型的类(然后使用比较器 和ECO生成 选项卡来控制是否将类传输到PCB)。默认情况下,软件将为设计中的每个原理图生成“元件”类和ROOM,并为每个总线生成“网络类”。对于诸如此类的简单、单页设计,不需要生成元件类或ROOM。确保清除元件类 复选框;此举还会禁用为该元件类创建ROOM的操作。
请注意,对话框的此选项卡还包括用户定义的类 的选项。
类生成 选项卡用于配置自动为设计创建哪些类和ROOM。
配置类生成
Clear the Component Classes checkbox as shown in the image above. This will automatically disable the creation of a placement room for that schematic sheet.
There are no buses in the design so there is no need to clear the Generate Net Classes for Buses checkbox located near the top of the dialog.
There are no user-defined Net Classes in the design (done through the placement of Net Class directives on the wires) so there is no need to clear the Generate Net Classes checkbox in the User-Defined Classes region of the dialog.
设置比较器
对话框页面: 比较器
项目选项 对话框中的比较器 选项卡可以设置在编译项目时将报告或忽略哪些文件间差异。通常,只有在向PCB添加额外的详细信息(例如,设计规则)并且不希望在设计同步期间删除这些设置时,才需要更改此选项卡中的设置。如果需要进行更细致的控制,则可以使用单个比较设置有选择地控制比较器。
对于本教程,只需确认忽略仅在PCB中定义的规则 选项如下图所示被启用即可。
比较器 选项卡用于精确配置比较引擎将检查的差异。
配置比较器设置
For this tutorial, it is sufficient to confirm that the Ignore Rules Defined in PCB Only option is enabled as shown in the image above.
编译项目以检查错误
主要文章: 编译和验证设计
项目编译将会检查设计文档中的绘图和电气规则错误,并在消息面板 中详细说明所有警告和错误。您已经在项目选项 对话框的错误检查 和连接矩阵 选项卡中设置了规则,因此现在可以检查设计了。
如需编译项目并检查错误,请从主菜单中选择项目»验证PCB项目Multivibrator.PrjPcb 。
使用“消息”面板定位和解决设计警告和错误;双击警告/错误以与该对象交互定位。
编译并检查错误
To compile the Multivibrator project, select Project » Validate PCB Project Multivibrator.PrjPcb from the main menus.
When the project is compiled, all warnings and errors are displayed in the Messages panel. The panel will only appear automatically if there are errors detected (not when there are only warnings). To open it manually, click the button at the bottom right and select Messages from the menu.
If your circuit is drawn correctly, the Messages panel should not contain any errors, only the message Compile successful, no errors found . If there are errors, work through each one, checking your circuit and ensuring that all wiring and connections are correct.
You will now deliberately introduce an error into the circuit and re-compile the project:
Click on the Multivibrator.SchDoc tab at the top of the design window to make the schematic sheet the active document.
Click in the middle of the wire that connects R1 to the base wire of Q1. Small, square editing handles will appear at each end of the wire and the selection color will display as a dotted line along the wire to indicate that it is selected. Press the Delete key on the keyboard to delete the wire.
Recompile the project (Project » Validate PCB Project Multivibrator.PrjPcb ) to check for errors. The Messages panel will display error messages indicating you have unconnected pins in your circuit.
The Messages panel is divided horizontally into two regions as shown in the image above. The upper region lists all messages, which can be saved, copied, cross probed to, or cleared via the right-click menu. The lower region details the warning/error currently selected in the upper region of the panel.
When you double-click on an error or warning in either region of the Messages panel, the schematic view will pan and zoom to the object in error.
When you hover the cursor over the object in error (not the wiggly line), a message describing the error condition will appear.
Before you finish this section of the tutorial, let's fix the error in our schematic.
Make the schematic sheet the active document.
Undo the delete action (Ctrl+Z ) to restore the deleted wire.
To check that there are no longer any errors, re-compile the project (Project » Validate PCB Project Multivibrator.PrjPcb ); the Messages panel should show no errors.
Save the schematic and the project file, as well.
The final step is to commit the project file and the schematic to the Version Control repository (Project » Version Control » Commit Whole Project ). The Commit to Version Control dialog will open. Confirm that the project file and the schematic are enabled. It is not necessary to commit the PrjPcbStructure file. Click the Commit and Push button in the dialog.
当您在消息 面板中双击一个错误时:
原理图缩放以显示出错的对象。缩放精度 由优选设置对话框 系统 - 导航 页面的“突出显示方法 ”部分中上面的滑块设置。
除了出错的对象以外,整个原理图渐隐。原理图渐隐量由调光 级控制,“调光”级则由优选设置 对话框系统 - 导航 页面的突出显示方法 部分中下面的滑块设置。单击原理图上的任意位置以清除调光显示。
如需从消息 面板中清除所有消息,请在面板中单击鼠标右键 ,然后选择全部清除 。
原理图输入现已完成。现在可以创建PCB了!
创建一个新的PCB
在将设计从“原理图编辑器”传输到“PCB编辑器”之前,您需要先创建一个空白PCB,然后命名并将其保存为项目的一部分。
The blank PCB has been added to the project and saved, the project has been saved, and the project has been committed to Version Control.
向项目添加新电路板
A new PCB can be added to the project via the Projects panel right-click menu. Select the Add New to Project » PCB command.
Add a new PCB to your project.
The PCB will appear as a Source Document in the Project as shown in the larger image above. Right-click on the PCB icon in the Projects panel to select the Save As command and name it Multivibrator
. Note that you do not need to enter the file extension in the Save As dialog; this is automatically appended.
Adding the PCB has changed the project, so also save the project (right-click on the project filename in the Projects panel and select Save ).
配置板形外框和电路板位置
主要文章 :电路板
从原理图编辑器转移设计之前,需要更改此空白电路板的多项属性,包括:
任务
Process
设置原点
The PCB editor has two origins: the Absolute Origin, which is the lower left of the workspace, and the user-definable Relative Origin, which is used to determine the current workspace location - the coordinates shown on the Status bar are relative to this origin. A common approach is to set the Relative Origin to the lower-left corner of the board shape. Select the Edit » Origin » Set command to set the Relative Origin; use the Reset command to reset it back to the Absolute Origin.
将单位设置为“英制”或“公制”
The current workspace X / Y location and Grid are displayed on the Status bar, which is displayed along the bottom of the editor. For this tutorial, metric units will be used. To change the units, either press Q on the keyboard to toggle back and forth between Imperial and Metric units, or select the View » Toggle Units command from the menus.
选择合适的捕捉栅格
You may have noticed that the current snap grid is 0.127mm, which is the default 5mil imperial snap grid converted to metric. To change the snap grid at any time, press G to display the Snap Grid menu, from where you can select an imperial or metric value. Note the shortcuts shown in the menu; use Ctrl+Shift+G to open the Snap Grid dialog, which is handy when you want to type in a specific value. The other useful shortcut is Ctrl+G , which opens the Cartesian Grid editor, in which you can change the grid from dots to lines, and change the grid color. Grids are discussed in more detail later in the tutorial.
重新定义板形外框
The board shape is shown by the black region with a grid in it. The default size for a new board is 6x4 inches; the tutorial board is 30mm x 30mm. Details for the process of defining a new shape for the board are available below.
配置图层
As well as the copper, or electrical layers on which you route, there are also general-purpose mechanical layers and special-purpose layers, such as the component overlays (silkscreens), solder mask, paste mask, and so on. The electrical and other layers will be configured shortly.
随时按Ctrl+PageDown键缩放以显示整个电路板。
可使用下列方法放大/缩小:
PageUp / PageDown
Ctrl +滚轮
Ctrl +右键单击并按住+拖动鼠标
设置原点和栅格
There are two origins used in the software, the Absolute Origin, which is the lower left of the workspace, and the user-definable Relative Origin, which is used to determine the current workspace location. Before setting the origin, keep zooming in to the lower left of the current board shape until you can easily see the grid. To do this, position the cursor over the lower-left corner of the board shape and press PgUp until both the Coarse and Fine grids are visible as shown in the images below.
To set the Relative Origin, select Edit » Origin » Set then position the cursor over the bottom left corner of the board shape, then left click to locate it.
Select the command, position the cursor over the lower-left corner of the board shape (left image), then click to define the origin (right image).
The next step is to select a suitable snap grid, as discussed in the table above. During the course of design, it is quite common to change grids, for example, you might use a coarse grid during component placement, and a finer grid for routing. For this tutorial, you will be using a Metric grid. A coarse 5mm grid will be suitable for component placement. Press Ctrl+Shift+G to open the Snap Grid dialog and enter 5mm
, then click OK to close the dialog.
By entering the units as you entered a value you have also instructed the software to switch to a Metric grid, you can check this on the Status bar.
重新定义板形外框
The default board shape is 6x4 inch; for the tutorial the board size is 30mm x 30mm.
To zoom back out and show all of the board, select View » Fit Board from the main menus (Ctrl+PgDn ).
The board will exactly fill the PCB editor. To manipulate the size you need to be able to see the edges of the board, use Ctrl+WheelRoll to zoom out a bit more or press PgDn .
The next step is to change the board shape. This is done in Board Planning view Mode. Select View » Board Planning Mode from the main menus to change it (shortcut: 1 ). The display will change; the board area will now be shown in green.
Your choice now is to either redefine the board shape (draw it again), or edit the existing board shape. For a simple square or rectangle, it is more efficient to edit the existing board shape. To do this, select Design » Edit Board Shape from the menus. Note that you must be in Board Planning Mode for this command to be available.
For this design, it is more efficient to edit the existing board shape. These commands are only available in Board Planning Mode.
Editing handles will appear at each corner and the center of each edge as shown below.
Note that clicking anywhere other than on an editing handle or an edge of the shape will drop you out of board shape editing mode.
The objective is to resize the shape to create a 30mm by 30mm board. The Coarse visible grid is 25mm (5x the snap grid), and the Fine visible grid is 5mm; these can be used as a guide. You can now either: slide the upper edge down and slide the right edge to the left to create the correct size; or move three of the corners in, leaving the one that is at the origin in its current location.
To slide the upper edge down, position the cursor over the edge (but not over a handle). When the cursor changes to a double-headed arrow, click and hold, then drag the edge to the new location so that the Y cursor location is 30mm
on the Status bar, as shown in the animation below.
Repeat the process to move the right-hand edge in, positioning it when the X cursor location is 30mm
on the Status bar.
Use the current location information at the bottom left of the Status bar to guide you as you reshape the board.
The resize cursor is shown, use the location information on the Status bar to help you as you drag the upper and right edges to resize the board to 30mm x 30mm.
Click anywhere in the workspace to drop out of board shape editing mode.
Press the 2 shortcut to switch back to 2D Layout Mode.
Now that the shape has been defined, you can set the grid to a value suitable for component placement, for example, 1mm
. Grids are discussed in detail shortly.
Save the board.
► Learn more about Defining the Board Shape
电路板尺寸已定义,单位、原点和栅格也已设置。所需的图层将很快得到配置。
定义非矩形板形外框的一种好方法是在禁止布线层上放置一系列线路(以及弯曲电路板的圆弧)。这些线路和圆弧不仅可以用作禁止放置和布线障碍,而且还可以被选定(编辑»选择»层上所有对象 )并用于创建板形外框(使用设计»板形外框»从选定对象中定义 命令)。
►了解更多关于定义板形外框 的信息
配置“默认值”
将对象放置在PCB编辑器工作区中时,该软件将根据以下内容定义对象的形状和属性:
适用的设计规则 ——如果定义了适用于该对象的规则,则将从该规则中定义属性对象。例如,在交互式布线时对图层进行更改期间,会自动添加一个过孔,其尺寸和孔径属性取自适用的“布线过孔样式”设计规则。
默认设置 ——如果适用的设计规则不存在或不适用,则对象的属性将根据优选设置 对话框的PCB编辑器 - 默认 页面中配置的默认设置定义。例如,如果运行放置»过孔 命令,由于该软件将不知道该过孔是否将成为网络的一部分,因此它将以默认中定义的尺寸显示过孔。
设置位号标识符和注释默认值
To configure the default settings for the designator and comment strings, select Tools » Preferences to open the Preferences dialog, then open the PCB Editor - Defaults page.
Select Designator in the Primitive List; the default Properties will be displayed. Confirm that the:
Autoposition option is set to Left-Above
for the Designator. This is the default location in which this string is held when the component is rotated. The string can be interactively relocated at any time during the design process.
Font Type is set to TrueType , and the Font is set to Arial
. Stroke fonts are Gerber-friendly shapes that the software can generate. TrueType gives access to all fonts available on the PC, but the font must be embedded in the PCB file if the board is to be opened on a PC that does not have that font installed (PCB Editor - True Type Fonts Preferences page).
Text Height is set to 1.5mm for this tutorial.
Select Comment in the Primitive List and confirm that the:
Autoposition option is set to Left-Below
.
Font Type is set to TrueType and the Font is set to Arial
.
Text Height is set to 1.5mm for this tutorial.
Comment visibility is set to hidden ( ). This is a common default; component Comment strings can be selectively displayed during the design process, if required.
Click OK to close the dialog.
转移设计
主要文章: 在原理图和电路板之间工作
设计直接在原理图编辑器和PCB编辑器之间传输;不会创建中间网表文件。从原理图编辑器中,选择设计»更新PCB文档Multivibrator.PcbDoc ,或从PCB编辑器中,选择设计»从Multivibrator.PrjPcb导入变化 。
运行其中任意一个命令时,您都会创建一组工程变化列表,其中:
列出设计中使用的所有元件以及每个元件所需的封装。执行ECO时,软件将尝试定位每个封装,并将其放入PCB工作区。如果没有可用的封装,则会发生错误。软件可以在哪里寻找每个封装取决于:元件的创建方式(托管或非托管);对于非托管元件来说,PCB封装库当前是否可用 。所有元件均已从制造商部件搜索 面板放置,因此软件可以反向参考并检索每个封装。
创建所有网络(连接的元件管脚)列表。执行ECO时,软件会将每个网络添加到PCB,然后尝试添加属于每个网络的管脚。如果无法添加管脚,则会发生错误;找不到封装或封装上的焊盘未映射到符号上的管脚时,最容易发生这种错误。
然后,传递附加设计数据,例如网络和元件类。
一旦执行了ECO,元件将被放置在板形外框以外,并创建网络。请注意,默认位号标识符(和注释)字体已发生变化。
在将原理图信息传输到新的空白PCB之前,与原理图符号和PCB封装有关的所有库必须可用,这一点至关重要。鉴于已从制造商部件搜索面板 (从托管内容服务器中获取符号和封装)放置所有元件,所以本教程所需的封装均已可用。
将设计从原理图输入转移至PCB布局
Make the schematic document, Multivibrator.SchDoc, the active document.
Select Design » Update PCB Document Multivibrator.PcbDoc from the Schematic editor menus to open the Engineering Change Order dialog .
An ECO is created for each change that needs to be made to the PCB so that it matches the schematic.
Click on Validate Changes . If all changes are validated, a green check will appear next to each change in the Status list. If the changes are not validated, close the dialog, check the Messages panel and resolve any errors.
If all changes are validated, click on Execute Changes to send the changes to the PCB editor. As each change is performed, a check will appear in the Done column of the dialog.
When all changes have been completed, the PCB will open behind the Engineering Change Order dialog; click to Close the dialog.
The components will have been positioned outside of the board, ready for placing on the board. There are a few steps to complete before starting the component placement process, such as configuring the placement grid, the layers and the design rules.
You can create a report of the ECOs by clicking the Report Changes button.
配置图层显示
一旦执行所有ECO,元件和网络将出现在电路板轮廓右侧的PCB工作区中,具体如上图所示。开始在电路板上布局元件之前,您首先需要配置某些PCB工作区和电路板设置,例如图层、栅格以及设计规则。
您所看到的电路板属于俯视图——即沿着Z轴俯视电路板。PCB编辑器是一个分层设计环境;构造电路板时,您放在信号层上的对象将变成铜,您放在“丝印”层上的字符串将丝印至电路板表面,而您放在机械层上的说明则将变成您所打印的装配图上的说明。
设计电路板时,您将俯视所有叠层,将元件放置在电路板顶部和底部(“顶层/底层”),并将其他设计对象放置在铜层、丝印层、掩膜层和机械层上。
设计电路板时,您将俯视所有叠层,将光标悬停在图像上,以3D方式显示在Z轴上伸展的相同电路板位置。
“PCB编辑器”除了支持用于构造电路板的层(包括信号层、电源层、掩膜层和和丝印层)之外,还支持许多其他非电气层。层通常按以下方式分组:
电气层 ——包括32个信号层和16个内部电源层。
元件层 ——元件设计中使用的层,包括丝印层、阻焊层和锡膏层。如果在库编辑器中,某个对象被放置在其中一层上的元件封装内,当元件从电路板顶层翻转到底层时,“元件层”上检测到的所有对象将翻转到其对应“元件层”上。这包括用户定义的“元件层对”(成对的机械层)上的对象。
机械层 ——软件支持用于尺寸、构造详细信息、装配说明等设计任务的无限通用机械层。如果需要,可以在打印和Gerber输出生成中有选择地纳入这些层。机械层也可以配对;当配对时,它们起到“元件层”的作用。“成对元件层”用于完成3D体放置、点胶点以及在边缘连接器上进行选择性镀金等任务。
其他层 ——这些层包括“禁止布线层”(用于定义适用于所有铜层的禁止布线)、“多层”(用于所有信号层上存在的对象,例如焊盘和过孔)、“钻孔图层”(用于放置钻孔信息,例如钻孔表)和“钻孔引导层”(用于显示指示钻孔位置和尺寸的标记)。
铜层在“层堆栈”中向设计中添加和从设计中删除,我们将在下文中对此进行讨论。所有其他层均在视图配置 面板中启用和配置。
显示层——视图配置
面板页面 :视图配置
在视图配置 面板中配置所有层的显示属性。如需打开面板:
单击应用程序右下角的按钮 然后从菜单中选择“视图配置 ”,或者
选择查看»面板»查看配置 菜单入口,或
按L 快捷键,或
单击工作区左下方的当前层颜色图标 。
“视图配置”面板的两个选项卡
除了层显示状态和颜色设置外,通过“视图配置 ”面板还可以访问其他显示设置,包括:
系统颜色的颜色和可见性,例如“选择”颜色,或者“连接线”是否可见。
每种对象的显示方式(实心或草图)及其透明度(“对象可见性” 部分)。
各种视图选项,例如是否显示原点标记 ,焊盘网络名称 和焊盘编号 (其他选项 部分)。
当对象“调光”或“屏蔽”时,显示渐隐量(屏蔽和调光设置 部分)。
层集的创建,一种使用 控件(层 部分)快速切换当前可见层的方法。
“视图配置”的创建和选择,“视图配置”用于预配置所有层属性,例如颜色、可见性、对象透明度等等(常规设置 部分)。
层设置提示
当前启用层以PCB工作区底部的一系列选项卡的形式显示。右键单击选项卡可以访问常用层显示命令。
在任务繁重的设计中,此项功能有助于只显示当前用到的层;这被称为单层模式 。如需在进入/退出单层模式之间进行切换,请按Shift+S 快捷键。可用单层模式 在优选设置 对话框的PCB编辑器 - Board Insight Display 页面中配置。每按下Shift + S 一次,您都将循环到下一个启用的单层模式。
如需切换活动层:
单击工作区底部的图层选项卡,或
按+或-数字键在所有图层之间循环,或
按*数字键在信号层之间循环,或
使用Ctrl+Shift+滚轮快 捷键。
Click here to expand or collapse this section
Open the View Configuration panel.
In the Layers and Colors tab, confirm that the Top Layer and Bottom Layer signal layers are visible.
Note that this panel is where you control the display of the mask and silkscreen layers, as well as the system layers, such as DRC and grids.
To have less visual "clutter" during placement and routing, disable the display of the Mechanical Layers, Solder and Paste Mask Layers, and the Drill Guide and Drill Drawing layers.
Switch to the View Options tab.
Confirm that the Pad Nets and Pad Numbers options are enabled.
物理层和层堆栈管理器
主页面 :定义层堆栈
PCB层堆栈是成功印刷电路板设计的一个关键要素。许多现代PCB布线已经不再只是一系列简单的传递电能的铜连接,而是被设计成一系列电路元件或传输线。
设计现代高速PCB时,还有许多其他设计考量,包括:层配对、精心的过孔设计、可能的背钻要求、刚性/挠性要求、铜平衡,层堆栈对称性和材料合规性。
这些层堆栈要求在层堆栈管理器 (选择设计»层堆栈管理器 打开)中配置。
层堆栈管理器 在文档视图中打开,与原理图、PCB和其他文档类型相同。
在对电路板进行处理时,层堆栈管理器 (LSM)可以保持打开状态,从而使您可以在电路板和LSM之间来回切换。支持所有标准“视图”行为,例如分屏或在单独的显示器上打开。
必须先在层堆栈管理器 中执行保存 ,然后才能在PCB中反映出发生的变化。
层堆栈管理器 用于:
添加、删除和排列信号、平面和介电层。
从“材料库”中选择“材料”属性,或手动配置“材料”属性。
将其他用户定义的字段添加到“层堆栈“。
配置允许的“过孔”类型,具体取决于每个“过孔类型”跨越的层。
当使用阻抗受控布线时,配置“阻抗”配置文件。
配置高级功能;包括软硬结合板设计、印刷电子技术和背钻。
本教程所使用的PCB设计简单,可作为单面电路板或带通孔的双面电路板进行布线。在下图中,已为每层选择了“材料”。
物理层的属性在层堆栈管理器 中定义。如需配置允许的过孔类型,请单击层堆栈管理器 底部的过孔类型选项卡。
配置电路板层堆栈
Open the Layer Stack Manager . For a new board, the default stack comprises: a dielectric core, two copper layers, and the top and bottom soldermask (coverlay) and overlay (silkscreen) layers, as shown in the image above.
To simplify the management of layers, enable the Stack Symmetry option in the Properties panel (as shown in the image above). With this option enabled, layers are added in matching pairs, centered around the mid-dielectric layer.
New layers are added (above or below the current layer) via the right-click menu or the Edit » Add Layer submenu.
To explore the entire Material Library, select Tools » Material Library .
To use a material for a specific layer (or pair of layers if symmetry is enabled), click the in the Material cell for the required layer to open the Select Material dialog (shown in image above).
Using the image above as a guide, select a suitable material for the: Solder Mask, Signal and Core layers. Note that the Core layer has been chosen to define a suitable thickness for the finished board. Values can also be typed directly into the Layer Stack Manager .
Click on the Via Types tab at the bottom of the Layer Stack Manager and confirm that there is a Thru type via defined.
When you have finished exploring the layer stack options, Save the Stackup, then right-click on the Layer Stack Manager tab and close the Stackup.
The Layer Stack Manager supports Undo / Redo; use Ctrl+Z to undo the previous changes and Ctrl+Y to redo.
配置栅格
下一步是选择适合用于元件放置和布线的栅格。放置在PCB工作区中的所有对象都放置在当前的捕捉栅格上。
英制或公制?
传统上来说,栅格是根据您计划用于电路板的元件管脚间距和布线技术选择的,即线路宽度是多少,以及线路之间的间距是多少。在选择栅格时,基本的理念是让线路和间距尽可能得宽,以降低制造成本并提高可靠性。当然,线路/间距的选择最终是由每个设计可以实现什么功能来决定的,归结起来说就是,为了实现电路板特定功能,元件和布线应达到怎样的紧凑程度。
随着时代的发展,元件及其管脚的尺寸以及管脚的间距大幅缩小。元件的尺寸及其管脚的间距已从主要使用英制单位的通孔管脚逐渐发展为更常使用公制单位的表面贴装管脚。如果您要开始设计新的电路板,除非有充分的理由,例如设计一块适合现有产品(英制单位)的替换电路板,否则建议您采用公制单位进行设计。为什么?因为旧款英制元件的管脚及其间距都大很多。另一方面,小型表面贴装器件是使用公制测量构建的,它们需要借助很高的精确度以确保制造/装配/功能性产品能够发挥作用并稳定工作。另外,PCB编辑器可以轻松处理与栅格未对齐的管脚的布线,因此在公制电路板上使用英制元件并非难事。
合适的栅格设置
对于诸如本教程所使用的简单电路的设计,实用的栅格和设计规则设置应为:
设置
值
Where
布线宽度
0.25 mm
Routing Width design rule
间距
0.25 mm
Electrical Clearance design rule
电路板定义栅格
5 mm
Cartesian Grid Editor
元件放置栅格
1 mm
Cartesian Grid Editor
布线栅格
0.25 mm
Cartesian Grid Editor
过孔尺寸
1 mm
Routing Via Style design rule
过孔孔径
0.6 mm
Routing Via Style design rule
虽然选择一个非常精细的布线栅格以便使布线可以有效地放置在任何地方的做法看起来可能很有吸引力,但其实这并不是一个绝对的好方法。为什么?因为将栅格设置为等于或小于线路+间距是为了确保线路的放置不会浪费潜在的布线空间,而使用非常细的栅格时,灵活性太大反而增加了布局布线的难度。
选择视图»切换单位 (或按Q 快捷键)以在公制和英制之间切换工作区单位。
对话框或面板处于活动状态时,按Ctrl + Q 可以切换该对话框或面板中所有测量值的单位。
无论当前单位设置如何,您都可以在对话框或面板中输入一个强制使用值时,一并输入单位。
支持多种栅格
Altium NEXUS允许定义多个捕捉栅格。Altium NEXUS支持两种类型的栅格:笛卡尔栅格 (传统的垂直/水平栅格)和极坐标栅格( 圆形栅格)。
除了定义栅格类型之外,您还可以定义该栅格适用的区域。请注意,尽管“默认”栅格仅在板形外框上显示,但是它仍然始终适用于整个工作区。
由于一次只能使用一个栅格,因此栅格还具有优先级,用于确定在重叠时应该应用哪个栅格。另外,还提供控件,用于定义将栅格用于所有对象、仅用于元件或仅用于非元件。
栅格在“属性”面板的栅格管理器 中创建和管理。使用面板上的按钮添加、编辑或删除栅格。
本教程仅使用默认栅格。
可以在栅格管理器 中配置多个栅格。右图显示了这三个栅格(单击放大)。
设置捕捉栅格
Related pages: Grid Manager , Cartesian Grid Editor , Polar Grid Editor
相关页面:“栅格管理器”、“笛卡尔栅格编辑器”和“极坐标栅格编辑器”。
The value of the snap grid you need for this tutorial can be configured by pressing:
G to display the Snap Grid menu, where you can select an imperial or metric value (note the shortcuts shown in the menu).
Ctrl+Shift+G to open the Snap Grid dialog, where you can type in a new grid value.
Ctrl+G to open the Cartesian Grid editor dialog, where you can enter the grid value, as well as configure how the grid is displayed (shown below).
Editing the grid in the Grid Manager section of the Properties panel.
Set the Snap Grid to 1 mm, ready to position the components.
Configuring the snap grid
Press the Ctrl+G shortcut keys to open the Cartesian Grid Editor dialog.
Type the value 1mm
into the Step X field. Because the X and Y fields are linked, there is no need to define the Step Y value.
To make the grid visible at lower zoom levels, set the Multiplier to 5x Grid Step
; to make it easier to distinguish between the two grids, set the Fine grid to display as lighter colored Dots
and the Coarse grid to display as darker colored lines
.
Click OK to close the dialog.
Setting Up the Design Rules
Main article: PCB Design Rules Reference
The PCB Editor is a rules-driven environment, meaning that as you perform actions that change the design, such as placing tracks, moving components, or autorouting the board, the software monitors each action and checks to see if the design still complies with the design rules. If it does not, then the error is immediately highlighted as a violation. Setting up the design rules before you start working on the board allows you to remain focused on the task of designing, confident in the knowledge that any design errors will immediately be flagged for your attention.
Design rules are configured in the PCB Rules and Constraints Editor dialog , as shown below (Design » Rules ). The rules are divided into ten categories, which can then be further divided into design rule types.
All PCB design requirements are configured as rules/constraints, in the PCB Rules and Constraints Editor .
Routing Width Design Rules
Design rule reference: Width
The width of the routing is controlled by the applicable routing width design rule, which the software automatically selects when you run the Interactive Routing command and click on a net.
When you are configuring the rules, the basic approach is to set the lowest priority rule to target the largest number of nets, and then add higher-priority rules to target nets with special width requirements, such as power nets. There is no issue if a net is targeted by multiple rules; the software always looks for and only applies the highest priority rule.
For example, the tutorial design includes a number of signal nets and two power nets. The default routing width rule can be configured at 0.25mm
for the signal nets. This rule will target all nets in the design by setting the rule scope to All
. Even though a scope of All
also targets the Power nets, these can be specifically targeted by adding a second, higher-priority rule, with a scope of InNet('12V') or InNet('GND')
. The image below shows the summary of these two rules, the detail is shown in the images in the following two collapsible sections.
Two Routing Width design rules have been defined, the lowest priority rule targets All nets, the higher priority rule targets objects in the 12V net or the GND net.
Routing Width and Routing Via Style design rules include Min, Max and Preferred settings. Use these if you prefer to have some flexibility during routing, for example, when you need to neck a route down, or use a smaller via in a tight area of the board. This can be done on-the-fly as you route by pressing 3 to cycle through the routing widths, or 4 to cycle through the via sizes. There are also other techniques for editing the routing width and via size as you route; these are discussed more in the routing section.
Avoid using the Min and Max settings to define a single rule to suit all sizes required in the entire design. Doing this means you forgo the ability to get the software to monitor that each design object is appropriately sized for its task.
Configuring the Routing Width Rule for the signal nets
With the PCB as the active document, open the PCB Rules and Constraints Editor .
Each rules category is displayed under the Design Rules folder (left hand side) of the dialog. Double-click on the Routing category to expand the category and see the related routing rules then double-click on Width to display the currently defined width rules.
Click once on the existing Width rule to select it. When you click on the rule, the right hand side of the dialog displays the settings for that rule including: the rule's Where the First Object Matches in the top section (also referred to as the rule's scope - what you want this rule to target) with the rule's Constraints below that.
Since this rule is to target the majority of nets in the design (the signal nets), confirm that the Where the First Object Matches setting is set to All
. An additional rule will be added to target the power nets.
Edit the Width settings to be: Min Width = 0.2mm
, Preferred Width = 0.25mm
, Max Width = 0.25mm
. Note that the settings are reflected in the individual layers shown at the bottom of the dialog. You can also configure the requirements on a per-layer basis.
The rule is now defined. Click Apply to save it and keep the dialog open.
The default Routing Width design rule has been configured.
Adding a Routing Width Rule for the power nets
The next step is to add another design rule to specify the routing width for the power nets. To add and configure this rule, open the PCB Rules and Constraints Editor .
With the existing Width rule selected in the Design Rules tree on the left of the dialog, right-click and select New Rule to add a new Width constraint rule, as shown in the animation below.
A new rule named Width_1 appears. Click on the new rule in the Design Rules tree to configure its properties.
Click in the Name field on the right and enter the name Width_Power
in the field.
Click in the dropdown in the Where The Object Matches section and select Custom Query
from the list. The dialog will change to include an edit box where the custom query is entered.
Click the Query Builder button to open the Query Builder , then configure it to target objects: InNet('12V') or InNet('GND')
.
Click the Add first condition text, select Belongs to Net
, then set the Condition Value to 12V
.
Click the Add another condition text, select Belongs to Net
, then set the Condition Value to GND
.
The AND operator will have appeared between the two condition statements, click on it select OR
from the dropdown.
Click the OK button to accept the query and return to the rules dialog.
The last step is to set the Constraints for the rule. Edit the Min Width / Preferred Width / Max Width values 0.25
/ 0.5
/ 0.5
to allow power net routing widths in the range 0.25mm to 0.5mm, as shown below.
This Width rule targets the power nets.
Click Apply to save the rules and keep the dialog open.
When there are multiple rules of the same type, the PCB editor uses the rule Priority to insure the highest priority applicable rule is applied.
If you are adding rules:
When a new rule is added it is given the highest priority, and
When a rule is duplicated the copy is given the priority below the source rule.
Click the Priorities button at the bottom of the dialog to change the priorities.
Defining the Electrical Clearance Constraint
Design rule reference: Clearance Constraint
The next step is to define how close electrical objects that belong to different nets can be to each other.
This requirement is handled by the Electrical Clearance Constraint. For the tutorial, a clearance of 0.25mm
between all objects is suitable.
Note that entering a value into the Minimum Clearance field will automatically apply that value to all of the fields in the grid region at the bottom of the dialog. You only need to edit in the grid region when you need to define a clearance based on the object-type.
The electrical clearance constraint is defined between objects. Switch the Constraints to Advanced to display all object kinds.
Note that the Electrical Clearance Constraint has two object selection fields: Where the First Object Matches and Where the Second Object Matches . That is because this is a binary rule; it is a rule that applies between two objects.
Defining the Electrical Clearance Constraint
Expand the Electrical category in the tree of Design Rules then expand the Clearance rule-type.
Click to select the existing Clearance constraint. Note that this rule has two Full Query fields; that is because it is a Binary rule . The rules engine checks each object targeted by the setting Where the First Object Matches and checks it against the objects targeted by the Where the Second Object Matches setting to confirm that they satisfy the specified Constraints settings. For this design, this rule will be configured to define a single clearance between All
objects.
In the Constraints region of the dialog, set the Minimum Clearance to 0.25mm
, as shown in the image above.
Click Apply to save the rule and keep the dialog open.
Defining the Routing Via Style
Design rule reference: Routing Via Style
As you route and change layers, a via is automatically added. In this situation the via properties are defined by the applicable Routing Via Style design rule. If you place a via from the Place menu, its values are defined by the in-built default primitive settings. For the tutorial, you will configure the Routing Via Style design rule.
A single routing via is suitable for all nets in this design.
Defining the Routing Via Style Design Rule
Expand the Design Rules tree and select the default RoutingVias design rule.
Since it is highly likely that the power nets can be routed on a single side of the board, it is not necessary to define a routing via style rule for signal nets and another routing via style rule for power nets. Edit the rule settings to the values suggested earlier in the tutorial, i.e. a Via Diameter = 1mm
and a Via Hole Size = 0.6mm
. Set all fields (Min, Max, Preferred) to the same size.
Click OK to close the PCB Rules and Constraints Editor .
Save the PCB file.
Existing Design Rule Violations
You might have noticed that the transistor pads are showing that there is a violation. Right-click over a violation and select the Violations in the right-click menu, as shown below. The details show that there is a:
Clearance Constraint violation
Between a Pad on the MultiLayer, and a Pad on the MultiLayer
Where the clearance is 0.22mm, which is less than the specified 0.25mm
Right-click on a violation to examine what rule is being violated and the violation conditions. In this image the display is in single layer mode, with the Top Layer as the active layer.
This violation will be discussed and resolved shortly. If you find the violation markers distracting, you can clear them by running the Tools » Reset Error Markers command. This command only clears the marker; it does not hide or remove the actual error. The error will be flagged again the next time you perform an edit action that runs the online DRC (such as moving the component), or when you run the batch DRC.
Review the Design Rules
The default new board created by the software will include rules that are not needed in every design, and many other design rules will need to be adjusted to suit the requirements of your design. For this reason, it is very important to review the design rules. This can be done in the PCB Rules and Constraints Editor. S elect Design Rules at the top of the tree on the left, then scan down the Attributes column for all of the rules and quickly locate any that need their values adjusted.
The default board also uses imperial units. If your board uses metric, there will be many rule values, such as the Soldermask expansion, that will change from rounded values like 4mil, to 0.102mm, or the Minimum Solder Mask Sliver default will change from 10mil to 0.254mm. While that least significant digit, for example, 0.002mm, is insignificant when it comes to output generation, you can edit these settings in the design rules if it bothers you.
Reviewing the design rules, note the column order can be changed if required.
Disabling redundant rules
When you create a new board, it will include default design rules that might not be needed for your design. For example, Assembly and Fabrication Testpoint type design rules are included when you create a new board, which are not needed in this design.
If it is not open, open the PCB Rules and Constraints Editor .
Click on the Testpoint category, and disable the four Testpoint type rules (clear the checkboxes in the Enabled column). If this is not done, you will get testpoint violations later in the tutorial.
Design rules can also be exported and stored in a .RUL
file, then imported into future PCB designs. To do this, right-click in the tree on the left of the PCB Rules and Constraint Editor to open the Choose Design Rules dialog. Select the rules you want to export using the standard Windows selection techniques then click OK to export the selected rules.
Positioning the Components on the PCB
There is a saying that PCB design is 90% placement and 10% routing. While you could argue about the percentage of each, it is generally accepted that good component placement is critical for good board design. Keep in mind that you may need to also tune the placement as you route.
Component Positioning and Placement options
When you click and hold on a component to move it, if the Snap to Center option is on, then the component will be held by its reference point. The reference point is the 0,0 coordinate of the component as it was built in the library editor.
The Smart Component Snap option allows you to override this snap to center behavior and snap to the nearest component pad instead, which is handy when you need to position a specific pad in a specific location.
Enable Snap To Center to always hold the component by its reference point. Smart Component Snap is helpful when you need to align by a specific pad.
Setting the component positioning options
Click the icon located at the upper right of the application to open the Preferences dialog.
Open the PCB Editor - General page of the Preferences dialog. In the Editing Options section, make sure the Snap To Center option is enabled. This insures that when you "grab" a component to position it, the cursor will hold the component by its reference point.
Note the Smart Component Snap option. If this is enabled, you can force the software to snap to a pad center instead of the reference point by clicking and holding closer to the required pad than the component's reference point. This is very handy if you require a specific pad to be on a specific grid point. It can work against you if you are working with small surface mount components though, as it can make it harder to "grab" them by their reference point.
Positioning Components
You can now position the components in suitable locations on the board.
To move a component either:
Click-and-Hold the left mouse button on the component, move it to the required location, rotate it with the Spacebar , then release the mouse button to place it, or
Run the Edit » Move » Component command, then single click to pick up a component, move it to the required location, rotate it if required, then click once to place it. When you are finished, right-click to drop out of the Move Component command.
The connection lines are automatically re-optimized as you move a component. Use them to help orient and position the components to reduce the number of connection line cross-overs.
Components positioned on the board.
Positioning the components
Zoom to display the board and the component. One way to do this is to zoom out (PgDn ) so the board and the components are all visible then choose View » View Area , then click to define the top left and bottom right of the exact area you want to view.
The components will be positioned on the current Snap grid. For a simple design such as this, there are no specific design requirements that dictate what placement grid should be used. As the designer, you decide what a suitable placement grid would be. To simplify the process of positioning the components, you can work with a coarse placement grid, for example, 1mm. Check the Status bar to confirm that the Snap Grid is set to 1mm
; press Ctrl+Shift+G to change the grid if required.
The components in the tutorial can be placed as shown in the image above. To place connector P1
, position the cursor over the middle of the outline of the connector and Click-and-Hold the left mouse button. The cursor will change to a cross hair and jump to the reference point for the part (or the center of the nearest pad if you have enabled the Smart Component Snap option). While continuing to hold down the mouse button, move the mouse to drag the component.
Press the Spacebar to rotate the component if required, and position the footprint towards the left-hand side of the board as shown in the figure above.
When the connector component is in position, release the mouse button to drop it into place. Note how the connection lines drag with the component.
Reposition the remaining components, using the figure above as a guide. Use the Spacebar to rotate components (in increments of 90º counterclockwise) as you drag them, so that the connection lines are as shown in the figure.
Component text can be repositioned in a similar fashion; click-and-drag the text and press the Spacebar to rotate it.
The PCB editor also includes interactive placement tools. These can be used to ensure that the four resistors are correctly aligned and spaced.
Holding the Shift key, click on each of the four resistors to select them, or click and drag the selection box around all four of them. A shaded selection box will display around each of the selected components. The Selection color is defined in the System Colors section of the View Configuration panel.
Right-click on any of the selected components and choose Align » Align to open the Align Objects dialog.
Select Space Equally in the Horizontal section and Bottom in the Vertical section, then click OK to apply these changes. The four resistors are now aligned (with the lowest component) and equally spaced.
Select then align and space the resistors.
Click elsewhere in the design window to de-select all the resistors. If required, you can also align the capacitors and transistors, although this might not be required since you have a coarse Snap grid at the moment.
Save the PCB file.
Selected objects can also be moved using the keyboard rather than the mouse. To do this, hold Ctrl , then each time you press an Arrow key, the selection will move 1 grid step in the direction of that arrow. Include the Shift key to move selected objects in 10x Snap Grid steps.
As you move a component with the mouse, you can constrain it to an axis by holding the Alt key. The component will attempt to hold the same horizontal axis (if moving horizontally) or vertical axis (if moving vertically); move it further from the axis to override this behavior or release the Alt key.
With the components positioned, it's time to do some routing!
Interactively Routing the Board
Main article: Interactive Routing
Routing is the process of laying tracks and vias on the board to connect the component pins. The PCB editor makes this job easy by providing sophisticated interactive routing tools, as well as ActiveRoute, which optimally routes selected connections with the click of a button.
In this section of the tutorial, you will manually route the entire board single-sided, with all tracks on the top layer. The Interactive Routing tools help maximize routing efficiency and flexibility in an intuitive way, including cursor guidance for track placement, single-click routing of the connection, pushing obstacles, automatically following existing connections, all in accordance with applicable design rules.
Preparing for Interactive Routing
Preferences page: PCB Editor - Interactive Routing
Before starting to route, it is important to configure the Interactive Routing options found in the PCB Editor - Interactive Routing page of the Preferences dialog.
Configure the interactive routing options.
Preparing for interactive routing
Set the Routing Conflict Resolution C urrent Mode to Stop at First Obstacle
. As you are routing, you can cycle through the enabled modes by pressing Shift+R .
In the Interactive Routing Options section of the page, confirm that the Automatically Terminate Routing and the Automatically Remove Loops options are enabled. The first option releases the cursor from the current route when you click on the destination pad to finish that route. The second option allows you to change existing routing by routing an alternate path - you route a new path until it meets the old path (creating a loop), then right-click to indicate it is complete. The software then automatically removes the old, redundant part of the routing. This feature will be explored later in the tutorial.
Confirm that the Interactive Routing Width / Via Size Sources options are both set to Rule Preferred .
Press Ctrl+Shift+G to open the Snap Grid dialog and set the Snap Grid to 0.25mm
.
Set the Snap Grid to a value that is suitable for routing. Press Ctrl+Shift+G to open the Snap Grid dialog and set the Snap Grid to 0.25mm
.
Time to Route
Interactive routing is launched by clicking the Route button , or by selecting the routing command (Route » Interactive Routing (shortcut: Ctrl+W )).
Since the components are mostly surface mount and the design is simple, the board can be routed on the top layer. As you place tracks on the top layer of the board, use the ratsnest (connection lines) to guide you.
Tracks on a PCB are made from a series of straight segments. Each time there is a change of direction, a new track segment begins. Also, by default, the PCB editor constrains tracks to a vertical, horizontal or 45° orientation, allowing you to easily produce professional results. This behavior can be customized to suit your needs, but for this tutorial you can use the defaults.
When the routing reaches the target pad, the software will automatically release that connection and you will remain in Interactive Routing mode, ready to click on the next connection line.
A simple animation showing the board being routed. Many of the connections are finished using Ctrl+Click to autocomplete.
Interactively routing the board
Check which layers are currently visible by looking at the Layer Tabs at the bottom of the workspace. If the Bottom Layer is not visible, press the L shortcut to open the View Configuration panel, and enable the Bottom Layer .
Click on the Top layer tab at the bottom of the workspace to make it the current, or active layer, ready to route on.
It is often easier to route in single layer mode; press Shift+S to cycle through the enabled single layer modes.
Click on the Active Bar (or the Ctrl+W shortcut), or select Interactive Routing from the Route menu, or right-click and choose Interactive Routing from the context menu. The cursor will change to a crosshair, indicating you are in interactive routing mode.
Position the cursor over the lower pad on connector P1. As you move the cursor close to the pad, it will automatically snap to the center of the pad. This is the Objects for snapping feature pulling the cursor to the enabled hotspot of the nearest electrical object (configure the Snap Distance and the Objects for snapping in the Snap Options section of the Properties panel). Sometimes the Objects for snapping feature pulls the cursor when you don't want it to. In this situation, press the Ctrl key to temporarily inhibit this feature. Alternatively, use the Shift+E shortcut to cycle the Hotspot Snap mode through the three possible states (All Layers / Current Layer / Off). The current mode is displayed on the Status bar.
► Learn more about the PCB Grids System , including object snapping.
Left-Click or press Enter to anchor the first point of the track.
Move the cursor toward the bottom pad of the resistor R1, and click to place a vertical segment. Note how track segments are displayed in different ways (as shown in the image below). During routing, the segments are shown as:
Solid - the segment has been placed.
Hatched - hatched segments are proposed but uncommitted; they will be placed when you left-click.
Hollow - this is referred to as the look-ahead segment, it allows you to work out where the last proposed segment should end. This segment is not placed when you click, unless the next click will complete the route. In this situation, the Automatically Terminate Routing option kicks in and overrides the default look-ahead behavior. The look-ahead mode can be toggled on/off using the 1 shortcut during routing.
Solid segments are placed, hatched are proposed but not committed, hollow is the look-ahead segment. Press the 1 shortcut to toggle look-ahead on/off.
Manually route by left-clicking to commit track segments, finishing on the lower pad of R1. Note how each mouse click places the hatched segment(s). For the connection that you are currently routing, press Backspace to rip up the last-placed segment.
Rather than routing all the way to the target pad, you can also press Ctrl+Left Click to use the Auto-Complete function and immediately route the entire connection. Auto-complete behaves in the following ways:
It takes the shortest path, which may not the best path as you need to always consider paths for other connections yet to be routed. If you are in Push mode (shown on the Status bar when routing), Auto-complete can push existing routes to reach the target.
On longer connections, the Auto-Complete path may not always be available as the routing path is mapped section by section, and complete mapping between source and target pads may not be possible.
You can also Auto-complete (Ctrl+Left Click ) directly on a pad or connection line.
Continue to route all the connections on the board. The animation above shows the board being interactively routed.
There is no single solution to routing a board, so it is inevitable that you will want to change the routing. The PCB editor includes features and tools to help with this; they are discussed in the following sections and are also demonstrated in the animation shown above.
Save the design when you are finished routing.
Shortcut Icon
Action
Keyboard key combination, press Ctrl+W to start Interactive Routing.
Key + mouse combination, press Ctrl+LeftClick to auto-complete the current connection. Only functions during Interactive Routing.
Mouse left click and drag, use this to drag an existing route. Can be used when no other command is being run.
Interactive Routing Modes
The PCB editor's Interactive Routing engine supports a number of different modes, with each mode helping you deal with particular situations. Press the Shift+R shortcut to cycle through these modes as you interactively route. Note that the current mode is displayed on the Status bar and in the Heads-Up display.
Available interactive routing modes
Ignore Obstacles - This mode lets you place tracks anywhere, including over existing objects, displaying but allowing potential violations.
Stop at first Obstacle - In this mode, the routing is essentially manual, i.e. as soon as an obstacle is encountered, the track segment will be clipped to avoid a violation.
Walkaround Obstacles - This mode will attempt to find a routing path around existing obstacles without attempting to move them.
Hug & Push Obstacles - This mode is a combination of Walkaround and Push. It will hug as it performs a Walkaround of obstacles, however, it will also attempt to Push against fixed obstacles when there is insufficient clearance to continue using Walkaround.
Push Obstacles - This mode will attempt to move objects (tracks and vias), which are capable of being repositioned without violation to accommodate the new routing.
Autoroute on Current Layer - this mode brings basic autorouting functionality to interactive routing. It can automatically select between walkaround and push based on heuristics that consider push distance versus walk distance and route length. Like an autorouter, this mode can deliver better results on a complex, busy board than on a simple, unrouted board.
Autoroute on Multiple Layers - this mode also brings basic autorouting functionality to interactive routing, it can also automatically select between walkaround and push based on heuristics that consider push distance versus walk distance and route length. This mode can also place a via and consider using other routing layers. Like an autorouter, this mode can deliver better results on a complex, busy board than on a simple, unrouted board.
Interactive Routing modes that are not required can be disabled in the PCB Editor - Interactive Editing page of the Preferences dialog.
Routing Tips and Tricks
The PCB editor includes a range of features to help make the interactive routing process more efficient, including: in-command shortcuts that you use during routing, detailed feedback via the Status bar and the Heads-up display, and the ability to display clearance boundaries as you route.
Routing Shortcuts
Useful shortcuts during routing:
Keystroke
Behavior
~ (tilda) or Shift+F1
Pop up a menu of interactive shortcuts - most settings can be changed on the fly by pressing the appropriate shortcut or selecting from the menu.
* or Ctrl+Shift+WheelRoll
Switch to the next available signal layer. A via is automatically added in accordance with the applicable Routing Via Style design rule. Learn more about changing layers and adding a via as you route .
Shift +R
Cycle through the enabled routing conflict resolution modes. Enable the required modes on the PCB Editor - Interactive Routing preferences page.
Shift +S
Toggle single layer mode on and off. This is ideal when there are many objects on multiple layers.
Spacebar
Toggle the current corner direction.
Shift +Spacebar
Cycle through the various track corner modes. The styles are: any angle, 45°, 45° with arc, 90°, and 90° with arc. There is an option to limit this to 45° and 90° on the PCB Editor - Interactive Routing preferences page.
Ctrl +Left-Click
Auto-complete the connection being routed. Auto-complete will not succeed if there are unresolvable conflicts with obstacles.
1
Toggle the Look-ahead mode on/off.
3
Cycle through the routing width choices: Rule Minimum / Rule Preferred / Rule Maximum / User Choice. Learn more about changing the width as you route .
4
Cycle through the routing via style choices: Rule Minimum / Rule Preferred / Rule Maximum / User Choice. Learn more about changing the via style as you route .
6
Cycle through available Via Types.
Shift + E
Cycle through the three object Hotspot Snap modes: off / on for current layer / on for all layers.
Ctrl
Temporarily suspend the object Hotspot Snap feature while routing.
End
Redraw the screen.
PgUp / PgDn
Zoom in / out, centered around the current cursor position. Alternatively, use the standard Windows mouse wheel zoom and pan shortcuts.
Backspace
Remove the last-committed track segment.
Right-click or Esc
Drop the current connection and remain in Interactive Routing mode.
Feedback During Interactive Routing
It is essential to know the name of the net or the current width setting as you route a net. This information, along with a wealth of other useful details, is available in the Heads-Up display and on the Status bar during routing. An excellent feature to help visualize the amount of space available for routing is the ability to display clearance boundaries around all other net-objects. The image below demonstrates this; as the 12V net is being routed, all other net objects display a clearance boundary defined by the applicable Electrical Clearance Constraint (which was defined earlier in the tutorial). It is not possible to cross this boundary during routing.
Press Shift+H to toggle the Heads-Up display off and on. Configure the display content, color and fonts in the PCB Editor - Board Insight Modes page of the Preferences dialog.
Press Shift+W to toggle the clearance boundaries off and on.
Heads-Up display and Status bar information during interactive routing:
Current workspace location and Snap Grid setting
Object Hotspot Snapping: off / on for current layer / on for all layers
Current track corner mode
Current Interactive Routing Mode
Source of routing Width
Source of routing Via Style
Name of Via Type that will be used
Current Gloss strength
Name of Net
Overall route length
Dimensions of routing segment being placed
Modifying and Rerouting Existing Routes
To modify an existing route, there are two approaches, either: reroute , or re-arrange .
Reroute an existing Route
There is no need to un-route a connection to redefine its path. You can click the Route button and start routing the new path.
The Loop Removal feature will automatically remove any redundant track segments (and vias) as soon as you close the loop and right-click to indicate you are finished (the Loop Removal feature was enabled earlier in the tutorial).
You can start and end the new route path at any point, swapping layers as required.
You can also create temporary violations by switching to Ignore Obstacle mode (as shown in the animation below), which you later resolve.
Simple animation showing the Loop Removal feature being used to modify existing routing .
Loop Removal is enabled on the PCB Editor - Interactive Routing page of the Preferences dialog. Note that there are situations where you may want to create loops, for example, power net routing. If necessary, Loop Removal can be disabled for an individual net by editing that net in the PCB panel. To access the option, set the panel to Nets mode, then double-click on the net name in the panel to open the Edit Net dialog.
During Loop Removal, you will find situations where you return to the existing routing, but are not yet finished defining the new path. When the Automatically Terminate Routing option is enabled, as soon as the new route overlays the existing route, the routing process will terminate and the old, redundant routing will be removed. In this situation, it can be more efficient to disable the Automatically Terminate Routing option.
Rearrange Existing Routes
To interactively slide or drag track segments across the board, click, hold and drag as shown in the animation below. The default dragging behavior is configured on the PCB - Interactive Routing page of the Preferences dialog as shown in the animation below.
The PCB editor will automatically maintain the 45/90 degree angles with connected segments, shortening and lengthening them as required.
Simple animation showing track dragging being used to modify existing routing.
Track Dragging Tips
Change the default select-then-drag mode using the Unselected via/track and Selected via/track options on the PCB Editor - Interactive Routing page of the Preferences dialog.
During dragging, the routing conflict resolution modes also apply (Ignore, Push, HugNPush). Press Shift+R to cycle through the modes as you drag a track segment.
Existing pads and vias will be jumped, or vias will be pushed if necessary and possible if Push mode is enabled.
To convert a 90 degree corner to a 45 degree route, start dragging on the corner vertex.
While dragging, you can move the cursor and hotspot snap it to an existing, non-moving object such as a pad (shown above). Use this to help align the new segment location with an existing object and avoid very small segments being added.
To break a single segment, select the segment first, then position the cursor over the center vertex to add in new segments.
An example of dragging multiple tracks by setting the routing conflict mode to Push.
ActiveRoute - Automated Interactive Routing
Main article: ActiveRoute
Another approach to routing the nets on your board is to use ActiveRoute, Altium's automated interactive router.
What does that mean? It means you select the connection or connections to route, choose the layer, and run ActiveRoute. ActiveRoute has efficient multi-net routing algorithms that are applied to the specific nets or connections that you have selected. ActiveRoute also allows you to interactively define a route path or Guide, which then defines the river along which the new routes will flow.
ActiveRoute has been developed for dense boards using high pin count components to help accelerate what can be a difficult and time-consuming routing process. The board in this tutorial is not the sort of board it was designed for, but it provides an opportunity to demonstrate and explore its use.
Working with ActiveRoute
ActiveRoute is configured and run from the PCB ActiveRoute panel , as shown in the image below.
ActiveRoute does not switch layers; it attempts to create single layer pad-pad and pad-via routes on the layers enabled in the PCB ActiveRoute panel. High pin-count components must be fanned out before attempting to ActiveRoute the nets.
ActiveRoute attempts to route the selected pad/via/connection/net/nets. Use the following techniques to select connections and nets:
Set the PCB panel to Nets mode, enable the Select checkbox at the top of the panel and click on a net name to select that net (not the checkbox next to the name, that is used to enable the Board Insight Color Override feature for that net). Use standard Windows shortcuts to multi-select.
Interactively select connections in the workspace - Alt+Left Click-Drag , from right-to-left (hold Alt and drag a green selection window from right-to-left). Any connection line touched by the green selection window will be selected. Hold Shift to continue selecting additional connections.
Left-Click to select an individual pad.
Select multiple pads in a component - Ctrl+Left Click-Drag (hold Ctrl and click and drag a selection window to select multiple pads in a component). Drag left-to-right to select within; drag right-to-left to select touching.
Enable the routing layer(s) in the PCB ActiveRoute panel.
The tutorial board, ready to be used to explore ActiveRoute.
Exploring ActiveRoute
Open the PCB ActiveRoute panel ( » PCB ActiveRoute ).
Open the PCB panel.
Select Nets mode in the drop-down at the top of the panel, and enable the Select checkbox.
Unroute the board (Route » Unroute » All ).
In the list of nets in the panel, click on the 12V
net name.
In the PCB ActiveRoute panel, enable the Top Layer.
Click the ActiveRoute button at the top of the panel; the 12V net will be routed.
Click on the GND
net in the PCB panel, then click the ActiveRoute button. If you would like to use the Shift+A shortcut to ActiveRoute, you must click once on the workspace after using a panel. This makes the workspace the active element in the software, otherwise the software will attempt to interpret the shortcut as a panel instruction.
Click on the net NetC1_2
in the panel, and click the ActiveRoute button.
Click on the net NetC2_1
in the panel, and click the ActiveRoute button.
Click on the net NetC2_2
in the panel, and click the ActiveRoute button.
Click on the net NetC1_1
in the panel, and click the ActiveRoute button. One of the connections in the net will route, the other will not. It does not route because the default pattern of connection lines is not correct for the possible routing solution, i.e. the connection line is between Q1-2
and C1-1
, but the potential route path is between Q1-2
and R1-2
. While it is possible to rearrange the connection lines by defining manual From-Tos, a simpler approach is to encourage ActiveRoute to attempt a different pattern by routing a stub from both Q1-2
and R1-2
, so that the shortest distance between the unrouted points on this net is between these two stubs ( show image ).
Click on the net NetC1_1
in the panel, and click the ActiveRoute button; this connection should now route.
The ActiveRoute results
Verifying Your Board Design
Main articles: PCB Design Rules Reference , Design Rule Checking
The PCB editor is a rules-driven design environment in which you can define many types of design rules that can be checked to insure the integrity of your board. Typically you set up the design rules at the start of the design process. The on-line DRC feature monitors the enabled rules as you work and immediately highlights any detected design violations. Alternatively, you can also run a batch DRC to test that the design complies with the rules and generate a report that details the enabled rules and any detected violations.
Earlier in the tutorial, you examined the routing design rules, adding a new width constraint rule targeting the power nets, as well as an electrical clearance constraint and a routing via style rule. As well as these, there are a number of other design rules that are automatically defined when a new board is created.
Configuring the Display of Rule Violations
Preferences page: PCB Editor - DRC Violations Display
Before checking for rule violations, it is important to understand how violations are displayed.
Altium NEXUS has two techniques for displaying design rule violations, each with their own advantages. These are configured on the PCB Editor - DRC Violations Display page of the Preferences dialog:
Violation Overlay - Violations are identified by the primitive-in-error highlighted in the color chosen for the DRC Error Markers (configured in the View Configuration panel; press L to open). The default behavior is to show the primitives in a solid color when zoomed out, changing to the selected Violation Overlay Style as you zoom in. The default is Style B - a circle with a cross in it.
Violation Details - As you zoom further in, Violation Detail is added (if enabled), detailing the nature of the error. Violation Detail can include:
Information at the site of the violation
Where appropriate, an icon to indicate the type of violation, for example, thin lines that cross over, indicating a short circuit.
A numerical value showing the rule setting that is failing, for example, <0.25mm.
Violations can be displayed as a colored overlay and also as a detailed message, with different symbols being used to show different detail of the error type.
Violations are shown in solid green (left image), as you zoom in this changes to the selected Violation Overlay Style (center image); as you zoom in further Violation Details are added.
Preparing to run a Design Rule Check (DRC)
Select » View Configuration (shortcut: L ) and confirm that the DRC Error visibility option (System Colors section) is enabled so that DRC error markers are displayed.
Confirm that the Online DRC (Design Rule Checking) system is enabled on the PCB Editor - General page of the Preferences dialog. Keep the Preferences dialog open, and switch to the PCB Editor - DRC Violations Display page of the dialog.
The PCB Editor - DRC Violations Display page of the Preferences dialog is used to configure how violations are displayed in the workspace. There are two different methods available for displaying violations, each with their own strengths.
For the tutorial, right-click in the Display area of the PCB Editor - DRC Violations Display page of the Preferences dialog and select Show Violation Details - Used , then right-click again and select Show Violation Overlay - Used , as shown in the dialog image above.
You are now ready to check the design for errors.
The rules that are needed will depend on the nature of your design; there is no specific set of rules that suits every design. Keep this in mind as you are checking rule violations. Ask yourself, do I need this rule to be enabled? If you are attempting to work out the function of a rule in the PCB Rules and Constraints Editor and are unsure, click anywhere in the constraints area of the rule and press F1 for more information about that specific rule.
Configuring the Rule Checker
Dialog page: Design Rule Checker
The design is checked for violations by running the Design Rule Checker. Run the Tools » Design Rule Check command to open the dialog. Both online and batch DRC are configured in this dialog.
DRC Report Options
By default, the dialog opens showing the Report Options page selected in the tree on the left of the dialog (shown below).
The right side of the dialog displays a list of general reporting options. For more information about the options, press F1 when the cursor is over the dialog. These options can be left at their defaults.
Rule checking, both online and batch, is configured in the Design Rule Checker dialog.
DRC Rules to Check
The testing of specific rules is configured in the Rules to Check section of the dialog. Select this page in the tree on the left of the dialog to list all of the rule types (shown below). You can also examine them by type, for example, Electrical , by selecting that page on the left of the dialog.
For most rule types, there are checkboxes for Online (check as you work) and Batch (check this rule when the Run Design Rule Check button is clicked).
Click to enable/disable the rules as required. Alternatively, right-click to display the context menu. This menu allows you to quickly toggle the Online and Batch settings. Select the Batch DRC - Used On entry, as shown in the image below.
Checking is configured for each rule type. Use the right-click menu to enable the Used design rules.
Running a Design Rule Check (DRC)
Click the Run Design Rule Check button at the bottom of the dialog to perform a design rule check. When the button is clicked, the DRC will run, then:
The Messages panel will open and list all detected errors.
If the Create Report File option was enabled in the Report Options page of the dialog, a Design Rule Verification Report will open in a separate document tab. The report for the tutorial is shown below.
The upper section of the report details the rules that are enabled for checking and the number of detected violations. Click on a rule to jump to and examine those errors.
Below the summary of violating rules are specific details about each violation.
The links in the report are live. Click on a specific error to jump back to the board and examine that error on the board. Note that the zoom level for this click action is configured on the System - Navigation page of the Preferences dialog. Experiment to find a zoom level that suits you.
The upper section in the report details the rules that are enabled for checking and the number of detected violations. Click on a rule to jump to and examine those errors.
The lower section of the report shows each rule that is being violated, followed by a list of the objects in error. Click on an error to jump to that object on the PCB.
Locating the Error Condition
When you are new to the software, a long list of violations can initially seem overwhelming. A good approach to managing this is to disable and enable rules in the Design Rule Check dialog at different stages of the design process. It is not advisable to disable the design rules themselves if there are violations, just the checking of them. For example, you would always disable the Un-Routed Net check until the board is fully routed.
When a batch DRC is run on the tutorial board, there are:
1 Silk to Silk clearance errors - the distance between two adjacent sections of silkscreen is less than allowed by this rule.
8 Silk to Solder Mask clearance errors - the distance from the opening in the solder mask to the edge of a silkscreen object is less than allowed by this rule.
4 Minimum Solder Mask Sliver errors - the minimum width of a strip of solder mask is less than allowed by this rule. This typically occurs between component pads.
4 clearance constraint violations - the measured electrical clearance value between objects on signal layers is less than the minimum amount specified by this rule.
To locate a violation:
Using the Violation Details, you can establish the error condition.
The image below shows the Violation Details for one of the clearance constraint errors, indicated by the white arrows and the 0.25mm
text, indicating that this gap is less than the minimum 0.25mm
allowed by the rule. The next step is to work out what the actual value is so you know how much it has failed by. You can then decide how to resolve this error.
The Violation Details show that the clearance between these two pads is less that 0.25mm; it does not detail the actual clearance.
Understanding the Error Condition
So you've found an error. How do you know how much it has failed by? As the designer, you need this essential information to be able to decide how best to resolve the error.
For example, if the rule says the allowable minimum solder mask sliver is 0.25 mm and the actual sliver is 0.24, then the situation is not that bad and you may be able to adjust the rule setting to accept this value. But if the actual sliver value is 0.02, then that is probably not a situation that can be resolved by adjusting the rule setting.
The PCB editor includes three handy measurement tools: Measure Distance , Measure Selected Objects and Measure Primitives , which are available in the Reports menu.
Measure Distance - measure the distance between the two locations you click after running the command; keep an eye on the Status bar for instructions. The location that you can click is constrained by the current snap grid.
Measure Selected Objects - measure the length of selected tracks and arcs. Use this to work out route lengths, select the required objects manually, or use the Select » Physical Connection or Select » Connected Copper commands.
Measure Primitives - measure the edge-to-edge distance between the two primitives you click on after running the command; keep an eye on the Status bar for instructions.
Measurement results are overlaid directly in the workspace. The colors that are used are configured in the System Colors section of the View Configuration panel. Overlaid dimensions are retained on screen to allow multiple measurements to be performed. Press Shift+C to clear the measurement results.
Measuring the distance between the edges of adjacent pads using the Measure Primitives command.
Apart from actually measuring the distance, there are a number of approaches to finding out how much a rule has failed by. You can use:
The right-click Violations submenu, or
The PCB Rules and Violations panel, or
The detail included in the Messages panel; the actual value is detailed along with the specified value (for example, 0.175 < 0.254).
The Violations Submenu
The right-click Violations submenu was described earlier in the Existing Design Rule Violation section.
The image below shows how the Violations submenu details the measured condition against the value specified by the rule.
Right-click on a violation to examine what rule is being violated and the violation conditions.
The PCB Rules and Violations Panel
Panel page: PCB Rules and Violations
The PCB Rules and Violations panel is an excellent feature for locating and understanding error conditions.
Click the button then select PCB Rules and Violations from the menu to display the panel. It will default to show [All Rules]
in the Rule Classes list. Once you have identified a rule type of interest, select that specific rule class so that only those violations are shown at the bottom of the panel.
Click once on a violation in the list to jump to that violation on the board; double-click on a violation to open the Violation Details dialog.
The panel details the violation type, the measured value, the rule setting, and the objects that are in violation.
Note that at the top of the PCB Rules and Violations panel there is a drop-down, which can be used to select Normal , Dim or Mask . Dim and Mask are display filter modes, where everything other than the object(s) of interest are faded, leaving only the chosen object(s) at normal display strength. The Dim mode applies the filter but still allows all workspace objects to be edited. The Mask mode filters out all other workspace objects, only allowing the unfiltered object(s) to be edited.
The amount that the display is faded is controlled by the Dimmed Objects and Masked Objects slider controls in the Mask and Dim Settings section of the View Options tab of the View Configuration panel. Experiment with these sliders when you have the Mask mode or Dim mode applied.
To clear the filter, you can either click the Clear button at the top of the View Configuration panel or press the Shift+C shortcut. This filtering feature is very effective in a busy workspace and can also be used in the PCB panel and the PCB Filter panel.
Resolving the Violation s
As the designer, you have to work out the most appropriate way of resolving each design rule violation. Let's start with the solder mask errors as they are related, and both error conditions may be affected by the changes you make to solder mask settings.
Solder Mask Errors
Design rule references: Minimum Solder Mask Sliver , Silk to Solder Mask Clearance
The solder mask is a thin, lacquer-like layer applied to the outer surface of the board, providing a protective and insulating covering for the copper. Openings are created in the mask for components and wires to be soldered to the copper. It is these openings that are displayed as objects on the solder mask layer in the PCB editor (note that the solder mask layer is defined in the negative - the objects you see become holes in the actual solder mask).
During fabrication, solder mask is applied using different techniques. The lowest cost approach is to silkscreen it onto the board surface through a mask. To allow for layer alignment issues, the mask openings are typically larger than the pads, reflected by the 4mil (~0.1mm) expansion value used in the default design rule.
There are other techniques for applying solder mask, which offer higher-quality layer registration and more accurate shape definition. If these techniques are used, the solder mask expansion can be smaller or even zero. Reducing the mask opening reduces the chance of having solder mask slivers or silk to solder mask clearance errors.
A solder mask sliver error shown on the left and a silk to solder mask clearance error on the right. The purple represents the solder mask expansion around each pad.
Errors such as these solder mask issues cannot be resolved without consideration of the fabrication technique that will be used to make the finished board.
For example, if this was a complex, multi-layer board for a high-value product, then it is likely that a high-quality solder mask technology would be employed, which would allow a small or zero solder mask expansion. However, a simple, double-sided board like the board in this tutorial is more likely to be fabricated as a low-cost product, requiring a low-cost solder mask technology to be used. That means resolving the solder mask sliver errors by reducing the solder mask expansion for the entire board is not an appropriate solution.
Like many aspects of PCB design, the solution lies in making thoughtful trade-offs in a focused way to minimize their impact.
Enable the display of the solder mask before attempting to check solder mask errors and resolve them. If it is not visible, press L to open the View Configuration panel where that layer can be enabled.
Resolving the Solder Mask Sliver violations
To resolve this violation you can:
Increase the solder mask opening to completely remove the mask between the transistor pads, or
Decrease the minimum acceptable sliver width, or
Decrease the mask opening to widen the sliver to an acceptable width.
This is a design decision that would be made in light of your knowledge of the component and the fabrication and assembly technology that is going to be used. Opening the mask to completely remove the sliver of mask between the transistor pads means that there is more chance of creating solder bridges between those pads, whereas decreasing the mask opening will still leave a sliver, which may or may not be acceptable, and will also introduce the possibility of mask-to-pad registration problems.
For this tutorial, you will do a combination of the second and third options, decreasing the minimum sliver width to a value suitable for the settings being used on this board, and also decreasing the mask expansion, but only for the transistor pads.
The first step is to reduce the allowable sliver width. To do this, open the PCB Rules and Constraints Editor , then in the Manufacturing section locate and select the existing Minimum Solder Mask Sliver rule, called MinimumSolderMaskSliver .
A value equal to the pad separation of 0.22mm
( ˜ 8.7mil) will be acceptable for a design such as this; edit the Minimum Solder Mask Sliver value to be 0.22mm
in the Constraints region of the rule.
The next step is to add a mask expansion rule for just the transistors that reduces the mask expansion to zero. Doing this will mean that the opening in the solder mask is the same size as the pad, making the width of solder mask sliver between the pads equal to the separation distance between the pads (0.22mm
). Click on Mask in the tree on the left of the PCB Rules and Violations dialog to show the current Solder Mask Expansion rules; there should be one rule called SolderMaskExpansion .
Click on it to select the rule and display its settings; it will specify an expansion value of 0.102mm
(4mil). Since it is only the transistor pads that are in violation, you will not edit this value; instead you will create a new rule.
To add a new Solder Mask Expansion rule, right-click on the existing rule and select New Rule from the context menu. A new rule called SolderMaskExpansion_1 will be created; click on it to display its settings.
Edit the rule settings to be as shown below:
Name - SolderMaskExpansion_Transistor
Where the Object Matches - Footprint
ONSC-TO-92-3-29-11
(the name of the transistor footprint)
Expansion top / bottom - 0mm
Click Apply to accept the changes and keep the PCB Rules and Constraints Editor open.
Resolving the Silk to Solder Mask Clearance violations
The function of this rule is to ensure there is sufficient separation between the silkscreen objects and the copper. This requirement can fail if there is a silkscreen object close to an opening in the solder mask, for example, at a pad. The rule supports checking against the opening in the mask, or checking against the copper exposed by that opening in the mask.
For this violation, the actual measurement is close to the current rule setting, 0.175mm versus 0.25mm, as can be seen in the Messages or the PCB Rules and Violations panel. The value 0.175mm is still an acceptable separation; edit the constraint value, as shown in the image below.
Edit the clearance to be 0.175mm.
Click OK to accept the changes and close the PCB Rules and Constraints Editor .
Clearance Violations
Design rule reference: Clearance Constraint
There are two ways of resolving this clearance constraint:
Decrease the size of the transistor footprint pads to increase the clearance between the pads, or
Configure the rules to allow a smaller clearance between the transistor footprint pads.
Since the 0.25mm clearance is quite generous and the actual clearance is quite close to this value (0.22mm), a good choice in this situation would be to configure the rules to allow a smaller clearance. This can be done in the existing Clearance Constraint design rule, as shown below.
The TH Pad - to - TH Pad value is changed to 0.22mm
in the grid region of the rule constraint. To edit a cell, first select it, then press F2 .
This solution is acceptable in this situation because the only other component with thruhole pads is the connector, which has pads spaced over 1mm apart. If this was not the case, the best solution would be to add a second clearance constraint targeting just the transistor pads, as was done for the solder mask expansion rules.
Edit the Clearance Constraint to allow a TH Pad to TH Pad clearance of 0.22mm.
Silk to Silk Clearance Violation
Design rule reference: Silk to Silk Clearance
The last error to resolve is the silk to silk clearance violations. These are usually caused by a designator being too close to the outline of an adjacent component. Your design may not have any of these violations - it depends on how close you placed the components, or if you have already repositioned the designators. Click and hold a designator to move it - all objects will dim apart from the objects in the component whose designator is being moved; move that designator to a new location.
Designator movement will be constrained by the current snap grid. If it is currently too coarse, press Ctrl+G and enter a new grid value.
Reposition any designator that is causing a silk to silk violation.
Always confirm that you have a clean Design Rule Verification Report before generating outputs.
Well done! You have completed the PCB layout and are ready to produce output documentation. Before doing that, let's explore the PCB editor's 3D capabilities.
Viewing Your Board in 3D
The PCB editor requires a graphics card that supports DirectX, refer to the
System Requirements page for more details.
A powerful feature of Altium NEXUS is the ability to view your board as a 3-dimensional object. To switch to 3D, run the View » 3D Layout Mode command or press the 3 shortcut. The board will display as a 3-dimensional object. The tutorial board is shown below.
You can fluidly zoom the view, rotate it, and even travel inside the board using the following controls:
Zooming - Ctrl+Right-drag mouse , or Ctrl+Roll mouse-wheel , or the PgUp / PgDn keys.
Panning - Right-drag mouse , or the standard Windows mouse-wheel controls.
Rotation - Shift+Right-drag mouse . Note that when you press Shift a directional sphere appears at the current cursor position, as shown in the image below. Rotational movement of the model is made about the center of the sphere (position the cursor before pressing Shift to position the sphere) using the following controls. Move the mouse around to highlight the required control, then:
Right-drag sphere when the Center Dot is highlighted - rotate in any direction.
Right-drag sphere when the Horizontal Arrow is highlighted - rotate the view about the Y-axis.
Right-drag sphere when the Vertical Arrow is highlighted - rotate the view about the X-axis.
Right-drag sphere when the Circle Segment is highlighted - rotate the view about the Z-plane.
Hold Shift to display the 3D view directional sphere then click and drag the right-mouse button to rotate.
Tips for Working in 3D
Press L to open the View Configuration panel when the board is in 3D Layout Mode , where you can configure the 3D workspace display options (on the View Options tab in the General Settings and 3D Settings sections).
The 3D display colors can use Realistic , or By Layer , which are the layer colors defined in the 2D Layout Mode. There are a number of 3D Configurations defined. Explore these in the General Settings of the View Options tab of the View Configuration panel. For example, the Altium 3D Dk Green
configuration is applied in the image above.
There are controls to configure the layer colors as well as the board thickness (vertical scaling), which is handy for examining the internal layers and interconnect structures in the PCB. 3D layers have a transparency setting; slide this to "see through" the objects on that layer.
You can choose to Show 3D bodies or hide them.
To display the components in 3D, each component needs to have a suitable 3D model included in its footprint. Refer to the Component object page and the 3D Body object page to learn more about including 3D models, and refer to the The Advantage of 3D in ECAD-MCAD Integration article to learn techniques for positioning a model on its footprint.
Apart from the component manufacturer's website, 3D models are also available on:
Community portal websites, such as 3D Content Central and GrabCAD , where designers share models.
A growing number of commercial 3D sites, including PCB 3D .
If there is no suitable STEP model available, create your own component shape by placing multiple 3D Body Objects in the footprint in the Library editor. Hover the cursor over the image above to show the tutorial board; this time the transistors have pins. These were added by: making a PCB library from the components on the board, adding a square-shaped extruded 3D Body object to the center pin of the transistor (in 2D mode), setting the 3D Body object height to 3mm and its color to gold in the Properties panel, and copying that object to the other two pads. Right-click a the footprint in the PCB Library panel to update all instances of that footprint on the PCB.
If you plan on using the 3D mode regularly you might find it easier to use a 3D mouse, such as the Space Navigator from 3Dconnexion , which greatly simplifies the process of moving and rotating the board in 3D layout mode.
Output Documentation
Main article: More about Outputs
Now that you've completed the design and layout of the PCB, you're ready to produce the output documentation needed to get the board reviewed, fabricated and assembled.
The ultimate objective is to fabricate and assemble the board.
Output types include PDF 3D, with full zoom, pan and rotate, and the ability to control the display of nets, components and the silkscreen, in Adobe Acrobat Reader®.
Available Output Types
Because a variety of technologies and methods exist in PCB manufacture, the software has the ability to produce numerous output types for different purposes:
Assembly Outputs
Assembly Drawings - component positions and orientations for each side of the board.
Pick and Place Files - used by robotic component placement machinery to place components onto the board.
Documentation Outputs
PCB Prints - configure any number or printouts (pages), with any arrangement of layers and display of primitives. Use this to create printed outputs, such as assembly drawings.
PCB 3D Prints - views of the board from a three-dimensional view perspective.
PCB 3D Video - output a simple video of the board based on a sequence of 3D key-frames defined in the PCB editor's PCB 3D Movie Editor panel.
PDF 3D - generate a 3D PDF view of the board with full support to zoom, pan and rotate in Adobe Acrobat®. The PDF includes a model tree, giving control over the display of nets, components and the silkscreen.
Schematic Prints - schematic drawings used in the design.
Fabrication Outputs
Composite Drill Drawings - drill positions and sizes (using symbols) for the board in one drawing.
Drill Drawing/Guides - drill positions and sizes (using symbols) for the board in separate drawings.
Final Artwork Prints - combines various fabrication outputs together as a single printable output.
Gerber Files - creates manufacturing information in Gerber format.
Gerber X2 Files - a new standard that encapsulates a high-level of design information with backward compatibility to the original Gerber format.
IPC-2581 File - a new standard that encapsulates a high-level of design information within a single file.
NC Drill Files - creates manufacturing information for use by numerically controlled drilling machines.
ODB++ - creates manufacturing information in ODB++ database format.
Power-Plane Prints - creates internal and split plane drawings.
Solder/Paste Mask Prints - creates solder mask and paste mask drawings.
Test Point Report - creates test point output for the design in a variety of formats.
Netlist Outputs
Netlists describe the logical connectivity between components in the design and are useful for transferring the design to other electronics design applications. A large variety of netlist formats are supported.
Report Outputs
Bill of Materials - creates a list of parts and quantities (BOM) in various formats required to manufacture the board.
Component Cross Reference Report - creates a list of components based on the schematic drawing in the design.
Report Project Hierarchy - creates a list of source documents used in the project.
Report Single Pin Nets- creates a report listing any nets that only have one connection.
Simple BOM - creates text and CSV (comma separated variables) files of the BOM.
Electrical Rules Check - formatted report of the results of running an Electrical Rules Check.
Individual Outputs or an Output Job File
Main article: Preparing Multiple Outputs in an OutputJob
The PCB editor has two separate mechanisms for configuring and generating output:
Individually - the settings for each output type are stored in the Project file. You selectively generate that output when required using the commands in the Fabrication Outputs , Assembly Outputs and Export sub-menus (accessed from the File menu), and the Reports menu.
Using an Output Job file - the settings for each output type are stored in an Output Job file, which is a dedicated output settings document that supports all possible output types. These outputs can then be generated manually or as a managed release.
An Output Job file allows you to configure each output type, configure their output naming, format, and output location. Output Job files can also be copied from one project to another.
Although the individual outputs configured using the File and Reports menus use the same setup dialogs as an Output Job, the settings are independent and must be configured again if you switch from one approach to the other.
Adding an Output Job to the project
The OutputJob file, or OutJob, maps each output (in the list on the left) to an output container (in the column on the right). The output setting defines what you want to output (double-click to configure); the container defines where the output is to be written to (double-click the icon, or click the Change link). Any number of outputs can be added in the OutJob, and outputs can be mapped to individual or shared output containers.
In the Projects panel, right click on the project name and select Add New to Project » Output Job File . A new OutJob will be opened and added to the project.
Save the OutJob and name it Multivibrator . It will automatically be saved in the same folder as the project file.
To add a new Gerber output, click the link in the Fabrication Outputs section of the OutJob and select Gerber » [PCB Document] as shown in the image below. If you select the [PCB Document] option, the project PCB is automatically chosen. Choosing this also means the OutJob can easily be copied between projects, as this setting will not have to be updated. If there are multiple PCBs in the project, you will need to select the specific board.
The Gerber output has been added; you will configure it shortly.
Configuring the Gerber Files
Dialog page: Gerber Setup
Gerber continues to be the most common form of data transfer between board design and board fabrication, with Gerber X2 and ODB++ becoming more and more popular.
Each Gerber file corresponds to one layer of the physical board: the component overlay, top signal layer, bottom signal layer, top solder mask layer, and so on. It is advisable to consult with your board fabricator to confirm their requirements before supplying the output files required to fabricate your design.
If the board has holes, an NC Drill file must also be generated, using the same units, resolution, and position on film settings.
Gerber files are configured in the Gerber Setup dialog, accessed via the PCB Editor's File » Fabrication Outputs » Gerber Files command, or by adding a Gerber output into the Fabrication Outputs section of an Output Job then double-clicking on it.
Configure the Gerber outputs in the Gerber Setup dialog.
Configuring Gerber generation
In the OutJob, double-click on the Gerber Files output added in the previous set of steps. The Gerber Setup dialog will open, as shown in the image above.
Since the board has been designed in Metric, set the Units to Millimeters on the General tab of the dialog.
The smallest unit used on the board is 0.25mm for the routing and clearance, but because most of the components have their reference point at their geometric center (and were placed on a 1mm grid), some of their pads will actually be on a 0.01 grid. Set the Format to 4:3 on the General tab. This ensures that the resolution of the output data is more than adequate to cover these grid locations. Note: the NC drill file must always be configured to use the same Units and Format .
Switch to the Layers tab then click the Plot Layers button and select Used On . Note that mechanical layers may be enabled; these are not normally Gerbered on their own. Instead they are often included if they hold detail that is required on other layers, for example, an alignment location marker that is required on every Gerber file. In this case the Mechanical Layer options on the right side of the dialog are used to include that detail with another layer. Disable any mechanical layers that were enabled in the Layers to Plot section of the dialog.
Click on the Advanced tab of the dialog. Confirm that the Position on Film option is set to Reference to relative origin . Note: the NC drill file must always be configured to use the same Units , Format and Position on Film settings as the Gerber files otherwise the drill locations will not match the pad locations!
Click OK to accept the other default settings and close the Gerber Setup dialog.
Now that the Gerber settings are configured, the next step is to configure their naming and output location. This is done by mapping them to an Output Container on the right side of the OutJob. For discrete files with their own file format, use a Folder Structure container. Select Folder Structure in the list of Output Containers then click the radio button for the Gerber Files in the Enabled column of the Outputs to map this output to the selected container, as shown below.
The OutJob configured to generate Gerber, NC Drill and Pick and Place output as discrete files.
The last step is to configure the container. To do this, click the Change link in the container to open the Folder Structure Settings dialog. Across the top are a set of controls that are used to configure if the outputs are Release Managed or Manually Managed; set them to Manually Managed . Explore the other options. The lower part of the dialog will display how the names and folder structure changes as you select different options.
Click the Advanced button at the bottom of the Folder Structure settings dialog and enable the Gerber Output in the list of CAMtastic Auto-Load Options . Click OK to close the dialog.
To generate the Gerber files, click the Generate Content link in the Container region of the OutJob.
The files will be generated and opened in the integrated CAM editor, which can be used for final checking of CAM files before you release them to manufacture. Close the CAM file without saving it.
Save and close the OutputJob file.
Configuring the Bill of Materials
Main article: BOM Management with ActiveBOM
Ultimately, every part used in the design must have detailed supply chain information. Rather than requiring that this information be added to each design component, or added as a post-process in an Excel spreadsheet, you can add it at any point through the design cycle in an ActiveBOM (*.BomDoc ).
ActiveBOM is the component management editor included in Altium NEXUS, which is used to:
Configure the component information so that it is BOM-ready, including adding additional non-PCB component BOM items, such as the bare board, glue, mounting hardware, and so on.
Add additional columns, such as a line number column, to suit the requirements of the assembly house.
Map each design component to a real-world manufacturer part.
Verify the supply chain availability and price for each part, for a defined number of manufactured units.
Calculate the cost to build for the defined number of manufactured units.
ActiveBOM is used to map each design component to a real-world part.
This ability to inject supply chain details directly into the BOM changes the role of the BOM document in the PCB project. No longer a simple output file, ActiveBOM raises the component management process to sit alongside the schematic capture and PCB design processes, where ActiveBOM's BomDoc becomes the source of all Bill Of Materials data for the PCB project for all BOM-type outputs. ActiveBOM is the recommended approach to BOM management.
ActiveBOM queries the supply chain in real time, using the Part Providers enabled on the Data Management - Part Providers page of the Preferences dialog. Because data is updated in real-time, the availability of the parts used in this tutorial will change over time. The list of available suppliers also changes over time. For these reasons, the results you get may be different from the results shown and described in this tutorial.
Configuring the BomDoc
To include a BomDoc in the tutorial:
Select File » New » ActiveBOM Document from the main menus. Note that a PCB project can only include one BomDoc.
The BomDoc will be created, and the components used in the tutorial listed as BOM Items. The BomDoc is configured in the Properties panel, where the production quantity and currency, supply chain, and visible BOM Item parameters are defined, along with other settings. Take some time to familiarize yourself with the features available in the Properties panel's two tabs. Note that the panel includes a search field at the top, which is handy for quickly locating a control or a parameter.
Explore the Columns tab of the panel. Note that the available data to included in the BOM can be sourced from various locations, controlled by the Sources buttons.
The components are detailed in the main grid area of the BomDoc. By default, there is a column titled Line # . Click the Set Line Numbers button ( ) to populate this column.
Because the components were placed from the Manufacturer Part Search panel, each part already includes supply chain information. When you click on a part in the BOM Items grid, its supply chain information is displayed in the lower region of the BomDoc as shown in the image above. Each row displayed in this lower region of the BomDoc is referred to as a Solution, with the manufacturer part + part number (referred to as an MPN) shown on the left, and available suppliers + supplier part numbers (referred to as SPNs) are shown in each tile on the right.
Note that the BOM Items grid includes a Status column on the right. Hover the mouse cursor over a status icon for information about any issues detected.
The Status icons should indicate that all of the Items include the error no MPN ranked
. This means that the designer (you) has not yet checked through the selected parts (MPNs) and indicated that they are happy with each of them. An MPN is accepted by assigning it a rank (as shown in the image above). Do this for each of the Items that show no other error type. It is possible that the transistor may have other errors; this will be resolved shortly.
The Status of four of the five BOM Items should change to green ( ) indicating that these Items are clear (ready to order).
The status of each item is checked against the current configuration of BOM Checks configured in the Properties panel. The BOM Checks list in the panel details all BOM checks that are currently being violated. The available BOM checks and their current settings are configured in the Bom Checks dialog. click the icon below the BOM Checks list to open the dialog.
Select the transistor Item; it may be flagged as Not Recommended For New Designs (NRFND). For an Item that does not have an MPN assigned, or has an MPN but that part has no suppliers, you can also create a Manufacturer Link.
The Manufacturer Link feature allows you to connect an unmanaged part, or a managed part with supply chain issues, to your preferred manufacturer part. Using this feature, you can bring the full power of the Altium Parts Provider to all of your design components directly in the BomDoc, complete with real-time supplier, price and availability information. The Manufacturer Link is stored in the BomDoc.
To add a Manufacturer Link, select the transistor in the grid, click the Add Solution button and select Create/Edit Manufacturer Links from the menu that appears.
The Edit Manufacturer Links dialog will open. Click the Add button to add a new Manufacturer Link; the Add Part Choices dialog will open. This dialog is used to search for a suitable manufacturer part. As well as identifying a suitable part, you can also check the suppliers, price and availability.
The
Search field in the
Add Part Choices dialog is automatically populated with data from the component you selected in the BomDoc. The field that supplies the search data is determined by the
Suggested Keywords setting in the
Data Management - Part Providers page of the
Preferences dialog. The default is to search using the
Comment field; this can be changed if required.
If the search only returns the same part you already have used, try broadening the search, for example, search for BC547C
.
Keep an eye on the vertical colored bar at the edge of the Manufacturer Part column. This indicates the Lifecycle state of that part. Ideally you will select a part with a green Lifecycle state (Volume Production ). Note that you do not need the part to have models since you already have a symbol on the schematic and a footprint on the PCB.
Choose a part that has a Lifecycle state of Volume Production (hover the cursor over the vertical colored bar to view the lifecycle state) and stock available, then click OK to accept this part.
You will return to the Edit Manufacturer Links dialog. Click OK to close the dialog and return to the BomDoc.
The Solutions region of the BomDoc will show two solutions: the original part used in the design, and the Solution you just added. The Solutions are listed in the order they will be used in the BOM. Use the Ranking feature to promote the part you selected to be the primary Solution by hovering over the stars then clicking the desired rank (as shown below).
All parts now include supply chain details. Save the BomDoc and save the project. You are now ready to generate a BOM.
Create a Manufacturer Link to select a part directly in the BomDoc when the schematic part does not include suitable supply chain details.
Generating the BOM
Dialog page: Report Manager
The actual output BOM file that is generated is done using the Report Manager. The Report Manager is a highly configurable report generation engine that can generate output in a variety of formats including: text, CSV, PDF, HTML, and Excel. Excel-format BOMs can also have a template applied using one of the pre-defined templates or one of your own. An Excel-format BOM can also be generated without Microsoft Excel being installed; select the MS Excel File
option in the File Format drop-down.
The Report Manager generates BOM output from the Bill of Materials For Project dialog, accessed via:
The PCB editor's Reports » Bill of Materials , or
By adding a Bill of Materials into the Report Outputs section of an Output Job, or
By adding a BomDoc to the project and running the BomDoc's Reports » Bill of Materials command.
The default behavior is for the Report Manager to present the component detail in the same way it has been configured in the BomDoc if the project includes a BomDoc. Columns can be added and removed using the Columns tab in the Properties region of the dialog.
If the project does not include a BomDoc, the Columns tab includes an additional region, used to define how like-components are identified for clustering. Clustering is achieved by dragging and dropping component attributes to the Drag a column to group region of the dialog.
The main grid region of the dialog is the content that is written into the BOM. In this region, you can click and drag to reorder the columns, click on a column heading to sort by that column, ctrl+click to sub-sort by that column, and define value-based filters for a column using the small drop-down in each column header.
By default, the BOM generator sources information from the schematic documents. A variety of Sources are available. Use the buttons in the Columns tab in the Properties region of the dialog to enable other sources. For example, if you enable the PCB Parameters you can include detail such as component location and side of board, if required.
The Report Manager takes the configuration from the BomDoc if the project includes a BomDoc.
Mapping Design Data into the Generated BOM
Main article: Including Design Data in the Excel BOM
An Excel-format BOM, generated directly into a PDF.
Design data can be passed from Altium NEXUS into an Excel-format Bill Of Materials by referencing an Excel template that includes special statements.
When creating the Bill of Materials template in Excel, a combination of Fields and Columns can be used to specify the desired layout. Several example templates are included with the software in the \Templates
folder of the installation user-files. Refer to the article Including Design Data in the Excel BOM for details of the available fields. Note that fields need to be defined above or below the Column region of the template.
The last step is to save all of your work. Select File » Save All to save every file that has been modified.
Right-click on the project file in the Projects panel and select Commit Project to push all modified files back into the Version Control repository. Include the project outputs in the Commit.
Congratulations, you started with a blank schematic sheet and worked through to a finished PCB with output files - the entire design process completed in Altium NEXUS!