Accessing Your Own Parts through the Components Panel in Altium NEXUS

The Components panel provides direct access to all available server-based Managed Components and file-based Library Components in Altium NEXUS.

The panel sources components from a connected managed content server and any open or installed Library files. The panel offers full details of the selected component (Parameters, Models, Part Choices, Supplier data, etc.,), component comparison, and for Managed Components, a filter-based parametric search capability for specifying target component parameters.

The Components panel uses the basic search engine functionality and view that is applied in the Manufacturer Part Search panel. While the Manufacturer Part Search panel harnesses the Altium Parts Provider service and focuses on component manufacturer and supplier data searches, the Components panel is populated with ready-to-place components from your managed content server and file-based library sources.

Panel Access

To open the Components panel, select View » Panels » Components from the main menu or the Components option from the  button menu at the lower right of the main screen. Using a responsive design configuration, the panel layout will dynamically adapt between full screen (wide) mode and its narrow docked mode where the Categories/Filters options collapse to menus.

Select the File Libraries Preferences option from the library menu (top right) to manage access to file-based libraries through the Available File-based Libraries dialog.

The panel’s Categories pane (or drop-down menu in docked mode) lists any installed/open libraries and all available Managed Components under the All category entry. When the panel is in its wide mode, click the Categories heading (or the « icon) to collapse or expand the display of the column, and use the button (top right) to toggle the visibility of the component Details pane.

When viewing managed components, the Filters pane is populated by selected filter options based on the current search and available parameters. Note that filters are only supported for server-based Managed Components. Use the Filter Search field to find a specific parameter filter, and in the panel's narrow/docked mode, click the  to pop out the Filters as a panel extension.

Components list

Within the component listing grid itself, the content that is included in the list is managed by:

• Setting the component listing sort order – click a column heading to sort the component listing by that column data. Click the heading again to reverse the sort order.
• Setting the order of the displayed columns – drag and drop a column heading to a new position.
• Specifying which parameter columns are shown – right-click in a column header and choose Select Columns to open the Select Columns dialog then toggle a parameter column’s visibility and move its positional order with the Up/Down buttons.
• Grouping the list by column data – right-click in a column header, select the Enable Columns Grouping option then drag a column header (e.g., Footprint) into the grouping space at the top of the list. The list entries will be collected under each unique parameter (e.g., type of footprint) from the specified grouping column.
  When using Grouping to collate components in the listing, there is a limit of 10,000 entries that can be accommodated.
• Filtering the listing by a specific column entry – select  in a column header to display a list of its unique parameter entries then select an entry to constrain the listed components to those that include the specified parameter (e.g., a footprint type code). Select the All option to reset the filter. Select (Custom) to open the Filter Editor dialog in order to further refine the filtering in the selected column.

Displaying Columns

There are various manners in which you may display the contents within the Components panel. When right-clicking on the names of each column (Name, Description, Footprint) you may select from the following options, depending on how you wish to display the components:

• Best Fit - merges the contents from the Name and Descriptions columns together so they are closely placed, with no excess room between each column.
• Best Fit All Columns - merges the contents from all columns together so they are closely placed, with no excess room between each column.
• Clear Sorting - used to undo the sorting of columns.
• Enable Columns Grouping - allows you to drag column headers by a specific column, allowing you to change the order of the Name, Description, and Footprint columns.
• Select Columns - opens the Select Columns dialog, which allows you to select other columns you would like visible in this section.

Component Search and Functions

Searching for components

To search for available components in the Components panel, enter a phrase in the Search field and/or use the panel's Categories and Filters selections to narrow the component listing to your specific needs. Filters are supported for Managed Components only, and as in the Manufacturer Part Search panel, the Components panel supports unit-aware (text to number) search filters. 

The Search function allows you to select then edit or add to an active Search string. Click the 'active' search string to enter it into the Search field. You can re-use or edit that search from the Search field

Placing Components

A selected component is placed on a schematic by dragging and dropping, by selecting Place from its right-click context menu, by using the button in the Details pane, or by using the Enter hotkey.

Filtering

The panel Filters options can be tailored your needs by selecting particular parameter types as Favorites, which then shift to the top of the list for the current component Category. Hover to the right of a parameter filter’s name and click the  icon to set the filter as a Favorite. Favorite filter settings apply to and are saved for individual component Categories.

To reset your favorites to the five default parameters, right-click then choose Reset Favorite Parameters.

For Managed Components, the right-click menu offers options to edit the component through the Single Component Editor (Edit) and perform component management functions such as component creation and cloning, or editing the selected component's Part Choices and Type (Operations).

Additional information options in the component Details pane include: viewing a model image, viewing online datasheets (References) live Supplier information (Part Choices), seeing where the part has been used in Managed Projects (Where Used), and through the right-click menu, the ability to copy selected or all component parameter data (technical details) in a tab-delimited format, and resetting favorites.

You may use custom filtering feature to further refine filtering in the Components panel. The feature is available by clicking the filter () icon in the header, then selecting (Custom). This will open the Filter Editor dialog, which allows you to define the condition, operator, value, operator type, etc., for which you want to filter results.

Component Data Caching

When using the Components panel, the data for Managed Components are cached to the local machine from the Server. This provides an offline access mode for Managed Components when Altium NEXUS is not connected to the Server, and therefore allows normal component browsing and placement, etc. Note that Filters are not enabled in this mode.

This condition is indicated by the 'Offline mode – cached data is being used' warning text in the lower bar of the panel’s component list pane. The cache builds up component data over time and may be cleared (for all servers) using the Clear Cache option that is available under Known Servers in the Data Management – Servers page of the Preferences dialog. Component data caching is available in new Altium server products only.

Part Choices List

Edit the Part Choices List associated with a managed component by selecting the Operations » Create/Edit PCL option from the entry’s right click menu.

Use the following Edit Part Choices dialog’s button to open the Add Part Choices dialog, which will automatically search for part manufacturers by the selected component's Name parameter. Deselect the predefined search term to manually search for alternatives – functionally, the dialog is a modal version of the Manufacturer Part Search panel.

Part Choice entries in the list can be ranked by selecting an appropriate star icon level, where the list will automatically be reordered with the highest ranked manufacturer choice at the top.

A Part Choices List is carried with the component wherever its data is applied, such as in a Schematic design, BOM document, Output Report and so on.

File-based Libraries Search

The current listing of file-based Library components may be filtered by entering a search phase in the Components panel Search field. To access more advanced search capabilities for component Libraries, select the File-based Libraries Search option from the panel’s  menu, which opens the File-based Libraries Search dialog.

The search dialog offers flexible search options including query-based filter constraints, and the ability to search through all available file-based libraries or those within a specified path.

► See the File-based Libraries Search dialog page for more information

Right-click Menu

• Place <component> - use to place the selected component.
• Find Similar Components - use to open the Find Similar Components dialog to set up search criteria to find components similar to the selected component.
• Edit - click to edit the component through the Single Component Editor. If the current component type is different from the template that is currently being used, the Change component type dialog will open. Use the dialog to change the component type of the selected component.
• Navigate to <object> - click to navigate to the selected component in the Explorer panel.
• Operations - use to access a drop-down of additional functions as described below.

• Submit Request - use to access the active part request process definitions. If no active process definitions are available for the Part Requests process theme, the Submit Request button will be grayed out (not available). You may need to sign out of the server and back in again or restart Altium NEXUS to refresh.

• Create - click to open the Create new component dialog to select the type of component when adding a new component.
• Download - click to download the selected component(s) to a zipped Integrated Library Package.
• Clone - click to clone (copy) the selected component. The component editor opens in the Single Component Editor mode.
• Change Component Type - click to open the Choose component type dialog to specify the ComponentType parameter associated with a managed component.
• Create/Edit PCL - use to create or edit a Part Choices List associated with a managed component.
• Full Item History - click to open the component editor to view the full history of the selected component.

Compare Feature

The Compare feature allows you to compare parameters of two selected parts. This feature is accessed by selecting two components (parts) in the grid region with the  icon enabled (blue). The Selected Part Details region opens to the right of the grid region. The upper region (region 1 in the image below) displays an image, the name, description, and price of the selected parts side-by-side. Click the Datasheet button to open the manufacturer's datasheet (if available) for the associated component. Click the Place button to place the component in the design workspace. The component will appear floating in the workspace; click to place the component in the desired location. You can continue to place additional components or right-click or Esc to leave placement mode and return to the Components panel.

The lower region (region 2 in the image below) displays a side-by-side view of the components' parameters, with differences highlight in red text for easy comparison.

The Compare feature is also available when the Components panel is in compact mode, though works a tad differently. This feature is accessed by selecting two components (parts) in the grid region. The Selected Component Details region opens below the grid region. The upper region displays the name, price, and view of the components' parameters, with differences highlighted in red text for easy comparison. The lower region displays a side-by-side view of the components' Symbols and Models. 

Editing and Adding Footprints

The symbol and footprint of a given component can now be hidden within the Models section of the Details pane, which is accessed by clicking in the upper right. Once hidden, the symbol and footprint will be replaced with clickable links that revert the hidden items to their original view. Also included is the ability to scale the size of the displayed models. For both the symbols and footprints, click and drag the lower perimeter of the model area to resize the image.

The ability to edit a footprint is made available when accessing the Components panel from within a Schematic Library (.SchLib) file, so long as valid and linked footprints are already present.

Finding Similar Components

The Find Similar Components dialog provides the possibility to define search preferences based on the selected component.

The Find Similar Components dialog is used to define your search preferences based on the selected component. The final search results will depend on the selected component type, be it managed or unmanaged components, and your server connection status. For example, managed components will often display more parameters than a unmanaged component. To specifically gather components and parameters that are the same or different from the one selected, the drop-downs may be utilized to select Same, Any, or Different choices. 

The dialog can be accessed by right-clicking on a listed component, then selecting Find Similar Components. 

Replace Component Dialog

The Replace Component dialog provides direct access to all available server-based managed components and file-based library components. The dialog offers full details of the selected component (parameters, models, part choices, supplier data, etc.,), component comparison, and for Managed Components, a filter-based parametric search capability for specifying target component parameters. The dialog uses the basic search engine functionality and view that is applied in the Manufacturer Part Search panel, and has been updated to clearly show the original component you are about to replace.

The Replace Component dialog is opened from various locations during component replacement, including the schematic component Properties panel (shown below), and the ActiveBOM right-click menu.

Component Selection Dialogs

The search engine and view used in the Components panel is also applied in other Altium NEXUS applications where a component choice is made. The component search functionality is included in these (modal) dialogs, along with an OK confirmation button and minor variations in the available action commands. The dialog is typically called Component Search.

• Properties panel – the Components search view is used when choosing an alternative component to replace an existing schematic component. Select a source library or managed content server (from the Source menu, under Properties in the Properties panel) and then select the Design ID button () to choose a replacement part in the Component Search dialog.
• ActiveBOM document – the Components search view is used when changing a managed component to an alternative component. Right-click on a listed component item and select Change [component name] from the context menu to open the Component Search dialog.
• Item Manager – the Components search view is used when manually choosing a managed component to replace the current component. Right-click on a listed component item and select Choose manually from the context menu to open the Component Search dialog.
• Variant Management – the Components search view is used when choosing an alternate component project variation. Select an Alternate part as a Component Variation, then Choose in the Edit Component Variation dialog to open the Component Search dialog.

The legacy Libraries panel is disabled by default, but may be re-enabled in the software Preferences. To do so, click the button in the System – General page of the Preferences dialog then enable the Legacy.LibraryPanel option in the Advanced Settings dialog.