Managing Content with the Item Manager

Altium Designer, in conjunction with your managed content server, offers the ability to update components in an existing board design to use managed components that reside in that server. The local ‘unmanaged’ components can be individually updated to server-hosted managed component Items, or batch updated using automated Parameter matching through the Altium Designer Item Manager.

Using a highly configurable rule system to target suitable Component Item Revisions in the server, the Item Manager dialog provides a fast and effective way to convert the current PCB project to one that uses fully Managed Components.

The Item Manager provides two key abilities in relation to components and sheets of re-usable schematic circuitry in a board design project:

• Migration - firstly, it allows the conversion of a design project from using components and schematic sheets based on traditional unmanaged files to using fully managed server-based entities (managed components and managed sheets). In this respect it can be thought of as providing a 'convert to using managed server data' function.
• Synchronization - secondly, once a design has been converted to using managed (server-based) Items, the Item Manager provides a simple way to synchronize the Items used in the design to any corresponding source Items in the server that have been updated. In this respect, it can be thought of as providing an 'update from managed server data' functionality.

By way of background, note that an individual component in a design can be updated to a server-managed component directly from the Properties panel in the Schematic Editor.

To do so, select the component on the schematic sheet and then use the panel's Source drop down menu to choose a managed content server as the component data source - you need to be connected to the server for access. The subsequent Component source dialog provides the option to select a target component from the server or simply link the component to the server, while retaining or replacing the component identifier (Design Item ID).

If the server component has been selected, the accessed component data will replace the existing component and models, and update the component parameters. The panel will also indicate the component's current lifecycle state and revision status, as shown below.

A local unmanaged component can be converted to a server-based managed component on an individual basis, or in bulk using the Item Manager. Here you can see the original unmanaged component. Hover over the image to see the component switched out for its managed counterpart.

While this would be a laborious approach to updating all of a design's unmanaged components to managed components, in even a small scale board design, the Item Manager provides a simple and automated conversion method that uses advanced parameter matching (Automatching) and a bulk update approach. A typical application of the Item Manager would be to update an existing board design to use managed components and managed schematic sheets that have been migrated to a managed content server from company libraries.

► For information on migrating your existing, file-based component libraries to server-based managed components - using Altium Designer's Library Migrator - see Streamlined Migration of Existing Libraries to Your Managed Content Server.

Accessing the Item Manager

The Item Manager dialog is accessed from the main Tools menu from an active schematic document (Tools » Item Manager) and presents all components and sheet symbols found in the active board design project.

Select the dialog's lower Unmanaged or Components tab to populate the list of components in the current design. In essence, the left section of the dialog shows component settings of the active project (Current Settings), while the right section lists how they will change (New Settings) when suitable managed components from the server have been assigned. To view and access sheet symbols, select the Sheet Symbols tab.

Access the Item Manager from the Schematic Editor's main Tools menu. The dialog will auto-populate with the current design components (and schematic sheets).

The way in which component data is presented in the Item Manager dialog is highly configurable, based on the data columns that are enabled and/or grouped. This allows the list of design Items and their associated system/user parameters to be shown in a way that matches specific approaches to component identification - all item parameters, such as proprietary company part numbers for example, can be displayed as needed.

Columns

To configure which columns are presented in the Item Manager, right click in the dialog's column heading area and select Columns » Select Columns from the context menu. The Select columns dialog will offer all available parameters, including those specifically from the local design [Current Settings] and the managed Items in the managed content server[New Settings]. Use the 'eye' control to the left of an entry to display the column () or not ().

The columns that are shown, and their order, can be configured to suit your Server/Library systems and preferences.

Hover over a column heading to expose its filter icon which when selected, allows the listing in the Item Manager to be constrained to specific entry types or to a custom created filter.

Grouping

To group the listed Items data by a particular parameter column, such as component type category or schematic document etc, drag the desired column heading entry to the dialog's upper title row (as indicated by the hint text). The Item list will reconfigure to group its entries by the assigned parameter column.

Any data column heading can be dragged to the dialog's top row to group the listed entries by that parameter.

Migrating to Managed Design Items

Assuming that the connected managed content server is populated with collections of managed components and schematic sheets, the current board design project can be converted to using those managed Items where a suitable match is available. The local-to-server matching can be performed manually, or as an automated process through the Item Manager based on configurable parameter matching. When complete, the local unmanaged component definitions will be updated to their managed counterparts from the managed content server.

Manually Choosing server-Based Items

To manually replace a local component (or schematic) with a managed version from the server, select its entry in the Item Manager list and then Choose manually from its right-click context options. In the subsequent Replace Component dialog, browse and select a suitably matched Managed Item in the server (the latest revision of that Item will be used).

An example of manually choosing a managed component to use as the source for the existing design component in a design.

When the dialog is closed (OK), the selected managed component information will populate the entry's New Settings region in the list. Note that since the entry is now a pending managed entity, the updated entry is transferred from the listing under the Unmanaged tab to the list under the Managed tab.

Details regarding the chosen managed Item appear in the New Settings region of the grid, listed under the Managed tab.

Automatching Component Items

To automate the process of choosing matching server Items, the Item Manager provides a configurable auto-matching capability that attempts to match each unmanaged design component with a managed component Item in the connected server. When a match is found, that managed Component Item will be proposed for the update.

The key to the Item Manager's automatic parameter matching capabilities are the update rules and options available in the Item Manager Options dialog, accessed from the Item Manager dialog's button. The configurable rules determine which component parameters in the active (local) design are matched to the parameters of all managed components in the selected Source server.

Create simple or complex rules to accurately match local components to suitable managed components in the server.

How effective these rules are in achieving a local-to-server component match will depend upon the available component parameters, which will be specific to company systems or individual preferences. In the simplest, but perhaps unlikely, scenario the Comment or Component Name parameter entries may match between the local and equivalent server-based components. In the ideal case however, both the local and server components will share a company reference or manufacturer part number parameter.

To create such a part number rule for example, select and modify an existing rule (which can also be renamed) or use the button to create a new rule - a rule must be selected (checked) to be edited. Note that the Local Parameter and Server Parameter selection drop-down lists are independent, which allows differently named parameters to be nominated - in the below example, the local Libray Reference parameter and the server Part Number parameter represent a company part reference number.

 Complex, multi-parameter rules require that all nominated component parameters match those in a managed component.

Running a part/reference number matching rule such as above is likely to create a near complete match between the local and server components. With the rule established, the matching process is initiated by the button in the Item Manager dialog.

The subsequent Automatching items dialog will indicate positive matches with the  status icon, and include a reference to the name of the successful rule.

An example of achieving a successful local-to-server match for many components using a single rule based on a common part number.

When a match cannot be found, the entry will appear with the  status icon, be in red text and a reference included indicating the reason for the error or matching failure - a different or additional Rule will need to be created to achieve a successful match for those components. Also note that a rule may detect more than one server Item (component) as a match, which is considered as a successful result but requires manual intervention to resolve. This conflict is regarded as an 'ambiguous' result, and can be resolved in the Item Manager dialog - see below.

When the automatch process is complete, close the Automatching items dialog (OK) to populate the Items Manager dialog with the proposed new component settings. The pending managed Items that will be applied to matched entries are listed in the New Settings region under the dialog's Managed tab, or under the Components tab along with items that have not been matched.

The pending changes to server-based managed Items are detailed in the dialog's New Settings region.

To resolve any ambiguous Items, generally caused by multiple matches, select the Ambiguous Items (or Ambiguous Footprints) tab and make a suitable choice from the drop-down menu of the Revision HRID cell in the dialog’s New Settings section (which displays as <Not selected> by default). Note that multiple matches, and therefore the available choices, can in fact be referencing different revisions of the same Component Item. When the issue is resolved (no longer classed as ambiguous) the component Item entry will move to the Managed/Components tab lists.

Where a rule detects more than one match the Ambiguous Items tab offers the capability of nominating a choice. More than six matches will result in a rule error.

Advanced Matching Rules

As outlined above, Item Manager rules establish parameter matches between the local project components and managed components in the server. Any number of rules can be created, and these work on descending priority basis. If the first (top) rule fails, then the next rule is applied - effectively a sequential Boolean OR relationship. A rule is active only when its associated checkbox is enabled.

When the Automatching process is run, the State Notes column in the Automatching items dialog indicates which rules have failed in finding a match. In this case a different or new rule is required to satisfactorily match the available parameters.

 While basic rules may fail to find a match for all components, more specific parameteric rules can be created to achieve a fully matched result.

Use the Item Manager Options dialog’s button to create a new rule, and the associated button to apply multiple parameter matching conditions. As each parameter condition is added the rule becomes increasingly specific, and all conditions need to be satisfied before the rule match succeeds - effectively a Boolean AND condition.

Taking the example shown here, where (say) the components cannot be matched by part/reference number parameters, a new rule can be created to match suitable specifications for the listed unmatched capacitors shown above.

 Rules operate in top-to-bottom sequence until a match is found. Multi-parameter rules must satisfy all conditions for a match.

Update Options

The Item Manager Options dialog provides a range of Item updating options that can be used to further refine how automatched managed components are applied to the current board design.

 The Item Manager's Update options provide a flexible way to determine which parameters are updated, and under what conditions.

The options are applied to the current design via the ECO process, and behave as follows:

• Update ‘Lock Designator’ field - when checked, the local component’s Locked state for the Designator field will be overwritten by its state in the linked managed component.
• Update ‘Lock Part-ID’ field - when checked, the local component’s multi-part device ID selector’s Locked state will adopt that of the linked managed component.
• Update Parameters - check to allow a component’s parameters to be updated to those in the linked managed component. Enables the below options.
  • button - open the Library Update Settings dialog (see below).
  • Preserve parameter location - when checked, the position of a visible parameter on the schematic sheet remains unchanged, rather than reset to the default position of the linked managed component.
  • Preserve parameter visibility - when checked, the Visible status of a parameter remains unchanged, rather than adopting that of the linked managed component.

The Library Update Settings dialog includes a list of all available parameters, for all components, in the current board project (right-click to access mass on/off functions). Those parameters checked in the list will be updated when a local component is replaced with/updated to a managed component - the behavior of that update is determined by the options outlined below.

Which component parameters are updated can be precisely specified. Right click to checking options.

The parameter replacement (or addition) behavior is determined by the lower two options in the dialog:

• Library parameters not in sheet - sets the update behavior when a managed component (Library) parameter does not exist in the local (Sheet) unmanaged component.
  • Add - the parameter is added to the component during the update.
  • Do not add - the parameter is not added to the component during the update.
  • Add if not blank - the parameter is only added to the component during the update if it has valid data (its Value entry is not blank).
• Sheet parameters not in library - sets the update behavior when a local (Sheet) unmanaged component parameter does not exist in the linked managed component (Library).
  • Remove - the existing (local) parameter is deleted from the component during the update.
  • Do not remove - the existing parameter is not deleted from the component during the update.
  • Remove if blank - the existing parameter is deleted from the component during the update if it does not have valid data (its Value entry is blank).

Applying the Update

The proposed changes that have been set up in the Item Manager are applied to the current board design by generating and executing an Engineering Change Order (ECO). Select the range of listed components you wish to update, and then the desired ECO option from the button menu - the options are:

• Generate ECO - use this command to generate and execute an ECO through the Engineering Change Order dialog. Within the dialog, you can browse the actions that will be taken to implement those changes, and disable any actions as required. When satisfied, execute the ECO and the changes will be applied.
• Apply ECO - use this command to directly create and execute an ECO 'quietly' (without the Engineering Change Order dialog appearing).

Changes are implemented through use of an Engineering Change Order (ECO), which can be run quietly, or through a dialog (as shown).

The executed ECO process will update the project components accordingly, which will then be listed in the Item Manager dialog as currently up-to-date managed components. Note that the previous icon for each entry () has changed to indicate the reference to a managed component ().

The Item Manager showing the new current settings for the design items in the PCB project. Previously unmanaged design components have been fully replaced with managed Component Items from a managed content server.

In the Schematic Editor, the updated components are linked to their matched managed components in the server - the active link information will detect a change in the managed component's revision state when/if it is subsequently updated. Select a component in the workspace and note its Source and associated information in the Properties panel.

 Example showing the successful replacement of an unmanaged component, where the Properties panel shows the server source and revision state of the replacement managed component.

Synchronizing to changed server content

During the course of product development it is very likely that changes will occur in the design's source components. For example, component models may be updated to a new drawing standard, or component definitions may have been updated to add new parameters. Any such changes made to the server-based managed components used in a design need to be detected and made to flow through to any affected schematic sheets.

Detecting when Updates are Required

For an individual, selected component the Properties panel will provide an immediate indication that a component is out of date relative to its managed source data. Use the associated  button to update the data for that component from its source server.

As well as being used to detect and manage components that are currently unmanaged (indicated as [Not Managed] and not sourced from a managed content server), the Item Manager is also used to detect and manage all Items that are out of date.

When the Item Manager is opened it automatically compiles the schematic project, detects and lists all components (indicating if they are managed or not), and then compares the Item-Revision of each managed component on the schematics against the available revisions of those Items in the managed content server. If there are Items that have a newer revision available in the server, these are flagged as Out of date in the Item Manager's Revision Status column.

Note any components that have been detected as being Out of Date, select them and then right-click to perfom an Update.

Updating Items

To bring out of date items up to date they must be selected, and then the Update to latest revision command applied from the right-click context menu. The New Settings region of the dialog will then show the detail of each new Item-Revision. Select the Apply ECO option from the ECO button menu to generate the Change Order and apply the new revision(s) to the components in the design, without popping an ECO dialog.

Select the out of date Item(s) and use the Update to latest revision right-click command to load the New Settings region with the updated revision details. Then apply the update - through an ECO - to the component(s) back in the design.

Note that during a revision update (synchronization), the Item Parameters will be updated as defined by the current Update Options settings in the Item Manager Options dialog (accessed from the Item Manager's button - see Update Options, above.

Item Manager Report

Before committing to a component update or change process in the Item Manager it may be prudent to generate a snapshot of the current listing information using the dialog's Export function. To do this, right-click anywhere in the Item Manager and select Export from the context menu, and then navigate to a suitable location and name the report as required. The report is generated as a HTML file, and presented with the same layout as the current Item Manager display.

Select Export from the right-click menu to generate a report from the Item Manager. The report is generated in HTML format and represents a snapshot of the complete Item Manager listing.