Web Viewer Functionality in Altium Concord Pro

Parent page: Managed Projects

Altium Concord Pro's Web Viewer interface provides universal access to PCB project documents through a standard web browser. Much more than just a web-based viewer, Web Viewer's advanced browser technology allows users to navigate through the project structure, interact with design documents, extract information about elements in the design and highlight areas or objects for commenting notes.

When viewing documents the visual quality of schematics and PCBs are not compromised by its web format, which also provides full pan and zoom capabilities and the ability to search, cross-probe, select and inspect components and nets throughout the design.

As an independent browser based viewing platform, the Web Viewer interface offers interactive read-only access to design documents without the need to open the project in the design editing environment. Others that are working on the design, such as the engineer who 'owns' it, will not be affected by actions in the Web Viewer space – except for any related comment notifications, where applicable.

Web Viewer Access

The Web Viewer can be accessed directly in Altium Concord Pro or indirectly from within Altium Designer. In the latter case, the Show in Web Browser menu commands or the Explorer panel's Open in Web button will generate and then open a specific viewer URL in the server's browser interface. That URL can be shared with other users, such as a team manager or librarian for example, allowing them to interact in detail with the current project documents and data via the server Web Viewer interface. All that's required is a Concord Pro user account and appropriate access privileges.

In Altium Concord Pro, the Web Viewer interface is used in the following instances:

• When viewing the current state (WIP) of a design project source through the Projects Management interface, when managing a specific project.
• When viewing the design snapshot for a released design package, through the Manufacturing Portal.
• When viewing design data in a shared design.

The following sections detail how each of these instances is accessed, and how the Web Viewer interface presents in each case.

Viewing WIP Design Project Source Files

In this instance, the Web Viewer interface is presented through the Design view of the open project page. The latter can be accessed from the Projects page of the server's browser interface by double-clicking on the project entry, single-clicking on the project entry name (when in preview rather than list mode), or by selecting the required project and then choosing the Open option from the menu above the listing or the menu associated with the project entry.

Accessing the CAD-centric Projects Management page for a project from the Projects page. The Web Viewer interface is presented through the page's Design view.

Viewing Design Snapshot for a Release Package

In this instance, the Web Viewer interface is presented through the Design Snapshot view of the Manufacturing Portal, for the currently open project release package. To access the portal:

1. From the detailed page of an open project (double-click on the project to access), switch to the Releases view.
2. To open a specific release package for viewing, click on its associated button to open the full release package. Alternatively, click the adjoining button and choose what to view – either the full release package (Full Release) or a specific assembly variant. An opened project release is presented in a new Manufacturing Portal browser tab.
3. Within the Manufacturing Portal, switch to the Design Snapshot view. Note that you are not viewing the latest version of the source design data, but rather a released snapshot of it, created at the time when this specific manufacture package was released.

Web Viewer Features

The Web Viewer interface offers a range of integrated capabilities that allow detailed access to design data. Other features such as the Comments system communicate directly, and in real-time, with Altium Designer. The following sections take a look at the superset of functionality – available when viewing the design source.

Data Views

The Web Viewer interface presents information across distinct data views, to show (when viewing the design source) the source schematics, board in 2D, board in 3D and Bill of Materials respectively.

SCH

This view presents the source schematic sheet(s) for the design.

The SCH data view presents the currently selected schematic source document.

Switching Schematics

If more than one schematic sheet exists for the design, the ability to switch between the documents can be performed in two ways:

• From the navigation tree in the left-hand pane. Select a schematic entry to make it the active document in the main viewing area.

• By choosing a schematic entry from the preview drop-down menu, located at the top left of the view. The currently selected document – the active document being viewed within the SCH data view – is distinguished in the list with a blue border around its entry.

This method of switching between schematics is the only method available when the Web Viewer interface is placed in Full Screen mode (by clicking the control at the top-right of the view).

PCB

This view presents the PCB in 2D.

Taking Measurements

When viewing the board in 2D – using the PCB data view – you are able to take measurements using the button. This opens the Measurements pane, the cursor changes to a cross-hair and enters measurement mode. Three measurement modes are supported:

• Free – freely measure between any two points within the data view, without any snapping guidance whatsoever.
• Point to Point – measure between any two points within the data view, with guidance snapping as you move the cursor over an object. The cursor will change as follows:
  • – the center of a pad or via.
  • – the vertex point of a primitive object.
  • – the mid-point of a track segment.
  • – a free point within the view.
• Object to Object – measure between any two chosen objects within the data view. Supported objects are pad, via, track, fill and region, which will become highlighted for selection as you move the cursor over them.

Switch modes using the selectors at the top of the pane. When accessing the feature for the first time, the Free mode will be used by default. Subsequent use of the feature will use the mode last used.

Measurement is performed as follows:

1. In Free or Point to Point modes, position the cursor to where you wish to start measuring (Point 1) and click. The point is marked using a small white cross. In Object to Object mode, choose the first object (Object 1), which will become selected.
2. In Free or Point to Point modes, move the cursor to the required end point (Point 2) and click again. As you move the cursor, a measuring line is displayed as an aide, showing the current XY distance (from Point 1 to the end of the line). In Object to Object mode, choose the second object (Object 2), which will become selected.

Right-click before defining Point 2/Object 2 to start afresh – ready to define Point 1/Object 1 again.

3. The Measurements pane reports the XY distance measured, the X (horizontal) distance, and the Y (vertical) distance. For the Object to Object mode, the XY distance will be the shortest point between the two chosen objects.

Measurement units will initially be those used for the design itself, but can be switched between metric (mm) and imperial (mil) from the Info pane of the interface (accessed by clicking in the top-right control cluster).

4. Continue measuring the distance between other points or objects, or click the button again (or Esc) to exit measurement mode.

Example measurement taken in Point to Point mode.

The last five measurements are listed in the Previous Measurements region of the Measurements pane. The most recent is at the top of the list. Click on an entry to retrieve that measurement – both in the pane and graphically in the main viewing area.

Measurements are available during the current session of the web page only. If you refresh the browser tab, the previous measurements will be cleared.

3D

This view presents the PCB in 3D.

The 3D data view presents a 3D view of the PCB.

BOM

This view presents the Bill of Materials for the design. This is built on-the-fly from the source schematic documents – an ActiveBOM document (*.BomDoc) is neither required or used.

The BOM data view presents the Bill of Materials for the design – created on-the-fly from the source schematics.

The BOM reflects all components required to assemble a single board.

The following points relate to working with the view:

• Clicking on a designator will cross-probe to that component on the other data views.
• You can sort by Name, Price, or Quantity – click a header once to sort in ascending order. Click again to sort in descending order.
• Use the Search field above the listing to quickly find a component of interest. Search applies across Name, Price, Description and Designator fields.

Common Interface Elements

The following controls are common to all data views:

• – use this control (located in the top-right control cluster) to access the Search facility, allowing you to search for components and/or nets. This facility is available for the SCH, PCB and 3D data views, while BOM has its own text-based search. For more information on using the search facility, see Searching.

• – use this control (located in the top-right control cluster) to access the Info pane.

• The pane is further divided into two sub-views:
  • Controls – gives a helpful listing of controls when browsing the SCH, PCB and 3D data views (some controls are view-specific).
  • Board Info – gives useful summary information about the uploaded design in terms of:
    • Board Size – X and Y dimensions of the board.
    • Layers – Total Signal + Plane as well as counts for each. Also included is access to the board Stackup View.
    • Components – Total, including all types of component, with a breakdown of those components on Top and Bottom of the board.
    • Nets – Total, along with the number and overall percentage of any unrouted nets, with associated links to those nets (see example).

• – use this control (located in the top-right control cluster) to download data via the Download pane, which offers a range of derived file download options suitable for manufacturing and review purposes. These are in pre-configured formats unless otherwise determined by included design files such as BOM, Draftsman and OutJobs documents. Along with the Project Source Files option to download a Zip archive of the design's documents, the Derived Files list includes the following downloads derived and generated from the source data:
  • Gerber (ZIP) – Unless otherwise specified in an OutJob file, a generated Geber X2 data collection that includes used layers and no mechanical layers. NC Drill data is also included.
  • Assembly Docs (PDF) – Generated Assembly and Fabrication graphics printouts in a default format or as specified in an included OutJob. Draftsman documents will be used instead if included in the project.
  • PDF Schematic (PDF) – Printouts of all Schematic documents in the project, including an interactive list of Nets for each document.
  • STEP (step) – The overall 3D board design generated in the industry-standard STEP data exchange format.
  • BOM (CSV) – The derived Bill of Materials list in a default column format, or as determined by an ActiveBOM document included in the project.

All release packages that have been generated from the project will also be listed – click an entry (here, A.5 to A.1) to open it for inspection and/or downloading on a separate browser tab.

• – use this control (located in the top-right control cluster) to switch to Full Screen mode.
• – when in Full Screen mode, use this control (located in the top-right control cluster) to exit Full Screen mode (or press Esc).

Variant Support

If the project includes defined variants, then you will be able to switch between these when viewing the design across the various data views. The left-hand navigation pane presents a listing of the available variants. By default, this will be set to [No Variations] – presenting the base design.

Choose a defined variant from the list of all variants defined for the project – the current data view will update to reflect that variant, including the visual options enabled for not fitted components (SCH and PCB data views).

By default, the base design ([No Variations]) will be presented (shown here in the SCH data view). Use the controls in the left-hand navigation pane to switch to a different variant.

In the 3D and BOM data views, the component will be present/listed depending on whether it is fitted or not.

Selection

Selection of an object within the design can be performed from the SCH, PCB and 3D data views as follows:

• From the SCH data view (component and net selection), hover the cursor over a component or wire and click to select. Masking is applied to leave only that component or net fully visible. Information for the selected component/net will appear in the right-hand pane.

The SCH data view supports the selection of components and nets. Here, a selected component is shown.

• From the PCB data view (component, pad, via, track segment and net selection), hover the cursor over a supported object type and click to select. Masking is applied to leave only that object fully visible. Information for the selected object will appear in the right-hand pane – for a pad, via or individual track, a link to its connected net is available (see example).

The PCB data view supports the selection of components, pads, vias, track segments and nets. Here, a selected component is shown.

• From the 3D data view (component selection), hover the cursor over a component and click to select. Masking is applied to leave only that object fully visible. Information for the selected object will appear in the right-hand pane. In this viewing mode, objects are not highlighted as you move the cursor.

An example of component selected in the 3D data view.

• From any of the above views, a net can be selected from the Nets tree list in the main Design navigation panel on the left. The selected net is also selected in the Schematic and 2D/3D PCB views, and conversely, when a net is selected in the Schematic/PCB view it will be selected in the Nets list. Information on the net (length/name/layers) will appear in the right-hand pane.

Cross-probing

When you select a supported object within the active data view, that object is selected (where applicable) on one or more other data views as well – enabling you to quickly cross-probe to that same selection. Cross-probing support is delivered through button controls located at the top of the right-hand pane – displayed when an object is currently selected in the main viewing window.

Cross-probing controls (for a selected component).

The following are a few examples of supported cross-probing scenarios:

• Cross-probing a Component from the SCH/PCB/3D Data View – select the required component in the active data view, then click one of the buttons to cross-probe to that component in the target data view. For SCH, PCB and 3D data views (accessed by clicking the , , or buttons), the component will be selected, centered and zoomed within the view where possible, and masking applied to leave only the selected component fully visible.

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For the BOM data view (accessed by clicking the button), the entry for the component will be scrolled to the center of the view (where possible) and the row highlighted.

• Cross-probing a Component from the BOM Data View – click on the designator for the component you wish to cross-probe to. The last active data view prior to accessing the BOM data view will be made active, with the component selected, centered and zoomed within the view where possible, and masking applied to leave only the selected component fully visible. From there, you can use the buttons (, , and ) to cross-probe to that selected component in other data views as described previously.

• Cross-probing a Net from the SCH Data View – select the required net in the Nets navigation list (left) or on the schematic document within the SCH data view, then click one of the buttons (, ) to cross-probe to that net in the target data view. The net will be selected, centered and zoomed within the view where possible, and masking applied to leave only the selected net fully visible.

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• Cross-probing a Pad/Via/Track from the PCB Data View – select the required pad, via, or track segment on the board within the PCB data view, then click the button to cross-probe to that pad/via/track segment in the 3D data view. The object will be selected, centered and zoomed within the view where possible, and masking applied to leave only the selected object fully visible.

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Searching

The Web Viewer interface incorporates a search facility that provides a quick and convenient way to locate components and nets throughout your design. The search feature can be accessed from the SCH, PCB and 3D data views by clicking the button at the top-right of the view, which will open the Search pane.

The Web Viewer interface's Search pane.

To perform a search, start typing your search string. Search is case-insensitive. The pane lists the matching results dynamically as you type. The number of matching results is highlighted at the top of the pane.

Each time the Search pane is freshly opened, the initial search will contain a subset of the full results (if too many). This is indicated by the text and x more press Enter at the bottom of the list. To fully expand the results list, either click the button, or press Enter (with the cursor in the search field).

Example search conducted from the SCH data view.

Click the button to access filter options, to show all components and nets matching the search string, or just components, or just nets.

Filter controls.

With search results listed, click an entry to navigate to that entity – component or net – within the active data view. The component/net will be selected, centered and zoomed within the view where possible, and masking applied to leave only the selected component/net fully visible.

Shown here is the result of searching for a component within the active PCB data view, and also searching for a net within the active SCH data view.

Comments

The Web Viewer interface supports commenting of your design documents. Comments correspond to, and interact with, the Comments system in Altium Designer. A comment is a user-added note that is assigned to a specific point, object, or area on a schematic or PCB document, and may be replied to by other users. Comments promote collaboration between users without altering the project itself or its constituent documents, because comments are stored by Concord Pro independently of the design project.

Comments are posted, replied to, and managed directly within the main viewing area using a contextual commenting window. Comments are also presented in the Comments pane on the right-hand side, which provides more of an overview/navigational instrument, rather than the operational interface.

Use the control to toggle the display of the Comments pane.

Example comments overlayed on a child schematic sheet of a managed project. The Comments pane reflects all comments, while the accessible window in the main viewing area provides contextual commenting.

The Commenting functionality is used in the following places:

• In the Design view of an opened project. Comments can be added to a schematic (SCH data view), 2D/3D view of the board (PCB and 3D data views), and the PCB Layer Stackup view. Placed comments appear automatically in the Design view and in Altium Designer, and vice versa.
• In the Design Snapshot view of the Manufacturing Portal, for the chosen release package of the managed project actively being inspected. Comments made here appear automatically in the Design view of an opened project (marked with a link to the release package), and in Altium Designer.

Placing a Comment

To place a comment:

1. Click the button in the Comments pane – the cursor will change to a cross-hair and you will enter comment placement mode.
2. Place one of the following three supported comment types as required:
   1. Comment on a point – click at any point to attach (or 'pin') a comment to that point.
   2. Comment on object – as you move the cursor around the view, supported objects to which you can attach a comment to will be highlighted. For the SCH data view supported objects are components, pins, wires, busses, and ports. For the PCB data view, supported objects are components, pads, vias and track segments. Click on an object to attach (or 'pin') a comment to that object.
   3. Comment on area – click and drag to define an area to attach (or 'pin') the comment to.
3. In each case a commenting window will be presented, with which to define the comment in context with the chosen point, object, or area. Type your comment in the field provided. You can mention, using the @ character, one or more users or roles in the comment. A comment can also be assigned to a user/role. For more information on these additional features, see the section Working with the Contextual Commenting Window.
4. With a comment entered, any mentions added, and assignments made if required, click the button beneath. The comment will be committed, appearing in both the contextual commenting window and the Comments pane. A uniquely numbered marker for the comment will be shown in the main design viewing area.

The following sequence image shows the addition of an example comment to a component, along with adding a mention of a team member (server user) and assigning that comment to them.

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The commenting system will automatically detect that a Workspace member you have mentioned in a comment does not have access to the current design project, and then offer to share the project with them – as shown in the below image sequence. In this case a Share window will appear where you can specify if the project is shared with only viewing rights or full editing permissions (View/Edit). Confirm sharing of the current project with the button. Note that you can use the Copy Link option to obtain a URL link to the current project comment.

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Working with the Contextual Commenting Window

The following points relate to working with comments and the interface's contextual commenting window:

• The commenting window is accessible independently of the Comments pane – click on a comment marker to access it.

• Use the buttons at the top-right of the commenting window to sequentially cycle to the previous and next comments respectively. Cycling is based on the numbering of the comment markers and will simply zoom and center the point, object, or area of the design that the previous/next comment is associated to, and present that comment in the commenting window.
• Use the Resolve command to 'close' a comment rendering it inactive and grayed out or not displayed, depending on the Comments pane settings. A resolved comment can be reactivated (made unresolved again) by toggling the Resolved command.
• Once an initial comment has been made the commenting window, when accessed, will be ready for entry of a reply. Type your text in the field provided, then click the button to commit. To exit without replying, click the button.
• You can mention a person or role within a comment. Enter the @ character to access a pop-up listing of all members of the server. Alternatively, search for the role or user (the latter by their name or email). The @ character can be followed by one or more characters to open a filtered list of matching roles and users from which to choose.

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• You can assign the comment to a person who has been mentioned by enabling the Assign to <name> option, or to another person by choosing a different Workspace member from the option's drop down list. The assigned person is shown by their user icon at the top of the window ( in the example shown here), which is simply a visual indicator to clarify who should deal with the comment. The assignment can be changed to another member or removed when editing the comment.

• Any Workspace member that has access to the design can quickly re-assign a comment to themselves or another user from the assigned user icon itself. This presents a drop-down list of Workspace members to choose an assigned user from, without the need to edit the comment to do so – which is a capability restricted to the comment creator.

• You can add a URL link as part of your comment post – just copy the URL and paste it into the comment field. It will be detected and presented as a standard link that can be followed when clicked.

• When adding a new comment or editing an existing one, you have the opportunity to add a freehand drawing to the design view and associate/attach it to that comment. To do so, click the button above the commenting window. You will enter freehand drawing mode and the commenting window will be temporarily replaced with a floating control bar. Note that you can always switch back to the 'comment' mode by clicking the button. In freehand drawing mode, place the cursor, and then click and drag to build the artwork you require. Buttons on the control bar allow you to change the color and width of the drawing line (helpful for the 2D view of the PCB), and if you make a mistake just click to delete the drawing and start again. The comment can also be posted or canceled from the control bar using the buttons at the far right.

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• When a new comment is posted, a screenshot of the original view is taken and attached to that comment. From within the commenting window, this can be accessed by clicking the Original Snapshot control. The snapshot presents exactly what was seen in the view at the time of comment creation – the same zoom level and active layers (PCB), and also includes the freehand drawing if one was created prior to posting the comment.

Click the control at the top-right corner of the screenshot to access its full-size view. Click away from the view to return to the commenting window.

• A comment can be edited or deleted, through the commenting window only, using the Edit and Delete commands from the menu. Note that these commands will only be available for a comment that you yourself have made – you cannot edit or remove a comment made by another user. If you edit an existing comment, make your changes then click the button to commit. To exit without applying any changes, click the button.

• When the commenting window is accessed (by clicking on its associated marker, or by selection on the Comments pane) only the initial and latest comments in the thread are presented. To see all comments in the thread, click on the available control between these entries. Use the scrollbar to browse through all comments.

• Anybody viewing the shared design project can resolve a comment. To do so, click the control at the top-right of the commenting window. The control will change to , reflecting the comments' resolved state. To unresolve – that is, make the comment active again – click the control again. In addition, the associated comment marker will become dimmed. Resolved comments can be hidden from the main viewing area through an option available on the Comments pane – see the next section for more information.

The comment marker will also change from (unresolved) to (resolved) for a comment that is not currently selected (the commenting window is not open for).

• If a person has made a comment while reviewing a specific release of a design project (in the Design Snapshot view of the Manufacturing Portal), then that comment will include the release information as a link to that release.

Working with the Comments Pane

The following points relate to working with comments and the interface's Comments pane:

• The Comments pane facilitates an overview/navigational tool for comments across the project, rather than the operational interface of posting, editing and replying. That functionality is solely left to the contextual commenting window.
• Use the control at the top-left of the pane to display comment markers within the main viewing window (), or to hide them ().

• At the top of the Comments pane are controls that provide access to thread filtering controls, so that you can determine what is presented in the pane. Two levels of filtering can essentially be defined. The first, or primary level allows you to control which user comments are displayed.

The flilter options constrain the comment entries to:

• All – all comments, from all users.
• My – only present comment threads that you yourself started, replied to, or have been mentioned within.
• From – only present comment threads that a specific person started, replied to, or has been mentioned within. Choose a person from the associated drop-down list, which includes all people who have actively participated in commentary for the project.

The secondary level of filtering, which is applied in conjunction with the primary filtering method offers two options, allowing you to hide all resolved comment threads (Unresolved only enabled) and/or to only show comments for the active document being viewed, rather than the entire project (Current document only enabled).

• Click the Notification Settings entry (at the bottom of the filtering options window) to access a window with which to configure which comments in the project you will receive email notifications for. Choose to receive notifications for all comment threads, no comment threads, or only those you are involved in (you started, replied to, or have been mentioned within).
• In terms of ordering of comment threads in the pane, again there are two levels. Firstly, comments are ordered by the document they are on, and this follows the same ordering as the source document navigation structure in the left-hand pane. Secondly, for each document, the comments are ordered by the date of their creation – in descending order.
• As you click on a comment thread entry in the pane, that comment will be focused in the main viewing window, and opened in the contextual commenting window. The entry for the comment in the Comments pane is also highlighted in blue. The same comment marker number is reflected in the Comments pane, making it easy to see which comment you are viewing. If you click on a comment that doesn't reside on the document currently being viewed, then that document of residence will be made the active document.
• Each comment entry in the pane provides a useful summary of key information relating to that comment, as shown in the example below.

Other Things to be Aware of

• If a comment is associated with an object and that object gets removed from the design, then the comment will be converted to an area comment and remain at the same coordinates. The comments' original design screenshot can prove very useful in this respect.
• If a design document is removed from the project, any comments associated to that document will be hidden.
• If an object is moved within the design, the comment associated to it will also move.
• For designs that made use of freehand comments in previous versions of Altium Designer, those will be converted to area comments, and the freehand drawing attached to the comment in each case.
• Recent versions of Altium Designer will ignore line color and width settings used in the freehand drawings. Instead, such drawings will appear using red colored lines only and using the standard, non-adjustable line width available for comments in earlier versions of the software.
• A resolved comment cannot be deleted. You would need to make it unresolved and then delete.

Updating with New Data

When using the Web Viewer interface to inspect the documents of the latest source project – from the Design view of the Projects Management page (when managing a specific project), or when viewing a shared live design – the data will update automatically whenever the project is committed back to the Workspace (from Altium Designer). Notification will appear within the interface shortly after the committal.

Note that you can access and work with existing data while the new view data is being generated. Once the new data has been generated, click the Refresh Page control to update the view with that latest data set.

If you make changes to the design and commit to the server from within Altium Designer, then the Web Viewer interface will automatically detect and make the new data available.