Preparing Validation Reports in Altium Designer

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The software includes a number of validation checks, which can be included as an output, during output generation. Each produces an HTML report file.

Validation outputs can be added to the active Output Job file from the menu of the [Add New Validation Output] control in the Validation Outputs region of the file or from the Edit » Add Validation Outputs sub-menus of the main menus.

Note that the setup for these validation reports is held in the OutputJob. When you configure a validation check elsewhere in the software the settings are held with that file - for example, the settings for project error checking are stored in the project file, PCB DRC settings are stored in the PCB file.
Using validation reports defined in an assigned Output Job file provides the ability to validate your designs as an integral part of its design project release process. These validation checks will be performed on every release and the release will fail if any validation checks are not passed successfully. This gives you additional peace of mind that costly errors do not creep in to your released designs due to last minute changes. Validation is run at the Validate Design stage of the process flow within the PCB Release view. In Design Mode, the validation checks are performed directly on your project, before outputs are generated. In Release Mode, the release flow first builds a self-contained snapshot from your project that includes all project documents and external dependencies, and the validation checks are performed on this snapshot. This provides additional security that the snapshot has correctly captured all the required dependencies for your project.

Validating Component Status

Workspace Components offer the designer a formal collection of high-quality, high-integrity, design building blocks. Revision-controlled and lifecycle-managed, a company can authorize the component library that can be formally used by their designers, in each new design project embarked upon within that company. However, while components may be authorized for design reuse, there also needs to be automated checking at the release validation stage, to verify that they are indeed in the right state to be used.

Altium Designer, in conjunction with your connected Workspace, provides an elegant solution to this, in the form of Component State Checking. A validation-based outputter is available for addition to an Output Job file – Components states. This can be configured to check for components that are in restricted states. As part of configuration, you determine the action to be taken for each currently defined state, of each currently defined Lifecycle Definition in the Workspace – no action, a warning, or generate an error. The latter will prevent release of the design. In addition, running the check will generate a handy HTML-based report, allowing you to see at-a-glance which design components are not in valid states.

Issues with using design items in restricted states can also be detected much earlier in the design cycle, during project validation. This concerns an Item Revision's applicability based on its current state, and whether it is allowed to be used in designs while in that state. This is controlled through use of a dedicated attribute at the individual state level. A project violation can be configured to detect and flag any Workspace items being used in a design, whose revisions are in non-applicable states – catching and averting issues prior to release. For more detail, see the Controlling Item Revision Visibility and Applicability section of the Defining Lifecycle Definitions for a Workspace page.
When enforcing the working environments of your designers through the use of Environment Configurations, you can ensure the use of the Output Job file in which component state checking has been defined. To do so, make sure the Output Job file permitted for use through the applicable environment configuration is marked as required – by enabling its Req'd attribute. If an OutJob defined as part of an environment configuration is marked as required, then release will not be possible until that OutJob is present and enabled for inclusion in the relevant data set being generated as part of project release. For more information, see Managing Environment Configurations.

Add an output generator of this type from the Validation Outputs section of the OutJob file. Configuration is performed in the Server objects State validation dialog.

To access this configuration dialog, either double-click on the entry for the outputter, right-click on its entry and choose Configure from the context menu, or select its entry and use the Alt+Enter keyboard shortcut.

Add and configure a component state check as part of your overall validation regimen during board design release.
Add and configure a component state check as part of your overall validation regimen during board design release.

The dialog presents all lifecycle definitions defined for the Workspace to which you are actively connected. For each definition, each uniquely defined state is listed, along with its description. For each state associated with a lifecycle definition you employ for components in your designs, simply specify the checking action to be taken. Click within a state's Check Action field and select the required action from the associated drop-down menu. Available checking options are None, Warning, and Error.

Click the button to refresh the dialog with the latest lifecycle definition information, directly from the Workspace.

Revisions of Component Items used in the design that are in a restricted state (one whose Check Action has been set to Error) will prevent the release of the board from happening. The generated report file will list all warnings and errors.

Example board release failing at the validation stage while checking component states. Hover over the image to see the generated report. Here, the design is found to contain four components that are in a restricted lifecycle state, and the release process is terminated in failure.
Example board release failing at the validation stage while checking component states. Hover over the image to see the generated report. Here, the design is found to contain four components that are in a restricted lifecycle state, and the release process is terminated in failure.

If you are using Workspace output job templates, ensure the component state check is added to the relevant source Output Job file and configured BEFORE releasing that OutJob to the Workspace. Once released, the revision of the OutJob file – specifically the configuration of an output generator – can not be changed. You would need to make changes and re-release into the next planned revision of the target Item. For more information, see Preparing Manufacturing Data with Output Jobs.

Preparing an Environment Configuration Compliance Check Report

The Environment Configuration Compliance Check provides a means to conclusively test and enforce the use of company-authorized data elements in a design – i.e. if you are not using data items permitted through the environment configuration available for use by your assigned role, the release will fail. This prevents a 'loose cannon' approach to design and ensures adherence to and compliance with the working design environments determined centrally at the enterprise level.

Refer to the Environment Configuration Management page (Altium 365 Workspace, Enterprise Server Workspace) to learn more.

The required report is configured in the Environment Configuration Compliance Setup dialog.

The Environment configuration compliance setup dialog
The Environment configuration compliance setup dialog

Learn more about Environment Configuration Management in Altium 365, and in an Enterprise Server Workspace.

Preparing a Differences Report

The Differences Report output generator produces a report that details differences between the project's source schematic and PCB documents.

The required report is configured in the Differences Setup dialog.

The Differences Setup dialog
The Differences Setup dialog

Learn more about Keeping the Schematics and PCB Synchronized.

Preparing an Electrical Rules Check Report

The Electrical Rules Check output generator produces a report that details violations of drafting and electrical checks for the project's source schematic documents.

The required report is configured in the Electrical Rules Check Setup dialog.

The Electrical Rules Check Setup dialog
The Electrical Rules Check Setup dialog

Learn more about Validating your Design Project.

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