Exploring the Browser-based Interface of Altium On-Prem Enterprise Server

Parent page: Altium On-Prem Enterprise Server

In addition to connecting to your Enterprise Server through Altium Designer – interfacing to it through the Explorer panel and Components panel (for direct interaction with its components) – you can also connect to it through a dedicated browser interface. In fact, connection in this way is more than just a connection to the server itself. Rather it is a connection into the server platform, with access to management interfaces for the various services available as part of the wider Enterprise Server installation. Indeed with some of these services, your only interaction with them is through this browser-based interface.

Accessing the Interface

To access your local Enterprise Server through its browser interface, use a preferred external browser and type the address for the Enterprise Server in one of the following formats:

• http://<ComputerName>:<PortNumber>
• http://localhost:<PortNumber> – if accessing from the same computer on which the Enterprise Server is installed.

(e.g. http://designerhome:9780, or http://localhost:9780, for an Enterprise Server installed using the default port assignment). You will be presented with a Sign-in page.

Sign in through the browser interface using the same Enterprise Server credentials used to connect through Altium Designer. For a newly installed Enterprise Server there is a default administrative user with the credentials:

• Username: admin
• Password: admin

Access the Enterprise Server and its associated platform services through a preferred external browser. Hover over the image to see the effect of successfully signing in to the interface.

What's Provided?

The interface provides a number of key technologies and services and can be coarsely divided into two groupings, as shown in the following image and listed thereafter.

The overall browser interface can be divided into two distinct sets of interface elements – those accessible in general by all users of the Enterprise Server and those accessible only by Enterprise Server Administrators.

1. Interface elements that can be accessed by any Enterprise Server user. To access a page click on its name within the left-hand navigation tree.
2. Interface elements that can only be accessed by an Enterprise Server Administrator. A user is bestowed administrative powers by membership to the role Administrators. To access a page choose the required entry within the Admin section of the left-hand navigation tree.

At the far right of the banner area, at the top of the interface, an entry reflects the user that is currently signed into the Enterprise Server, along with a picture (if defined) and the name of the server.

The drop-down menu associated with the entry provides the following controls:

• Profile – accesses the Edit User window with which the signed-in user can make changes to their own user profile. This is the only way that a non-admin user can make changes, since they do not have access to the Admin – Users page of the interface.

• Sign Out – signs you out of the Enterprise Server interface.

General Access Interface Elements

The following sections summarize the elements of the Enterprise Server's browser interface that can be accessed by all users of the Enterprise Server – both administrators and standard users.

Projects

Related page: Workspace Projects

This page provides the interface to the Projects service, to create and manage projects in a central location, in a CAD-centric way, and share those projects for team collaboration as required. The page lists all projects that have been made available to the Enterprise Server and which are shared with the currently signed-in user. Workspace projects target the development stage of the project lifecycle, simplifying the creation and ongoing workflow for version-controlled projects. From here you can create new projects and open and manage existing ones. From this interface a project can also be shared, or rather its access permissions configured.

Centralized design project management – all part of your Enterprise Server installation.

You can also access a detailed, CAD-centric view of the project, opened by selecting the required project, clicking the control above the listing of projects, and choosing the Open entry on the associated menu. Alternatively, double-click directly on the required project entry in the list (or click on its name). The Projects Management page for that project opens in a new browser tab incorporating the CAD-centric interface, which offers Design, Supply, Manufacture, Activities and History view options:

• Design – display and navigate source project design documents, view design object properties and place review comments. This view uses the Web Viewer interface to present your design across five distinct data sub-views, to show the source schematic(s), board in 2D, board in 3D, Draftsman document and Bill of Materials respectively. This view is for the latest version of the source project data, rather than a specified release from that project, and so could be considered to be a work-in-progress (WIP) view. You can review both the base design and any defined variant thereof.

• Tasks – allows you to access and manage the job activity requests (Tasks) that apply to the currently open design project. Tasks are presented in a Kanban board flow style, with their progress state (ToDo, InProgress and Resolved) arranged as Task rows. One row is reserved for General Tasks, and each remaining row applies to Tasks for a specific project document. The latter is populated with Tasks that are associated with the open project, and are created when a project Comment is assigned to a particular user (Workspace member), or when an active Process requires user action (such as completing a step in a design Review workflow). You also have the option to create a General Task from the New button – these Tasks apply to the current project but are not associated with a project Comment or document.

• Releases – view the releases for the project. Access is provided for opening the full release data, or a specific assembly package, which will be presented on a separate tab through a Manufacturing Portal. From this portal you can view and navigate the released file data, inspect the BOM, and view and comment on the snapshot of the design itself; the source for that released data. From either the Releases view, or through the Manufacturing Portal for a specific release, you'll have access to controls for downloading manufacturing data at various levels of granularity (from full data set(s) to individual generated output files).

  

Where more than one release is available in the Releases view, click the button at the top-right to access controls for changing the lifecycle state of the data sets contained in the release, and also for invoking a design data comparison feature.

• Activities – search, view and access project activity themed processes (active or closed) that apply to the selected project, such as design reviews. Click on an entry for a process to view a diagram of its underlying workflow (on the Diagram sub-view below the list), showing what needs to happen for the process to be completed, and where that process is at, along its flow, in terms of who now has a task to perform to move the process along. The Data sub-view shows all pertinent data for the process. For a design review process for example, this can include the project and its data set, the review type, people involved in the review, and any additional attachments. The History sub-view shows a history of actions taken along the process's workflow.

  

• History – browse a progressive timeline of major events relating to the project, including its creation, commits, releases, clones and MCAD exchanges. Each time a supported event happens in association with the project, that event is added to the timeline as a dedicated tile with various actions supported where applicable. Detailed Schematic comparisons and BOM comparisons are available between commits and/or releases. For release events, you also have the ability to compare Gerber data between releases.

  

  For more information on using this view, see Project History.

Components

This page gives you convenient access for browsing all of the Workspace library components that are currently stored within your Enterprise Server. You are able to see, at-a-glance, what (and how many) components you currently have at your disposal (and gain detailed information about each and every component).

Browse the Workspace library components currently available within your Enterprise Server from the Components page of the browser interface.

When the page is first accessed this region presents a tiled array of the various component types, along with the total number of existing components of each type. From here you are able to drill down to see individual components and get detailed information about them.

Tasks

Related pages: Working with Tasks, Web Viewer – Commenting Window.

This page view allows you to access and manage all Tasks – job activity requests – that are currently active in the Enterprise Server Workspace. Tasks are presented in a Kanban board flow style, with their progress state (ToDo, InProgress and Resolved) moving through Task rows. One row is reserved for general Tasks (those not associated with a project), and each remaining row applies to Tasks for a specific project. General Tasks are created from within the dashboard, and Project-specific Tasks are created by assigning a Workspace member to a project Comment, or when an active Process requires user action (such as completing a step in a design Review workflow).

Manage and work with collaborative job activity Tasks through the Workspace Tasks dashboard.

Although presented through a relatively simple interface, the Workspace Tasks dashboard offers a flexible and efficient way of both managing and tracking workflows within the actual design environment rather than via an external system. This page is a global view of all Tasks that are currently active in the Workspace, while the project-specific Tasks view available from the navigation tree when viewing a project represents only those Tasks associated with that project.

Part Requests

Related pages: Process-based Part Requests, Creating & Managing Processes

This page enables you to create and manage requests for new components. A designer can simply put in a request for one or more parts to be created, using predefined Part Request process workflows that have been defined for the company, and get notified when that request has either been rejected (and why), or processed and the component(s) made available. The requestor supplies as much key information to support their request as possible (manufacturer and part number(s), description(s), any relevant datasheet (PDF or URL)). Stub Component Items can even be created that the person assigned to the part request can then run with (and finish off).

A single predefined process definition for Part Requests is activated for use out-of-the-box (New Part Request). This can be found on the Part Requests tab of the Processes page of the browser interface. Use this, modify it, or create your own as required, to suit the needs of making part requests within your company. In addition five more sample process definitions are available – New Part Request Assign, New Part Request Multiple Tasks, Part Request with PLM Part Create, Part Request with lifecycle change, and New Part Request Notify 3rd party. These cannot be activated and used as is. Each of these is therefore more like a 'template' – edit to suit your company's requirements, then name and save as a new process definition which you can then activate and use, along with all other definitions in the Part Requests process theme.

Create and manage requests for new parts through the Part Requests area of the Enterprise Server's browser interface. Each part request follows a chosen process workflow. In this image, you can see the associated flow depicted graphically on the Diagram tab, including indication of where in the process the request has reached.

Legacy Part Requests

Related page: Part Requests

This page enables you to create and manage requests for new components using the legacy Part Request functionality. An engineer can simply put in a request for one or more parts to be created and get notified when that request has either been completed, and the component(s) made available, or rejected (and why). The requestor supplies as much key information to support their request as possible (manufacturer and part number(s), description(s), any relevant datasheet (PDF or URL)). Stub Component Items can even be created that the librarian can then run with (and finish off).

Adding a new part request using the Legacy Part Requests feature. Hover over the image to see the form presented to receive the details of the request.

Trash

This page presents all items that have been 'soft deleted' – items that have been deleted, but not yet permanently so. The Trash is essentially a recycle bin into which any item within your Enterprise Server can be moved (through a soft delete action). It is isolated from the rest of the server and so any item in the Trash is not available for use and cannot be found through searching, or through pages in the browser interface, or from within Altium Designer.

When you delete an item in the Enterprise Server through a soft delete action, it will be moved to the Trash. The Trash page provides the interface to this isolated area of the server.

You will only see items that you yourself have soft deleted. An administrator will see all soft deleted items in the Trash. Each item is presented in terms of the following information:

• Its content type icon
• Its name
• Its description
• Its revision
• By whom it was deleted
• The date and time at which it was deleted (sent to the Trash).

Select an item in the Trash, then use the controls at the top-right of the list to permanently delete that item, or to restore it, respectively. Corresponding commands are also available from the menu (at the far right of the selected item).

Select an item, then decide whether to fully restore it for use again or to permanently delete it (a 'hard delete' if you will).

Alternatively, to empty the entire Trash in a single, batch action, click the button at the top-left of the page. A confirmation window will appear alerting you to the fact that this action will delete all items permanently and that they cannot be restored thereafter. To proceed, click the button.

Admin-Only Interface Elements

The following sections summarize the elements of the Enterprise Server's browser interface that can only be accessed by server Administrators – those who are part of the Administrators role. Access to these elements is through the dedicated Admin area of the left-hand navigation tree.

Settings

This page provides a collection of sub-pages for the configuration of options relating to various features and services provided by, and through, an Enterprise Server installation.

The Settings area – part of the admin-only pages within the Enterprise Server's browser interface.

When changing any settings, be sure to click the button, at the top-right of a page.

The left-hand side of the page provides a navigation tree with which to quickly access various sub-pages of settings. The following pages are available:

• General – use this page to change the Name and Description for the Enterprise Server.
  • AltiumLive Credentials – when using the Network Installation Service (NIS), use this page to enter the credentials used to log into the Altium Cloud (AltiumLive) where the installers are to be sourced from. When using the Private License Service (PLS) through the Enterprise Server, these credentials allow the PLS to communicate directly with your Altium account for the initial acquisition of your company licenses. Credentials must also be entered in order to access and obtain initial licensing for the server itself, from the Altium Cloud.
  • Session Lifetime – use this page to enter a value for the IDS Session Lifetime (in hours). This is how long an Enterprise Server user has to remain connected, in a single session, when using a seat of the applicable Client Access License (Altium Enterprise Server CAL). By default the session lifetime is 24 hours.

  

• License Manager – this page provides settings relating to using the Private License Service and the selection of its mode. A pre-set suitable default value is used for the Altium Cloud portal URL (http://portal2.altium.com/?cls=soap).

  

  For more information, see Private License Service.

• Network Installation – when using the Network Installation Service (NIS), use this page to define the update checking interval. This is the frequency (in minutes) that the Automatic Updates feature will check for available new versions of the applicable software in the Altium Cloud Repository.

  

  For more information, see Network Installation Service.

• Email Notifications – this page provides settings to enable and configure the Enterprise Server's email notifications feature. This facility flags a variety of events to key stakeholders relating to Component Items, Projects, Approval Requests, Tasks, and Part Requests.

  

  For more information, see Configuring Email Notifications.
• Vault – not a page, but rather a structural entry for gathering together settings related to specific functionality within the Enterprise Server itself.
  • Legacy Part Requests – provides an option by which to enable use of the legacy Part Requests functionality, in addition to use of the Workflow-based Part Request functionality. Once enabled, the Legacy Part Requests page will be presented in the left-hand tree of the interface. Use the following sub-pages related to this legacy feature:
    • Librarians Role – use this page to specify which role (or roles) should be used to fulfill the role of Librarians for your organization. In essence, you are simply configuring a group of users of your Enterprise Server who can be assigned to a part request. If you installed your Enterprise Server with sample data, then the sample role Librarians will already be prefilled into the Librarian's Role field – remove if required.
    • Custom States – use this page to customize opened and closed states for the legacy Part Requests feature.

    

    For more information, see Part Requests.

  • Lifecycle Definitions – use this page to define and manage your Enterprise Server's lifecycle definitions, complementing the ability to do this through Altium Designer. Providing better visibility of the states and transitions involved each lifecycle is built in a graphical way that shows the flows involved.

    

    For more information, see Browser-based Lifecycle Management.

  • Components – use this page to define default target folders (within the Enterprise Server's folder structure) in which new models should be created, when creating a new Component Item. To change a default folder, click the button. The Explorer window will appear with which to choose the desired new default target release folder for that model type. Once chosen, click OK to close the window and return to the Components page, with the applicable field updated with the new folder path.

    

    This page also includes options for enabling additional features that will become available when editing Workspace-based components in Altium Designer:

    • Check the Enable Pin Mapping option to enable custom pin-mapping. The advanced pin mapping feature, available through the Component Editor in its Single Component Editing mode in Altium Designer, allows component symbol pins to be mapped to any component footprint pad, or any number of footprint pads. This option is included because custom pin mapping is not supported by Altium Designer versions prior to 21, and is not backward compatible. If this feature is used for your components, the mapping will not be interpreted correctly when performing an ECO in a software version earlier than Altium Designer 21.
    • When the Part Choices Revision Control option is checked, Altium Designer's Component Editor (in its Single Component Editing mode) will open when editing Workspace-based component's Part Choices List, instead of the Edit Part Choices dialog. This allows a new component revision to be created in response to a changed Part Choices List, providing more formal (and traceable) control of manufacturer Part Choices data – see Part Choice Revision Control for more information.

  • Data Cleanup – use this page to quickly delete data items from your Enterprise Server. This is particularly useful after having experimented with creating and releasing content into your Enterprise Server, for example, when trying out the migration of local file-based libraries and now you want to 'flush' such experimental data. This functionality works on any and all Item types in your Enterprise Server.

    Use the available checkboxes to determine whether to delete all data items (All) or specific item types. With your cleanup strategy configured, click the button. A window will appear asking for confirmation, and alerting you to the fact that this action cannot be undone. To verify and proceed, enter the text Delete my data permanently into the field and then click Yes.

    

    Note that child items cannot be deleted if already referenced (in use) by parent items. The parent items must be deleted first. For example, if a component is being used on a managed sheet or within a design project, the managed sheet and/or project would need to be deleted first.
    Remember that data cleanup is an action that cannot be undone. Be absolutely sure of the data you are deleting before performing this operation. It is advised to create a backup of your data first. Note also that data cleanup operations can take a while to process depending on the amount of data involved.

• Projects – use this page to specify the default path (within the Enterprise Server's folder structure) for newly-released projects. You can also define default sharing permissions for new projects, so that the right users and/or roles have access to those projects from the moment they are created.

  

• MCAD CoDesigner – this page provides controls to enable component recognition between the ECAD and MCAD domains, when using the ECAD-MCAD CoDesign feature. This facilitates the use of native components when a design is pushed and pulled between the two domains. The following options are available:

  • Naming of component models that are transferred from ECAD to MCAD – use the options to specify how components are named when initially pushed to the MCAD domain. The naming drop-down menu provides combinations of ECAD Footprint Name, Component ID or a Custom Property for the transferred model name on the MCAD side, where the Custom Component Property, if that option is selected, is entered in the field below.
  • Recognize models placed in MCAD and use true electrical components in ECAD instead – enable this option to the support use of native components when the board is being Pushed from MCAD and Pulled into ECAD. The MCAD 3D model is linked to the equivalent Altium Designer component, so when the board is pulled into Altium Designer the MCAD 3D model can be replaced by an instance of the fully-defined Altium Designer component footprint, complete with a 3D model. Use the two sub-fields to determine the MCAD model property and the ECAD component parameter, which are used to identify components in the two design domains. By default, these fields are populated with the entry PARTNO. The MCAD model property can be your own custom property, or choose MCAD model name from the drop-down. The ECAD component parameter can also be your own custom parameter. These fields are required if the parent option is enabled. If one or both are left blank, the button will be disabled.

  • Use models from data management system on MCAD side when creating PCB assembly – enable this option to support the use of native components when the board is being Pushed from ECAD and Pulled into MCAD. The MCAD software gets the model of the component from the MCAD's data management system (by the model’s name) and then places that component on the MCAD PCB assembly, instead of the model that came from ECAD. Use the sub-field to determine the ECAD component parameter that will be used to store the MCAD model name. By default, this field is populated with the entry MCADModelName. This field is required if the parent option is enabled. If left blank, the button will be disabled.

    MCAD-to-ECAD component linking is available for all supported MCAD platforms (except Autodesk Fusion 360^®). ECAD-to-MCAD native component linking is currently only supported in:

    SOLIDWORKS – requires SOLIDWORKS be connected to a SOLIDWORKS PDM system. The MCAD component must be defined in the ECAD component as a parameter, in the form "<vault>:folder\folder\component.sldprt", where <vault> is the name of the PDM vault. Consult your SOLIDWORKS documentation for information on how to connect to a SOLIDWORKS PDM system. If the component is not available in the SOLIDWORKS PDM system, CoDesigner places the model transferred from the PCB editor and saved in the Enterprise Server instead.
    PTC Creo Parametric – requires PTC Creo to be connected to a PTC Windchill^® server, with the ECAD components stored in a Windchill Workspace. Consult your Creo documentation for information on how to connect to Windchill. If the component is not available in the Windchill Workspace, CoDesigner places the model transferred from the PCB editor and saved in the Enterprise Server instead.

  CoDesigner checks these settings on startup (from Altium Designer and from the MCAD tools). Restart your design software if the settings have been changed in your Enterprise Server.

  

• PLM Integration – this page provides the Enable new PLM Configuration page option to revert (when unchecked) the advanced PLM configuration GUI and process to the previous system based on uploading a configuration file.

  

  For more information, see PLM Integration.

Users

Related page: Adding Users & Roles – Users

This page is used to create and manage a list of Workspace members; people who are to have access to the Enterprise Server and/or the associated technologies installed with it.

Access and manage the users of your Enterprise Server from the Users page of the interface.

Roles

Related page: Adding Users & Roles – Roles

This page is used to create and manage a list of roles; roles allow you to further organize your users according to, for example, the particular section of the organization in which they are involved, or the design team they are in. Roles also make the sharing of Enterprise Server content, and the configuration of other served technologies, more streamlined.

Access and manage the roles of your Enterprise Server from the Roles page of the interface.

Sessions

Related page: Adding Users & Roles – Sessions

This page is used to quickly assess which of your users are currently signed into the Enterprise Server. Provision is made for an administrator to terminate a user's access to the server by effectively 'killing' their active session, thereby freeing connections to the server for use by others.

As an Administrator for your Enterprise Server, you have the ability to not only view active server sessions (connections), but also the ability to terminate a session for any user currently accessing that server.

LDAP Sync

Related page: Adding Users & Roles – LDAP Sync

This page is used to configure and run an LDAP Sync task. This allows an administrator of your Enterprise Server to leverage the network domain’s existing username and password credentials, so that user credentials do not have to be created manually one at a time on the Users page. When set up correctly the Users page will automatically populate with user credentials, enabling any user listed to connect to the server using their regular corporate network username and password.

Adding an LDAP Sync task through the Enterprise Server's browser interface.

Configurations

Related page: Environment Configuration Management

This page provides the interface to the Team Configuration Center (delivered through the Enterprise Server installation as the Team Configuration Service). The role of the Team Configuration Center (sometimes referred to as TC2) is simplicity itself – to give the organization centralized control over the environment its designers operate in. It achieves this through the definition and management of Environment Configurations. These are used to constrain each designer's Altium Designer working environment to only use company-ratified design elements, including schematic templates, output job configuration files, and workspace preferences. In other words it facilitates Centralized Environment Configuration Management.

Any number of environment configurations may be defined through the Center's dedicated browser interface. The data used and enforced by each configuration – referred to as Configuration Data Items – are sourced from the Enterprise Server. And by associating each environment configuration with a specific user role, and in turn assigning users to those roles, the correct working environment is loaded into Altium Designer as soon as the user signs in to the Enterprise Server. Using this role-based approach ensures that a designer always gets the setup they are entitled to, no matter whether they have their own PC, or are sharing a single PC with fellow designers.

The interface allows for an administrator to craft one or more environment configurations depending on the needs of the organization. Each configuration requires the definition of:

• Configuration Name – a meaningful name, perhaps reflective of the people whose working environment it is to govern.
• Configuration Data – the elemental constraints of the configuration. The revisions of supported data items that can be validly used by a user targeted by the configuration.
• Target Roles – specification of whom the environment configuration applies to. Roles themselves are simply groupings of users, defined and stored as part of the Enterprise Server's Identity Service. These are the same roles that are defined and used by the Enterprise Server to control access permissions.

Access the Team Configuration Service, from where to define and manage environment configurations for your organization.

VCS

Related page: Local Version Control Service

This page provides the interface to the Enterprise Server installation's local Version Control Service, for Design Repositories that designers in the organization can validly access and use while working on design projects.

The browser-based interface to the Enterprise Server's local VCS service.

Part Providers

Related page: Supply Chain Management

This page enables you to define a list of Part Sources – facilitating centralized supply chain management, with designers across the entire organization using the same approved list of Suppliers with which to source supply chain intelligence for parts used in their designs.

The following part sources are available for an Enterprise Server:

• Altium Parts Provider – an aggregate supplier data service that provides access to live component information from a comprehensive range of parts suppliers.

  The Altium Parts Provider settings that are established in the Enterprise Server will override those in Altium Designer when a user signs in to the Enterprise Server.

• Custom Parts Provider – for situations where component supplier data is (and must be) sourced from an internal company enterprise system that provides a proprietary set of parts supplier data, which might be based on a tightly approved range of vendors and/or special pricing structures. This part source is actually configured for synchronization through Altium Designer – using a Custom Parts Provider Synchronization Configuration document (*.PrtSync) – allowing the supplier data from a specified database source to be mapped to the Enterprise Server supply chain data.

  This functionality requires Altium Designer 20.2 or later.
• Additional Customized Part Source – for situations where parts supply data needs to be accessed from a local database, such as a company’s internal parts database, the Enterprise Server's Custom Database Parts Provider feature offers interface connectivity for all common database systems (directly, or via an ODBC or OLE-DB interface). The added connection can be established manually, through a nominated interface and connection string, or by using the Enterprise Server’s Connection Wizard. Any number of such connections can be defined.

The actual supply chain intelligence – comprising Manufacturer (and part number), Supplier (and part number), Description, Pricing and Availability – is sourced from the Enterprise Server's local Part Catalog and the relevant part source.

Enabling required Suppliers and determining Location/Currency ranges for the Altium Parts Provider. This is the default Part Source for the Enterprise Server. You can also use one or more internal company parts databases.

PLM Integration

Related page: PLM Integration

This page provides the interface to the PLM Sync Service. It is from here that you define the connection to a PLM instance and enable/configure synchronization of your PLM components with those in the Enterprise Server.

The Enterprise Server facilitates the uni- or bi-directional synchronization of component data with your enterprise systems. Interaction between the Enterprise Server and the enterprise system – typically a PLM system – is configured and managed through the server's PLM Integration page. This provides an automated interface for easily configuring the interconnection, mapping parameter data, and specifying the direction of data synchronization. Component data synchronization between the Enterprise Server and the target enterprise system uses a built-in synchronization process which may be manually triggered or set as a timed repeating event.

A dedicated Project Creations workflow is available that supports the automatic creation of part numbers in your PLM instance, and then propagation of these to the Workspace as project parameters. You also can publish a design to your PLM instance as part of running the Project Releaser in Altium Designer.

Direct support is provided for the following PLM systems:

• PTC Windchill^® PLM (11.1 M020), and PTC Windchill® PLM (11.0 M030)
• Arena^® PLM
• Oracle^® Agile™ PLM
• Aras Innovator^®
• Siemens Teamcenter^® (with additional setup)

Use the button to create a new PLM interface instance, and then test/confirm the PLM connection with the button. The interface will automatically populate the relevant type and parameter/attribute data options from both the Workspace and PLM system. Choose the parametric data types and mapping, and then save the configuration ().

Synchronization can be set on a scheduled basis – automated synchronization at periodic intervals – within the PLM configuration, or performed on-demand using the configuration entry's button in the PLM Integration page view.

Processes

Related pages: Creating & Managing Processes, Defining a Process Workflow

This page provides the interface to create and manage Workflows that guide a company's designers through typical, everyday design processes such as:

• Requesting new library parts
• Performing project-related activities, such as design reviews or publishing to a PLM
• Creation of new projects.

Each Workflow that is used to implement a particular design process is created as part of a Process Definition. It can therefore be referred to as that process's underlying Workflow, or simply a Process Workflow. Processes and their Workflows are created and managed by an Administrator of the Enterprise Server. The interface is comprised of four tabs:

• Browser – use this tab to centrally browse all active and closed processes. Click on an entry for a process to view a diagram of its underlying workflow (on the Diagram tab below the list), showing what needs to happen for the process to be completed, and where that process is at along its flow, in terms of who now has a task to perform to move the process along. Tabs are also available for seeing the data attached to the process (Data tab), and also a history of actions taken along the process's workflow (History tab).

  As an administrator for the Enterprise Server, you also have the ability to directly terminate a process and, with the button, download a detailed record of all listed process activities in a comma-delimited CSV format.

  
  As an Administrator you can browse all currently active (or closed) processes from the one convenient location, seeing at-a-glance the state of each – where in the underlying workflow a process currently sits and who now has the next task in order to continue progress of that process.

• Part Requests/Project Activities/Project Creations – use these tabs to view, create, and manage process workflows that are to be used when requesting a new library part, performing design reviews or publishing to a PLM system, or creating new design projects, respectively.

  For the three design areas mentioned previously, predefined process workflows are included with your Enterprise Server installation. Some of these are activated for use out-of-the-box. Use these, modify them, or create your own as required, to suit the needs of your company. Others are samples – these cannot be activated and used as is. Each of these is therefore more like a 'template' – edit to suit your company's requirements, name, and save as a new process definition, which you can then activate and use, along with all other definitions.

  
  Create and manage process workflows for the three supported areas of the software. Examples provided for the Part Requests area are shown here.

A powerful Process Workflow Editor provides the flexibility for you to build processes with workflows that can be as simple, or as complex as needed, and in-line with your company's requirements. Build the workflow graphically and then define the required aspects of each element in that flow. For user tasks, a User Form Editor is used to fashion the required form that will be presented to the user, to take their input when they are given a task at the relevant point along the workflow. Once a process has been defined as required, click the button to have it added to the list of available processes for that particular area of the software.

Licenses

Related pages: Licensing, Private License Service

This page provides the interface to obtain and manage licenses – both for the licensing of the Enterprise Server itself and also for serving to client machines over the local network, through the appropriately configured Private License Service (PLS).

Use the various tabs within the Licenses area to obtain, manage, and assign licensing for the Enterprise Server, and for serving to your local network through the PLS. And use the various reports that are available to keep an eye on license usage.

Three tabs are available:

• Licenses – provides a listing of all licenses currently available. At least two licenses will be required to actually license the Enterprise Server (Altium Enterprise Server and Altium Enterprise Server CAL). Other licenses can be added for serving through the PLS. Licenses can be acquired either From cloud (choose from a list of licenses available to your company from the Altium portal), or From file (import existing alf license files from disk).

  These same licenses are used regardless of the backend database (Firebird or Oracle).
• Roles – provides the ability to assign licenses to roles (or groupings) of users. In Local PLS mode, the Enterprise Server PLS can selectively offer software licenses that have been assigned to a specific role. By default (unless otherwise specified), all licenses acquired by the Enterprise Server are assigned to the All Users role, and therefore available to any user that connects to the PLS.
• Reports – provides a range of license usage monitoring and reporting features that can be used to audit how licenses are used within an organization. This is particularly useful with the Private License Service, since the report data can be used to ensure that the best use is being made of the available license seats, for anticipating future license requirements, and to determine the usage of individual users. A range of reporting options are available, accessed by specific sub-tabs. Depending upon the type of information that's required for each report, the associated reporting filters can be applied to tailor the results to include specific licenses, roles, users, and time periods. There is also an option to export the current report to disk in CSV format, compatible with Microsoft Excel and other spreadsheet applications, for administration and accounting purposes.

Status

This page provides status-related information for the Enterprise Server and quick access to log files. It is presented over three regions:

• Installed Services – providing version information for the current Enterprise Server installation.
• Path to database and files – providing information about the installation paths for the database and data, including the type of database being used by the Enterprise Server.
• Logs – providing information about the installation path to log files. For each distinct service click on the associated icon to download a zip containing the relevant set of log files.

The Status page provides installation details, as well as log files for the various services.

Health

Related page: Health Monitor

This page provides a browser-based Health Monitor. The page delivers a visual summary of the state of the host machine and the Enterprise Server storage system. The page is a browser-based companion to the server's Health Monitor tool that is available as a standalone application on the server host machine (sourced from the installation's Tools folder), but offers the advantage of being remotely accessible by administrators over the network.

The Health page provides an instant view of the status and health of your Enterprise Server installation and the system on which it is installed.

As a highlighted overview of the server status, the Health page provides distinct warning/error icons for status entries of concern. Common alerts include overdue data backups, pending license expiration, or an active admin/admin user account (password in need of changing!).

As well as the quick visual summary of the server's health, the page also provides the following functionality:

• Ability to generate a status report for sending to Altium's Support (and ultimately Altium's Developers). To do so, click on the Generate part of the Generate status report for support team text, in the Status area of the page – the necessary reports will be generated and collated in a single Zip archive (vault_status_report_<Date>.zip) and downloaded to your browser's default download folder.
• Ability to download all log files – containing Error and Warning entries from all of the server’s available Log files, and which are normally located in the \ProgramData\Altium\Altium365Data\logs folder. To do so click the Download all logs link, in the Logs section of the page. The files will be collated into a single Zip archive (AllLogs.zip) and downloaded to your browser's default download folder.
• Use the Clear logs link (located at the bottom of the Logs section of the page) to archive, then delete all existing log files. The archive (logs_<Date>.zip) will be stored in the \ProgramData\Altium\Altium365Data\logs.archive folder.

• To manually refresh the status of your server click the refresh status link, in the Status area of the page. The health of your server and system will be checked and the page refreshed with the current state accordingly. The date and time reflect the last time the server health was checked.

  Note that after the install of the Enterprise Server, the first check of server health takes about 5 minutes after accessing the Health page. You can perform a manual refresh to perform the check sooner. Subsequent automatic checking is carried out every 4 hours.

Installations

Related page: Network Installation Service

This page provides the interface to the Network Installation Service, through which you can perform installations or updates to Altium products over your local network, and enables centralized control of software availability, configuration and its capabilities. Using NIS you acquire software product files from Altium and then assemble these into a configurable software deployment package. The locally stored package can then be deployed to networked workstations as a software installer executable (*.msi), or as a direct installation using Microsoft’s Active Directory Group Policy.

The Installations page of the Enterprise Server's browser interface – your connection to the Network Installation Service.

Controls are spread over the following tabs:

• Products & Extensions – your view into the set of available Altium product and extension installers, available to you based on your provided AltiumLive credentials. These are stored in Altium's Cloud Repository.
• Deployment Packages – where you create and configure a Deployment Package, which stipulates how to install the chosen product and extensions. Once created, an associated Windows Installer Package file (*.msi) can be downloaded and used to install the software on a target client machine, or on all client machines throughout the company.
• Updates – presents a convenient area in which to configure how you want your products and extensions, in your local Enterprise Server, to be updated. You can configure them to either be updated manually, or automatically.
• Server Storage – lists what products and extensions are available in your local Enterprise Server (those that you have previously acquired). A deployment package can only include products and extensions that are listed in this tab.
• Tasks – presents an Operations Log reflecting a task that is currently running, or has been run.

Explorer

Related page: Managing Content Structure & Access

This page gives you access to the structure of the Enterprise Server and is similar in presentation and layout to that of the Explorer panel in Altium Designer. From here, you will be able to browse the folders and Items within the Enterprise Server. And although you can't create or edit Items from within the browser interface (you can remove them), you are able to create and edit folders, and so build the structure of the server without having to be signed in to that server through Altium Designer.

You can also define sharing from this interface – controlling who is able to see what content in the Enterprise Server and, at the folder level, whether other users can simply view a folder and its content, or also edit it (effectively releasing/committing/uploading design data into it). A single Enterprise Server installation can be partitioned into various effective 'zones' of content, but with controlled permissions the content can be made selectively visible, or hidden, as required – giving the right people, the right access, to the right data.

Content can also be downloaded from the Enterprise Server directly from this interface.

Browse and define the structure of your Enterprise Server, as well as defining access to, and being able to download, content therein.