User Interface | ||
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3DEXPERIENCE Menu
The Connector for Altium Designer adds a 3DEXPERIENCE menu to the Altium Designer menu.
| Menu Item | For More Information | |
|---|---|---|
| Login to 3DEXPERIENCE | Logs you into 3DEXPERIENCE. | Logging Into 3DEXPERIENCE |
| Open from 3DEPXERIENCE | Searches for a CAD object stored in 3DEXPERIENCE to open it in Altium Designer. | Checking Out an Item from 3DEXPERIENCE |
| Show Preferences | Opens the Preferences dialog box. | Preferences |
| Show Log | Opens the Log window. | Log Window |
| Shutdown 3DEXPERIENCE Integration | Logs you out of the 3DEXPERIENCE system. | - |
Project Scope Context Menu
When you right-click an object in the project tree, the context menu includes a 3DEXPERIENCE submenu:
| Menu Item | Description | For More Information |
|---|---|---|
| Save Project to 3DEXPERIENCE | Opens the Save Project to 3DEXPERIENCE dialog box where can define how the app saves CAD objects in the project. | Saving Projects in 3DEXPERIENCE |
| Manage Lifecycle | Lets you promote, demote, lock, or unlock designs in the current project. | Managing Design Object Lifecycles |
| Compare & Update from 3DEXPERIENCE | Lets you update the selected object with the current version stored in 3DEXPERIENCE. You cannot compare objects from a project; use this command from within a schematic to make comparisons. | Comparing and Updating CAD Objects |
| Explore in 3DEXPERIENCE | Opens the CAD object in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. | X-CAD Design Management User's Guide: CAD Portal View |
| Add Existing from 3DEXPERIENCE | Searches for and adds an existing CAD object to the current project. | Adding an Existing Object to a Project |
| Start New Schematic | Creates a new schematic from a CAD template. | Starting a Schematic |
| Start New PCB | Creates a new layout for a printed circuit board. | Starting a PCB |
| Bill of Materials to 3DEXPERIENCE | Opens the BOM Editor dialog box where you can manage the ECAD BOM and the 3DEXPERIENCE BOM | BOM Editor Dialog Box |
| Setup Project for 3DEXPERIENCE | Registers documents and BOMs with objects in 3DEXPERIENCE. | Setting Up a Project |
Schematic Scope Context Menu
When you right-click an object in the schematic, the context menu includes a 3DEXPERIENCE submenu:
| Menu Item | Description | For More Information |
|---|---|---|
| Place Schematic from 3DEXPERIENCE | Searches for and adds an existing schematic into the open schematic. | Placing a Schematic into a Sheet |
| Save to 3DEXPERIENCE | Opens the Save to 3DEXPERIENCE dialog box to transfer the selected schematic hierarchy from the local client to 3DEXPERIENCE. If not already logged in, the login dialog box opens. | - |
| Quick Save to 3DEXPERIENCE | Saves the selected schematic hierarchy from the local client to 3DEXPERIENCE. If not already logged in, the login dialog box opens. | - |
| Compare & Update from 3DEXPERIENCE | Updates a schematic to the version stored in 3DEXPERIENCE, or allows you to compare 2 versions of a schematic. | Comparing and Updating CAD Objects |
| Explore in 3DEXPERIENCE | Opens the CAD schematic in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. | X-CAD Design Management User's Guide |
CAD Object Context Menu
In dialog boxes that show lists of CAD objects, the context menu for an item in the search results lets you work with the found CAD object. You only see the menu items appropriate for the context.
| Menu Item | Description |
|---|---|
| Open | Checks out the CAD object and all related CAD objects of the selection to the specified directory. If the object already exists in that directory, you are prompted to either overwrite that object, or select a different directory. |
| Open Selected | Checks out the selected CAD object without checking out its hierarchy. |
| Lock | Locks the CAD object in 3DEXPERIENCE. |
| Unlock | Removes the lock from the CAD object. |
| Revise to NEXT | When saving the project, sets the revise column to NEXT. |
| Revise to MANUAL | When saving the project, opens the Revise to MANUAL dialog box. Enter the revision level you want to set and click OK. |
| Show Iterations | Opens a list of iterations for the CAD object. You right-click an iteration to open it. |
| Remove CAD Model | Deletes the CAD Model from 3DEXPERIENCE. The app prompts you to confirm. In the Workspace View, you can either permanently delete the CAD Model, or just remove them from the folder. |
| Show Details | Opens a window that lists details about the CAD object. Click Explore to open the the CAD object in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. |
| Explore in 3DEXPERIENCE | Opens the CAD object in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. |
Save CAD Object Scope Context Menu
When saving a project, you can right-click an object in the project tree to access the context menu. The context menu includes a 3DEXPERIENCE submenu:
| Menu Item | Description |
|---|---|
| Lock | Locks the CAD object in 3DEXPERIENCE. |
| Unlock | Removes the lock from the CAD object. |
| Revise to NEXT | When saving the project, sets the revise column to NEXT. |
| Revise to MANUAL | When saving the project, opens the Revise to MANUAL dialog box. Enter the revision level you want to set and click OK. |
| Explore in 3DEXPERIENCE | Opens the properties page in for the CAD object in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. |
| Show Details | Opens a window that lists details about the CAD object. Click Explore to open the properties page in for the CAD object in X-CAD Design Management in a browser window. If not already logged in, the login dialog box opens. |
| Add to Workspace | Opens the Workspace Folder Selection dialog box. Select the folder where you want to assign the CAD object and click OK. You can assign a single CAD object to more than one workspace folder, but only one at a time. You can also create a new workspace from this dialog box. For more information, see Creating Workspaces. |
Workspace Context Menu
In dialog boxes that show lists of workspaces as the result of a search, the context menu for an item in the search results lets you work with a workspace. Right-click a workspace or a workspace folder to open the context menu.
| Menu Option | Description |
|---|---|
| Create Workspace Folder | Creates a new folder within the workspace. For more information, see Creating Workspace Folders. |
| Delete Workspace or Delete Workspace Folder | Deletes the selected workspace or folder. You must confirm that you want to delete the folder. |
| Remove all CAD Models from Folder | Deletes all CAD Models from the folder. You must confirm that you want to delete the CAD Models. This command does not delete any CAD Models from any subfolders of the selected folder. |
| Move Folder | Moves the selected folder to another workspace or a different parent folder. This menu item opens a dialog box listing the available workspaces and folders. Select the required parent and click OK. The entire folder hierarchy, all subfolders, and CAD models, is moved to the new location. |
| Rename | Renames the workspace or folder. After entering a new name, click OK. |
BOM Scope Context Menu
Right-click an object in the BOM Editor dialog box to open the context menu.
| Menu Item | Description | For More Information |
|---|---|---|
| Enable Component | Enables a component for consideration in BOM creation. You only see this menu item if the "Allow Disabling of EDA parts" setting in the BOM preferences is set to true. | 3DEXPERIENCE BOM Management Preferences |
| Disable Component | Removes a component from consideration in BOM creation. You only see this menu item if the "Allow Disabling of EDA parts" setting in the BOM preferences is set to true. | 3DEXPERIENCE BOM Management Preferences |
| Assign 3DEXPERIENCE Part | Searches for a part in 3DEXPERIENCE to assign to the selected ECAD component. | Searching for Parts |
| Add Existing From 3DEXPERIENCE | For a selected assembly, adds parts that exist in 3DEXPERIENCE to the BOM. | Searching for Parts |
| Remove Selected | Removes the selected part from the extracted components. You can only remove user-added parts; you cannot remove EDA parts. | - |
| Remove All Imported | Remove all parts that were added using Import External Partlist. | - |
| Import External Partlist | For an assembly or subassembly, lets you import components for use in BOM creation. You cannot select a standard part as the parent of an imported partlist. The components are listed in a text file generated from an external system such as an MCAD tool. The importer defines the format of the text file. A CSV importer is available when the text file uses that format. When you select this menu item, the app shows the list of configured mapping files defined in your Preferences. Select the mapping file, then use the file chooser to locate and open the required file. | External Part List Settings |
System Tray
The system tray includes a 3DEXPERIENCE icon 
. You can double-click the icon to view your connection status. If connected to 3DEXPERIENCE, the icon shows a green lock (
) and the URL of the 3DSpace server. If you are not connected, the icons shows a red lock (
) and the message indicates that you are not connected.
Right-click to view the System Tray menu.
| Menu Item | Description | For More Information |
|---|---|---|
| Help > About | Displays information about Connector for Altium Designer. | - |
| Help > Support Archive | Creates a zip file that contains log files to help Product Support when you need to report an issue. | Creating a Support Archive |
| Extras > Show Log | Opens the log window. | Log Window |
| Preferences | Sets preferences that define how the Connector for Altium Designer functions. | Preferences |
| Shutdown and Exit | Shuts down the plug-in, closes the Connector for Altium Designer, and disconnects from the 3DSpace server. | - |