Checking Out an Item from 3DEXPERIENCE

You can open a CAD object stored in 3DEXPERIENCE in Altium Designer. The Open from 3DEXPERIENCE dialog box provides several tabs that help you quickly find the CAD object that you want to open.

If not logged in, the Connector for Altium Designer opens the login dialog box. For more information, see Logging Into 3DEXPERIENCE.

This task shows you how to:

Before you begin: From the Altium Designer menu, select 3DEXPERIENCE > Open from 3DEPXERIENCE.

Use the General Search Tab

You can use General Search to enter criteria to find CAD objects.

  1. Enter search criteria. For more information, see Searching for Documents.
  2. Click Search.
  3. To change the table view for the search results, select a table from the View list and . The app updates the results list using the selected table.
  4. Define the check out details:

    OptionDescription
    Checkout ToClick Browse if you want to check out the CAD object to a directory other than the default directory.
    LockSelect the check box to lock the CAD object in 3DEXPERIENCE after checking it out.
    Doc. IterationSelect a type of iteration from the list to check out that iteration of the selected CAD object:

    Option Description
    LatestRevision Finds the latest revisions of the selected node and its underlying structure.
    Latest Released Revision Finds the latest released revision of the selected node and its underlying structure. If no object is in the Released state, then the latest revision of the object is displayed.
    Latest In Work Revision Finds the latest Revision Iteration that is in the In Work state.
    Latest Frozen Revision Finds the latest revision that is in the Frozen state.
    As Built Provides the precise structure stored in 3DEXPERIENCE, but shows the new iteration of the object as a child if it exists in 3DEXPERIENCE
    As SavedReplicates the exact structure saved in 3DEXPERIENCE.

  5. If you want to check out a specific iteration of a CAD object, right-click the object and select Show Iterations.

    The CAD Model Iterations dialog box lists the iterations of a CAD object. You can define check out details as described in Step 4.

  6. Right-click the CAD object you want and select Open.

    The Connector for Altium Designer checks out the CAD object and all related CAD objects of the selection to the specified directory. The Connector for Altium Designer checks out the archive of the CAD object is checked out, extracts it, and deletes the local archive files.

    You can also click Open Selected to check out only the selected object and not its hierarchy.

    If the selected CAD object is already present in the checkout directory, the system provides these choices:

    • Overwrite the existing data
    • Select a new Checkout Directory

    You can select or clear the remember check box to use the same choice for data in the current session.

    For more information, see CAD Object Context Menu.

Use the My Documents Tab

You can use the My Documents tab to restrict your search to those CAD objects that you own.

  1. Click the My Documents tab.
  2. Enter any text in the Filter for object name box. This text is not case sensitive.
  3. Click Search.
  4. Define check out details as described in 4 above.
  5. Open the required document as described in 6 above.

Use the My Workspaces Tab

You can use the My Workspaces tab to restrict the search to CAD objects in workspaces that you have access to.

  1. Click the My Workspaces tab.
  2. Enter text in the Filter for workspace name box. You can use wildcards in the text name.

    As an alternative, you can select the Regex option to enter a regular expression in the Filter for workspace name box.

  3. If you want to restrict the workspace search to the workspaces that you own, select the Direct Assignments only check box.
    This option does not find workspaces that you are a member of but do not own.
  4. Click Search.
    The app loads workspaces that match the search criteria.
  5. Expand the workspaces and folder hierarchies to locate the required CAD object.
  6. Define check out details as described in 4 above.
  7. Open the required document as described in 6 above.

  • You can click Create Workspace to create a new workspace. For more information, see Creating Workspaces.
  • You can right-click a workspace or workspace folder name and use the items in the context menu. For more information, see Workspace Context Menu.

Use the My Projects Tab

You can use the My Projects tab to restrict the search to projects that you own.

  1. Click the My Projects tab.
  2. Enter text in the Filter for project name box. You can use wildcards in the text name.

    As an alternative, you can select the Regex option to enter a regular expression in the Filter for project name box.

  3. If you want to restrict the project search to the projects that you own, select the Direct Assignments only check box.
    This option does not find projects that you are a member of but do not own.
  4. Click Search.
    The app loads projects that match the search criteria.
  5. Expand the project hierarchies to locate the required CAD object.
  6. Define check out details as described in 4 above.
  7. Open the required document as described in 6 above.

Use the My Recently Accessed Objects Tab

You can use the My Recently Accessed Objects tab to quickly find CAD objects based on the date of access.

  1. Click the My Recently Accessed Objects tab.
  2. Choose an option to select when objects were last accessed:

    • All: retrieves objects accessed in the last 60 days.
    • Recently Accessed (Today): retrieves objects you access today.
    • since: retrieves objects accessed during the shown number of days. Click the up or down arrow to increase or decrease the number of days.

  3. Click Search.
    The app loads CAD objets that match the search criteria.
  4. Define check out details as described in 4 above.
  5. Open the required document as described in 6 above.

Use the My Locked Objects Tab

You can use the My Locked Objects tab to search for objects that are currently locked by you.

  1. Click the My Locked Objects tab.
  2. Click Search.
    The app loads CAD objets that you have locked.
  3. Define check out details as described in 4 above.
  4. Open the required document as described in 6 above.