Difference between revisions of "How to Install and Configure Altium"

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(Wrote the first half of a real "Installing Altium" tutorial)
(Built out everything through installing the IntLib)
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You will need SVN software to use the SSI Altium repository. The recommended choice is to install [http://tortoisesvn.net/ Tortoise SVN] (Windows-only). Mac and Linux users who want SVN access from within their home OS are recommended to install [https://http://www.smartsvn.com/ SmartSVN], though we will not discuss its usage in this article.
 
You will need SVN software to use the SSI Altium repository. The recommended choice is to install [http://tortoisesvn.net/ Tortoise SVN] (Windows-only). Mac and Linux users who want SVN access from within their home OS are recommended to install [https://http://www.smartsvn.com/ SmartSVN], though we will not discuss its usage in this article.
  
TortoiseSVN will run persistently on your computer and allow you to work with files synchronized with the SVN. As shown at right, TortoiseSVN will appear as a menu available when right clicking on files or folders. We will introduce the most useful of these commands in this article; several more are discussed [[Using TortoiseSVN|here]] (recommended reading ''after'' installing Altium).
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TortoiseSVN will run persistently on your computer and allow you to work with files synchronized with the SVN. As shown at right, TortoiseSVN will appear as a menu available when right clicking on files or folders. We will introduce the most useful of these commands in this article; several more are discussed [[Using TortoiseSVN|here]] (recommended reading ''after'' completing this guide).
  
 
===Downloading SSI Altium Libraries===
 
===Downloading SSI Altium Libraries===
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===Connecting Altium to the License System===
 
===Connecting Altium to the License System===
[[File:AltiumSignIn.png|thumb|200px|right|You will only ever need to do this once.]]
 
 
[[File:AltiumLicense.png|thumb|200px|right|Protip: Don't publish sensitive information on the internet.]]
 
[[File:AltiumLicense.png|thumb|200px|right|Protip: Don't publish sensitive information on the internet.]]
After Altium finishes installing, open it. Under "My Account," click "Sign in" (see right) and log in with your Altium account. Check "Sign me in when I open Altium Designer," as this will automatically grant you license access when you start the program. Next, under "Available Licenses," select Altium Designer from the list of products (you may or may not have other options listed; you can safely ignore all other ones) and click "Use" underneath (see right). This will now happen automatically every time you open the program.
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After Altium finishes installing, open it. Under "My Account," click "Sign in" and log in with your Altium account. Check "Sign me in when I open Altium Designer," as this will automatically grant you license access when you start the program. Next, under "Available Licenses," select Altium Designer from the list of products (you may or may not have other options listed; you can safely ignore all other ones) and click "Use" underneath (see right). This will now happen automatically every time you open the program.
  
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===Open SSI Integrated Library===
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[[File:ProjectsPanel.png|thumb|200px|right|This is a super useful panel to have open pretty much whenever you're in Altium.]]
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If you do not see the "Projects" panel of your Altium window (see image on right - if open, the panel is typically on the left side of your screen), you will need to open it. This can be done in "View → Workspace Panels → System → Projects," also accessible with the keyboard shortcut {{altium-shortcut|v → w → s → p}}.
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Once this panel is open, File → Open and navigate to the folder you set up for the Altium SVN. Enter, and go to "libraries/intlib." Inside, you should find "SSI.LibPkg" (whose file name may simply show up as "SSI"). Open the file; it should expand in your Projects panel, as shown at right.
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===Compiling the SSI Altium Library===
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With SSI.LibPkg open in your Projects panel, right click on SSI.LibPkg and hit "Compile Integrated Library SSI.LibPkg." This LibPkg file is an editable copy of all of the symbols, component footprints, and supplier links used for designing circuits and circuit boards in Altium; compiling it produces a non-editable version that can actually be used in circuit design. The compile process will take up all of Altium's resources and typically lasts between 30 seconds and 2 minutes. When done, you may see a "Messages" panel appear, which should indicate that you compiled successfully. Even if the Messages panel does not appear, you should be able to tell when the library finishes compiling based on a green progress bar in the lower left part of the screen.
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If the Messages panel appears but errors show up (which is rare), message {{slack-channel|altium}} for help, as the failure is likely due to a recent editor of the library doing something incorrectly. Errors may or may not prevent you from proceeding in this guide; attempt the next step, knowing that you may be forced to pause until the errors are resolved.
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===Installing the SSI Altium Library===
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[[File:LibraryInstallWindow.png|thumb|200px|right|You will end up with something like this.]]
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If you do not see the "Libraries" panel of your Altium window (if open, the panel is typically on the right side of your screen), you will need to open it. This can be done in "View → Workspace Panels → System → Libraries," also accessible with the shortcut {{altium-shortcut|v → w → s → l}}.
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Once the panel is open, click the "Libraries..." button in the upper left, bringing up a window as shown in the image at right. Go to the "Installed" tab, where a list of (typically two) default libraries will appear. These libraries are not built to SSI standards and no SSI projects use them. Click on each library in the list, and then click "Remove" in the lower right.
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Next, click "Install..." and then "Install from file." A new file dialog will open up; from your Altium SVN folder, navigate to "libraries/intlib/Project Outputs for SSI," where you should find SSI.IntLib (which will again likely just appear as "SSI"). Select it, and it will install.
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If you do not have a "Project Outputs for SSI" folder, your compile failed, and you will need to resolve the issue before proceeding.
  
 
==Installing SSI Libraries==
 
==Installing SSI Libraries==

Revision as of 07:05, 1 January 2017

Journey.jpg

This is a guide

Welcome! This article is intended to guide you through an SSI process. While its authors have made efforts to make it useful, if you have questions, please ask the authors on Slack. They will be able to both help you and improve this resource for future SSI-ers.

This article was written by Sasha Maldonado (SlackLogo.png@{{{display-name}}} ).

Background

Altium Designer is SSI's preferred circuit board design program. The program runs exclusively on Windows; Mac and Linux users have successfully run Altium through both dedicated Windows partitions and Windows virtual machines. Though debated amongst SSI members, a USB mouse is also a useful tool when designing circuit boards.

Altium Ltd. sponsors SSI with a number of shared licenses to use their software. These licenses are managed over the internet - after signing in for the first time, your computer will automatically download a license file every time you open Altium and release your license when you close the program.

Altium allows users to draw circuit schematics and then design the physical layout of the components represented in the schematic. This requires libraries of symbols to represent components, the physical dimensions of those components in real life, and links so that they can be purchased from suppliers. SSI and Stanford Solar Car Project members have designed parts for these libraries over the course of several years, and as an Altium user, you will almost certainly add parts to the SSI PCB libraries.

These libraries are shared and synchronized amongst all of SSI's Altium users using a version control technology called Subversion (typically "SVN"). SVN allows a group of folders (known as a "repository") to be shared selectively between SSI's Altium users, while tracking changes between versions of the files and allowing users to decide when they share changes they've made with the rest of the SSI userbase (sharing your changes is known as "committing" those changes). SSI's SVN is hosted online by a sponsor, Assembla.

Users familiar with git will find SVN familiar but notably different; SSI's reasons for using SVN over git are captured here.

Installation and Setup

Account Setup

A screenshot showing all of the SVN functions available when right-clicking after installing TortoiseSVN. You will never use most of these.

Within the SlackLogo.png#altium  channel, request an account for both Altium itself and for Assembla. Messaging SlackLogo.png@{{{display-name}}}  will summon the relevant person.

Installing SVN

You will need SVN software to use the SSI Altium repository. The recommended choice is to install Tortoise SVN (Windows-only). Mac and Linux users who want SVN access from within their home OS are recommended to install SmartSVN, though we will not discuss its usage in this article.

TortoiseSVN will run persistently on your computer and allow you to work with files synchronized with the SVN. As shown at right, TortoiseSVN will appear as a menu available when right clicking on files or folders. We will introduce the most useful of these commands in this article; several more are discussed here (recommended reading after completing this guide).

Downloading SSI Altium Libraries

Make sure you're right clicking on the folder you just created.
Your checkout window should look very similar to this.

Find a convenient location on your computer (i.e. your desktop) to create a folder that will host all of the shared SSI Altium files. Create a new folder there (my folder is called "SVN-SSI-Altium"). Right click on the folder, and select "SVN Checkout" (see right). A window should pop up (see right) showing a URL to download files from and a location on your computer where the files will be downloaded. Verify that the target on your computer is where you intend and set the URL of the repository to http://subversion.assembla.com/svn/stanfordspaceinitiative, and click OK. You will then be prompted for your Assembla login - this will be your username (not email) and password for your Assembla account. Enter these, click OK, and your computer should begin to download the Altium libraries. These are rather large and will take several minutes.

If your credentials are not accepted (a rare but known problem), make sure they are correct, and then reset your password (not necessarily change it, simply reset it). The origin of this issue is unknown, but a password reset typically solves the problem. If it still doesn't work, log into Assembla and ask their 24-hour support for help with SVN authentication - they are typically very helpful and respond in around half an hour.

Installing Altium

Once you have an Altium account, Altium Designer can be downloaded here after logging in on the Altium website. Be aware that the software will only install on Windows operating systems. After downloading, install with the default settings.

Connecting Altium to the License System

Protip: Don't publish sensitive information on the internet.

After Altium finishes installing, open it. Under "My Account," click "Sign in" and log in with your Altium account. Check "Sign me in when I open Altium Designer," as this will automatically grant you license access when you start the program. Next, under "Available Licenses," select Altium Designer from the list of products (you may or may not have other options listed; you can safely ignore all other ones) and click "Use" underneath (see right). This will now happen automatically every time you open the program.


Open SSI Integrated Library

This is a super useful panel to have open pretty much whenever you're in Altium.

If you do not see the "Projects" panel of your Altium window (see image on right - if open, the panel is typically on the left side of your screen), you will need to open it. This can be done in "View → Workspace Panels → System → Projects," also accessible with the keyboard shortcut AltiumLogo.png v → w → s → p.

Once this panel is open, File → Open and navigate to the folder you set up for the Altium SVN. Enter, and go to "libraries/intlib." Inside, you should find "SSI.LibPkg" (whose file name may simply show up as "SSI"). Open the file; it should expand in your Projects panel, as shown at right.

Compiling the SSI Altium Library

With SSI.LibPkg open in your Projects panel, right click on SSI.LibPkg and hit "Compile Integrated Library SSI.LibPkg." This LibPkg file is an editable copy of all of the symbols, component footprints, and supplier links used for designing circuits and circuit boards in Altium; compiling it produces a non-editable version that can actually be used in circuit design. The compile process will take up all of Altium's resources and typically lasts between 30 seconds and 2 minutes. When done, you may see a "Messages" panel appear, which should indicate that you compiled successfully. Even if the Messages panel does not appear, you should be able to tell when the library finishes compiling based on a green progress bar in the lower left part of the screen.

If the Messages panel appears but errors show up (which is rare), message SlackLogo.png#altium  for help, as the failure is likely due to a recent editor of the library doing something incorrectly. Errors may or may not prevent you from proceeding in this guide; attempt the next step, knowing that you may be forced to pause until the errors are resolved.

Installing the SSI Altium Library

You will end up with something like this.

If you do not see the "Libraries" panel of your Altium window (if open, the panel is typically on the right side of your screen), you will need to open it. This can be done in "View → Workspace Panels → System → Libraries," also accessible with the shortcut AltiumLogo.png v → w → s → l.

Once the panel is open, click the "Libraries..." button in the upper left, bringing up a window as shown in the image at right. Go to the "Installed" tab, where a list of (typically two) default libraries will appear. These libraries are not built to SSI standards and no SSI projects use them. Click on each library in the list, and then click "Remove" in the lower right.

Next, click "Install..." and then "Install from file." A new file dialog will open up; from your Altium SVN folder, navigate to "libraries/intlib/Project Outputs for SSI," where you should find SSI.IntLib (which will again likely just appear as "SSI"). Select it, and it will install.

If you do not have a "Project Outputs for SSI" folder, your compile failed, and you will need to resolve the issue before proceeding.

Installing SSI Libraries

This assumes you have set up Altium & the SSI SVN already.

  • Open --> libraries --> intlib --> SSI.LibPkg
  • Right click on package in the workspace area --> Compile Integrated Library
  • Go to the right toolbar and click on 'Libraries' and then the 'Libraries...' button.
  • Go under the second tab titled 'Installed' and click 'Install From File'.
  • Navigate to your SVN folder --> libraries --> intlib --> [possibly inside a folder titled 'Project Output for SSI'] --> SSI.IntLib
  • DONE!

If there are changes to the library package, you will need to recompile (right click --> recompile). When you commit in SVN, do not add the SSI.IntLib file (it should already be in the ignore list)