Getting Started with Altium 365 / Migrating Project Components
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Getting Started with Altium 365

Migrating Project Components

We have selected a project to use with Altium 365, so now we need a complete library containing all components and models of the project to migrate into Altium 365. We will start by creating an integrated library.

Make a schematic sheet the active document, for example, Sheet1.SchDoc.

Choose Design > Make Integrated Library from the main menus.

Screenshot indicating steps of creating an integrated library
Fig. 1 - Creating an integrated library

The project tree in the Projects panel now includes a Libraries folder with a document that has the extension of IntLib, which demonstrates the successful creation of the library.

The created integrated library
Fig. 2 - The created integrated library

Choose File > Library Migrator from the main menus.

Open the Library Migrator
Fig. 3 - Open the Library Migrator

 

Tip: Make sure you are connected to your Altium 365 Workspace so that we can migrate the library to the server.

In the Library Migrator that opens, click "+" to locate and choose the path to the integrated library file.

Tip: Using the File > Library Migrator command allows migration from several libraries of different types, including simultaneous migration. The library migration process will be discussed in more detail in the Migrating Libraries To Altium 365 Chapter.

Select the integrated library file
Fig. 4 - Select the integrated library file

The main regions of the Library Migrator consist of the following:

  • The Source Libraries region contains your library components grouped by the type of component designation. You can change or assign another grouping. Learn how to do this here.
  • The Migration Preview region displays the types of components that will be created in Altium 365. The source library data automatically generates them.
  • The grid is a table that includes system and user parameters of components and links. Altium 365 transfers all parameters with the components.

In the table, the automatically-generated Name is the Design Item ID parameter. It is virtually impossible to determine the specific element we are working on, but this is an easy problem to solve.

Select all component types in the Source Libraries column by using CTRL+A.
Open the Properties panel. In the list of parameters in the Parameter Mapping region, select Name. Use the drop-down in the Source Library Parameter section then select Comment.

Tip: If the Properties panel isn't open, access it by clicking the Panels button at the lower-right corner of the workspace and select Properties.

 The Name column has been updated providing more useful information.

The next step is to check the library for possible errors by clicking the Validate button near the top right of the migrator. The Messages panel displays all errors and warnings. The list is quite extensive; however, we will fix them quickly as they are the same errors.

Several errors signify that the maximum and minimum temperatures displayed incorrectly. To correct this error, in the Components region, click the error icon (Icons) to view the problematic data in the table. Delete the incorrect "degC" designation, and the correct "℃" values will be added automatically. Note that the error icons disappear after the correction.

The additional warnings are not critical and can be skipped at this stage.

  • Manufacturer parameter is undefined
  • Component type is undefined
  • Manufacturer parameter duplication

Click the Migrate button then choose Migrate in the warning dialog that opens.

A message stating the migration was successful appears; click Close.

Tip: The Messages panel provides a complete migration report. To open the report in HTML format in the Altium Designer design space, click Open Log.

The Components panel displays the results of the migration.

Library Migrator
Fig. 5 - Library Migrator
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