2 Which Vault is for Me? Altium Vault Server Installing the Altium Vault Server Verifying the Altium Vault Server is Running Licensing Altium Personal Vault Installing the Altium Personal Vault Verifying the Altium Personal Vault is Running Accessing a Vault from Altium Designer Altium Content Vault To Disconnect or to Disable... Accessing an Altium Vault Server from an External Web Browser Direct Browsing from within Altium Designer Exceeding the Licensing Limit for an Altium Vault Server
4 Additional Resources Altium Vaults Feature Comparison Altium's Vault technology provides the foundation for Altium's Design Data Management solution. A distinct design solution in its own right, an Altium Vault works in harmony with Altium Designer to provide an elegant answer to the question of handling design data with secured integrity. An Altium Vault not only provides rock-solid, secure storage of data, but also enables re-release of data as distinctly separate revisions essentially tracking design changes over time, without overwriting any previously released data. It also caters for the lifecycle of the data to be managed, allowing people that need to use the data to see, at-a-glance, what stage the data has reached in its 'life' and therefore what it can be safely used for. Altium Vault technology plays a fundamentally key role in the Vault-Driven Electronics Design methodology, with an Altium Vault used to store much more than just the data generated from a board design. It is used to manage all other sets of data obtained from the Design Area through the running of specific release processes. This includes the release of component definitions, domain models, schematic sheets of circuitry and design templates. Indeed, the very essence of true vault-driven design reflects the mantra "elements in a design can only come from within a vault". Now, organizations come in all sizes from the one-man show all the way through to a large international employing legions of designers and engineers. Appreciating the fact that 'one vault cannot always fit all', Altium offers two flavors of Altium Vault for use in an overall design data management solution the Altium Vault Server and the Altiu m Personal Vault (or Personal Vault). Connection to an Altium Vault Server and/or Altium Personal Vault is only possible from Altium Designer 13.0 (or later). And while it is still possible to connect to, and work with, a legacy Altium Satellite Vault Server (or 'Satellite Vault'), this type of vault will not enjoy the current enhancements found in, and future improvements gained by, using an Altium Vault Server or Altium Personal Vault. In support of this, a utility is available to migrate your data from your current Satellite Vault to an Altium Vault Server or Personal Vault.
5 For detailed information relating to the Altium Vault Server and Altium Personal Vault, beyond installation and connection, see Altium Vaults - Information for IT Departments. This document includes information ranging from ports and protocols used, to procedures for backing up data, re-indexing vault content, and upgrading to a later version of vault software. Which Vault is for Me? At the highest level of abstraction, the Altium Vault Server and Altium Personal Vault offer the same thing an engineering content management system. And under the bonnet they are both server-based software applications that store and manage electronic design data, with formal revision management and lifecycle state management. In terms of connecting to, and working with them from Altium Designer, they are pretty much the same from an operational perspective a vault, is a vault, is a vault, as it were. So if the designer has become familiar with vaults through interaction with a Satellite Vault, they will have no problem jumping across to one of these offerings. Where they do differ however, is in their target audience. Altium Vault Server a full-blown engineering content management solution that delivers high integrity, smart design and product data management, by providing storage, formal revision management, supply chain intelligence, and lifecycle state management. It also offers user access control and content sharing capabilities. It is targeted to organizations requiring simultaneous access by 4+ users. It has support for full user management, with user identification performed through built-in authentication (courtesy of the vault's own Identity Service (IDS) database). Simultaneous logins are controlled through local licensing. The Altium Vault Server is available for purchase under separate licensing (inclusive of 5 perpetual simultaneous connections), with annual subscription giving access to updates. Simultaneous connections for additional users can be added through purchase of additional perpetual licensing (and associated subscription). Each Altium Vault Server instance has its own dedicated Part Catalog. This is a managed local part catalog database, dedicated to the management and tracking of manufacturer parts and their associated supplier parts. It is installed at the same time as an Altium Vault Server and works only with this type of Altium Vault. In terms of supply chain intelligence, the list of Approve d Suppliers is centrally managed by the Altium Vault Server. This facilitates centralized supply chain management, with designers across the entire organization using the same approved list of Vendors. Access to internal supply chain intelligence through ODBC is also configured as part of this list, through the provision of a dedicated ODBC Supplier. For more information, see Altium Vault Server - Centralized Supply Chain Management. Altium Personal Vault a complete electronic design data management system, aimed at helping individuals or small groups to gain control over, reuse and leverage their IP. It enables the adoption of a formal methodology in the management of items, their revisions, lifecycle statuses, and supply chain information. It allows perpetual simultaneous access by 1-3 users, and requires no user identification (anonymous connection). It requires no separate license and offers no user management or content sharing capabilities. It is available as part of Altium Subscription, with updates available provided Subscription is kept current. Moving forward, the Altium Vault Server will benefit from features geared towards enterprise systems integration. Such features will be attractive to larger organizations, while those using a smaller-scale Personal Vault will not be affected by such features that, on the whole, typically won't apply or concern them. Another difference is that the Altium Vault Server benefits from browser-based access, which will particularly suit organizations with a dispersed workforce (often globally dispersed!). No such access is provided for the Personal Vault, since access would typically be by an individual, directly while working on a design in Altium Designer.
6 The Altium Vault Server and Altium Personal Vault have no ties to AltiumLive. Login, authentication and user access rights for an Altium Vault Server are handled through its own built-in authentication. Login to a Personal Vault is not applicable, since this type of vault provides no user management and allows anonymous access. Getting an Altium Vault Server licensed on an installation computer requires the use of activated license files. Essentially, the generated license files (*.alf) support and enforce the specific number of simultaneous users for which licensing has been purchased, and ensures that only that number can access the vault concurrently. For more information on obtaining the required license files for an Altium Vault Server installation, see Licensing. If a legacy Satellite Vault Server is already installed and running on a PC, the Altium Vault Server and Altium Personal Vault can also be installed, and run, on that same PC. This side-by-side operation, with the ability to connect to all three concurrently, is only possible provided the port assignments for each do not conflict. The default port assignments for all three flavors of vault server are set to ensure unique assignments Altium Vault Server: 9780, Altium Personal Vault: 9680, Satellite Vault: Altium Vault Server The following sections take a look at installing an Altium Vault Server, and getting it licensed. The Altium Vault Server can ONLY be installed and run on a PC running Windows Vista or above, as its Operating System. It cannot be installed on a PC running Windows XP. Installing the Altium Vault Server Installation of the Altium Vault Server is performed using the Altium Vault Server Setup wizard. This installer is accessed by running an executable Altium Vault Server <VersionNumber>.exe. This executable is downloaded from the Downloads page of the Altium website, and can be saved anywhere on the hard disk.
7 Initial welcome page for the Altium Vault Server installation wizard. Click Next to proceed through to the License Agreement page of the wizard, presenting the Altium End-User License Agreement (EULA). Read and accept Altium's End-User License Agreement. With the EULA read, continue with the install by checking the I accept the agreement box and clicking the Next but ton. The Select Destination Location page will be presented. This is the destination in which to install the Altium Vault Server. The default installation path is \Program Files (x86)\altium\dxp Apps Server. The Altium Vault Server requires at least 169.6MB of free disk space for installation.
8 To specify an alternate location, simply type the location directly into the field, or click the Browse button at the right of the field and browse for the required destination folder (or create it on-the-fly). Determine install location for the Altium Vault Server. The DXP Apps Server is the base platform into which services (delivered as applications, or 'apps') are plugged. These services include the Vault Service (the Altium Vault Server itself), Catalog Service (the local part catalog), Identification Service, and Search Service. Once the install location is specified, click Next to continue. The DXP Server Configuration page will be presented. Use this page to specify the port number to be used by the Altium Vault Server for communications (HTTP). By default, port 9780 is used. If an alternate port number to the default is specified, remember to make it different to that used by another Vault type, if those different vaults are to be run on the same PC. An Altium Personal Vault uses the port 9680, while a legacy Satellite Vault uses port 9880.
9 Set the port number for server communications. Once the port number is specified, click Next to continue. The Select Vault Data Directory page will be presented. These are the destination folders in which to store the database and revision files respectively. The default installation paths are: Database Folder \ ProgramData\Altium\VaultServerData Revision Files Folder \ ProgramData\Altium\VaultServerData\Revisions To specify an alternate location, simply type the location directly into a field, or click the Browse button at the right of a field and browse for the required destination folder (or create it on-the-fly).
10 Determine install locations for vault data. The Installer now has all the information it requires to proceed with the installation. If anything needs to be changed, click the Back button. To cancel out of the install, click Cancel. To go ahead and proceed with the installation, click I nstall. The page will change from "Ready to Install" to "Installing" and the installation will proceed. Once complete, simply click Finish to exit the wizard. The Altium Vault Server runs on top of the Microsoft Internet Information Services package (IIS). If this is not installed on the PC, the designer will be prompted to install it after the installation process begins. Kick off the installation by clicking Install. Click Finish once installation is complete.
11 Verifying the Altium Vault Server is Running Verification that the Altium Vault Server is running can be performed from the Windows Internet Information Services (IIS) Manager panel accessed from Window's Administrative Tools window. Simply check to confirm the following Application Pools are in the Started state: Altium Catalog Service Pool Altium Identity Service Pool Altium Search Service Pool Altium Vault Service Pool DXP Apps Server Pool Checking that the Altium-related IIS application pools are started after installation. Looking at the installed application pools, the DXP Apps Server Pool is the base platform, into which the other services are plugged. So the Altium Vault Server is plugged in and appears as the Altium Vault Service Pool. The local part catalog is plugged in and appears as the Altium Catalog Service Pool. The Altium Identity Service Pool provides for user management and authentication. And the Altium Vault Server's search facility is provided courtesy of the Altium Search Service Pool.
12 Licensing Access to an Altium Vault Server requires a license. And since the Altium Vault Server is a service or application ('app') plugged into the DXP App Server platform, a license is also required to connect to that platform. These two licenses are obtained when purchasing the Altium DXP App Server and Altium Vault Server, respectively, and can be summarized as follows: Altium DXP App Server Enterprise Connector License (ECL) perpetual license for the core Altium DXP App Server, including 5 seats. Each seat of the license allows a single user to connect to the DXP App Server. Altium Vault Server Client Access License (CAL) perpetual license for the Altium Vault Server, including 5 seats. Each seat of the license allows a single user to access the Altium Vault Server. For any given user to access the Altium Vault Server, they require: 1 seat of an Altium DXP App Server Enterprise Connector License AND 1 seat of an Altium Vault Server Client Access License. So at a minimum, purchasing these two products provides for the simultaneous connection of 5 users to the Altium Vault Server. Additional licensing can be purchased as needed, to allow a higher number of simultaneous connections to the Altium Vault Server. So if an organization needed vault access by 25 users, an additional 20-seat Enterprise Connector License (for the DXP App Server), and 20-seat Client Access License (for the Altium Vault Server) would need to be purchased. Licensing is handled locally through license files (*.alf). From the Altium Vault Server's perspective, it is the number of seats supported by the license that determines how many users can simultaneously be connected to the vault. Although any number of users may be registered to access and use the vault, only that licensed number will be allowed to connect to it simultaneously. The same user can be accessing the Altium Vault Server concurrently in different ways (e.g. connected through Altium Designer AND signed-in through an external Browser) and it only counts as a single connection from the licensing perspective. Acquisition of the required license files is performed through the AltiumLive Dashboard (accessed from the Commu nity menu on the Altium website). From the Licenses tab, locate the applicable license (in the Server Applications g rouping of licenses) then click through to the detailed license management page. Once there, click the Activate butt on to generate and download the associated license file.
13 Activate the applicable licenses to acquire the license files needed to connect to the Altium DXP App Server, and access and use the Altium Vault Server.
14 Depending on the needs of the organization, a minimum of 2, and maximum of 4 license files will be required: Altium DXP App Server Enterprise Connector License file (Altium DXP App Server ECL <LicenseActivationCode>.alf) base license with 5 seats. Altium Vault Server Client Access License file ( Altium Vault CAL <LicenseActivationCode>.alf) base license with 5 seats. Additional Altium DXP App Server Enterprise Connector License file (Altium DXP App Server ECL <LicenseActivationCode>.alf) additional license providing an extra x purchased seats. Additional Altium Vault Server Client Access License file (Altium Vault CAL <LicenseActivationCode>.alf) additional license providing an extra y purchased seats. To guarantee permanent availability and smooth workflow, it is advisable when purchasing additional licenses to get the same number of seats for the Enterprise Connector License and Client Access License involved. Once the license files are downloaded, drop them into the root installation folder for the Altium DXP App Server (the default for which is \Program Files (x86)\altium\dxp Apps Server). The software checks every hour for the presence of valid license files. Without a valid license, access to the Altium Vault Server will not be possible. Altium Personal Vault The following sections take a look at installing an Altium Personal Vault. The Altium Personal Vault can be installed and run on a PC running Windows XP or above, as its Operating System. Installing the Altium Personal Vault Installation of the Altium Personal Vault is performed using the Altium Personal Vault Setup wizard. This installer is accessed by running an executable Altium Personal Vault <VersionNumber>.exe. This executable is downloaded from the Downloads page of the Altium website, and can be saved anywhere on the hard disk.
15 Initial welcome page for the Altium Personal Vault installation wizard. Click Next to proceed through to the License Agreement page of the wizard, presenting the Altium End-User License Agreement (EULA). Read and accept Altium's End-User License Agreement. With the EULA read, continue with the install by checking the I accept the agreement box and clicking the Next but ton. The Select Destination Location page will be presented. This is the destination in which to install the Altium
16 Personal Vault (the Vault itself, the Apache server and the search service). The default installation path is \Progra m Files (x86)\altium\personal Vault. The Altium Personal Vault requires at least 27.2MB of free disk space for installation. To specify an alternate location, simply type the location directly into the field, or click the Browse button at the right of the field and browse for the required destination folder (or create it on-the-fly). Determine install location for the Altium Personal Vault. Once the install location is specified, click Next to continue. The Select Vault Data Directory page will be presented. These are the destination folders in which to store the database and revision files respectively. The default installation paths are: Database Folder \Users\<ProfileName>\AppData\Roaming\Altium\PersonalVaultData Revision Files Folder \Users\ <ProfileName> \AppData\Roaming\Altium\PersonalVaultData\ Revisions To specify an alternate location, simply type the location directly into a field, or click the Browse button at the right of a field and browse for the required destination folder (or create it on-the-fly).
17 Determine install locations for vault data. The Installer now has all the information it requires to proceed with the installation. If anything needs to be changed, click the Back button. To cancel out of the install, click Cancel. To go ahead and proceed with the installation, click I nstall. The page will change from "Ready to Install" to "Installing" and the installation will proceed. Once complete, simply click Finish to exit the wizard.
18 Kick off the installation by clicking Install. Click Finish once installation is complete. Verifying the Altium Personal Vault is Running Verification that the Altium Personal Vault is running can be performed from the Windows Services panel accessed from Window's Administrative Tools window. Simply check to confirm the following services are in the Sta rted state: Altium Personal Vault Service Altium Personal Vault Search
19 Checking that the vault and search services are started after installation. Accessing a Vault from Altium Designer Related article: Vaults Panel Altium Designer provides a design-side user interface into an Altium Vault the Vaults panel. But before a vault can be used from within Altium Designer, a connection must be established from Altium Designer to that vault. Connections are created and configured on the Data Management Vaults page of the Preferences dialog. Simultaneous connection to all three types of vault ( Altium Vault Server, Altium Personal Vault a nd legacy Satellite Vault) on the same computer is possible, provided the communications port number assignments are unique. However, if data has been migrated from a source Satellite Vault to a target Altium Vault Server or Altium Personal Vault, concurrent connection through Altium Designer to those source and target vaults will not be possible. This is because the Globally Unique Identifier (GUID) of the original Satellite Vault is also copied to the target vault, as part of the migration process. Any number of vaults can be connected to. Simply click the Add Vault button to access the Connect To Vault dialog
20 . Connect to an Altium Vault through the Preferences dialog. Use the Vault Server Address field to enter the location URL of the vault to connect. Simply enter the computer name and the port number used for communications, in the format: <ComputerName>:<PortNumber > (e.g. JHOW IEHOME:9780 (for connection to an Altium Vault Server, with default port assignment), JHOWIEHOME:9680 (for connection to an Altium Personal Vault), and JHOWIEHOME:9880 (for connection to a legacy Satellite Vault)). Note that a prefix can be entered, but is not required. An Altium Vault that has been installed on the company's Local Area Network can be quickly discovered by clicking the Find Vault on LAN control. For connection to an Altium Vault Server or legacy Satellite Vault, as well as the address of the vault, a Username a nd Password must also be entered. These will be checked by the authentication server (providing the Identity Service), to ensure the user has the rights to access that vault. Altium Designer itself does not perform this authentication, rather it simply passes these credentials to the vault, which in turn passes this access request to the Identity Server (or IDS).
21 For an Altium Vault Server, the user enters the credentials supplied to them by an administrator for the vault. The default Username and Password for a freshly installed Altium Vault Server are admin and admin respectively. These can be changed by a vault administrator through the browser interface. For a legacy Satellite Vault, the user simply enters their AltiumLive credentials. Login to an Altium Personal Vault is not applicable, since this type of vault provides no user management and allows anonymous access. Optionally test whether a connection is successful prior to adding it, by using the Test Connection button. With a successful connection, go ahead and click OK. A connection to the vault from Altium Designer is made, provided access rights and login details (where applicable) are authenticated as being valid. An entry will appear for it in the listing of vaults back on the Data Management Vaults page of the Preferences dialog. The vault will be enabled by default, ready for use. Example of successful connection to all three flavors of Altium Vault Altium Vault Server, Altium Personal Vault and a legacy Satellite Vault. For each connected vault, the following information is presented: Name a meaningful name for the vault. This could, for example, reflect the content stored within, or capture the name of the organization using the vault. Description a description for the vault. Address this is the address of the vault server, the URL to its location. Status whether the connection between Altium Designer and the vault is successful ( ) or not ( ). If connection is unsuccessful a comment will be displayed, indicating the problem. Enabled whether the vault is available for use by the system (enabled, checked) or not (disabled, unchecked). The name of the vault is initially provided by the vault. This name can be changed by right-clicking on the vault entry and selecting Edit Vault Properties from the context menu. In the dialog that appears, simply change the name as required.
22 Editing vault properties. In a similar manner, the connection to the vault can be changed for example to target a different vault or to login to an Altium Vault Server with different credentials that give greater vault permissions. Simply right-click on the vault's entry and select Edit Connection To Vault from the context menu. Editing the vault connection. Commands for editing vault properties, or the connection to a vault, are also available from the menu associated to the Properties button. Ensure the required vault is first selected in the list first, prior to launching a command.
23 For an Altium Vault Server, the Vault Properties dialog also provides visual indication of the status of licensing. Altium Content Vault The previous section looked at connecting to a vault. This is connection, through vault server address, to any vault. Provision is also made to quickly add a connection to Altium's own vault the Altium Content Vault. The single Altium Content Vault is simply the amalgamation of the individual Altium Hobart and A ltium Shanghai vaults, available prior to the release of Altium Designer This vault presents data under the top-level folders: Board Templates offering board templates, managed sheets, and board connector components. Unified Components offering vendor-specific families of components, as well as generic components including capacitors and resistors. To connect to the vault, simply access the Data Management Vaults page of the Preferences dialog, and click the Add Altium Content Vault button. Provided you have a licensed instance of Altium Designer and valid Altium Subscription, a connection to the vault will be made instantly. This direct connection enables you to access and place content from the Altium Content Vault directly into your designs, through the Vaults panel. The Vault Server Address for the Altium Content Vault is while its Name and Description are both Altium Content Vault.
24 Access and connect to Altium's own vault - the Altium Content Vault - and the considerable design content it contains. Content in the Altium Content Vault can also be browsed from within the AltiumLive community, through the Unified Components and Template Designs sections of the Design Content area. To Disconnect or to Disable... To disconnect from a vault, simply select its entry in the list and click the Disconnect From Vault button. The vault is simply removed from the list of connected vaults. To use a vault again, simply re-connect to it. It can be easier to simply toggle the vault's Enabled state. The connection to the vault remains, but is not 'seen' by the system and therefore to all intents and purposes, appears as though it had been disconnected. From the simultaneous connection perspective, a 'disabled' vault is still counted as a vault connection, since disabling a vault does not terminate its connection. To release such a connection, either purposefully disconnect the vault, or close Altium Designer. Accessing an Altium Vault Server from an External Web Browser
25 Main article: Browser-based Management of an Altium Vault Server For an Altium Vault Server only, connection is also possible through its browser-based interface, providing the URL to that vault is known. The browser interface allows for administration of vault access, management of a centralized list of approved suppliers (for retrieval of supply chain intelligence), as well as limited manipulation of vault content itself, including folder definition. This allows people other than the designer to contribute to the management and maintenance of vault data, as well as being able to access and download released data for specific Item Revisions. To access an Altium Vault Server, simply use a preferred external Web Browser and type the address for the vault in the following format: (e.g. for an Altium Vault Server installed using the default port assignment). A Sign-in page will be presented. Sign in through the browser interface using the same vault credentials used to connect through Altium Designer. While the default admin user could be left for general entry to the vault by administrators, it is a good idea to change the First Name, Last Name and Username to something more meaningful for the organization. And it's definitely a good idea to change the default password from admin to something only known/passed to authorized administrators otherwise everyone could simply access the vault as an administrator!
26 Accessing an Altium Vault Server through a preferred external Web Browser. The interface is divided into four pages, for browsing and managing: Users Groups Vault Structure (including folder-level sharing permissions) Catalog (the list of Approved Suppliers). While all users can browse the vault structure, users and groups, only those with administrative privileges can make changes to user access (management of users and groups), and the list of Approved Suppliers (on the Catalog page). In terms of vault structure, administrators have full access to create top-level folders and sub-folders, and edit, share, and remove folders. Non-administrators can create sub-folders, but cannot create top-level folders. In addition, they can only edit, share and remove sub-folders they have created. Direct Browsing from within Altium Designer
27 Making use of its browser interface, the designer also has the possibility to browse a connected Altium Vault Server directly from within Altium Designer, using the Vault and Users views available under the Home pag e ( View» Home). Use the Vault view to browse and make changes to the structure of the vault (on the Content sub-view), as well as access and manage the list of Approved Suppliers (on the Catalog sub-view). The Users view gives access to view and manage (if an administrator for the vault) users and groups, on the Users and Groups sub-views respectively. Unlike access through an external Web Browser, these views populate in relation to connection to the Altium Vault Server from Altium Designer. So while connected to the vault (on the Data Management Vaults page of the Preferences dialog), the information in these views will be instantly available there is no 'signing-in'. These Home page views show information for the first Altium Vault Server connected. If connected to multiple Altium Vault Servers, the first Altium Vault Server in the list of connected vaults (on the Data Management Vaults page of the Preferences dialog) will be the one used. Browse and manage vault structure, the Approved Suppliers list, and user access for an Altium Vault Server, directly from dedicated views in Altium Designer. Working with these views is similar to being connected to the vault through an external Web Browser. For more
28 information, see Browser-based Management of an Altium Vault Server. Exceeding the Licensing Limit for an Altium Vault Server If you try to connect to/access an Altium Vault Server from within Altium Designer, or an external Web Browser, and the limit on the number of simultaneous connections determined by the licensing has already been reached, sign-in will fail. In this case, you will be presented with a dialog alerting you to this fact, stating how many users are currently (and concurrently) logged in, and listing those users by Username. Example of a user ( WRighter) trying to access the vault, but being denied. The license in use for the Altium Vault Server has a limit of 5 simultaneous connections, and all of those connections are currently being used by other users. While an Altium Personal Vault does not use licensing, it does have a fixed number of users that can simultaneously access/connect to it. No more than 3 anonymous users can connect to an Altium Personal Vault concurrently. If a fourth user attempts to connect while three others are currently connected, a dialog will appear to alert the user to this fact.
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