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FREE TRIA
Welcome to the world of electronic product development environment in Altium software. This tutorial will get you
started by creating a simple PCB project based on an astable multivibrator design. If you are new to Altium software
then it is worth reading the article The Altium Designer Environment, for an explanation of the interface, information
on how to use panels, and managing design documents.
CONTENTS
The Design
Creating a New PCB
To learn more about a command, dialog, object or panel, press F1 when the cursor is over
that item.
Project
Adding a Schematic to the
Project
Setting Options
This tutorial has been updated for Altium Designer 15.0, but can still be used for earlier
Schematic Document
versions by changing the folder references to suit the version you have installed.
Options
Schematic Editor
Preferences
THE DESIGN
The design you will be capturing, and then designing a printed circuit board (PCB) for, is a simple astable
multivibrator. The circuit is shown below, it uses two 2N3904 transistors configured as a self-running astable
multivibrator.
on the Schematic
Placing the Transistors
Placing the Resistors
Placing the Capacitors
Installing the Connector
Library
Placing the Connector
Component Positioning
Tips
You are now ready to begin capturing (drawing) the schematic. The first step is to create a project.
In Altium's software, a PCB project is the set of design documents (files) required to specify and manufacture a
printed circuit board. The project file, for example MyProject.PrjPCB, is an ASCII text file that lists which
documents are in the project, as well as other project-level settings, such as the required electrical rule checks,
Setting Up the
Connection Matrix
settings, or can also be defined in special-purpose OutputJob files, which give better control and visibility into the
Setting up Class
Generation
output process.
Setting Up the
project preferences, and so on. Project outputs, such as print and CAM settings, can also be stored as project
Source schematic sheets and the target output, for example the FPGA, embedded (VHDL), library package, or in this
Comparator
case the PCB design file, are then added to the project, with each one being referenced by a link inside the project
file.
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Once the source design is complete it can be compiled and design verification performed. When the source design is
error free it can be transferred to the PCB workspace, using a process known as design synchronization. The next
from a Template
phase is to layout the PCB in accordance with the PCB design rules, the final phase is to generate the fabrication and
assembly outputs.
The process of creating a new project is the same for all types of supported projects. This tutorial focuses on PCB
design, so we will use the PCB project as an example. We will create the project file first and then create a blank
schematic sheet to add the new empty project. Later in this tutorial we will create a PCB and add it to the project as
well.
Workspace
Configuring the Display
of Layers
Creating a View
Configuration
Physical Layers and the
Layer Stack Manager
PCB Workspace Grids
Imperial or Metric?
Suitable Grid Settings
Component Positioning
and Placement options
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Defining the Routing Via
Style
Positioning the
Components on the PCB
Changing a Footprint
5. Click OK to close the dialog and create the project file in the specified location.
6. The new project will appear in the Projects panel. If this panel is not displayed, click theSystem button at the
Board
bottom right of the main design window, and select Files from the menu that appears.
7. The Projects panel will open, displaying the new project file, Multivibrator.PrjPCB, which will have no
documents added.
Output Documentation
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Next we will add a new schematic sheet to the project. It is on this schematic we will capture the astable
Creating a Bill of
multivibrator circuit.
Materials
2. To save the new schematic sheet, select File Save As. The Save As dialog will open, ready to save the schematic in the same location as the projec
file. Type the name Multivibrator in the File Name field and click Save. Note that files stored in the same folder as the project file itself (or in a
child/grandchild folder) are linked to the project using relative referencing, whereas files stored in a different location are linked using absolute
referencing.
3. Since you have added a schematic to the project, the project file has changed too. Right-click on the project filename in the Projects panel, and
select Save Project to save the project.
When the blank schematic sheet opens you will notice that the workspace changes. The main toolbar includes a range of new buttons, new toolbars are
visible, the menu bar includes new items and the Sheet panel is displayed. You are now in the Schematic Editor. You can customize many aspects of the
workspace. For example, you can reposition the panels and toolbars or customize the menu and toolbar commands.
SETTING OPTIONS
Schematic Document Options
The first thing to do before you start drawing your circuit is to set up the appropriate document options. Complete the following steps.
1. From the menus, choose Design Document Options to open the Document Options dialog.
2. For this tutorial, the only change we need to make here is to set the sheet size to A4, this is done in the Standard Styles field of the Sheet Options
tab of the dialog.
3. Confirm that both the Snap and Visible Grids are set to 10.
4. Click OK to close the dialog and update the sheet size.
5. To make the document fill the viewing area, select View Fit Document (shortcut: V, D).
6. Save the schematic by selecting File Save (shortcut: F, S).
You can activate any menu by pressing the menu accelerator key (the underlined letter in the menu name). Subsequent menu
items will also have accelerator keys that you can use to select that item.
For example, the shortcut for selecting the View Fit Document menu item is to press the V key followed by the D key.
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Additionally, many sub-menus, such as the Select menu (in the Edit menu), can be called directly. For example, to activate the Edit
Select Touching Line command, you need only press the S key (to call up the Select menu directly) followed by the L key.
the components we require are in the default installed libraries, it is useful to know how to search through all libraries to find components. Work throug
the following steps to locate and add the libraries you will need for the tutorial circuit.
First we will search for the transistors, both of which are type 2N3904.
1. If it is not visible, display the Libraries panel. The easiest way to do that is to click the System button down the bottom right of the software, then
select Libraries from the menu that appears. Refer to the Working with Panels article to learn more about configuring and controlling panels.
2. Press the Search button in the Libraries panel (or select Tools Find Component) to open the Libraries Search dialog.
The Libraries Search dialogs can search across folders on the hard drive, or libraries already installed in the software.
The Path is set to point to the installed Altium libraries, which will be something like C:\Users\Public\Documents\Altium\AD15\Library
4. Click the Search button to begin the search. The Query Results are displayed in the Libraries panel as the search takes place - there should be one
component found, as shown in the image below.
Library searching is actually performed using queries - a feature supported by the query engine that underlies the schematic and
PCB editors. In the Libraries Search dialog, switch to the Advanced mode to examine the query. The query generated by your
search configuration should be(Name LIKE '*3904*'), if it is not, type this string in and click Search again.
5. You can only place components from Libraries that are installed in the software, if you attempt to place from a library that is not currently installed
you will be asked to Confirm the installation of that library when you attempt to place the component. Alternatively, install the library by rightclicking on the found component and selecting Install Current Library, as shown in the image above.
6. Since the Miscellaneous Devices library is already installed, the component is ready to place. Added libraries appear in the drop down list at the top
of the Libraries panel, as you select a library in the list the components in that library are listed below. Select the Miscellaneous Devices library from
the list, then use the component Filter in the panel to locate the required 2N3904 component within the library.
7. Click on the component name 2N3904 to select it. The Models region of the panel shows that this component has a footprint, a simulation model
and a signal integrity model.
Filtering the library for components with the string 3904 in their name.
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The first components we will place on the schematic are the two transistors, Q1 and Q2. Refer to the rough schematic sketch shown above for the
general layout of the circuit.
4. Before placing the part on the schematic, we will edit its properties - which can be done for any object floating on the cursor. While the transistor is
still floating on the cursor, press the Tab key to open the Component Properties dialog. We will now set up the dialog options to appear as below.
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Set the Designator to Q1, and confirm that the Footprint is TO-92A.
You are now ready to place the part. When you are in any editing or placement mode (the cursor will include a cross hair), moving
the cursor to the edge of the document window will automatically pan the document. If you accidentally pan too far while you are
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wiring up your circuit, press V, F (View Fit All Objects) to redraw the schematic window, showing all placed objects. This can be
done even when you are in the middle of placing an object. You can also zoom in or out while you are working by pressing PageUp
or PageDown.
8. Move the cursor, with the transistor symbol attached, to position the transistor a little to the left of the middle of the sheet. Note the current snap
grid, it is displayed on the left of the Status bar down the bottom of the application. It defaults to 10, you can press the G shortcut to cycle through
the available grid settings during placement. It is strongly advised to keep the snap grid at 10 or 5, to keep the circuit neat, and make it easy to
attach wires to pins.
9. Once you are happy with the transistor's position, left mouse click or press Enter on the keyboard to place the transistor onto the schematic.
10. Move the cursor and you will find that a copy of the transistor has been placed on the schematic sheet, but you are still in part placement mode
with the part outline floating on the cursor. This feature allows you to place multiple parts of the same type. So let's now place the second
transistor. This transistor is the same as the previous one, so there is no need to edit its attributes before we place it. The software will automatical
increment a component's designator when you place a series of parts. In this case, the next transistor we place will automatically be designated Q2
11. If you refer to the rough schematic diagram shown before, you will notice that Q2 is drawn as a mirror of Q1. To flip the orientation of the transisto
that is floating on the cursor, press the X key on the keyboard. This flips the component horizontally (along the X axis).
12. Move the cursor to position the part to the right of Q1. To position the component more accurately, press the PageUp key twice to zoom in two
steps. You should now be able to see the grid lines.
13. Once you have positioned the part, left mouse click or press Enter to place Q2. Once again a copy of the transistor you are "holding" will be placed
on the schematic, and the next transistor will be floating on the cursor ready to be placed.
14. Since we have now placed all the transistors, we will exit part placement mode by clicking the Right Mouse Button or pressing the ESC key. The
cursor will revert back to a standard arrow.
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Use the following keys to manipulate the part floating on the cursor:
Y flips the part vertically
X flips the part horizontally
Spacebar rotates the part by 90 anti-clockwise.
Shift+Spacebar rotates the part by 90 clockwise.
6. The contents of Comment field of the schematic component maps to the Comment field of the PCB component, typically you would enter the valu
or the resistor here. Alternatively, you can map any of the component parameters into the Comment field, to do this type =Value into the
Comment field for R1, and enter a value of 100k into the Value parameter. Configuring and using the Value parameter means you can also perform
a circuit simulation with this design.
7. Because you are mapping the Value parameter into the Comment you do not need to display the Value parameter as well, so ensure that the Visib
option for the Value parameter is disabled.
8. Make sure that footprint name AXIAL-0.3 is the current footprint in the Models list.
Enter the Designator and Value, and map the Value into the Comment field, so that it transfers to the PCB.
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9. Click OK to close the Component Properties dialog, the resistor will be floating on the cursor.
10. Press the Spacebar to rotate the resistor by 90 so it is in the correct orientation.
11. Position the resistor above the base of Q1 (refer to the schematic diagram shown earlier) and click the Left Mouse Button or press Enter to place
the part. Don't worry about making the resistor connect to the transistor just yet. We will wire up all the parts later.
12. Next place the other 100k resistor, R2, above the base of Q2. The designator will automatically increment when you place the second resistor.
13. The remaining two resistors, R3 and R4, have a value of 1K, so press the Tab key to open the Component Properties dialog, enter 1k into the Value
parameter. Click OK to close the dialog.
14. Position and place R3 and R4 as shown in the image below.
15. Right-click or press ESC to exit part placement mode.
Note, components being simulated may have a number of simulation properties that can be defined (eg, a resistor has 1, a BJT has
5, and a MOSFET has 13) - these properties are defined by using Parameters. If you wanted to simulate this circuit then the resistor
value must be defined as a Parameter, whose name is Value and whose value is the resistance.
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If the circuit being captured is for both simulation and PCB layout, rather than enter the value twice (in the parameter called Value
and then again in the Comment field), you can use the technique described above, to map any parameter's string into the
Comment field. This feature is called indirection, if you click to display the Comment field dropdown list you will see that the
software has automatically built a list of all current parameters, in case you want to map the value of one of them into the
Comment field. String indirection can be used to map parameters in other situations too, such as mapping Document or Project
parameters (such as ProjectTitle) into strings placed in a schematic template.
Value parameter to 20n, disable the Visible option for the Value parameter, and check the PCB footprint model RAD-0.3 is selected in the Models
list. Click OK.
5. Using the image below as a guide, position and place the two capacitors in the same way that you placed the previous parts.
6. Right-click or press Esc to exit placement mode.
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Project libraries - libraries that have been added to the project, which are automatically made available when that project is the active project
Installed libraries - libraries that you as the designer have installed, this list is stored for this installation of the software.
Search Path - paths defined on this tab are searched for suitable library types, and detected components and models are then made available
Typically used for simulation models, not recommended for schematic and PCB components/models as all folders / files are searched.
2. On the Installed tab of the Available Libraries dialog, click the Install button and select Install from File.
3. The Open dialog will appear, locate and Open theMiscellaneous Connectors.IntLib (typically in C:\Users\Public\Documents\Altium\AD15
\Library\).
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4. Close the Available Libraries dialog.
footprint model is HDR1X2. No Value parameter is required as you would replace this component with a power source when simulating the circuit
Click OK to close the dialog.
3. Before placing the connector, press X to flip it horizontally so that it is in the correct orientation. Click to place the connector on the schematic, as
shown in the image below.
4. Right-click or press ESC to exit part placement mode.
5. Save your schematic by selecting File Save from the menus (shortcut: F, S).
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You have now placed all the components. Note that the components shown in the figure below are spaced so that there is plenty of room to wire to each
component pin. This is important because you can not place a wire across the bottom of a pin to get to a pin beyond it. If you do, both pins will connect t
the wire. If you need to move a component, click-and-hold on the body of the component, then drag the mouse to reposition it.
release the mouse button. Movement is constrained to the current snap grid, which is displayed on the Status bar,press the G shortcut at any time
to cycle through the current snap grid settings. Remember that it is important to position components on a coarse grid, such as 5 or 10.
You can also re-position a group of selected schematic objects using the arrow keys on the keyboard. Select the objects, then press an arrow key
while holding down the Ctrl key. Hold Shift as well to move objects by 10 times the current snap grid.
The grid can also be temporarily set to 1 while moving an object with the mouse, hold Ctrl to do this. Use this feature when positioning text.
The grids you cycle through when you press the G shortcut are defined in theSchematic - Grids page of the Preferences dialog (DXP Preferences
The Schematic - Default Units page of the Preferences dialog is used to select the type of units that will be used, select between DXP Defaults,
Imperial, or Metric. Note that Altium components are designed using the DXP Defaults grid, if you change to a metric grid the component pins will
no longer fall onto a grid of 10.
Wiring is the process of creating connectivity between the various components of your circuit. To wire up your schematic, refer to the sketch of the circu
or the animation shown below, and complete the following steps:
1. To make sure you have a good view of the schematic sheet, press the PageUp key to zoom in or PageDown to zoom out. Alternatively, hold down
the Ctrl key and roll the mouse wheel to zoom in/out, or hold Ctrl + Right Mouse button down and drag the mouse up/down to zoom in/out.
2. Firstly wire the lower pin of resistor R1 to the base of transistor Q1 in the following manner. Select
or click on the Wire tool from the Wiring toolbar to enter the wire placement mode. The cursor will change to a crosshair.
3. Position the cursor over the bottom end of R1. When you are in the right position, a red connection marker (large cross) will appear at the cursor
location. This indicates that the cursor is over a valid electrical connection point on the component.
4. Click the Left Mouse Button or press Enter to anchor the first wire point. Move the cursor and you will see a wire extend from the cursor position
back to the anchor point. The default corner mode is a right angle, the tip box below explains how to change the corner mode, for this circuit right
angle is the best choice.
5. Position the cursor over the base of Q1 until you see the cursor change to a red connection marker. Click or press Enter to connect the wire to the
base of Q1. The cursor will release from that wire.
6. Note that the cursor remains a cross hair, indicating that you are ready to place another wire. To exit placement mode completely and go back to
the arrow cursor, you would Right-Click or press ESC again - but don't do this just now.
7. We will now wire C1 to Q1 and R1. Position the cursor over the left connection point of C1 and click or press Enter to start a new wire. Move the
cursor horizontally till it is directly over the wire connecting the base of Q1 to R1, and click or press Enter to place the wire segment. Again the
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cursor will release from that wire, and you remain in wiring mode, ready to place another wire. Note how a junction automatically appears to
connect the two wires.
8. Wire up the rest of your circuit, as shown in the figure below.
9. When you have finished placing all the wires, right-click or press ESC to exit placement mode. The cursor will revert to an arrow.
Wiring Tips
Left-click or press Enter to anchor the wire at the cursor position.
Press Backspace to remove the last anchor point.
Press Spacebar to toggle the direction of the corner. You can observe this in the animation shown above, when the connector is wired.
Press Shift+Spacebar to cycle through all possible corner modes. The right-angle mode is the most suitable for this design.
Right-click or press Esc to exit wire placement mode.
To graphically edit the shape of a wire, Click once to select it first, then Click and hold on a segment or vertex to move it.
Whenever a wire crosses the connection point of a component, or is terminated on another wire, a junction will automatically be created.
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A wire that crosses the end of a pin will connect to that pin, even if you delete the junction. Check that your wired circuit looks like the figure shown
before proceeding.
To move a placed component and drag connected wires with it, hold down the Ctrl key while moving the component, or select Move Drag.
An animation showing dragging - hold Ctrl as you click and drag to maintain connectivity.
Each set of component pins that you have connected to each other now form what is referred to as a net. For example, one net includes the base of Q1,
one pin of R1 and one pin of C1. Each net is automatically assigned a system-generated name, which is based on one of the component pins in that net.
To make it easy to identify important nets in the design, you can add Net Labels to assign your preferred name. To place net labels on the two power
nets:
1. Select Place Net Label (shortcut: P, N). A net label will appear floating on the cursor.
2. To edit the net label before it is placed, press Tab key to open the Net Label dialog.
3. Type 12V in the Net field, then click OK to close the dialog.
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4. Place the net label so that the bottom left corner of the net label touches the upper most wire on the schematic, as shown in the image below. The
cursor will change to a red cross when the net label is correctly positioned to connect to the wire. If the cross is light grey, it means there will not be
a valid connection made.
The net label in free space (left image) and positioned over a wire (right image), note the red cross.
5. After placing the first net label you will still be in net label placement mode, so press the Tab key again to edit the second net label before placing it
6. Type GND in the Net field and click OK to close the dialog.
7. Place the net label so that the bottom left of the net label touches the lower most wire on the schematic (as shown in the image below). Right-click
or press ESC to exit net label placement mode.
8. Select File Save (shortcut: F, S) to save your circuit. Save the project as well.
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Congratulations! You have just completed your first schematic capture. Before we turn the schematic into a circuit board we need to configure the proje
options, and check the design for errors.
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All project-specific settings are configured in the Options for Project dialog (Project Project Options). The project options include the error checking
parameters, a connectivity matrix, Class Generator, the Comparator setup, ECO generation, output paths and netlist options, Multi-Channel naming
formats, Default Print setups, Search Paths, Project level Parameters, Device Sheet settings and Settings for Managed Output Jobs. These settings are
used when you compile the project.
Project outputs, such as assembly, fabrication outputs and reports can be set up from the File and Reports menus. These settings are also stored in the
Project file so they are always available for this project. Alternatively you can set up output options in an Output Job file (File New Output Job File). Se
Documentation Outputs for more information.
When the project is compiled, comprehensive design and electrical rules are applied to verify the design. When all errors are
resolved, the compiled schematic design is ready to be transferred to the target PCB document by generating a series of
Engineering Change Orders (ECOs).
Underlying this process is a comparator engine that identifies every difference between the schematic design and the PCB, and
generates an ECO to resolve each difference. This approach of using a comparator engine to identify differences means you not
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only work directly between the schematic and PCB (there is no intermediate netlist file used), it also means the same approach can
be used to synchronize the schematic and PCB at any stage during the design process. The comparator engine also allows you to
find differences between source and target files and update (synchronize) in both directions.
2. Set up any project-related options in this dialog. We will now make some changes to the Error Reporting, Connection Matrix and Comparator tabs
The Error Reporting tab in the Options for Project dialog is used to set up design drafting checks. The Report Mode settings show the level of severity of
a violation. If you wish to change a setting, click on a Report Mode next to the violation you wish to change and choose the level of severity from the
drop-down list. For this tutorial we will use the default settings in this tab.
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The Connection Matrix defines what electrical conditions are checked for on the schematic.
When the design is compiled a list of the pins in each net is built in memory. The type of each pin is detected (eg: input, output, passive, etc), and then
each net is checked to see if there are pin types that should not be connected to each other, for example an output pin connected to another output pin
The Connection Matrix tab of the Options for Project dialog is where you configure what pin types are allowed to connect to each other. For example,
look down the entries on the right side of the matrix diagram and find Output Pin. Read across this row of the matrix till you get to the Open Collector
Pin column. The square where they intersect is orange, indicating that an Output Pin connected to an Open Collector Pin on your schematic will generate
an error condition when the project is compiled.
You can set each error type with a separate error level, eg. from no report, through to a fatal error. To make changes to the Connection Matrix:
1. To change one of the settings click the colored box, it will cycle through the 4 possible settings. Note that you can right-click on the dialog face to
display a menu that lets you toggle all settings simultaneously, including an option to restore them all to their Default state (handy if you have been
toggling settings and cannot remember their default state).
2. Our circuit contains only Passive Pins (on resistors, capacitors and the connector) and Input Pins (on the transistors). Let's check to see if the
connection matrix will detect unconnected passive pins. Look down the row labels to find Passive Pin. Look across the column labels to find
Unconnected. The square where these entries intersect indicates the error condition when a passive pin is found to be unconnected in the
schematic. The default setting is green, indicating that no report will be generated.
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3. Click on this intersection box until it turns Orange, so that an error will be generated for unconnected passive pins when we compile the project. W
will purposely create an instance of this error to check it later in this tutorial.
Component and net classes can be generated from the schematic, as well as placement rooms.
When the design is transferred to the PCB, component classes, net classes, and placement rooms can be generated automatically. This is particularly
useful for a well-structured hierarchical design, creating a component class and component placement room from each sheet, and a net class from each
bus. This default behavior is not necessary for this simple design, to disable this:
1. Click the Class Generation tab, and disable the Component Classes check box, as shown in the image above. Doing this automatically disables the
Generate Rooms option as well.
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The Comparator tab is used to configure exactly what differences the comparison engine will check for.
The Comparator tab in the Options for Project dialog sets which differences between files will be reported or ignored when a project is compiled.
Generally the only time you will need to change settings in this tab is when you add extra detail to the PCB, such as net classes or rooms, and do not wan
those settings removed. If you need more detailed control, then you can selectively control the comparator using the individual comparison settings.
Settings that are often changed in this tab for more complex designs include: Extra Component Classes and Extra Net Classes.
1. For this tutorial it is sufficient to confirm that the Ignore Rules Defined in PCB Onlyoption is enabled.
We are now ready to compile the project and check for any errors.
Compiling a project checks for drafting and electrical rules errors in the design documents and details all warnings and errors in the Messages panel, and
also gives detailed information in the Compiled Errors panel. We have already set up the rules in the Error Checking and Connection Matrix tabs of the
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2. When the project is compiled, all warnings and errors are displayed in the Messages panel. The panel will only appear automatically if there are
errors detected, to open it manually click the System button down the bottom right of the workspace, and select Messages from the menu.
3. If your circuit is drawn correctly, the Messages panel should not contain any errors, just the message Compile successful, no errors found. If the
there are errors, work through each one, checking your circuit and ensuring that all wiring and connections are correct.
We will now deliberately introduce an error into the circuit and recompile the project:
1. Click on the Multivibrator.SchDoc tab at the top of the design window to make the schematic sheet the active document.
2. Click in the middle of the wire that connects R1 to the base wire of Q1. Small, square editing handles will appear at each end of the wire and the
selection color will display as a dotted line along the wire to indicate that it is selected. Press the Delete key on the keyboard to delete the wire.
3. Recompile the project (Project Recompile PCB Project Multivibrator.PrjPcb) to check for errors. The Messages panel will display warning
messages indicating you have unconnected pins in your circuit.
4. The Messages panel is divided horizontally into 2 regions, as shown in the image below. The upper region lists all messages; which can be saved,
copied, cross probed to or cleared via the right-click menu. The lower region details the warning/error currently selected in the upper region of the
panel.
5. When you double-click on an error or warning in either region of the Messages panel, the schematic view will pan and zoom to the object in error.
Use the Messages panel to locate and resolve design errors - double-click on an error to pan and zoom to that object.
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When you double click on an error in the Messages panel:
The entire schematic fades, except for the object in error. The amount that the schematic fades is controlled by the Mask Level,
click the button down the bottom right of the workspace and slide the Dim slider to change the fade level.
The schematic zooms to present the object in error. The Zoom Precision is set in the System - Navigation page of the
Before we finish this section of the tutorial, let's fix the error in our schematic.
1. Make the schematic sheet the active document.
2. Either select Edit Undo from the menus (shortcut: Ctrl + Z) to restore the deleted wire, or re-place the wire (Place Wire).
3. To check that there are no errors, recompile the project (Project Compile PCB Project Multivibrator.PrjPcb) - the Messages panel should show no
errors.
4. Select View Fit All Objects (shortcut: V, F) from the menus to display the entire schematic.
5. Save the schematic and the project file as well.
To clear all messages from the Messages panel, right-click in the panel and select Clear All.
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display the contents of the \Templates folder included in the software installation.
3. Locate and select the A4.PcbDoc template. When you click to select it, the board will immediately open. An HTM document might also open,
informing you that the file was generated in an earlier version of the software. These warning documents are important, as they often detail any
changes that might affect the design rule checking process. In this case, for a new blank board, you can simply close the document (right-click on th
document tab at the top and select Close A4.PCBDOC.htm).
4. Your screen will display what looks like a white sheet with boarder markers and a title block, with a black region in it. The black region is the board
shape, that is what gets fabricated and assembled. Note that the A4 size refers to the overall document size, not the board size.
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which is used to determine the current workspace location. Before setting the origin, zoom in to the lower left of the current board shape until you
can easily see the grid - to do this position the cursor over the lower-left corner of the board shape and press PageUp until both the Coarse and Fin
grids are visible, as shown in the images below.
3. To set the Relative Origin, select Edit Origin Set, position the cursor over the bottom left corner of the board shape, then left click to locate it.
Select the command, position the cursor over the corner of the board (left image), then click to define the origin (right image).
4. The next step is to select a suitable snap grid. You may have noticed that the current snap grid is 0.127mm, which is the old 10mil imperial snap gri
converted to metric. To change the snap grid at any time, press Ctrl+G to open the Cartesian Grid Editor. Since you are about to define the overall
size of the board a very coarse grid can be used, type 5mm into the Step X field in the dialog and click OK. Grids are discussed in more details later in
the tutorial.
5. To zoom back out and show the all of the workspace currently being used, press V, D (View Document). Your design should look much like the
image shown below.
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6. The PCB editor can display the design in 3 different modes, Board Planning Mode (1), 2D Layout Mode (2) and 3D Layout Mode (3). You can switch
modes using the shortcuts just detailed, or select the required mode in the View menu. Switch to Board Planning Mode, your board should now
look like the image shown on the right below.
Switch from 2D to Board Planning Mode so you can redefine the board shape.
7. Your choice now is to either redefine the board shape (draw it again), or edit the existing board shape. For a simple square or rectangle, it is more
efficient to edit the existing board shape, to do this select Design Edit Board Shape. Editing handles will appear at each corner and the center of
each edge.
8. The objective is to resize the shape to create a 50mm by 50mm board. The Coarse visible grid is 25mm (5x the snap grid), this will be used as a
guide. You can now either: slide the upper and right edges down and in to create the correct size; or move 3 of the corners in, leaving the one that
at the origin in its current location. To slide the top edge down, position the cursor over the edge (but not over a handle), click and hold, then drag
the edge to the new location (so the board height is 2 of the coarse grid lines). Repeat the process to move the right-hand edge in.
9. The last step is to reposition the board shape (Design Move Board Shape), positioning it be approximately in the middle of the A4 page. After you
have moved it, you will need to reset the origin to the bottom left of the board.
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Resizing the board shape to the required size (note the editing cursor in the left image), then move the shape to the center of the page.
10. Before transferring the design from the schematic editor, you need to make the board part of the project and save it. To make it part of the project
click and hold on the PCB1.PcbDoc icon in the Projects panel, then drag and drop it onto the project, as shown in the images below.
Drag and drop the PCB file onto the project file to make it part of the project. The reverse process can be used to remove a file from the project.
11. Switch the PCB editor back to 2D Layout Mode, and save the PCB into the same folder as the project and schematic, with the name
Multivibrator.PcbDoc. Adding the board file to the project means the project has also been modifed, right-click on the project in the Projects
panel and save it.
If the PCB you want to add to a project file already exists, you can add it to your project by right-clicking on the project file in the
Projects panel (right-click on the project file, not the PCB file) and selecting Add Existing to Project. Locate and select the PCB file
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and click on Open. The PCB will now be listed under Source Documents beneath the project in the Projects panel and be linked to
the project file. Alternatively you can use the drag and drop technique just described in the numbered steps.
Multivibrator.PcbDoc from the Schematic Editor menus, or Design Import Changes fromMultivibrator.PcbDoc from the PCB Editor menus - when yo
do the design is compiled and a set of Engineering Change Orders is created, that will perform the following steps:
A list of all components used in the design is built, and the footprint required for each. When the ECOs are executed the software will attempt to
locate each footprint in the currently available libraries, and place each into the PCB workspace. If the footprint is not available, an error will occur.
A list of all nets (connected component pins) in the design is created. When the ECOs are executed the software will add each net to the PCB, and
then attempt to add the pins that belong to each net. If a pin cannot be added an error will occur - this happens when the footprint was not found,
or the pads on the footprint do not map to the pins on the symbol.
Addition design data is then transferred, including placement rooms, net and component classes, and PCB design rules.
Before transferring the schematic information to the new blank PCB, you should always make sure all the related libraries for both
schematic and PCB are available. Since only the default installed integrated libraries are used in this tutorial the required libraries
are already available, and as they are integrated libraries (they include at least the symbol and footprint), it means the footprints
are also available.
You are now ready to transfer the design from schematic capture to PCB layout. To transfer the schematic information to the target PCB:
1. Open the schematic document, Multivibrator.SchDoc.
2. Select Design Update PCB Document (Multivibrator.PcbDoc). The project will compile and the Engineering Change Order dialog open.
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An ECO is created for each change that needs to be made to the PCB so that it matches the schematic.
3. Click on Validate Changes. If all changes are validated, a green tick will appear next to each change in the Status list. If the changes are not
validated, close the dialog, check the Messages panel and resolve any errors.
4. Click on Execute Changes to send the changes to the PCB. When completed, the Done column entries become ticked (as shown in the image
above).
5. The target PCB opens with the Engineering Change Order dialog open on top of it, click to Close the dialog.
6. The components will have been positioned outside of the board, ready for placing on the board. Use the shortcut V, D (View Document) if you
cannot see the components in your current view.
You can create a report of the ECOs by clicking the Report Changes button.
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Once all of the ECOs have been executed the components and nets will appear in the PCB workspace, just to the right of the board outline.
Note that the PCB Editor is capable of rendering the PCB design in both 2 Dimensional and 3 Dimensional modes. 2D mode is a multi-layered
environment that is ideal for normal PCB design tasks, such as placing and routing the components. 3D mode is useful for examining your design both
inside and out as a full 3D model. Note that 3D mode does not provide the same range of functionality available in 2D mode. You can switch between 2D
and 3D modes through View 2D Layout Mode or View 3D Layout Mode (shortcuts: 2 (2D), 3 (3D)).
The components and nets needed for the design, placed in the PCB workspace (configuring this display is described below).
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Special layers - these include the top and bottom silkscreen layers, the solder and paste mask layers, drill layers, the Keep-Out layer (used to define
the electrical boundaries), the multilayer (used for multilayer pads and vias), the connection layer, DRC error layer, grid layers, hole layers, and othe
display-type layers.
The currently enabled layers are shown as a series of Tabs across the bottom of the PCB workspace. Right-click on a Tab to access
frequently used layer display commands.
The display attributes of all layers are configured in the View Configurations dialog (Design Board Layers and Colors, or press the L shortcut).
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As well as the layer display state and color settings, the View Configurations dialog also gives access to other display settings, including:
How each type of object is displayed (solid, draft or hidden), in the Show/Hide tab of the dialog.
Various view options, such as if Pad Net names and Pad Numbers are to be displayed, the Origin Marker, if Special Strings should be converted,
and so on. These are configured in the View Options tab of the dialog.
1. Switch to the View Options tab.
2. Confirm that the Show Pad Nets option is enabled, and the Net Names on Tracks Display is set to Single and Centered.
3. Click OK to accept the settings and close the dialog.
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View configurations are settings that control numerous PCB workspace display options for both 2D and 3D display modes (and apply to both the PCB an
PCB Library Editors). The view configuration last used when saving a PCB document is also saved with the file itself. This enables it to be viewed on
another instance of the software, using that same view configuration. View configurations can also be saved locally and be used and applied at any time
to any PCB document. If you open a PCB file that does not have an associated view configuration, a system default one is used. View Configurations are
created and saved using the options on the left hand side of the View Configurations dialog.
As well as layer visibility, the View Configurations dialog provides access to 2D color settings for layers and other system-based
color settings. An important point to make about 2D color settings, these are saved as environment settings so they will apply to all
PCB documents and are not part of a view configuration. 2D Color profiles can also be created and saved, click the 2D Color
Profiles button down the bottom of the View Configurations dialog, and can be applied at any time.
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5. In the Mechanical Layers section, enable the Linked To checkbox for Mechanical 16. The reason for this is that this is the layer the sheet boarder
and title block have been drawn on, if you link this layer to the sheet then when you hide the white sheet, that layer is also hidden.
6. In the Actions section, click Save As view configuration and save the file as Tutorial in the default location. Note that you do not need to type in
the file extension, this is always added automatically.
7. Click OK when you return to the View Configurations dialog to apply the changes and close it.
8. Your new View Configuration will now be active, you can confirm this by checking in the drop down View Configuration list in the main toolbar (as
shown in the image above.
9. The last step is to hide the white background sheet, as it makes it difficult to see the component silkscreen. To turn it off press D, O to open the
Board Options dialog, where you can clear the Display Sheet checkbox.
Technological innovation and refinements in the processing technology has led to a number of revolutionary concepts in PCB
fabrication, including the ability to design and manufacture flexible PCBs. By joining rigid sections of PCB together via flexible
sections, complex, hybrid PCBs can be designed, that can be folded to fit into unusually shaped enclosures. These hybrid PCBs are
referred to as rigid-flex. Since it is fabricated as a single entity, a rigid-flex PCB must be designed as a single entity. To do this, the
designer must be able to define multiple PCB layer stacks, and assign different layer stacks to different parts of the rigid-flex
design. The PCB editor supports rigid-flex board design.
The tutorial PCB is a simple design and can be routed as a single-sided or double-sided board.
To examine and configure the layer stack for your board:
1. Open the Layer Stack Manager, to do this select Design Layer Stack Manager (D, K). For a new board, its single default stack comprises: a
dielectric core, 2 copper layers, as well as the top and bottom soldermask (coverlay) and overlay (silkscreen) layers, as shown in the image below.
2. New layers and planes are added below the currently selected layer, which is done via the Add Layer button, or the right-click menu.
3. Layer properties, such as material, copper thickness and dielectric properties, are included when a Layer Stack Table is placed, and are also used
for signal integrity analysis. Double-click in a cell to configure that setting. For example, the Thickness settings shown in the image below have been
changed slightly to more suitable metric values.
4. When you have finished exploring the layer stack options, restore the values to those shown in the image below and click OK to close the dialog.
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The dialog has two modes. In its Simple mode, the dialog provides the features and functionality needed to manage the layers in
the stack for a traditional rigid PCB. For rigid-flex PCBs, you need to be able to create and manage multiple stacks. This is
performed by entering the dialog's Advanced mode - by clicking the Advanced button at the bottom-left of the dialog. To learn
more about rigid-flex design, refer to thePCB Layer Stack Management article.
The properties of the physical layers are defined in the Layer Stack Manager.
The next step is to select a grid that is suitable placing and routing the components. All the objects placed in the PCB workspace are placed on the curren
snap grid.
Imperial or Metric?
Traditionally, the grid was selected to suit the component pin pitch and the routing technology that you planned to use for the board - that is, how wide
do the tracks need to be, and what clearance is needed between tracks. The basic idea is to have both the tracks and clearances as wide as possible, to
lower the costs and improve the reliability. Of course the selection of track/clearance is ultimately driven by what can be achieved on each design, which
comes down to how tightly the components and routing must be packed to get the board placed and routed.
Over time, components and their pins have dramatically shrunk in size, as has the spacing of their pins. The component dimensions and spacing of their
pins has moved from being predominantly imperial with thru-hole pins, to being more-often metric dimensions with surface mount pins. If you are
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starting out a new board design, unless there is a strong reason, such as designed a replacment board to fit into an existing (imperial) product, you are
better off working in metric. Why, because the older, imperial components have big pins with lots of room between them. On the other hand, the small,
surface mount devices are built using metric measurements - they are the ones that need a high level of accuracy to ensure that the
fabricated/assembled/functional product works, and is reliable. Also, the PCB editor can easily handle routing to off-grid pins, so working with imperial
components is not onerous.
So even though all of the components used in this simple tutorial are older-style components design using imperial measurements, we will select and
work with a metric grid. To quote the respected PCB design industry expert, Tom Hausherr, "every element in a PCB design should reside on a 0.05mm
grid" (or a multiple of).
Value
Where
Routing Width
0.25 mm
Clearance
0.25 mm
Grid
0.125 mm
Via Size
1 mm
Via hole
0.6 mm
This routing grid is chosen not just to allow tracks to be placed as close as possible and still satisfy the clearance, the PCB editor manages this
automatically. The point of setting the grid to be equal to, or a fraction of, the track+clearance, is not just to ensure that the clearance is maintained, it is
to ensure tracks are placed so that they do not waste potential routing space, which can easily happen if a very fine grid is used.
Select View Toggle Units (or press the Q shortcut key) to toggle the workspace units between metric and imperial.
Regardless of the current setting for the units, you can include the units when entering a value in a dialog to force that value to be
used, or press the Ctrl+Q shortcuts to toggle the units in an open dialog.
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2. The dialog will show a single grid, called Global Board Snap Grid. The PCB editor supports multiple user-defined grids, in both Cartesian and polar
forms. For this tutorial only the default grid is used, double-click on it to edit the settings in the Cartesian Grid Editor dialog. Remember, you can
access the Cartesian Grid Editor dialog directly using the Ctrl+G shortcut keys.
3. Type the value 0.125mils into the Step X field. Because the X and Y fields are linked, there is no need to define the Step Y value.
4. To make the grid visible at lower zoom levels set the Multiplier to 10x Grid Step, and to make it easier to distinguish between the two grids, set
the Fine grid to Dots.
5. Click OK to close the dialogs.
The default board grid is always a cartesian grid. When there are multiple grids they have a hierarchy, as only one grid is applicable
at any time. You can access the Cartesian Grid Editor dialog directly using the Ctrl+G shortcut keys.
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1. Select Tools Preferences (shortcut: T, P) to open the Preferences dialog. Open the PCB Editor - General page of the dialog, in the Editing Options
section, make sure the Snap To Center option is enabled. This ensures that when you "grab" a component to position it, the cursor will hold the
component by its reference point.
2. Note the Smart Component Snap option, if this is enabled you can force the software to snap to a pad center instead of the reference point by
clicking and holding closer to the required pad than the component's reference point. This is very handy if you require a specific pad, that is not the
component's reference point, to be on a specific grid point, enable this option as well.
Enable Snap to Center to always hold the component by its reference point. Smart Component Snap is helpful when you need to align by pads.
3. Switch to the PCB Editor - Interactive Routing page of the Preferences dialog.
4. In the Interactive Routing Options section of the page, enable the Automatically Terminate Routing option. With this enabled, when a route
reaches the target pad the cursor is automatically released from that net, ready to start routing another net.
5. Confirm that the Automatically Remove Loops option is enabled. This option allows you to change existing routing by simply routing an alternate
path - you route a new path until it meets the old path (creating a loop), then right-click to indicate it is complete - the software then automatically
removes the old, redundant part of the routing.
6. In the same page of the dialog, confirm that the Interactive Routing Width / Via Size Sources options are both set to Rule Preferred.
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Design rules are not attributes or setting of the objects, they exist independently from the objects placed in the workspace. You
target them to the objects they are intended for by writing a query, written as an expression, in a simple language that is
understood by the PCB editor's internal filtering engine. Example queries include:
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InNetClass('Power') - meaning, apply this rule to all objects that are members of the nets, belonging to the net class Power
All - meaning, apply this to all objects in the workspace
Rule Types - rules can also be divided into two types, Unary rules and Binary rules. As implied by those terms, Unary rules apply to
the target object (for example, routing width), whereas Binary rules apply between this target object and that target object (for
example, electrical clearance).
Rule Prority - rules have a priority, you define multiple rules of the same type, each targetting different objects, which are then
applied according to their priority. That means you can have one soldermask expansion rule that applies to All, another that
overrides it and applies to a specific component, and then another tha overrides both and applies to a specific pad in that
component. The rule priority is shown when you click on the rule type, listing all rules of that type on the right. It is also reflected in
the ordering of rules in the tree on the left, when the individual rules are displayed.
Writing Queries - while writing queries can initially seem confusing, there is a Query Helper that lists all available queries (and
includes a searching Mask), a Query Builder that walks you through the process of defining a query, and F1 support wherever a
query can be written (including the Design Rules dialog, the Query Helper and the Filter panel). Writing and testing your queries in
the Filter panel is an excellent way to confirm that they target the intended objects. The panel also includes checkboxes that write
the query as they are enabled.
Design rules are configured in the PCB Rules and Constraints Editor dialog, as shown below. The rules fall into 10 categories, which can then be further
divided into design rule types. The rules cover electrical, routing, manufacturing, placement, high speed and signal integrity design requirements.
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All PCB design requirements are configured as rules/constraints, in the PCB Rules and Constraints Editor.
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2. The PCB Rules and Constraints Editor dialog will appear. Each rules category is displayed under the Design Rules folder (left hand side) of the dialo
Double-click on the Routing category to expand the category and see the related routing rules. Then double-click on Width to display the currently
defined width rules.
3. Click once on the existing Width rule to select it. When you click on the rule, the right hand side of the dialog displays the settings for that rule,
including: the rule's Full Query (also referred to as its scope - what you want this rule to target) in the top section; and the rule's Constraints in the
bottom section.
4. Since this rule is to target the majority of nets in the design, the signal nets, setting the Full Query to All is appropriate.
5. The settings in this rule are the defaults for a new PCB, edit the Min Width, Preferred Width & Max Width values, setting them to 0.25mm. Note
that you can configure the Width to be defined by impedance rather than a simple distance measurement. Note also that the settings are reflected
in the individual layers shown at the bottom of the dialog, you can configure the requirements on a per-layer basis, essential when performing
impedance controlled routing.
6. The rule is now defined, click Apply to save it and keep the dialog open.
The default Routing Width design rule has been configured for the tutorial, a new rule is about to be added for power nets.
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Routing Width and Routing Via Style design rules include Min, Max and Preferred settings. Use these if you prefer to have some
flexibility during routing, for example when you need to neck a route down or use a smaller via in a tight area of the board. This
can be done on-the-fly as you route, by pressing the Tab key to open a dialog and access width/via properties, or by pressing
Shift+W to select an alternate routing width and Shift+V to select an alternate via size. Note that you always remain constrained by
the design rules, you are not allowed to enter a value larger or smaller than permitted by the applicable design rule.
Avoid using the Min and Max settings to define a single rule to suit all sizes required in the entire design, doing this means you
forgo the ability to get the software to monitor that each design object is appropriately sized for its task.
query in directly if you know the correct syntax. Alternatively, if your query is more complicated you could select the Advanced option, then click th
Query Helper button to use the Query Helper dialog.
5. Click the Query Builder button, then move through the steps to target objects in the 12V net OR the GND net. The animation below shows the
process of using the Query Builder.
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Using the Query Builder to create the Query, once that is done the required Width can be configured (shown in the next image).
6. The Query Builder has been used to write a query that targets objects in the 12V net OR objects in the GND net. Alternatively, you could have
created a Net Class containing those 2 nets (called Power for example), then written a Query that targetted objects InNetClass('Power').
7. Now that the Query has been defined, the last step is to set the Constraints for the rule. Edit the Min Width / Preferred Width / Max Width values
0.25 / 0.5 / 0.5 to allow power net routing widths in the range 0.25mm to 0.5mm, as shown in the image below.
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8. Click Apply to save the rule and keep the dialog open.
When there are multiple rules of the same type, the PCB editor uses the rule Priority to ensure the highest prioity applicable rule is
applied. When a new rule is added it is always given the highest priority, click the Priorities button down the bottom of the dialog
to change priorities.
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2. Click to select the existing Clearance constraint. Note that this rule has two Full Query fields, that is because it is a Binary rule. The rules engine
checks each object targeted by the first Full Query, and checks them against the objects targeted by the second Full Query, to confirm that they
satisfy the specified Constraints setting. For this design, it is suitable to define a single clearance between All objects.
3. In the Constraints region of the dialog, set the Minimum Clearance to 0.25mm, as shown in the image below.
4. Click Apply to save the rule and keep the dialog open.
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2. Since it is highly likely that the power nets can be routed on a single side of the board, it is not necessary to define a via for signal nets and another
via for power nets. Edit the rule settings to the values defined earlier in the turorial, that is a Via Diameter = 1mm and a Via Hole Size = 0.6mm. Set a
fields (Min, Max, Preferred) to the same size.Note that you can press Tab on the keyboard to move from one dialog field to the next.
This rule defines the size of the via that is placed when you change layers while routing a net, it does not define the size of the via
you get if you choose Place Via from the menus. That is defined as an environment default, in the PCB Editor - Defaults page of
the Preferences dialog.
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good component placement is the most important aspect to good board design. Keep in mind that you may need to tune the placement as you route to
We can now start to place the components in suitable locations on the board.
The connection lines are automatically re-optimized as you move a component. In this way you can use the connection lines as a
guide to the optimum position and orientation of the component as you place it.
3. The components will be positioned on the current Snap grid, which is 0.125mm. As the designer you decide what a suitable placement grid is, for a
simple design such as this there are no design requirements that dictate what an appropriate placement grid might be. To simplify the process of
positioning the components, you can work with a coarse placement grid, for example 1mm. To change the grid, press Ctrl+G to open the Cartesian
Grid Editor, type the value 1mm into the Step X field, and click OK to close the dialog.
Most of the components used in this tutorial have their reference point defined at the geometric center of the component. Since
you are working with components designed on an imperial grid, and are placing them onto a board that uses a Metric grid, you can
choose to position at least 1 pad on grid, by using the Smart Component Snap feature, that you enabled earlier. To use this, when
you click and hold on a component to move it, do this closer to a pad than to the center of the component, the cursor will then
jump to the pad rather than the component reference point.
4. The components in the tutorial will be placed as shown in the image below. To place connector Y1, position the cursor over the middle of the outlin
of the connector, and Click-and-Hold the left mouse button. The cursor will change to a cross hair and jump to the reference point for the part.
While continuing to hold down the mouse button, move the mouse to drag the component.
5. Position the footprint towards the left-hand side of the board (ensuring that the whole of the component stays within the board boundary), as
shown in the figure below.
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6. When the connector component is in position, release the mouse button to drop it into place. Note how the connection lines drag with the
component.
7. Reposition the remaining components, using the figure above as a guide. Use the Spacebar to rotate (increments of 90 anti-clockwise) component
as you drag them, so that the connection lines are as shown in the figure.
8. Component text can be repositioned in a similar fashion - click-and-drag the text and press the Spacebar to rotate it.
9. The PCB editor also includes powerful interactive placement tools. Let's use these to ensure that the four resistors are correctly aligned and spaced
10. Holding the Shift key, click on each of the four resistors to select them, or click and drag the selection box around all 4 of them. A shaded selection
box will display around each of the selected components in the color set for the system color called Selections. You can change this selection color
in the View Configurations dialog (Design Board Layers & Colors, or the L shortcut).
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11. Right-click on any of the selected components and choose Align Align (shortcut: A, A). In the Align Objects dialog, click on Space Equally in the
Horizontal section and click on Top in the Vertical section. Click OK to apply these changes, the four resistors are now aligned and equally spaced.
12. Click elsewhere in the design window to de-select all the resistors. If required you can also align the capacitors and transistors, although this might
not be required since you have a coarse Snap grid at the moment.
Selected objects can also be moved using the keyboard rather than the mouse. To do this, hold Ctrl, then each time you press an
Arrow key the selection will move 1 grid step in the direction of that arrow. Include the Shift key to move selected objects in 10x
Snap Grid steps.
When you are moving a component with the mouse, you can constrain it to an axis by holding the Alt key. The component will
attempt to hold the same horizontal axis (if moving horizontally) or vertical axis (if moving vertically) - move it further from the axis
to override this behavior, or release the Alt key.
Changing a Footprint
Now that we have positioned the footprints, we can see the capacitor footprint is too big for our requirements! Let's change the capacitor footprint to a
smaller one.
1. Double-click on one of the capacitors to open the Component dialog.
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2. In the Footprint region of the dialog, you will see that the current footprint Name is RAD-0.3. To choose another footprint, click the ... button, as
shown in the figure below, to open the Browse Libraries dialog and choose a different footprint.
3. In the Browse Libraries dialog, click the dropdown arrow in the Libraries field to display the list of currently installed libraries, ensure that the
Miscellaneous Devices.IntLib is selected.
4. We want a smaller radial type footprint, so type rad in the Mask field of the dialog to display only the radial style footprints.
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5. RAD-0.1 will be suitable, select it and click OK to close the Browse Libraries dialog, then click OK again to close the Component dialog. The capacitor
should show the new smaller footprint.
6. Repeat the process for the other capacitor.
7. Reposition the designators as required.
8. Save the PCB file.
Your board should now look something like the figure below.
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Designator and Comment strings can be positioned manually, or automatically. The default behavior of component strings is
configured in the PCB Editor - Defaults page of the Preferences dialog. Double click on Component in the Primitive Type list, then
set the Autoposition options to suitable default locations for the Designator and Comment.
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Note that if you manually move a Designator or Comment string in the workspace, the Autoposition option for that component
is set to Manual.
To restore a string to it's current Autoposition location, click and hold on the component to move it, press the Spacebar to rotate
it 360 degrees, then release the mouse button to let it go (spin it around on the spot).
sided, with all tracks on the bottom layer. The Interactive Routing tools help maximize routing efficiency and flexibility in an intuitive way, including curso
guidance for track placement, single-click routing of the connection, pushing or walking around obstacles, automatically following existing connections, a
in accordance with applicable design rules.
As we place tracks on the bottom layer of the board, we will use the ratsnest (connection lines) to guide us. Tracks on a PCB are made from a series of
straight segments. Each time there is a change of direction, a new track segment begins. Also, by default the PCB editor constrains tracks to a vertical,
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horizontal or 45 orientation, allowing you to easily produce professional results. This behavior can be customized to suit your needs, but for this tutoria
we will use the default.
1. Before starting routing, we need to confirm that the grid is appropriate for routing. To change the grid, press Ctrl+G to open the Cartesian Grid
Editor, type the value 0.125mm into the Step X field, and click OK to close the dialog.
2. Check which layers are currently visible by looking at the Layer Tabs at the bottom of the workspace. If the Bottom Layer is not visible, press the L
shortcut to open the View Configurations dialog, and enable the Bottom Layer.
3. Click on the Bottom layer tab at the bottom of the workspace to make it the current, or active layer, ready to route on.
4. It is often easier to route in single layer mode, press Shift+S to toggle to single layer mode (repeat to cycle through the enabled single layer modes
the modes are configured in the PCB Editor - Board Insight Display page of the Preferences dialog).
5. Select Place Interactive Routing from the menus (shortcut: P, T), or click the Interactive Routing button
Routing from the context menu. The cursor will change to a crosshair, indicating you are in interactive routing mode.
6. Position the cursor over the lower pad on connector Y1. As you move the cursor close to the pad it will automatically snap to the center of the pad
this is the Snap To Object Hotspot feature pulling the cursor to the center of the nearest electrical object (configure the Range of attraction in the
Board Options dialog). Sometimes the Snap To Object Hotspot feature pulls the cursor when you don't want it to, in this situation press the Ctrl
key to temporarily inhibit this feature.
7. Left-Click or press Enter to anchor the first point of the track.
8. Move the cursor towards the bottom pad of the resistor R1, and click to place a vertical segment. Note how track segments are displayed in
different ways (as shown in the image below). During routing, the segments are shown as:
Solid - the segment has been placed.
Hatched - hatched segments are proposed but uncommitted, they will be placed when you left-click.
Hollow - this is referred to as the look-ahead segment, it allows you to work out where the last proposed segment should end. If you are
routing in free space the look-ahead segment is not placed when you click. If you have the Automatically Terminate Routing option on (this
was enabled earlier), then the look-ahead segment is placed together with the hatched segment(s), if the click event occurs on the target pad.
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1. Manually route by Left-Clicking to commit track segments, finishing on the lower pad of R1. Note how each mouse click places the hatched segmen
(s). For the connection that you are currently routing:
Press Backspace to rip up the last-placed segment.
Move your cursor back along the path, as soon as you pass over an existing uncommitted segment, the uncommitted routing unwinds back to
this location.
2. Rather than routing all the way to the target pad, you can also press Ctrl+Left Click to use the Auto-Complete function and immediately route the
entire connection. Auto-complete behaves in the following way:
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It takes the shortest path, which may not the best path as you need to always consider paths for other connections yet to be routed. If you are
in Push mode (shown on the Status bar when routing), Auto-complete can push existing routes to reach the target.
On longer connections, the Auto-Complete path may not always be available as the routing path is mapped section by section and complete
mapping between source and target pads may not be possible.
You can also Auto-complete directly on a pad or connection line.
3. Continue to route all the connections on the board. To unroute, press U to pop up the Unroute sub-menu, then choose the required option. Track
dragging and rerouting will be discussed shortly.
Cursor following streamlines the manual routing process. committed tracks display in solid color, uncommitted tracks are shown hatched\hollow.
Use the techniques detailed above to route between the other components on the board. The simple animation below shows the board being
interactively routed.
There is no single solution to routing a board, so it is inevitable that you will want to change the routing. The PCB editor includes features and tools
to help with this, they are discussed in the following sections.
Save the design when you are finished.
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Animation showing the board being interactively routed, with all tracks placed on the bottom layer. Press the Spacebar to toggle the corner direction.
Routing Tips
Keep in mind the following points as you are routing:
Keep an eye on the Status bar, it displays a lot of important details, which are listed below.
While routing, press ~ (tilda) or Shift+F1 for a list of interactive shortcuts - most settings can be changed on the fly by pressing the appropriate
shortcut, or selecting from the menu that appears.
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Press * on the numeric keypad while routing to cycle through the available signal layers. A via will automatically be added, in accordance with the
applicable Routing Via Style design rule. Alternatively, use Ctrl+Shift+Roll shortcuts to move back and forth through the available signal layers.
Shift+R to cycle through the enabled conflict resolution modes, including Push, Walkaround, Hug and Push, and Ignore. Enable the required modes
in the PCB Editor - Interactive Routing page of the Preferences dialog.
Shift+S to cycle single layer mode on and off, ideal when there are many objects on multiple layers.
Spacebar to toggle the corner direction (for all but any angle mode).
Shift+Spacebar to cycle through the various track corner modes. The styles are: any angle, 45, 45 with arc, 90 and 90 with arc. There is an optio
to limit this to 45 and 90 in the PCB Editor - Interactive Routing page of the Preferences dialog.
Ctrl+Left-Click at any time to Auto-complete the connection. Auto-complete will not succeed if there are unresolvable conflicts with obstacles.
Ctrl to temporarily suspect the Hotspot Snap (formerly called the Electrical Grid), press Shift + E to cycle through the 3 available modes (off / on for
current layer / on for all layers).
END at any time to redraw the screen.
V, F at any time to redraw the screen to fit all objects.
PageUp and PageDown keys at any time to zoom in or out, centered on the cursor position. Alternatively, use the standard Windows mouse wheel
zoom and pan shortcuts.
Backspace to remove the last-committed track segments.
Right-click or press ESC when you have finished placing a track and want to start a new one.
To unroute, press U to open the Unroute menu, then select the required command (Net, Connection, Component, Room).
When you start a route you can click on the pad or click on the connection line, and you can stop routing anywhere. As soon as you right-click to
finish that route, the routing is analyzed and the connection lines are updated and removed as required.
The Status bar displays important information during interactive routing, including:
Current workspace location and Snap Grid setting
Hotspot Snap: off / on for current layer / on for all layers
Current track corner mode
Current Interactive Routing Mode
Source of routing Width
Source of routing Via Style
Name of Net
Overall route length
Dimensions of routing segment being placed
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Push - This mode will attempt to move objects (tracks and vias), which are capable of being repositioned without violation, to accommodate the ne
routing.
Hug & Push - This mode is a combination of Walkaround and Push. It will hug as it performs a Walkaround of obstacles, however, will also attempt
to Push against fixed obstacles when there is insufficient clearance to continue using Walkaround.
Autoroute on Current Layer -this mode brings basic autorouting functionality to interactive routing, it can automatically select between
walkaround and push, based on heuristics that consider push distance, versus walk distance and route length. Like an autorouter, this mode can
deliver better results on a complex, busy board, than on a simple, unrouted board.
Autoroute on Multiple Layers -this mode also brings basic autorouting functionality to interactive routing, it can also automatically select between
walkaround and push, based on heuristics that consider push distance, versus walk distance and route length. This mode can also place a via and
consider using other routing layers. Like an autorouter, this mode can deliver better results on a complex, busy board, than on a simple, unrouted
board.
Because we originally defined our board as being double-sided in the PCB Board Wizard, you could manually route your board double-sided using both
the top and bottom layers. To do this, un-route the board by selecting Tools Un-Route All from the menus. Start interactive routing as before, to
switch routing layers press the * key on the numeric keypad to toggle between the layers while placing tracks, or use the Ctrl+Shift+Roll keys/mouse to
move back and forth through the available signal layers as you route. The PCB editor will automatically insert a via (in accordance with the Routing Via
design rule) as necessary when you change layers.
To modify an existing route, there are two approaches: reroute, or re-arrange.
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Reroute an existing Route
There is no need to un-route a connection to redefine its path, simply selectPlace Interactive Routing and start re-routing,the Loop Removal feature
will automatically remove any redundant track segments (Loop Removal was enabled earlier in the tutorial). The PCB editor includes a net analyzer that
automatically analyses the route path as you work and removes redundant segments and vias. You can start and end the newroutepath at any point,
swapping layers as required.
Animation showing the Loop Removal feature being used to modify existing routing.
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Note thatthere are situations where you may want to create loops, for example power net routing. If necessary, Loop Removal can
be disabled for an individual net by editing that net in thePCBpanel. To access the option set the panel toNetsmode, thendouble
click on the net name in the panel to open the Edit Net dialog.Loop Removal is enabled in thePCB Editor - Interactive
Routingpage of thePreferencesdialog.
Click once to select thesegment, position the mouse over the segment to display thequad-arrow cursor, then Click and hold to start dragging that
segment. Note that the cursor changes if you position it over the center track vertex - this is a different mode, used to break a single segment into 3
segments.
Alternatively, instead of selecting the segment first, Ctrl + Click and hold on a segment to start dragging that segment.
Animation showing track dragging in push mode, the via is automatically jumped.
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During dragging the routing conflict resolution modes apply (Ignore, Push, Hug and Push), press Shift + R to cycle through the modes as you drag a
track segment.
Existing pads and vias will be jumped, or vias will be pushed if necessary and possible.
To convert a 90 degree corner to a 45 degree route, start dragging on the corner vertex.
While dragging you can move the cursor and hotspot snap it to an existing, non-moving object such as a pad, use this to help align the new segmen
location with an existing object and avoid very small segments being added.
Position the cursor over the track segment center vertex to add in new segments.
Change the default select-then-drag mode using the Unselected via/track and Selected via/track options in the PCB Editor - Interactive Routing
page of the Preferences dialog.
errors are shown in red, always check for warnings/errors. The lower half of the dialog shows the available Routing Strategies, the selected one wil
be highlighted. For this board it should default to the Default 2 Layer Board strategy.
3. Click on Route All in the Situs Routing Strategies dialog. The Messages panel displays the process of the autorouting. The Situs autorouter is a
topological autorouter, producing results comparable with that of an experienced board designer. Because it routes your board directly in the PCB
editing window, there is no need to wrestle with exporting and importing route files.
4. To route the board single-sided, click the Edit Layer Directions button in the Situs Routing Strategies dialog, and modify the Current Setting field.
Alternatively you can modify the Routing Layers design rule.
5. An interesting point to make, the Situs router prefers a challenging board, often giving better results on a dense, complex design than on a simple
board. To improve the quality of the finished result, select Auto Route All again, except this time select the Cleanup routing strategy. This strateg
will attempt to straighten the routes, reducing the number of corners. You can run the Cleanup strategy multiple times if required. If nothing
changes you might like to interactively re-route a connection in a convoluted pattern, then try the Cleanup strategy.
6. Select File Save (shortcut: F, S) to save your board.
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Fully autorouted board, left image shows layers set to Top-horizontal / Bottom-vertical, right image shows Top-horizontal / Bottom-horizontal.
The autorouter will route on both the top and bottom layers, red tracks on the top layer, blue on the bottom layer. The layers that are used by the
autorouter are specified in the Routing Layers design rule, which defaults to top and bottom layers. Also notice the two power net tracks running from
the connector are wider, as specified by the second Width design ruleyou set up.
Don't worry if the routing in your design is not exactly the same as shown in the figure above - because the component placement
is not exactly the same, the routing will not be either.
Earlier in the tutorial we examined the routing design rules, adding a new width constraint rule targeting the power nets, as well as an electrical clearanc
constraint and a routing via style rule.
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The rules system is hierarchical - you can define any number of rules of the same type, each with a defined scope. It is the rule's
priority that determines it's precedence.
2. Confirm that the Online DRC (Design Rule Checking) system is enabled, the checkbox is in the PCB Editor - General page of the Preferences dialog.
Keep the Preferences dialog open, and switch to thePCB Editor - DRC Violations Display page of the dialog.
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Violations can be displayed as a colored overlay and also as a detailed message, with different symbols being used to show different detail of the error type.
3. The PCB Editor - DRC Violations Display page of the Preferences dialog is used to configure how violations are displayed in the workspace. There
are 2 different methods available for displaying violations, each with their own strengths:
Violation Overlay - Violations are identifed by the primitive that is in error being highlighted in the color chosen for the DRC Error Markers
(checked in step 1 just above). The default behavior is to show the primitives in a solid color when zoomed out, changing to the selected
Violation Overlay Style as you zoom it. The default is Style B, a circle with a cross in it.
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Violation Details - As you zoom further in Violation Detail is added (if enabled), detailing the nature of the error. In the images below the
Violation Detail is < 0.254, meaning the distance between the soldermask and the silkscreen is less that the applicable rule setting of 0.254. Th
Heads Up display can display information about violations, it shown as a violation of the Silk to Soldermask clearance constraint. Use the
Show Violation Detail slider to define at what zoom level the Violation Details are displayed. The images below show how the display changes
at different zoom levels, click to enlarge.
4. For the tutorial, right-click in the Display area of the PCB Editor - DRC Violations Display page of the Preferences dialog and select Show Violation
Details - Used, then right-click again and select Show Violation Overlay - Used, as shown in the image above.
Violations are shown in solid green (left image), as you zoom in an Overlay is added (center image), as you zoom in further Violation Details are added.
this dialog. By default, the dialog opens showing the Report Options selected in the tree on the left of the dialog (as shown in the image below). Th
right of the dialog displays a list of general reporting options, press F1 when the cursor is over the dialog for more information (try a second time if
it fails to load the first time). These options will be left at their defaults.
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Rule checking, both online and batch, is configured in the Design Rule Checker dialog.
3. Click on the Rules to Check in the list on the left of the dialog, all of the rule types will be listed. You can narrow the list by clicking on a
specificcategory, for example Electrical, to see all the rules belonging to that category. For most rule types there are checkboxes forOnline(check
as you work) and Batch(check when the Run Design Rule Check button is clicked)
4. If it is not currently selected, switch back to the Rules to Check page in the tree on the left of the dialog. Then in the list of rules on the right-side of
the dialog, right-click to display the context menu. This menu allows you to quickly toggle the Online and Batch settings, select the Batch DRC Used On entry, as shown in the image below.
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Checking is configured for each rule type, use the right-click menu to toggle multiple options.
4. Click the Run Design Rule Check button down the bottom left of the dialog. The DRC will run, the Messages panel will appear, and the Design Rule
Verification Reportwill open in a separate document tab, an example is shown below.
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The report details all detected violations, click on a violation to jump back to the PCB and examine the error.
5. Scroll down through the report, noting that 2 types of rule violations have been detected,Silk To Solder Mask and Minimum Solder Mask Sliver.
Below the summary of violating rules will be specific details about each violation.
6. The links in the report are live, click on an error to jump back to the board and examine that error on the board. Note that the zoom level for this
click action is configured in the System - Navigation page of the Preferences dialog, experiment to find a setting that suits you.
enable rules in the Design Rule Check dialog, at different stages of the design process (it is not advisable to disable the design rules themselves, jus
the checking of them). For example, you would always disable the Un-Routed Net check until the board is fully routed. You might also disable all
Manufacturing rule checks until you have completed the placement and routing, and finished checking of the placement and routing rules.
2. When a batch DRC is run on the tutorial board, there are 8 silk to solder mask violations, and 4 solder mask sliver violations - which means the
measured values are less than the minimum amounts specifed in those design rules. You now know how to locate those violations (click the link in
the report file, or double click in the Messages panel), the next step is to work out what the actual value is so you know how much it has failed by.
The image below shows the Violation Details for a silk to solder mask error, indicated by the white arrows and the 0.254mm text. The cursor is also
being hovered over the violating pad so that the Heads Up Display (HUD) can be used to show details of what rule is in error, as well as the
measured value and the rule setting. Note that the HUD details the actual clearance (0.14mm), which you need to know to be able to make a
decision about how to resolve it. The HUDis toggled on and off using the Shift+H shortcut, and HUD cursor tracking is toggled on and off using the
Shift+G shortcut. The HUD display content is configured in the PCB Editor - Board Insight Modes page of the Preferences dialog.
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The Heads Up display details that it is a Silk to Solder Mask Clearance violation, between a track and a pad. It does not detail the actual clearance though.
3. Another approach to locating and understanding design rule violations is to use the PCB Rules and Violations panel (click the PCB button down the
bottom right of the workspace to enable it). The image below shows the panel, locate the Silk to Solder Mask Clearance Constraint in the list.
4. Click once on a Violation to jump to that violation, double-click on a violation to open the Violation Details dialog.
Note that at the top of the PCB Rules and Violations panel there is a drop-down, which can be used to select Normal, Dim or Mask.
Dim and Mask are display filter modes, where everything other than the object(s) of interest are faded, leaving only the chosen
object(s) at normal display strength. The Dim mode applies the filter but still allows all workspace objects to be edited, the Mask
mode filters out all other workspace objects, only allowing the unfiltered object(s) to be edited.
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To clear the filter you can either click the Clear button down the bottom right of the workspace, or press the Shift+C shortcut. This
filtering feature is very effective in a busy workspace, and can also be used in the PCB panel and the PCB Filter panel.
The panel details the violation type, the measured value, the rule setting and the objects that are in violation.
5. Note that the Violation selected in the panel (image above) states that the clearance is 0.14mm < 0.254mm.
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6. To resolve this violation we can either:
Modify the silkscreen in the footprint in the Library editor to increase the clearance, or
Decrease the mask expansion in the Solder Mask Expansion design rule to increase the clearance, or create a second rule that decreases it fo
just the resistor footprint as it is the only footprint showing this violation.
7. Open the PCB Rules and Constraint Editor (Design Rules), then locate and select the Silk to Solder Mask Clearance constraint, as shown in the
image below.
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The Silk to Solder Mask constraint defines how far silk objects must be from either: the solder mask opening, or the underlying copper exposed by that opening.
8. The current value of 0.254mm (10mil) is conservative, especially since the rule is configured to check the silk against the solder mask opening rathe
than the underlying copper. Half of the current value would still be an appropriate value for low-cost fabrication. Set the Silkscreen to Object
Minimum Clearance to 0.125mm in the dialog, and click OK.
9. Time to run a DRC again, open the Design Rule Checker (Tools Design Rule Check), this time disable the Create Report File option, then click the
Run Design Rule Check button.
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10. The violations on the resistor pads should now be gone, the Messages panel should now only show four Minimum Solder Mask Sliver Constraint
violations. If it is not visible, open the PCB Rules and Violations panel again, click on the Minimum Solder Mask Sliver Constraint in the upper list,
then click on one of 4 violations detailed in the lower section of the panel.
11. This violation is saying that the width of the strip of solder mask running between the transistor pads is 0.067mm, considerably less than the
0.254mm currently specified in the rule.
12. To resolve this violation we can either:
Increase the solder mask opening to completely remove the mask between the transistor pads, or
Decrease the minimum acceptable sliver width, or
Decrease the mask opening to widen the sliver to an acceptable width.
13. This is a design decision which would be made in light of your knowledge of the component, and the fabrication and assembly technology being
used. Opening the mask to completely remove the mask between the transistor pads means that there is more chance of creating solder bridges
between those pads, whereas decreasing the mask opening will still leave a sliver which may or may not be acceptable, and will also introduce the
possibility of mask-to-pad registration problems. For this tutorial we will do a combination of the second and third options, decreasing the minimum
sliver width to a value suitable for the settings being used on this board, and also decreasing the mask expansion, but only for the transistor pads.
14. The first step is to reduce the allowable sliver width. To do this, open the PCB Rules and Constraints Editor dialog (Design Rules), then in the
Manufacturing section locate and select the existing Minimum Solder Mask Sliver rule, called MinimumSolderMaskSliver.
15. A value of 0.125mm (5mil) should be acceptable for a design such as this, edit the Minimum Solder Mask Sliver value to 0.125mm in the Constraint
region of the rule.
16. Now click on Mask in the tree on the left of the dialog to show the current Solder Mask Expansion rules, there should be one called
SolderMaskExpansion. Click on it to select the rule and display its settings, it will specify an expansion value of 0.102mm (4mil). We only want to
change this for the transistors so we will not edit this value, instead we will create a new rule.
17. To add a new Solder Mask Expansion rule, right-click on the current rule and select New Rule. A new rule called SolderMaskExpansion_1 will be
created, click on it to display its settings.
18. Edit the rule settings to be:
Name -SolderMaskExpansion_TO-92A
Full Query -HasFootprint('TO-92A')
Expansion - 0.07mm
19. Click OK to close thePCB Rules and Constraints Editordialog, then select Tools Design Rule Checkand run the batch design rule check again. If
online checking is enabled for this rule type, you will not need to run the batch rule check.
20. When rules checking is complete there should be no violations present in the design, reflected by an empty Messages panel. If a report was needed
that showed the design has no errors, you could re-enable the Create Report File option in the Design Rule Check dialog.
Well done! You have completed the PCB layout and are ready to produce output documentation. Before doing that, we'll explore the PCB editor's 3D
capabilities.
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The PCB editor requires a graphics card that supports DirectX 9.0c and Shader Model 3 (or better).
Now that your board design is complete, let's examine it as a 3 dimensional object.To switch to 3D, select View 3D Layout Mode (shortcut: 3), or select
a 3D view configuration from the list on the PCB Standard toolbar. The board will display as a 3 dimensional object.
You can fluidly zoom the view, rotate it and even travel inside the board using the following controls:
Zooming - Ctrl + Right-drag mouse, or Ctrl + Roll mouse-wheel, or the PageUp / PageDown keys.
Panning - Right-drag mouse, or the standard Windows mouse-wheel controls.
Rotation - Shift + Right-dragmouse. Note how when you press Shifta directional sphere appears at the current cursor position, as shown in the
figure below. Rotational movement of the model is made about the center of the sphere (position the cursor before pressing Shift to position the
sphere) using the following controls. Move the mouse around to highlight and select each one:
Right-drag sphere when the Center Dot is highlighted - rotate in any direction.
Right-drag sphere when the Horizontal Arrow is highlighted - rotate the view about the Y-axis.
Right-drag sphere when the Vertical Arrowis highlighted - rotate the view about the X-axis.
Right-drag sphere when the Circle Segment is highlighted - rotate the view about the Z-plane.
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Hold Shift to display the 3D view directiional sphere, then click and drag the right-mouse button to rotate.
You can configure 3D workspace display options using the View Configurations dialog (shortcut: L) when the board is in3D Layout Mode. There are
options to choose various surface and workspace colors as well as vertical scaling, which is handy for examining the PCB internally. Some surfaces
have an opacity setting - the greater the opacity, the less 'light' passes through the surface, which makes objects behind less visible. You can also
choose to show 3D bodies or render 3D objects in their (2D) layer color.
To display the components in 3D, each component needs to have a suitable 3D model. You can import 3D STEP-format models into component
footprints, or you can create your own component shape by placing 3D Body Objects in the footprint in the library editor. Check out 3D Content
Central for STEP format component models.For more information on creating 3D bodies for components, refer to theIncluding ThreeDimensional Component Detailsection of theCreating Library Components Tutorial.
To export the 3D PCB in STEP format, selectFile Export.
You can create a clipboard snapshot of the current view in 3D mode, click once on the workspace and pressCtrl + C. Select the required resolution
in the 3D Snapshot Resolution dialog, the image is loaded into the Windows clipboard in bitmap format, ready for use in other applications. If the 3
Snapshot Resolution dialog does not appear, select a 3D body first, then try again.
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You can import an enclosure designed in an MCAD application into the PCB editor and check the board for fit.For more information on integration
with MCAD applicationsrefer to theIntegrating MCAD Objects and PCB Designstutorial. The tutorial uses thesame multivibrator design.
The Multivibrator PCB complete with components - 3D Bodies have been used for the transistors and caps, STEP models for the resistors and header.
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The Multivibrator PCB fully assembled into a two part housing assembly, displayed in the PCB editor's 3D Layout mode.
The alternative to using the rotational sphere is to use a 3D mouse, such as theSpace Navigator from 3Dconnexion, which greatly
simplifies the process of moving and rotating the board in 3D layout mode.
OUTPUT DOCUMENTATION
Related articles: Design to Manufacturing, Fabrication Outputs
Now that you've completed the design and layout of the PCB, you will want to produce output documentation to get the board reviewed, manufactured
and assembled. Output settings can be configured from within the PCB editor, these settings will be stored in the project file. Output settings can also be
configured in an Output Job File, a dedicated output settings document.
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The advantages of using an Output Job(OutJob) include:
Full control over the naming of output files/folders, and the folder structure of the outputs.
Multiple outputs of the same type can be configured, ideal if multiple fabricators are being considered.
Multiple OutJobs can be included in the project, allowing outputs to be organized to suit your design and your company.
PDF outputs can be collated, or output into separate files.
Outputs can be configured andgenerated for each Variant, if Variants are defined.
Output settings can be copied from one project to another by copying the OutJob.
Outputs can be manually managed, or release managed -where the software manages their generation and storage in an Altium Vault.
Outputs can be generated without needing to open the schematics or PCB file, ideal if different staff handle that stage of the process.
OutJobs allow easy access to all outputs, with full control over their settings.
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3. To add a new Gerber output, click the
link in the Fabrication Outputs section of the OutJob, and select Gerber
[PCBDocument], as shown in the image below. You canselect the generic [PCB Document]option if there is only one board in the project, it will
automatically be chosen for generation. This makes the OutJob more easily copied between projects, as this setting will not have to be updated. If
there are multiple PCBs in the project you will need to select the specific board.
4. The Gerber output has been added, you will configure it shortly.
Because a variety of technologies and methods exist in PCB manufacture, the software has the capability to produce numerous output types for differen
purposes:
Assembly Outputs
Assembly Drawings - component positions and orientations for each side of the board.
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Pick and Place Files - used by robotic component placement machinery to place components onto the board. Note that the Report Output can also
be used to generate Pick and Place files, and is highly configurable.
Documentation Outputs
Composite Drawings - the finished board assembly, including components and tracks.
PCB 3D Prints - views of the board from a three-dimensional view perspective.
Schematic Prints - schematic drawings used in the design.
Fabrication Outputs
Composite Drill Drawings - drill positions and sizes (using symbols) for the board in one drawing.
Drill Drawing/Guides - drill positions and sizes (using symbols) for the board in separate drawings.
Final Artwork Prints - combines various fabrication outputs together as a single printable output.
Gerber Files - creates manufacturing information in Gerber format.
Gerber X2 Files - a new standard that encapsulates a high-level of design information, with backward compatibility to the original Gerber format.
IPC-2581 File - a new standard that encapsulates a high-level of design information within a single file.
NC Drill Files - creates manufacturing information for use by numerically controlled drilling machines.
ODB++ - creates manufacturing information in ODB++ database format.
Power-Plane Prints - creates internal and split plane drawings.
Solder/Paste Mask Prints - creates solder mask and paste mask drawings.
Test Point Report - creates test point output for the design in a variety of formats.
Netlist Outputs
Netlists describe the logical connectivity between components in the design and is useful for transporting to other electronics design applications.
Report Outputs
Bill of Materials - creates a list of parts and quantities (BOM), in various formats, required to manufacture the board.
Component Cross Reference Report - creates a list of components, based on the schematic drawing in the design.
Report Project Hierarchy - creates a list of source documents used in the project.
Report Single Pin Nets- creates a report listing any nets that only have one connection.
Simple BOM - creates text and CSV (comma separated variables) files of the BOM.
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Each Gerber file corresponds to one layer ofthe physical board - the component overlay, top signal layer, bottom signal layer, top solder masklayer,and
so on. It is advisable to consult with your board fabricator to confirm their requirements before supplying the output documentation required to
fabricate your design.
2. Click the Layers tab, then the Plot Layers button and select Used On. Note that mechanical layers may be enabled, these are not normally Gerbere
on their own.Instead they are often included if they hold detail that is required on other layers, for example an alignment location marker that is
required on every Gerber file. In this case the Mechanical Layer options on the right of the dialog are used. Disable any mechanical layers that were
enabled in the Layers to Plot section of the dialog.
3. Click OK to accept the other default settings and close the Gerber Setup dialog.
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4. Now the Gerber settings are configured, the next step is to configure their naming and output location. This is done by mapping them to an Outpu
Container on the right of the OutJob.For discrete files with their own file format, you use a Folder Structure container, select Folder Structure in th
list of Output Containers, then click the radio button for the Gerber Files in the Enabled column of the Outputs to map this output to the selected
container, as shown below.
The OutJob configured to generate Gerber, NC Drill and Pick and Place output as discrete files.
5. The last step is to configure the Container, to do this click on the Change link to open the Folder Structure Settings dialog. Across the top are a set o
controls which are used to configure if the outputs are Release Managed or Manually Managed, set them to Manually Managed. Explore the other
options, the lower part of the dialog will display how the names and folder structure changes as you select different options.
6. Click the Advanced button at the bottom of the Folder Structure dialogand enabled the Gerber Output in the list of CAMtastic Auto-Load Options
Click OK to close the dialog.
7. To generate the Gerber files, click the Generate Content link in the Container region of the OutJob.
8. The files will be generated and opened in the integrated CAM editor, which can be used for final checking of CAM files before you release them to
manufacture. Close the CAM file without saving it.
For more information about Fabrication Outputs and configuring your Gerber Outputs, see Fabrication Outputs.
1. Using the same approach you used to add a Gerber output inthe Outjob, add a Bill of Materials report output. To do this,click the Add New Repor
Output link, and select Bill of Materials [Project] from the menu that appears.
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2. To configure the Bill of Materials, double-click on the new Bill of Materials output in the OutJob. The Bill of Materials For PCB Document dialog will
open, as shown below.
3. While you are using the report generation engine to generate a BoM, because of its flexibility and ability to extract data from both the schematics
andthe board, it can be used to generate output for a variety of tasks. The data that is extracted and presented in the report (shown in themain
region of the dialog),is defined by enabling therequiredfields in theAll Columns region on the left of the dialog. Scroll down and disable the LibRe
field (the name of the component in the library). The column will be removed from the main region of the dialog.
4. Data can be grouped if required, the default BoM has components grouped by Comment and Footprint - the assumption here is that all
components that have the same Comment and Footprint are the same physical component, so can be grouped to simplify the BoM for purchasing
To remove grouping, click and drag the Footprint fieldfrom the Grouped Columns, dropping it back into the All Columns region of the dialog.
Repeat for the Comment field.
5. Within the main region of the dialog, the columns can be re-ordered by clicking and dragging on their heading. The data can also be sorted (and
sub-sorted) by clicking on thecolumn headings. Click on Description to sort alphabetically, then hold Shift and click to sub-sort by Comment.
6. A variety of output file formats are supported, set the File Format option to Microsoft Excel Worksheet. A number of Excel templates are included
(and you can easily create your own), in the Templatefield select BOM Default Template.XLT.
7. There are now two approaches to generating the BoM. You can generate it directly from this dialog by clicking the Export button (enable the Open
Exported option first, to see the result).
8. Alternatively, you can click OK to close the dialog, then back in the OutJobmap the BOM to a PDF Container. The Container will need to be
configured to be Manually Managed, once that is done you can click the Generate Content link tocreate the Excel format file and have it
automatically output as a PDF file.
9. Close the dialogs.
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For more information about Report Outputs and configuring your Bill of Materials, see Report Outputs
For more detailed information about generating a custom Bill of Materials, see Generating a Custom Bill of Materials.
Congratulations! You have completed the PCB design process.
Further Explorations
This tutorial has introduced you to just some of the powerful features of your Altium electronic design software. We've captured a schematicand
designed and routed a PCB, but we've only just scratched the surface of the design power available to you. Once you start exploring, you will find a
wealth of features to make your design life easier.
To demonstrate the capabilities of the software, a number of example files are included. You can open these examples in the normal way by selecting
File Open Project from the menus and then navigating to the Examples folder of your software installation.
Quickstart - PCB Layout
The Altium Designer Environment
Component, Model and Library Concepts
94
Creating Library Components Tutorial
Multi-sheet design
Connectivity and Multi-Sheet Design
Multi-Channel Design Concepts
Design to Manufacturing
Generating a Custom Bill of Materials
Using Components Directly from Your Company Database
Tutorial - Integrating MCAD Objects and PCB Designs
Shortcut Keys
Printer-friendly version
PDF versio
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