Monday, May 3, 2021

Migrate to Parts Database

Start Project Migration to Parts

Altium > Project > Project Packager to backup the original project. (Recommened)
Altium > Schematics > Save Designators and Comments XY to Excel (Optional).
Altium > Disable Autoposition for all Designators and Comments. (Optional).

Altium > SCH > Parameter Manager > Add Mfr Part Number all Components.
Altium > SCH > Parameter Manager > Sort by Mfr Part Number to find missing Mfr Part Numbers, then Copy Library Reference or Comment to Mfr Part Number if needed.

Note: A unique Mfr Part Numbers are required to import the project BOM in Parts.
If needed create a temporary part number using a description, i.e. R402 1K 1%

Altium > PCB > Delete .designators from all Footprints before Making a PcbLib (Optional)

Note: If you are using Draftsman for Assembly Drawings then .designators are not needed.

Altium > SCH > File > Run Script > MakeSymbolRefs.pas Script.
Altium > SCH > Design > Make Integrated Library > Review Messages Panel.
Altium > SCH > Extract Libs *.SCHLIB and *.PCBLIB from the Integrated Library.

Altium > PCBLIB > Scrub Whole PCBLIB. i.e. Change Mech Layer Usage (Optional)

Begin Symbol and Footprint Libraries Migration to Parts Database (DbLib)

Altium > Tools > Library Splitter Wizard > Libs with Models and Parameters
Parts > Tools > Import Libs > Rename Libs Like Symbol Ref.
Altium > Open Renamed Libs >  Run > MakeLibRefs.pas Script, then Save Files.
Parts > Tools > Import Libs > Select Libs > Map Parameters > Import
Altium > Run Script CleanSymbols.pas to Remove Models and Parameters.
Altium > Save the Cleaned SchLib Files in the Parts Working Folder.
Parts > Verify Libs  > Select All > Fix LibRefs and Filenames as needed.

End Symbol and Footprint Libraries Migration to Parts Database (DBLib)

Project Migration to Parts Library

Altium > Generate a Project BOM.
Parts > Import The Project BOM > Tools > Import Excel.

Parts > Web Update Parametric Data from Digi-Key. (Recommended)

Altium > Components Panel > Deactivate (UnCheck) All Install Database Libraries

Altium > Add a DbLink to the Project.  Connect to the Parts Library. (Tips below)
Altium > DbLink > Key > Mfr Part Number || Mfr Part Number (Only Update ID)
Altium > Tools > Update Parameters from Database. (Create Log and Review errors).
Altium > Tools > Parameter Manager > Verify all Components have IDs (fix as needed).

Altium > Remove Parts DbLink from the Project.

Altium > Components Panel > Install or Activate Parts DbLib Database Library.
Altium > Close and Open (Restart) Altium to clear Cached Libraries.

Altium > Use Find Similar Objects > Select All Parts in the Project.
Altium > Use Properties Panel > Set Source > Part.DbLib - Parts
Altium > Tools > Parameter Manager > Copy IDs to Library References > Accept Changes. 

If needed  . . . 

Save Schematics > Close Schematics > Open Schematics !

Altium > Tools > Update from Libraries.
Altium > Tools > Update Parameters from Database. If Needed
Altium > Fix Variant Part Numbers. Project > Variants . . .
Altium > Fix XY location of Comments using saved Excel data.

Done - Review Changes (Compare BOM and Schematic with Original files).

Tips: 

DbLink Options:

Open or Create a DBLink in the Project that is pointing to the Parts database.

DbLink > Options > Do Not Update (Global)
DbLink > Options > Do Not Add (Global)
DbLink > Options > Do Not Remove (Global)

DbLink > Single Key Lookup = Mfr Part Number || Mfr Part Number 

DbLink > Options > ID Update (Parameter Option)
DbLink > Options > ID Add (Parameter Option)
DbLink > Options > ID Remove only if blank in database (Parameter Option)

To Disable Autoposition of Designators and Comments

Use Find Similar Objects > Uncheck Autoposition for all Designators
Use Find Similar Objects > Uncheck Autoposition for all Comments

To Remove the Parameter Position Dots

DXP Preferences > Schematic > Graphical Editing > uncheck 'Mark Manual Parameters'

That's it !

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