Altium 365 Setup & Training





Over the years, Altium Inc. has changed the name and functionality of its Vault offerings. Regardless of its current name, it provides a container for components, templates, and projects. Moreover, it allows the company to track the revision and life cycle of anything within it.

Tackling this alone is not easy. In addition to knowing where things are, one must understand why they are. File-specific folders dictate file-naming conventions, life-cycle management schemes, and revision schemes. The setup of these folders will profoundly impact the ease or difficulty of introducing new components, template files, and projects.

Here at Nine Dot Connects, we have advantages with Altium A365. In our former affiliations with Altium Inc., we discussed the vault concept with key contributors when it was first designed and introduced. We were also the first Altium VAR (when Altium had VARs) to sell what was known as the "vault". We accomplished this through the time and effort we spent learning and understanding the vault's capabilities. Lastly, with a solid understanding of both version control concepts and library methodology, we at Nine Dot Connects are experts in library restoration and component sustainment.


We teach the methodology and best practices for use in addition to the tool. Unlike our other classes, this training is conducted online over several weeks. Setting up Altium 365 depends heavily on a well-thought-out file structure, naming convention, and library migration. This effort requires guidance and time. In many cases, it may also require our assistance in library cleanup. Cleaning up libraries after the migration is complete is far more challenging. See more about library clean-up services HERE.

We address the following:

  • Methodology and best practices
  • Company preferences for revision control, life cycle management, static library parameters, etc.
  • Different flows one must follow for components, templates, and projects
  • Production versus prototype version control

The length of consultation and training varies based on the level of knowledge sought and whether hands-on experience is requested. We focus on crafting a training/consulting program specific to your company's needs.

Check out our Altium 365 video:




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We engaged Nine Dot Connects to take on a library streamlining effort that our internal team simply did not have the bandwidth to execute. From the outset, their team demonstrated a clear understanding of the scope and delivered results that were professional, accurate, and completed well ahead of what we could have achieved on our own.

A key differentiator was their deep expertise with Altium Designer, A365, and library management. They possessed the ability to leverage scripting and automation to streamline what would otherwise have been an extremely labor-intensive effort. This not only accelerated the timeline but also ensured consistency and quality across the deliverables.

Beyond the library effort, working alongside their experienced staff gave our team valuable exposure to Altium A365 best practices and capabilities we were not previously utilizing. That knowledge transfer was an unexpected but significant added benefit.

We would not hesitate to recommend Nine Dot Connects to any organization looking for specialized Altium expertise, efficient execution, and a team that is genuinely easy to work with.


Kyle Cameron, Manager, Electrial Engineering - Redlen Technologies



"Paul helped us with getting up to speed with the utilization of Concord Pro through online coaching and a visit to our facility to answer questions, review what had been done, and to tie up any loose ends. His experience with the techniques to migrate components, set up templates, and share "best practices" has been a tremendous aid in setting up what makes sense for our needs and application. He is also an all-around nice guy, and we enjoyed the hands-on instruction and conversations while he was here."

Albert Tejera, Principal Systems Engineer, JL Marine Systems, Inc.

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