Quick Tutorial: How to Ensure Approved Parts are Selected in a Design

January 14, 2022 Team EMA

For a PCB to be assembled within the project timeline, components need to be sourced quickly. Often a centralized database of approved parts is created to assist in component selection; however, with multiple engineers working on a project, guaranteeing only approved parts are used in the design is nearly impossible. With OrCAD Component Information Portal (CIP) you can easily implement safeguards through user roles, permissions, and customization and hide obsolete components from view. With this tutorial you will learn how to utilize the Hide Feature in OrCAD CIP to guarantee only approved parts are shown for specific users.

Step 1: Open a design in OrCAD Capture CIS 17.4.

Step 2: Select CIP > Open CIP from the menu.

Step 3: Log in with username and password.

Note: User roles, permissions, and configurations are only available to Administrators.  

Step 4: Select Admin > Users, Roles & Permissions from the CIP menu.

Step 5: Select the Hide Rule tab.

Step 6: Click the Edit button in the leftmost column.

Step 7: Check Enable.

Step 8: Select Company Part Status from the drop-down selection under Hide Part Field.

Step 9: Add Obsolete as the Values and click the plus sign.

Step 10: Select Read Only from the drop-down selection under Apply to Roles and click the plus sign.

Step 11: If desired, add a comment for the rule.

Step 12: Click the checkmark to save the rule.

Note: Obsolete parts will no longer be displayed for users with Read Only access, ensuring only approved and available components will be selected for new designs.  

 

Hide obsolete parts from view in your centralized component database and guarantee selected components are up-to-date and approved with customizable roles, permissions, and configurations in OrCAD CIP. For more information and in-depth training on additional features, view our E-Learning and instructor led courses for OrCAD Capture CIS and CIP.

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