A rule-system migration can complete without preserving every design intention in the way the team expects. Default requirements, object scope, priorities, or source ownership may change. Verify effective behavior on representative objects before treating the converted project as ready for continued design.

Altium’s Constraint Manager documentation describes a one-way migration from the older rule system and notes that missing default-scope requirements can be created during migration. Preserve the original project and consult the current documentation before converting a released design.

Capture a meaningful baseline

Record critical rule values, scopes, priorities, disabled checks, and approved exceptions. Include the objects each requirement is intended to control. A screenshot of the rule list is less useful than a small set of representative nets, components, regions, and expected effective constraints.

Run the existing checker and retain its results with the source revision. Distinguish known accepted exceptions from unresolved violations. The comparison should explain changes in behavior, not merely aim for the same total number of messages. If the tool introduces new checks, review their findings on their merits and identify them separately from differences caused by altered interpretation of the original rules.

Review the converted requirement set

Aspect Question after migration
Default requirements Were defaults added or changed?
Object scope Are intended members still included and others excluded?
Conflict resolution Which effective requirement applies when several match?
Exceptions and disabled checks Were their meanings preserved or replaced?

Investigate unsupported or transformed constructs individually. Do not create a broad exception simply to restore a clean report. A migration warning may identify a genuine gap between the old expression and the new system’s available representation.

Exercise representative design operations

  1. Inspect effective constraints on the baseline objects.
  2. Try controlled routing or placement operations in a copy.
  3. Run the relevant batch checks.
  4. Compare violations by object and requirement.
  5. Review schematic-to-PCB synchronization after the conversion.

Interactive behavior and batch checking may expose different aspects of the migration. Verify both where the project depends on them. Also check which source now owns a constraint so a later schematic update does not replace a carefully reviewed PCB setting.

Close the migration with a report of resolved differences and any remaining restrictions. Keep the unconverted source available through revision control, along with the software version used for conversion. The scope-control guide gives a practical method for testing inclusion and exclusion when the new requirement looks correct but its actual target set is uncertain.

Move from reading to a build-ready project

Use the fabrication and assembly checklists to prepare drawings, production files and test requirements.

Open the DFM checklist