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Example installations and system requirements

Users and depots

Range

Description

Users

Maximum of 20 simultaneously registered "Infront Portfolio Manager" users.

With Infront Advisory Solution:

Maximum of 20 simultaneously registered "Infront Portfolio Manager" users, maximum of 10 simultaneously registered "Infront Advisory Solution" users.

Securities accounts/transactions

Up to approx. 1,000 securities accounts, 500 transactions per securities account

Workplace

Range

Description

Operating system

Windows 10

Processor

Quad-core processor

Working memory

8 GB

Hard disk

At least 10 GB hard disk space

Monitor resolution

1920 x 1200 (Windows font size setting 100%)

Database Server, File Server, Portfolio Manager Server

Range

Description

Database server

MS-SQL Server 2014 or newer

The MS-SQL Server 2014 Express (supplied) is limited in terms of memory (1 GB) and processor support (1 processor). In addition, only databases up to 10 GB are supported within the server instance.

Processor

Quad-core processor

Working memory

16 GB

Hard disk

At least 250 GB hard disk space, SSD

Portfolio Manager server configuration

Range

Description

Standard backends

4

You always need standard backends if you use the Portfolio Manager Server. The main calculations of the following job types run via this backend type: Alerting, batch export, scheduled reporting and loss threshold reporting.

In addition, a large part of the functionality of the Infront Advisory Solution is made available via this type of backend. This includes evaluations of tables, charts and reports as well as widgets on dashboards. It is also used for processing activities, editing master data, logging in and out, etc.

Async/Document

2
Document management is provided via this backend. You also need async backends if you use the Infront Advisory Solution in addition to the Infront Portfolio Manager.

PSI Order Entry

You always need PSI order entry backends if you use the Infront Advisory Solution including the ordering function.

PSI Transaction Data

1

You always need PSI Transaction Data backends if you want to use jobs of the job types "PSI Transaction Data Retrieval" and "PSI Transaction Data Error Buffer Import".



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