Export and import restriction schemes and restrictions

Module "Portfolio Service Extended Portfolio Analysis"

You can export restrictions via the object export and import them via the object import (into other "Infront Portfolio Manager" installations).

The following applies:

• The processing is downward compatible for old restrictions:
  • Files exported with program version 5.00 to 5.30 can be imported with version 5.50
  • Files exported with program version 5.50 can be imported into older versions (from 5.00); new restrictions are ignored, but old restrictions are imported
• Restriction schemes can also be exported and imported independently of restrictions
• Restrictions based on restriction schemes must be exported and imported together with the restriction scheme

If necessary, please also read the section Object export and object import.