INSTALLATION menu
The INSTALLATION menu item contains the following commands:
Element | Description |
|---|---|
INSTALL DATABASE.. | Select this command to install a (new) database. Please read the section Install database. |
TRANSFER DATABASE FROM PARALLEL INSTALLATION... | This command starts a wizard that you can use to transfer the data from an old installation of Infront Portfolio Manager. Please read the section Transfer database from parallel installation. |
EXPORT DATABASE.. | Select this command to export the database. Use this command to make the database available to Customer Service or to create a backup manually. Please read the section Export database. |
CONVERT DATABASE... | This command starts a wizard that you can use to change the current database system. The default database system after installation is MS-SQL. |
DATABASE UPDATE | Select this command to update the database currently in use. |
REMOVE SECURITIES FROM LOCAL DATA STORAGE... | Select this command to remove (unneeded) security types from the database, thereby reducing its size and speeding up data import. The configuration of the data retrieval is adjusted, corresponding securities are not created during the data update. The price data of the deleted securities is not removed from the price system. The course system should therefore subsequently be reorganized. Required securities can be looked up at any time using the online search integrated into the object search and imported individually. For details, read the section Remove securities from local data storage. |
SET UP CHANGE TRACKING.. | Use this command to set up your change tracking (change log). In the login dialog that appears, log in as a user who has the "Configure change log" system right. If change tracking has already been set up, a corresponding message window will inform you of this. Please note that change tracking requires additional storage space within the relational database. If necessary, read the sections Change tracking and Change tracking in the user administration. |
CHANGE DATABASE ACCESS DATA | Select this command to change the access data for the database. To do this, enter the user name, the old and the new password in the input fields and confirm the details with the "Change" button. These access data are only changed here in the configuration of the Infront Portfolio Manager, not in the database server. |
LIST REGISTERED USERS | Select this command to obtain a list of all users currently logged on to the database via Infront programs. |