This section describes a simple, but in most cases sufficient, set-up procedure.
It is assumed that a computer is equipped with the server component and that the administration process takes place on this computer. The license contains at least one of the modules listed at the beginning. In addition to a valid account for the Infront Portfolio Manager, the executing user also requires the right to configure the Portfolio Manager Server.
The configuration takes place entirely in the server configuration tool.
-
Register server instance -
Set up central server -
Set up backend server -
Set up general settings -
Configure e-mail notifications -
Configure proxy -
Configure DMS file copy -
Configure support information -
Configure timeouts -
Configure logging -
Configure document types for document archive -
Start Portfolio Manager Server