Welcome to
Tamarac PortfolioCenter Support
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PortfolioCenter System Administration
Learn how to manage PortfolioCenter access, backup and test PortfolioCenter data, install and configure SQL Server, and manage user rights and roles.
- Navigating PortfolioCenter
- Working with the New Main Portfolios Tab
- Setting Up User Names and Passwords
- Reasons for using Unique User Names
- Using Position Summaries
Working with Serial Numbers and Logging In
In this section you'll find information about entering your serial numbers, logging into PortfolioCenter, opening datasets, and checking the version you are currently using.
In this section you'll find information about entering your serial numbers, logging into PortfolioCenter, opening datasets, and checking the version you are currently using.
Working with PortfolioCenter on a Network
In this section, you'll find basic information about using PortfolioCenter on a network. Learn how to find the name of your server, working with services and using the PortfolioCenter Management Console.
In this section, you'll find basic information about using PortfolioCenter on a network. Learn how to find the name of your server, working with services and using the PortfolioCenter Management Console.
- Finding the Name of the Database Server Computer
- Stopping and Starting PortfolioCenter Services
- Toggling Between a Thin and Application Client
- Using the PortfolioCenter Management Console
- Determining Network Type: Workgroup or Domain
- Adding Users to the Database Manager for Users on a Domain
- Adding Users to the Database Manager for Users on a Workgroup
- Configuring Permissions for PortfolioCenter Users in a Workgroup (PortfolioCenter Version 4.40 and Higher)
- Configuring the SPT PortfolioCenter Server Service
Managing PortfolioCenter Data
In this section learn how to move data, create new data sources and best practices for keeping PortfolioCenter running smoothly.
In this section learn how to move data, create new data sources and best practices for keeping PortfolioCenter running smoothly.
- PortfolioCenter Configuration and Resources Best Practices
- Moving PortfolioCenter Database to Another PortfolioCenter Server
- Moving PortfolioCenter Database to Another Drive on PortfolioCenter Server
- Adding a New PortfolioCenter Dataset
- Adding a New PortfolioCenter Database
- Reindexing and Shrinking the PortfolioCenter Database
- Finding the Name of the PortfolioCenter Database
- Checking the PortfolioCenter Database Size
Copying Portfolios to Another Dataset
In this section you'll find information about copying portfolios into other datasets.
In this section you'll find information about copying portfolios into other datasets.
PortfolioCenter Backup Instructions
In this section you'll find instructions for backing up your PortfolioCenter database.
In this section you'll find instructions for backing up your PortfolioCenter database.
- Using SQL Tools to Backup Your PortfolioCenter Data
- Manually Backing up your PortfolioCenter Database
- Scheduling the PortfolioCenter Backup using PortfolioCenter Database Manager in Windows Vista and Windows 7
- Scheduling the PortfolioCenter Backup using PortfolioCenter Database Manager in Windows XP
PortfolioCenter Restore and Testing Instructions
In this section you'll find instructions for restoring and testing the PortfolioCenter backup.
In this section you'll find instructions for restoring and testing the PortfolioCenter backup.
- Finding SQL Server Version and Edition in the PortfolioCenter Management Console.
- Using SQL Tools to Backup Your PortfolioCenter Data
Installing SQL Server
In this section you'll find instructions for installing supported editions of SQL Server.
In this section you'll find instructions for installing supported editions of SQL Server.
Using SQL Server Tools and Features
In this section you'll find instructions for backing up your PortfolioCenter database.
In this section you'll find instructions for backing up your PortfolioCenter database.