PortfolioCenter Three-Tier Network
This information is subject to change without notice.
The requirements are based on standard hardware configurations available from retailers as of July 31, 2007. If you are buying a new computer for PortfolioCenter, you are encouraged to investigate the latest hardware. These guidelines are for planning purposes only. Because many variables affect the performance of your system, Schwab Performance Technologies can assume no liability for hardware purchase decisions. Please consult your systems consultant for specific configuration decisions.
Program Components
The PortfolioCenter program has three components:
- Database: Holds stored data
- Application: Processes data and report requests
- User interface: Allows user to submit data and report requests and displays the results
Configuration Setup
For detailed setup instructions, click here.
System Requirements
Network Connection Speeds
| PortfolioCenter Application Server to PortfolioCenter Database Server | Gigabit Ethernet or better |
FAQ |
| PortfolioCenter Application Server to Workstations | 100Base-T or better | FAQ |
64 bit PortfolioCenter Database Server
This computer has the PortfolioCenter database.
Note: These requirements assume that PortfolioCenter is the primary application running on the computer. Using the computer as a web server, mail server, Internet gateway, router, primary domain controller, firewall, or a terminal server for application will significantly reduce performance.
| Processor | 2 Intel Pentium Dual Core processors or better, 64-bit | FAQ |
| Hard Drive Type | Raid-5 Disk | FAQ |
| Hard Drive Space | 20 GB | FAQ |
| RAM | 6 GB or better | FAQ |
| Operating System | Windows Server 2003 x64 Windows Server 2008 |
FAQ |
| SQL Version | SQL Server 2005 SP2 Standard Edition x64 | FAQ |
PortfolioCenter Application Server
This computer has the PortfolioCenter application.
Note: These requirements assume that PortfolioCenter is the primary application running on the computer. Using the computer as a web server, mail server, Internet gateway, router, primary domain controller, firewall, or a terminal server for application will significantly reduce performance.
| Processor | Intel Pentium Dual Core or better | FAQ |
| Hard Drive Type | SCSI or better | FAQ |
| Hard Drive Space | 10 GB | FAQ |
| RAM | 4 GB | FAQ |
| Operating System | Windows XP Professional SP2 Windows Vista (Business or Ultimate) Windows Server 2003 SP2 Windows Server 2008 Note: PortfolioCenter does not work on a Windows Tablet PC. For a full list of supported and non-supported operating systems, see Operating Systems. |
FAQ |
| SQL Version | N/A |
Workstations
These computers have only the .
| Processor | Intel Pentium Dual Core or better | FAQ |
| Hard Drive Type | Serial ATA or better | FAQ |
| Hard Drive Space | 2 GB | FAQ |
| RAM | 1 GB or better | FAQ |
| Operating System | Windows XP Professional SP2 Windows Vista (Business or Ultimate) Windows Server 2003 SP2 Windows Server 2008 Note: PortfolioCenter does not work on a Windows Tablet PC. For a full list of supported and non-supported operating systems, see Operating Systems. |
|
| SQL Version | N/A |