Installation Instructions PortfolioCenter Three-Tier Network

This configuration is typically set up as shown below:

PortfolioCenter Three-Tier Network

Note: For detailed, step-by-step instructions, see Installing PortfolioCenter 4.41 on a Three-Tier Network.

Before Starting the Installation

1 Make sure the operating system on the machine is supported by PortfolioCenter. See Operating Systems for a list of supported operating systems.
2 Temporarily disable any third-party anti-virus or firewall software. These applications could impact the time spent during the installation because some of them rely on your input for several steps.
3 Make sure PortfolioCenter is closed.

Step 1. Set Up the PortfolioCenter Database Server

1.1 On the database server, login as a user with administrative rights.
1.2

Get the name of the database server. (You'll need it when logging into the application server.)

  1. Right-click on the My Computer icon, and select Properties.
  2. Click the Computer Name tab.
  3. Make note of the Full Computer Name.

Server Name
1.3 Insert the installation disk, and when the menu displays, click Install PortfolioCenter to start the installation.
1.4 Follow the instructions in the install wizard. When asked for the setup type, select Database Server.
1.5 When the installation is complete, click Finish.

Step 2. Set Up the PortfolioCenter Application Server

2.1 On the server, login as a user with administrative rights.
2.2

Get the name of the application server. (You'll need it when logging into the workstations.)

  1. Right-click on the My Computer icon, and select Properties.
  2. Click the Computer Name tab.
  3. Make note of the Full Computer Name.

Server Name
2.3 Insert the installation disk, and when the menu displays, click Install PortfolioCenter to start the installation.
2.4 Follow the instructions in the install wizard. When asked for the setup type, select Application Server.
2.5

When the installation is complete, open PortfolioCenter and login using the following:

  • User Name: securityadmin
  • Password: password
  • Application Server: My Computer
  • Database Server: Name of your database server
  • Database (SQL): Name of the database to use, such as PortfolioCenter

PortfolioCenter 4.40 Login dialog
26 At this point, no serial numbers have been entered, so you are asked if you want to enter one. Click Yes.
27

Enter your serial number in the Serial # field at the bottom of the Licensing dialog, and then click Add.

PortfolioCenter 4.40 Login dialog
28

Repeat for all serial numbers you need to enter, and then click Close to enter PortfolioCenter.

You should see a dataset with no portfolios.

Step 3. Set Up the Workstations

3.1 On the workstation, login as a user with administrative rights.
3.2 Insert the installation disk, and when the menu displays, click Install PortfolioCenter to start the installation.
3.3 Follow the instructions in the install wizard. When asked for the setup type, select Client Machine.
3.4

When the installation is complete, open PortfolioCenter and login with the following (shown below):

  • User Name: securityadmin
  • Password: password
  • Application Server: Name of your application server

The Database Server and Database SQL fields are not applicable when you specify an application server. The workstation use the settings on the application server.

PortfolioCenter 4.40 Login dialog
  You should see a dataset with no portfolios.
3.5 Repeat these steps for all workstations that will use PortfolioCenter.

Important

These installation instruction apply to PortfolioCenter 4.40 and later. If you are installing PortfolioCenter 4.31 or earlier, click here for installation instructions.