Installing PortfolioCenter®

This page covers installing PortfolioCenter, bridging your Centerpiece database to PortfolioCenter, and reviewing best practices such as database backup and position summaries.

This page is for you if you have:

Received your PortfolioCenter software and documentation
Completed all preparation steps on the Preparing for PortfolioCenter page

Step-by-Step Process

Record your progress on Part 2 of the Preparation and Transition Worksheet. When needed, refer to data you recorded in Part 1 of the worksheet.

1.	Audit your Centerpiece 5.6 database: Backup Centerpiece 5.6 database Make sure database is ready to audit Download the Centerpiece Database Audit Tool Run Database Audit Resources Centerpiece to PortfolioCenter Transition Guide, Step 1
2.	Install a Database Engine: If using SQL Server 2005 Express, do nothing now. If using SQL Server 2005 Standard, install it now. Resources Centerpiece to PortfolioCenter Transition Guide, Step 2
3.	Install the PortfolioCenter application. Resources Centerpiece to PortfolioCenter Transition Guide, Step 3
4.	Bridge the Centerpiece database. Resources Centerpiece to PortfolioCenter Transition Guide, Step 4
5.	Set up the PortfolioCenter database: Login to the PortfolioCenter database Select the default report profile Validate PortfolioCenter data Set up a position summary Set up user IDs Resources Centerpiece to PortfolioCenter Transition Guide, Step 5
6.	Install PortfolioCenter clients: Install client applications. Login to the clients Resources Centerpiece to PortfolioCenter Transition Guide, Step 6
7.	If needed, set up Schwab interface to use enhanced file format: Post all interface files Notify Schwab Institutional Set interface parameters Begin reconciling to 5 decimal places Resources Centerpiece to PortfolioCenter Transition Guide, "Setting Up the Schwab Interface"
8.	Set up backups. Resources Centerpiece to PortfolioCenter Transition Guide, "Backing Up Your Data "
9.	Review Best Practices with PortfolioCenter: Database maintenance (re-indexing and shrinking) Position summaries Hard drive defragmentation Resources Centerpiece to PortfolioCenter Transition Guide, "Best Practices"
10.	Uninstall Centerpiece 5.6 Uninstall the Centerpiece program Remove the Centerpiece databases Resources Centerpiece to PortfolioCenter Transition Guide, "Uninstalling Centerpiece 5.6"