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System Requirements

System requirements for Advent Portfolio Exchange 2.0 last updated on 4/30/2008.

Server Configuration

    Advent Portfolio Exchange Release 2.0 is installed on a two-server configuration where the database components reside on a separate server from other application services. Each server should be dedicated to APX and not shared by other applications for application stability and performance. (See hardware requirements below for details.) Additional report servers may be added to the environment to increase simultaneous report requests. Support for three-server configurations (Database, Application and Web Server components installed on separate servers) will be introduced later as an update to APX 2.0.

    Database Server

    • Microsoft Windows 2003 Server, Standard and Enterprise Editions (SP1 and above) 32-bit and 64-bit supported
    • Other Microsoft Server editions, such as the following, are NOT supported:
      • Windows Small Business Server 2003
      • Windows 2003 Server Web Edition
      • Windows 2003 Server Datacenter Edition
    • Microsoft SQL Server 2005, Standard and Enterprise Editions (SP1 and above) 32-bit and 64-bit
    • supported
      • The Microsoft SQL Server 2005 instance must be installed with SQL_Latin1_General_CP1_CI_AS (codepage 1252) (a.k.a. SQL collation - Dictionary order, case-insensitive, for use with 1252 Character Set) as the collation method. Exceptions for Greek and Arabic language support are available as of APX 2.0 Update 3. Contact your Advent representative for more details.
      • Microsoft Server Desktop Engine, Workgroup, Personal, and Small Business Server Editions are not supported.
    • Database server clustering is supported for certain configurations.
      • Two nodes only: APX 2.0 has only been certified on a two-node cluster.
      • Single cluster storage device: Both nodes share a single physical storage device (single quorum device server cluster): Disks in the storage device are typically redundant (e.g. RAID 10).
      • Active-Passive configuration: APX also supports Active-Active configurations. However, we strongly recommend that you have a Passive node in the cluster with enough idle resources to run APX in the case of a failover.
    • VMware and Microsoft Virtual Server are NOT supported.
  • If you install 64-bit Microsoft Operating System, you must also install Microsoft SQL Server 2005, x64 Standard or Enterprise Edition (SP1 and above).

    Application and Web Host Server

    • Microsoft Windows 2003 Server, Standard and Enterprise Editions (SP1 and above) 32-bit and 64-bit
    • supported
    • Other Microsoft Server editions, such as the following, are NOT supported:
      • Windows Small Business Server 2003
      • Windows 2003 Server Web Edition
      • Windows 2003 Server Datacenter Edition
    • Microsoft Internet Information Services (IIS) 6.0
    • Microsoft .NET Framework Version 2.0
    • Microsoft .NET Framework Version 3.5, for Performance Analytics Automation functionality.
    • Microsoft Message Queuing
    • Microsoft SQLXML 3.0 (SP3 and above), downloadable from www.Microsoft.com
    • Microsoft MSXML 4.0 (SP2 and above), downloadable from www.Microsoft.com
    • Microsoft Excel 2003 Professional, for saving report output in XLS format.
    • Standard or Professional editions of Adobe Acrobat 7 and 8, for PDF generation through scripts on the application server.
    • Support for Microsoft Office 2007 will be introduced as an update to APX 2.0
    • Application server clustering and load balancing are NOT supported.
    • VMware and Microsoft Virtual Server are NOT supported.
  • If you install 64-bit Microsoft Operating System, you must also install 64-bit versions of Microsoft .NET Framework. Microsoft Internet Information Services (IIS) 6.0 64-bit version is included in Microsoft Windows 2003 Server, x64 Standard and Enterprise Editions.

    Report Server
    Report servers may be added to the environment to increase reporting capabilities for sites with many users and/or heavy report packaging requirements. The standard application/web server supports six simultaneous report requests. Each additional report server supports six more simultaneous report requests. Depending on the estimated peak usage, one or more report servers may be configured.

    • Microsoft Windows 2003 Server, Standard and Enterprise Editions (SP1 and above) 32-bit and 64-bit
    • supported
    • Other Microsoft Server editions, such as the following, are NOT supported:
      • Windows Small Business Server 2003
      • Windows 2003 Server Web Edition
      • Windows 2003 Server Datacenter Edition
    • Microsoft .NET Framework Version 2.0
    • Microsoft Message Queuing
    • Microsoft SQLXML 3.0 (SP3 and above), downloadable from www.Microsoft.com
    • Microsoft MSXML 4.0 (SP2 and above), downloadable from www.Microsoft.com
    • Microsoft Excel 2003 Professional, for saving report output in XLS format.
    • Standard or Professional editions of Adobe Acrobat 7 and 8, for PDF generation through scripts on the application server.
    • Support for Microsoft Office 2007 will be introduced as an update to APX 2.0
    • Application server clustering and load balancing are NOT supported.
    • VMware and Microsoft Virtual Server are NOT supported.
  • If you install 64-bit Microsoft Operating System, you must also install 64-bit versions of Microsoft .NET Framework.

    Summary of Changes from Advent Portfolio Exchange 1.5

    • Support for three-server configurations (Database, Application and Web Server components installed on separate servers) will be introduced later as an update to APX 2.0.
    • Support for Microsoft Windows 2003 Server Enterprise Edition introduced in APX 2.0.Update 3.
    • Support for Microsoft Windows 2003 Server, x64 Standard and Enterprise Editions introduced in APX 2.0 Update 3.
    • Support for Microsoft SQL Server 2005, x64 Standard and Enterprise Editions introduced in APX 2.0.Update 3.
    • Support for Microsoft Office 2007 will be introduced as an update to APX 2.0
    • Support for Microsoft Windows 2003 Server only. Remove support for Microsoft Windows 2000 Server.
    • Support for Microsoft SQL Server 2005 only. Remove support for Microsoft SQL Server 2000.
    • Support for Microsoft .NET Framework Version 2.0 only. Remove support for Microsoft .NET Framework Version 1.1.
    • Support for Microsoft .NET Framework Version 3.5 introduced in APX 2.0 Update 3.
    • Support for Microsoft .NET Framework Versions 2.0 and 3.5 64-bit versions introduced in APX 2.0 Update 3.
    • Support for Microsoft Internet Information Services (IIS) 6.0. 64-bit version introduced in APX 2.0 Update 3.
    • Remove support for Microsoft Excel 2002 or XP, for saving report output in XLS format.
    • Remove support for Adobe Acrobat 6.0.1.
    • Support for Adobe Acrobat 8.

Workstation Operating System

  • Microsoft Windows XP Professional (SP2 and above).
  • Windows Vista support will be introduced later as an update to APX 2.0.
  • Other Microsoft Windows workstation editions such as the following are NOT supported:
    • Windows Vista x64 Edition
    • Windows XP Professional x64 Edition
    • Windows 2000 Professional Edition

Additional Workstation Software Requirements

  • Microsoft Internet Explorer 6.0 , 7.0
  • Microsoft Data Access Components (MDAC) 2.7, 2.8
  • Microsoft .NET Framework Version 2.0, for APX BackOffice Utilities, Print Merge, and Microsoft Outlook 2003 E-mail features.
  • Microsoft .NET Framework Version 3.5, for Performance Analytics feature.
  • Microsoft .NET Framework Version 2.0 hot fix 913766 (http://support.microsoft.com/kb/913766)
  • Microsoft Message Queuing for APX BackOffice Utilities
  • Microsoft Office 2003 Professional Service Pack 2 for optional APX features
    • Microsoft Excel for links from reports.
    • Microsoft Outlook for Calendar and Inbox Views and E-mail Management.
    • Microsoft Word for Print Merge and Packager.
    • Microsoft Office Professional Multilingual User Interface for Packager reporting in non-US English characters.
  • Adobe Acrobat 7 and 8 Standard or Professional editions for optional APX features:
    • Save report output in PDF format locally
    • Packager
  • Support for Microsoft Office 2007 will be introduced as an update to APX 2.0

Summary of Changes from Advent Portfolio Exchange 1.5

  • Add support for Windows Vista as an update to APX 2.0. Remove support for Windows 2000 Professional.
  • Support for Microsoft Office 2007 will be introduced as an update to APX 2.0
  • Require Microsoft .NET Framework Version 2.0 instead of Microsoft .NET Framework Version 1.1.
  • Remove support for Microsoft Office 2002 or XP for optional APX features.
  • Remove support for Adobe Acrobat 6.0.1.
  • Support for Adobe Acrobat 8.

Equipment Sizing
Advent Software provides performance and capacity guidelines for planning purposes only. Because many variables affect the performance of your system, Advent Software can assume no liability for hardware purchase decisions. Please consult your systems consultant for specific configuration decisions.

Environment 1: Up to 3,000 Portfolios and Up to 20 Users

  • Database Server
    • IBM-compatible Pentium Dual-CPU Xeon 2.8+GHz
    • 2 GB RAM
    • 40 GB of free disk space
    • 1 MB L2 CPU Cache
  • Application and Web Host Server
    • IBM-compatible Pentium Dual-CPU Xeon 2.8+GHz
    • 2 GB RAM
    • 4 GB of free disk space
    • 1 MB L2 CPU Cache
  • Report Server (optional)
      • To support more than six simultaneous report requests, we recommend adding a report server.
    • IBM-compatible Pentium Dual-CPU Xeon 2.8+GHz
    • 2 GB RAM
    • 4 GB of free disk space
    • 1 MB L2 CPU Cache

Environment 2: 3,001 - 10,000 Portfolios and 21 - 50 Users

  • Database Server
    • IBM-compatible Pentium Quad-CPU Xeon 2.8+GHz
    • 4 GB RAM
    • 120 GB of free disk space
    • 1 MB L2 CPU Cache
  • Application and Web Host Server
    • IBM-compatible Pentium Dual-CPU Xeon 2.8+GHz
    • 2 GB RAM
    • 8 GB of free disk space
    • 1 MB L2 CPU Cache
  • Report Server (optional)
      • To support more than six simultaneous report requests, we recommend additional report servers.
    • IBM-compatible Pentium Dual-CPU Xeon 2.8+GHz
    • 2 GB RAM
    • 4 GB of free disk space
    • 1 MB L2 CPU Cache

Environment 3: 10,001 - 50,000 Portfolios and 51 - 100 Users

  • Database Server
    • TBD
  • Application and Web Host Server
    • TBD
  • Report Server (optional)
      • To support more than six simultaneous report requests, we recommend additional report servers.
    • TBD

Printers

  • Microsoft Windows-compatible printers

  • Note that this release of APX Packager does not support printers with named printer trays. Contact your Advent technical support representative for a short-term workaround for this issue.

Network

  • Recommended network bandwidth for larger installations is 1 Gbps between the database and application servers but at least 100Mbs for smaller installations.
  • Recommendation of at least 1.5Mbps connections for remote APX users (e.g. DSL, cable internet from home) over VPN.
    • APX supports remote users who perform front-office reporting and client management activities.
    • APX does not support remote back office functions (e.g. Dataport, posting, scripting etc).
  • The servers and the client workstations must be members of a domain: Workgroups are NOT supported.

Compatible Advent Products

  • Advent Partner 5.0.
  • Advent Revenue Center 1.0.
  • DataExchange 3.0, 3.0.1.
  • DTCC Interface 5.2.
  • Advent INX for Advent Portfolio Exchange 2.0.
  • Moxy 5.2, 6.0.
  • Rex 4.2

Summary of Changes from Advent Portfolio Exchange 1.5.

  • Add support for Advent INX for Advent Portfolio Exchange 2.0. Drop support for Advent INX for Advent Portfolio Exchange 1.5.
  • Add support for Moxy 6.0. Drop support for Moxy 5.0.
  • Add support for Rex 4.2. Drop support for Rex 4.1.

Additional Notes
The information above includes specific exclusions to supported configurations in order to provide additional detail and clarity regarding our system requirements. Other platforms and components that have not been referenced also fall outside of our supported configurations. For questions, please contact your Advent representative.



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