Portfolio SQL Connect

Tip: This section will help you set up an SQL database for serving as a Portfolio catalog, and set up the Portfolio Server to serve this catalog. For detailed information on administering the Portfolio Server, see Server Administration.

Portfolio SQL Connect (sold separately) works in conjunction with Portfolio Server software and the Portfolio client application to allow you to store data in existing corporate SQL databases, such as Microsoft SQL Server and Oracle, and to access those records from Portfolio as if they were served Portfolio catalogs.

Once the SQL database is set up, and Portfolio SQL Connect and Portfolio Server are running, accessing and administering the catalogs is the same as if the catalogs were created and stored directly on a Portfolio Server.