The Include File must be uploaded into the database before advanced functions can be used.
To upload the Include File:
- In Microsoft Windows, open a command window. (Choose Start - Run and type
cmd
.) - Type the following psGlobalsConfig utility command:
psGlobalsConfig /login=<USER> /pwd=<PASSWORD>
/global=FE_IncludeFile /upload /file=<FILENAME>
where:
<USER>
is a PPM username;<PASSWORD>
is the corresponding password;<FILENAME>
is the name of the function Include File.Notes:
- If you change any information in the Include file, you must restart PPM for the change to take effect. Changes in the Include file do not cause functions depending on these changes to be re-calculated ("triggering"). These changes will only affect future calculations occurring as a result of other changes (such as value changes, Portfolio changes, etc).
- The Include file is automatically compiled when you start PPM. If an error occurs while compiling, the Include file will not be accessed by the advanced function, and a message will display in the Status tab of the Admin screen as follows.