Installation:
The first step is to login and connect to the Client Downloads page, available at the link on the right hand side menu. Once you have downloaded the installer, double click to install it as normal. Download the latest version of Sun Java from Java.com. If you already have 1.6/6.0 or greater installed, you are all set. If you are already using our RepDev product, you will also be OK with your current Java setup.
You should have received a customer ID and a key in an email from our staff. Enter these two values in the registration box that shows up when you first start the program. You can access the registration box again by going to Help->Register in the top menu.
Usage:
You should refer to the Videos page to get a better idea of how to use the program. There are many tutorials available there that explain everything from the basic to the most advanced features. This page also explains some of the details behind the features in case you can't get to the videos or just prefer the text version.
Configurations:
The program lets you divide batches of parameter updates into "configurations". Each configuration is stored in a named .xml file, and contains info about the hosts IP address, sym number, and AIX Username (so you don't have to keep typing them in when you start the program). Your last configuration is loaded automatically when you start the program.
A given configuration also stores a list of all the items you are going to update. Each one of these is one line in the main list. Each line represents a list of all the fields it will update (ex. Dividend Type Index->Type 1000->Rate 1 and Rate 2), and also what data source to use (ex. type it in manually, pull from excel, etc.).
Configurations are useful because they let you combine and group batches of updates that are similar, and also to run a given configuration over the command line.
Adding a batch item:
Items in the list can have multiple parameters that they will be updating, selectable with the "Choose Parameters" button. You can also go back and uncheck fields to update by going to the same place in the navigation tree. Remember, each batch item can only be of a single type, so you can't update a rate and a text value in the same item, you have to split it into two.
Data types:
All the data types you are entering must match in order to be accepted by Symitar. For example, if you try to send a text value to a number or code parameter, the updater will report an error. Rate data types can get a bit tricky as well, things like 3.4, 3.40, 3.400, and 3.400% are all valid ways to enter in that given rate value. However, symitar doesn't accept 3.4% for example. So, if typing in manually, or loading from excel, be sure your data is in a valid format.
Command Line Usage:
The parameter updater can be used over the command line as well. If you navigate to the location where you installed the application, typically C:\\Program Files\\Parameter Updater, you will find a param-cli.exe file in addition to the regular GUI version, ParamUpdater.exe.
Running the param-cli.exe version is possible using the following options:
-ip [Symitar host IP Address]
-port [Port to connect to, omit for default port 23]
-user [AIX username]
-pass [AIX Password]
-uid [UserID for the Sym you are connecting to]
-sym [Sym number]
-log [Log file location]
-config [Configuration file location]
For example, this is a full set of command line options to run a configuration set up previously:
param-cli.exe -config "C:\\Documents and Settings\\user\\Desktop\\cfcu_rates.xml" -sym 1 -user aixuser -pass aixpass -uid 073password -ip 127.0.0.1 -log "C:\\Documents and Settings\\user\\Desktop\\log.txt"
The above command will run the cfcu_rates.xml configuration file, which I made using the GUI earlier, it will post those parameters to sym 1, using my aixuser and aixpass. The host is located at 127.0.0.1 in this case, and my userID on sym 1 is "073password". A log of my results will be sent to the log.txt file on my desktop.You can mix and match the command line options, and any needed information will be prompted for.
