Installation instructions for updates

To install an update of Portfolio Sync Interface, follow these steps:

Start the Software Update Wizard from the Update Software app in the Windows Start menu on the client computer for data update and maintenance.

The client computer for data update and maintenance offers the option of using the online connection to load the PSI update from the Internet (about 155 MB). To do this, select "Update Portfolio Sync Interface" on the second screen of the wizard. On the next screen, select "Internet" as the source and follow the instructions. If you want to update the PSI on another client, no new download via the Internet is required. On the corresponding client computer, launch the Software Update Wizard from the Windows Start menu. Select "Update Portfolio Sync Interface" on the second screen of the wizard, and then select "Update directory" as the source. Follow the instructions of the wizard.