Copying environments (Staging <-> Production)

Overview

Users can copy over data from one environment to another (essentially mirroring environments) in order to test out certain Rapptr features/rules.  

How To Copy Environments

To create a fully mirrored environment, 3 components need to be replicated: the Portfolio structure which replicates the aggregation structure, the Position File which updates your holdings and the Data Overrides.

Users should clear existing portfolios from their target environments IF it contains portfolios different from the environment being copied. Otherwise, uploading a new a portfolio file will simply add to any portfolios that are present in the environment. 

 

1. Export your Portfolios: Portfolios > Download

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2. Export your position files of the correct NAV date: Admin > Previous Uploads > Download File

 

3. Export your Data Overrides: Admin > Setup > Data Overrides > Export

 

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