Portfolio Agents (v10.xx)

Portfolio Agents (v10.xx)

Agents are responsible for synchronizing data between the different Databases within Cerri Project. They either run in the background (scheduled agents), or are initiated manually by a user action.


Agents can be accessed and executed from the 'Agents' tab within the 'Setup & Administration' module of the Portfolio database.




A description of each Agent, along with the recommend scheduling time, can be found in the chapter titled "Agents".



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