Vision Portfolio Management Application Layer: Next Steps
Overview
If you used the methodology outlined in The Portfolio Management Application Installation document, your Vision database now includes an integrated set of internal and external data feeds, procedures to update this data on a regular basis, and a number of useful applications delivered to users via an internal intranet. You are now ready to begin enhancing your Vision environment by adding new applications and data feeds and further automating the production cycle.
The remainder of this document provides useful links to other documentation that will help you learn and expand your Vision environment.
Vision Language Access
Before you can use the Vision language, your Vision server and user code may need to be configured. If you have problems starting and executing the supplied examples, you should ask your Vision Administrator to check your configuration.
The following documents are designed to familiarize you with various aspects of the Vision language:
| Document | Description |
|---|---|
| Running Vision | basic access to the Vision language via interactive and batch sessions. |
| Investment-oriented Tutorials | tutorials designed around loading and using information related to investment applications. |
| General Tutorials | general tutorials to acquaint you with the Vision language. |
| The Vision Language | guide to using the Vision language. |
| Navigating a Vision Database | basic tools for finding out more about classes, messages, and objects in your database. |
| Web-based Database Navigation Tools | web-based tools for finding out more about classes, messages, and objects in your database. |
| Vision Terminology | summary of Vision terminology. |
Production Management Tools
Many Vision installations are designed to receive various data feeds on a regular basis. Once the data is saved in the Vision database, other updates that rely on this data can be performed. In addition, standard production reports can be generated based on the completion of one or more updates.
There are a number of ways that you can automate your daily production cycle. A comprehensive set of scripts have been provided for Unix environments as a template for this automation. These scripts can be used directly or can serve as a basis for designing your own production process.
The production process is described in detail in the document Vision Administration: Production Processing.
Advanced DataFeed Capabilities
Once you have loaded all your initial data and set up basic procedures for automating your updates, you may want to explore some of the more advanced data feed formats which can be used to define new classes, update properties, and establish relationships. These feeds are described in the document Vision Class: DataFeed.
Other General Information
There are numerous ways to become more familiar with your Vision environment. The following table summarizes documents that will help acquaint you with various aspects of Vision:
| Document | Description |
|---|---|
| Vision Fundamentals | basic Vision concepts. |
| Portfolio Management Application Classes | classes and messages defined with the Portfolio Management Application Layer. |
| Vision Class Cross Reference | cross reference of starter classes provided with all Vision systems. |
| Vision Interfaces | standardized interfaces for Vision access. |
| Application Classes | methodology for designing application classes. |
| Vision Technology | technical document describing unique aspects of the Vision environment. |