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Frequently Asked Questions

Licensing, installation, software requirements, upgrades and more

There is only one edition. All the features are available to everyone who has a valid Portfolio Manager licence.

 

Portfolio Manager licences are available as Group Licences only – the benefits of the software are only realised when multiple projects are all modelling using it.

Group Licence keys allow a pool of users to share a licence between them, up to a maximum number (up to 10, up to 30, or unlimited users).

No. Teams who wish to share access to Portfolio Manager should buy Group licences. Note that unlike Floating licences, which are sized based on the the number of concurrent users, Portfolio Manager group licences are sized for the total number of EA users.

Group Licences have been designed for larger organisations with distributed teams and team members who all need access to common software, but for whom the traditional licencing options are not suitable.

Flexible

Having flexibility in the number of users who can share the software reduces your need to precisely forecast how your organisation will use Portfolio Manager. A Group licence accommodates changing patterns of use:

If you are rolling out the software and are unsure of how quickly you will get to full deployment or if there is a company reorganisation and an unexpected change in team size or use happens, a Group Licence can flex with your needs.

Simple to manage

Group Licences are not dependent on a shared server to manage licences, making it simpler for IT support teams to implement.

Your Portfolio Manager Group licence works independent of network changes and supports staff who may work both on-site and remotely.

There is no need to manage a register of keys.

Easy to Use

No need to be connected to the company network. No need to wait for a licence to become available. Users just load Portfolio Manager onto each machine, enter a single key, and start work.

OR, include Portfolio Manager in the software build on your cloud hosted EA platform, so that everyone can benefit. See Sparxinthecloud.com  for more details.

All customer downloads are available from  https://www.eadocx.com/learn/downloads

To access this page:

  1. Register or log in to eadocx.com
  2. Add your Portfolio Manager licence key into your account. Log out and back in.
  3. Your customer status is now confirmed.

If you still can’t see this page…

  • Your key may not be accepted if it is already registered to someone else or has been disabled.
  • Only keys which are in support give access to customer downloads. If your support period has ended you will need to buy a renewal to access the latest code.
  • If you think there is an error with your key, please Contact Us.

The Portfolio Manager version currently available for download is always the latest version.

All Portfolio Manager licences include support and access to all software updates. When your support period ends you will need to renew your support to make sure you can access new software releases and raise support tickets.

N.B. Whenever a bug fix or new feature is implemented, it is included in the current code version only. We do not fix or provide downloads of old versions of Portfolio Manager.

Development of Portfolio Manager is continuous. As we use it more, so we discover new things that we want it to do, as well as finding things that we could do better. You can help us by sending suggestions through the Feature request form.

  1. If you have downloaded the Portfolio Manager 30-day free trial, the support team is available to provide up to 1 hour of free web advice to help you get started, at any time during the first 30 days. BOOK YOUR FREE HOUR NOW
  2. The first place to look? We recommend that you search the Forum  as many issues have been raised and answered there.
  3. Logged in customers can submit Support tickets. Requests can include bug reports or specific issues in their use of the software. Note that if material required to resolve Support queries is commercially sensitive, we will be happy to sign a Non-Disclosure Agreement to ensure confidentiality.
  4. Requests for feature enhancements can be submitted
  5. For more tailored support covering your use of EA and Model Expert, an enhanced support package is available which can include a combination of training, consulting or remote mentoring (on-demand web-based support).

Operating System

Windows 7, 8 and 10


Virtual Environments

We do not test Portfolio Manager in any virtual environments e.g. VMWare, Citrix:  there are too many of them, and too many combinations of OS, environment, EA version and Portfolio Manager version. This is why we give you a 30-day trial!

However, we do have many customers using Portfolio Manager successfully in virtual environments. And we will do our best to help you get it working.


Microsoft .NET Framework

3.5, 4.0, 4.5


 

Enterprise Architect

V8.0 (Ultimate, Corporate, desktop or EA Lite), and all later versions including V11, 12, 13, 14, 15.

Sparx have introduced a number of errors in EA v16, which cause problems in Portfolio Manager. We are waiting for Sparx to provide the fixes.

Note that Portfolio Manager, in common with all other EA extensions, will not work with eaLite after eaLite V10 (i.e. v11 and above) due to a deliberate change in EA.


Databases supported

  • EAP
  • We test with Oracle, SQLServer and MySQL.
  • We know of issues using Model Expert with MySQL when it is running on a LINUX server, so DO NOT recommend this configuration
  • PostgreSQL also has issues, due to inconsistencies in the EA/SQL interface. Please contact us to discuss.

Firstly, you don’t need to re-install Portfolio Manager: EA takes care of that.

BUT…

you will need to re-enter your Portfolio Manager Licence key. This is because your application settings, such as your licence key code, are stored by EA, but in a file which changes as you change EA versions. So, when you upgrade EA, ALL your Portfolio Manager application settings are lost.

We’re sorry about this, but we just don’t have any way of going back and getting the settings from an old version of EA.

So you’ll need to re-enter your Portfolio Manager licence key code in the Specialize | Portfolio Manager | Licence Information dialogue screen.

(P.S. You can find your Portfolio Manager key by logging in to www.eadocx.com and selecting Licences).

We want to make it as easy as possible for you to get access to all the information you need without registration.

There are lots of hints & tips on using EA and Portfolio Manager, and on customising EA to make it do exactly what you want.

However, by registering on www.eadocx.com you help us provide you with the information and resources you need:

  • You can download Portfolio Manager
  • You can submit questions or contribute to conversations on the forum
  • You can buy software through our online shop.
  • You can register a key to access customer downloads and raise support tickets.

We use the information you give us:

  • To let you know about new versions of software that have been released.
  • If you are a customer, to remind you if your licence key or support is due to expire
  • And to occasionally send you a newsletter with information about EA products and events that may be of interest.

So please register now! We promise NO SPAM, and we will never pass your details to ANYONE else EVER.

Looking for more help?

If you can’t find what you’re looking for in our FAQs, please refer to our comprehensive help section for further information

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Pricing and features

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