Steps to Migrate draft to Live - V7.3.3

Steps to Migrate draft to Live - V7.3.3

Step 1: Click on ResearchWise AppStore and then click Analec ReasearchWise Draft To Live Monitor to run the plugin as shown in the below screenshot:



Step 2: System will list all the stocks that qualifies the above mentioned criteria for migration from Draft to Live source. If numbers need to be migrated for any stock (multiple stocks can also be selected) then check the corresponding box before the name of the stock as highlighted in the below screenshot.
Note: Show all instruments will list down all the active stocks irrespective of criteria mentioned in the introduction

Step 3: Choose whether to ‘Use current time’ and click on ‘Migrate Draft to live’ button’:
• If we choose ‘Use current time’ then the system will store the present time when numbers are updated in the live source. For example if we are migrating the numbers of China Mobile (941 HK) and we click on use current time then system will migrate all draft source numbers to live source with the last update time as the current time. The option should be used when you are doing regular/daily updates. In this case stock will appear in the ‘Today’s Research Upgrade/Downgrades’ email.

• If we do not choose ‘Use current time’ option, then numbers will migrate from draft source to live source, with last updated time available as in Draft source. For example in this case if we migrate the number for China mobile then system will store the last update time of live source as 20 November 2009 09:39:52. The option should be used when you are doing historical updates. 

• Why Use current time is critical: This option drives the last update time of live source which simply explains that when numbers have gone live for this stock. Hence this option should be used carefully.

Copyright

This document is the property of ANALEC and its subsidiaries. Under no circumstances, should any of this material be copied, transmitted, forwarded to any individual and/or organization without the explicit approval of the ANALEC and/or any of its Group companies. This information is strictly private and confidential between the ANALEC and their Customers. Any unauthorized distribution of this document is illegal.

© ANALEC. All Rights Reserved 

    • Related Articles

    • Steps to change Draft to Live source information - V7.3.3

      1. Issue Description If any client wants to generate a report using the uploaded number either on Draft or Live source, they can do it by selecting an option during the research generation process and the same has been mentioned below. 2. ...
    • Steps to set-up Report Type - V7.3.3

      Please follow the below steps to setup Step 1: To update the Report type settings/attributes, login to ResearchWise Webapps>>‘ResearchFlowSysAdmin’ tool using the ResearchWise credentials. Step 2: Navigate to ‘Report type’ under ‘Report type ...
    • Update the recommendation on Draft source from ADBMS - V7.3.3

      Please follow the below steps to update the recommendation on draft source from ADBMS. 1. Login to “ADBMS” and go to the left Pane of ADBMS and select “ADBMS static”. 2. On the right Pane under “static information retrieval” search for the instrument ...
    • Steps to Modify Report Type to Sector Mapping - V7.3.3

      The ResearchFlow System Administrator tool enables the Administrator to modify existing Templates uploaded to the database. The steps to be followed for modifying an existing template are highlighted below. 1. To modify the Report type Sector mapping ...
    • Steps to add new Word Template - v7.3.3

      Please follow the below steps to Add new word Template. Step 1: Login to ResearchWise WebApps and click on ‘Report Type’ option to select a particular report type. Step 2: Select report type name ‘Sector Report’ and select the ‘research category ...