Transfer Index-Lab Data to Another PC
Author: Harapa
Creation Date: 11/23/2015 8:38 AM
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Harapa

#1
To transfer Index-Lab data to a new PC, I copied Index lab DataSet to data set folder and IndexStaticProvider to Data folder from the older PC. The New PC displays Index lab in Dataset tree (and all of its members). When I click on any member to plot I get no"No Data Available" on chart. The problem could be that these indices are not logged by Index lab...as I don't see a description of any of the migrated ones when I open Index-Lab setup window whereas the ones I created on the same PC are listed. What to do?
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Eugene

#2
That is not enough. There are three subfolders where I-L keeps its files:

1. DataSets - Indices are just regular DataSets.
2. CustomIndices - Here go extended properties of the indices so to say.
3. IndexStaticProvider - this one contains the generated data, it's rebuilt automatically. Makes (little) sense to transfer it only knowing that rebuilding the indices is going to be very time-consuming.

You will need to copy #1 and #2 for the DataSets to be picked up on the new PC while #3 is optional.
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Harapa

#3
#2.This is what I was missing. Transferred, problem solved. Thanks for your help.

#3. Is needed to preserve the true history of DataSets...else new creation will be based on the composition of the last data set in use, which may not be the same in the past e.g SP500 index continue to add and remove companies...but this is a conceptual issue.
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Eugene

#4
Good point.
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Carova

#5
I was attempting to do a similar transfer but I am obviously not doing it correctly.

I copied the individual files from the DataSets folder from one PC to the other (including the Index-Lab Daily file) and then copied the CustomIndicies folder, but I cannot get the new PC to generate the custom indicies. I even erased the FidelityStaticProvider folder and DLed all the files thinking that might be a problem. The custom indicies show up when I open the Index-Lab tool and appear to be proper.

Any idea what might be the problem? Thanks!

Vince
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Eugene

#6
Sounds like you did something wrong along the way. As copying in Explorer is cumbersome and error-prone I recommend Total Commander. Here's a couple of things to double (and triple) check:

1) Firstly, WLP must be closed when accepting copied files (or when editing XMLs).
2) The destination folder and target folder names must be identical. Explorer may append an unneeded "Copy" to folder name if destination exists.
3) Obviously, the recipient PC must have the identically named donor DataSet. Make sure you've included it (them) with the DataSets folder from PC #1.
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Carova

#7
Hi Eugene!

I have moved various WL files and datasets previously between computers so I do know the drill.

1) Check!
2) Check!
3) Check!

Any other (potentially obscure) possibilities?

Vince
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Eugene

#8
Hi Vince,

Like you said, the custom indices show up correctly when you open IL. What is the problem, precisely?
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Carova

#9
Hi Eugene!

As I mentioned in my initial note, the indicies show up in the Index-Lab tool, and they are all listed in CustomIndicies (e.x %IDX_SECTOR_-_JAPAN_ETF.xml) which contains the following text:

QUOTE:
<?xml version="1.0"?>
<CustomIndex xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<ID>0daacb59-1c5f-40f6-90d4-fb51bb2d076e</ID>
<Scale>Daily</Scale>
<BarInterval>0</BarInterval>
<Symbol>%IDX_SECTOR_-_JAPAN_ETF</Symbol>
<Parameters />
<IndexDefinitionTypeID>41a3cc1b-5617-3648-b424-d1082b6d9a8d</IndexDefinitionTypeID>
<DataSourceName>Sector - Japan ETF</DataSourceName>
<DataSourceParentName>Index-Lab Daily</DataSourceParentName>
</CustomIndex>


However, when I attempt to generate the indicies by updating all of my data files no data are calculated and the folders in the IndexStaticProvider are empty.

Vince

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Eugene

#10
What does the Data Update Log indicate?

1. Try to update the I-L DataSet first rather than performing an "Update All Data". It's recommended that first time update of a DataSet just created is done in "Update DataSet" mode.
2. Restart WLP.
3. If nothing else helps, close WLP, delete all your transfered files and recreate the I-L DataSet as usual (manually).
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Carova

#11
Here is a snippet of the Log:

QUOTE:
%IDX_SECTOR_-_INVERSE_DOW_ETF 0 bars No data 0 bars added
%IDX_SECTOR_-_INVERSE_ETF_SP500_ETF 0 bars No data 0 bars added
%IDX_SECTOR_-_INVERSE_NDX_ETF-PSQ 0 bars No data 0 bars added
%IDX_SECTOR_-_INVERSE_RUSSELL_2K_ETF-RWM 0 bars No data 0 bars added
%IDX_SECTOR_-_JAPAN_ETF 0 bars No data 0 bars added


1) When I try to update just the Index-Lab Daily dataset I get the following:

QUOTE:
Updating DataSet Index-Lab Daily ...
Update completed (0.20 sec)
----------------


2) I have restarted WLP MANY times. :(

3) :( :( :(

Vince

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Eugene

#12
Vince, have you also copied all the DataSets that I-L depends on i.e. "Sector - Japan ETF" and the like? Copy the entire DataSets folder from PC#1 to PC#2 or WLP won't find the source DataSet to build the IL files from.
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Cone

#13
If you can't get it work, I'd try recreating the index first and then replace its data with the history from the other computer.
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