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  • Planned Giving Manager is usually called PGM, or it may be referred to by its publisher's name, PG Calc.
  • The current version, shared on the APPS drive, is 7.45a, as of January 2017May 2018
  • Here is the publisher's marketing page.
  • Here is a link to the support page; the knowledgebase is available without having to login.
  • The same publisher produces a Windows application called GiftWrap, used by some of the same people but licensed separately.
  • The extra "CGA Manual" is covered under the PGM license for all users.

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In December, it was confirmed with Dave Wolfe of pgcalc.com that our license permits the use of PGM from the Citrix environment, if that is technically possible (which it currently is not).

Usage Restrictions

Because the users have asked to share their database and narrative files, the application can only be used by the authorized individuals (see previous paragraph) from an administrative (wired) IP address and a current mapping to APPS (W:).

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  1. If not logged in as a member of the PGMUsers_gs group, login to the computer using the ITS account, which has rights as a local Windows Administrator-equivalent.
  2. Make sure you have drive W: mapped.  (The usual MapNetworkDrives.bat script will do this.)
  3. On Windows 7, choose the Start logo, then right-click All Programs and choose Open. (This will be user-specific.)
  4. A Windows Explorer window will open with the Start Menu folder selected.  Open the Programs folder in this Start Menu folder.
  5. If it does not already exist, make a new folder here titled "PG Calc", and open it.
  6. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to W:\Windows\PGM\pgmw32.exe
    2. For the name, enter PGM
  7. Test the shortcut by running it; the ITS account used to have rights, as a member of the PGMUsers_gs AD group.
  8. To make the Help button to work in PGM, login to the K1000 user portal /wiki/spaces/TAR/pages/26444181 (go/kbox) and run the library item, "PGM Help".
  9. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to "W:\Windows\PGM\CGA Manual\CGA Manual.pdf"
    2. For the name, enter CGA Manual.
  10. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to "W:\Windows\PGM\CGA Manual\Prototype Documents" (the folder, no one file within the directory)
    2. For the name, enter Prototype Documents

New: Version 6.6 finally switched from old style Windows .HLP help to the new style .CHM help. There is in the KBOX user portal /wiki/spaces/TAR/pages/26444181 a new item with the name "PGM Help", visible to all users.

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