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Software Applications

Overview

Planned Giving Manager, or PGM, is a Windows application licensed from PG Calc, used by specific individuals in DEVO, AAFO, and ADMS. Here is the publisher's description:

More than 25 years ago, PG Calc introduced Planned Giving Manager (PGM), a calculation and proposal software package that instantly became a leader in the planned giving software arena.  Today, many updates later, PGM and its streamlined counterpart, Gift Annuity Manager (GAM), remain the calculations and proposals software of choice for the majority of planned giving programs around the country....

Our planned giving software enhances your productivity by giving you the capability to calculate, explain, compare, promote, and document planned gifts, and to work more effectively with you donors and their advisors.

Contents

Product Details

  • Planned Giving Manager is usually called PGM, or it may be referred to by its publisher's name, PG Calc.
  • It is about to be upgraded to version 6.6 (on Tuesday June 12, 2012)
  • 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.

System Requirements

PGM was developed using very old Windows technologies (circa Windows 95), so it should run on any Windows computer on campus.

Licensing Information

Licensing Restrictions

Carleton purchased two licenses for PGM, and obtained a verbal agreement that this could be interpreted as two concurrent licenses. However, this is not metered in any way; the users made a verbal agreement with the publisher that they would "make sure not more than two people are using PGM at once". A limited number of people have been given the necessary full rights to the application directory, where the database is shared. These rights are currently controlled by the eDirectory group called PGM_AppUsers; we expect to change this to an AD-based group.

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:).

Home Use

Because of the shared database, this is not appropriate for personal computers.

Lab and Classroom Availability

This application is not for use in labs or classrooms, except for training in the ITS training room (CMC 011).

Installation Instructions

College Owned Equipment

Because of the shared database, this application and its data are completely stored on APPS, and no installation is needed. However, most users will want a shortcut off their Programs menu:

  1. Login 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 XP, right-click the Start button and choose Explore All Users.  (If you can't, choose Explore instead.)
    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\PGM6\pgmw32.exe
    2. For the name, enter PGM 6.6
  7. Test the shortcut by running it; the ITS account has rights, as a member of the PGMUsers_gs AD group.

New: This version 6.6 finally switched from old style Windows .HLP help to the new style .CHM help. There will be in the KBOX user portal a new item with a name like "PGM Help", visible to all users.

/wiki/spaces/itskb/pages/26133189 to protected information for ITS instructions

Who To Call

The users are the only ones who know how to use this software; the current contact is Judy Tabert, whose liaison is Russ Bauer. Sande Nissen in ITS has performed the network-based installation and all the upgrades.

Questions, Tips and Tricks

Technical Troubleshooting

If a user is not in the group which has the necessary rights to this application directory, the problem may manifest in different ways:

  • when creating the shortcut, the user cannot see this W:\Windows\PGM6 directory or the PGMW32.exe file;
  • when launching the program, the user is prompted for a license code;
  • when using the program, changes to settings are not saved.

If this user needs to run PGM, send their username to ???? to be added to the PGMUsers_gs AD group.

Miscellaneous Information

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