How to Create a New Module/Package in the Marketplace
Prerequisites
We assume you have all prerequisites you may need, including:
- If needed: the VPN is configured to access the Finmars resources
- If needed: access to the Virtual Machine to work with the sensitive information
- Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
- Must have: having permissions set to allow continue with the Action in the Guide
- Must have: to create a new Workspace you must have a License Key (provided by Finmars)
- Must have: password from the administrator for creating package/module
Creating a New Module/Package in the Marketplace
Step 1. Add a new module or package by navigating to Configuration > Configuration > Manage. Once there, click the "Add New Configuration" button in the top right corner, as shown in the picture below.
Picture 1. Finmars manage configuration
Step 2: After clicking the "Add New Configuration" button, a new window will appear where it's needed to fill in the required fields.
See the example below:
- Configuration Code: Enter the configuration code for your module. Follow the configuration pattern that is shown.
- Name: Enter the desired module name.
- Version: Add the version.
- Status: Choose between "Stable" or "Release Candidate."
- Category: Select from "General," "UI," "Pricing," or "Workflow." Choose "General" if unsure.
*** If a package or module needs to receive user fields and other entities from the primary configuration, check the "Is Primary" checkbox.
In the Finmars environment, packages are fundamental components that group modules to enable specific functionalities. Modules are installable components on the Finmars platform that enhance functionalities. If it’s a package, check the "Is Package"Package" checkbox. If it’s a module, leave it empty.
Picture 2. Finmars configuration manager
*** If a package or module needs to receive user fields and other entities from the primary configuration, check the "Is Primary" checkbox