How to Install/Update a Module/Package from Marketplace

Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide
   
5. Must have: to create a new Workspace you must have a License Key (provided by Finmars)

*Guide

 Action*

 

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Step

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1.

To update your module/package, first update the version and version and the date in the manifest file. Afterward, click "Update" to apply the changes. 

Picture 1. Updating the module/package 

Step 2. Export the configuration to storage. This action will save and export all updated configuration files to the local system storage. Wait until the task status shows "success" and manually verify that the export was completed successfully to ensure everything is in order.

Picture 3. Export to storage 

Step 4. Once the files have been successfully exported, enter the username and password provided by the administrator, then click "OK." Wait until the task status shows "success." 

Picture 4. Pushing new version of the configuration to the marketplace