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)

Step 1. To install or update a module/package from the Marketplace, go to Add-ons > Marketplace. Locate the module you want to install or update, then follow the on-screen instructions.

Picture 1. Installing/updating the module/package 

Step 2. Confirm that the installation has started. A pop-up window will appear in the top-right corner.

Picture 2. Starting installation

 

Step 3. Confirm that the installation was successful. A pop-up window will appear in the top-right corner with the message "Task Finished."

Picture 3. Successful installing/updating the package/module from marketplace

Step 4. Additional confirmation can be checked in the Task section. Navigate to Configuration > Tasks in the menu and verify the status. The expected result is "Success" without any errors.

 

Picture 4. Successful installing/updating the package/module from marketplace checking the result