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
   

Installing/Updating a Module/Package from Marketplace

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

Step 5. If you want to install a different version of a module, navigate to the Marketplace from the left-side menu.

Picture 5. Navigating to the Marketplace

Step 6. Use the search bar at the top to find the required module. Click on the module you need to open its details.

Picture 6.  Searching for the Required Module

Step 7. In the module details, locate the version selection dropdown. Choose the desired version from the available options. Additionally, you can select the release type (Stable or Release Candidate).

Picture 7.  Changing the Version

Step 8. Click Reinstall to apply the selected version. After installation, go to Configuration -> Tasks to check the status and ensure the update was completed successfully.