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How to Install/Update add-on from Marketplace

Prerequisites

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

  1. IfGet needed:Access to Finmars
  2. Get Access to Finmars Space
  3. You have the VPN is configured tointernet access the Finmars resources
  4. If needed: access to the Virtual Machine to work with the sensitive information
  5. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
  6. Must have: having permissions set to allow continue with the Action in the Guide

Installing/Updating a Module/Packageadd-on from Marketplace

Step 1. To install or update aan module/packageadd-on from the Marketplace, go to Add-ons > Marketplace. Locate the moduleadd-on you want to install or update. 

  1. If you want to install latest stable version of the module - click install/update on the moduleadd-on cardcard.
  2. If you want to install particular version of the module please refer to step 5. 

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Picture 1. Installing/updating the module/package add-on

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

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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."

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Picture 3. Successful installing/updating the package/moduleadd-on 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.

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Picture 4. Successful installing/updating the package/moduleadd-on from marketplace checking the result

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

Step 6. Use the search bar at the top to find the required module.add-on. Click on the needed"Show module card to open its details.Details".

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Picture 6.5. SearchingNavigating forto the Requiredadd-on Moduledetails

Step 7.6. In the moduleadd-on details, locate the version selection dropdown. First, you need to select the release type (Stable or Release Candidate) and then choose the desired version from the available options.

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Picture 7.6.  Changing the Version

Step 8.7. Click ReinstallInstall to apply the selected version. After installation, go to Configuration -> Tasks to check the status and ensure the update was completed successfully. See stepStep 4.4.