Vault Setup

Connecting Vault

Currently performed by a Finmars employee at the client's request.

Initializing Vault

Prerequisites

• A created database with an activated license

Actions

1. Go to Settings -> Vault
2. Activate Vault and save the secret keys.
   Do not lose these keys, as they cannot be recovered. If the keys are lost, the data saved in the Vault will be lost.
3. Inform the Finmars employee of the Vault token

Unseal Vault

Prerequisites

• A created database with an activated license
• Vault initialized

Actions

1. Go to Settings -> Vault
2. Click the Unseal Vault button
3. Enter the three keys one by one

Adding Access to Proxy Server

Prerequisites

• A created database with an activated license
• Vault initialized
• Vault unsealed
• Proxy Server deployed

Actions

1. Go to Settings -> Vault
2. Click the Add Engine button
3. Enter the name finmars
4. Click the Add Secret button
5. Add the following json content:

{
    "data_url": "{url_to_proxy_server}/md/3.0/", 
    "trading_url": "{url_to_proxy_server}/trade/3.0/",
    "api_key": "foo",
    "secret_key": "bar"
}

• data_url - URL to the proxy server's information endpoint specifying the API version - example https://demo-exante.finmars.com/demo/md/3.0/
• trading_url - URL to the proxy server's trading endpoint (required for enriching transaction information with orders) specifying the API version - example https://demo-exante.finmars.com/demo/trade/3.0/
• api_key, secret_key - credentials for basic auth to the proxy server

7. Click the "Save" button