How to Import Data into a Workspace via Dashboard (STD Manual Import)

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)
6. Must have: installed Standard Configuration package from the marketplace

*Guide Action*

1. Go to the Dashboard menu tab. STD Manual Import tab should be selected. If it's selected, proceed from the step 5. If it's not selected, follow the steps below.

   

    

   1. After you have finished the installation (right upper corner had success popup), you should go to the Dashboard menu tab. Depending on your default layout settings, it may have different layout selected, you need to click on the layout name to navigate to the needed layout.

      

   2. Once the menu is opened, you will be presented a choice of selecting multiple menus. Select STD Manual Import layout.

      

   3. After selecting it, if the menu doesn’t load, but the text STD Manual Import is shown, you should refresh the view, by clicking refresh icon in the top right corner.

      

      
      

2. Workflow field denotes which workflow will handle the input. For now, use the default com.finmars.standard-workflow:std-import-pipeline. If you see this import, go to step 7. If you do not see this import, double check that you have installed Standard - Workflows module as a part of the Standard Configuration package.package by following the steps below.

   1. This can be done by going to the Configuration → ConfiguraitonConfiguration → Manage

      

   2. Standard - Workflow should be installed there

      

3. The basic way to use STD Import Pipeline is to add all of the needed files yourself. That includes currencies, accounts, portfolios, instruments, instruments factor scheduled, instruments accrual scheduled, responsibles, strategies1, transactions, prices, fx-rates. Any combination of previously mentioned files is possible. After adding all those files, you should click Import.Parse Entities from Transactions & Positions checkbox is used when you don’t have simple entities already imported or in the corresponding files (not including Instruments, they need to be in the corresponding file with instruments.

   

4. After clicking Import, information about the workflow status will appear. Refresh status button will refresh the status of the workflow.

   

5. Open Workflow link will open a more detailed view of the workflow progress. This view shows all of the workflows that will be executed by std-import-pipeline.

   

    

6. Zooming in, more information about each separate workflow is shown. Clicking on the workflow, detailed information is shown on the right, including status, created at and finished at, logs, as well as results. Status field has following values: Progress, Success, Nested-Progress, Error. Nested-Progress denotes that a workflow inside the Nested-Progress workflow is being executed.

   

7. std-import-pipeline executes multiple other workflows. After all of them are completed, the workflow progress will be Success.

   

8. More details about each workflow can be obtained by clicking on the id of that workflow.

   

9. After all other workflows have finished Successfully “Status: success” will be shown.