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Friday, October 26, 2007

The Server Tab
This tab contains the most important settings changes in which can cause serious troubles in the terminal operation as far as the full disconnection. The client terminal is initially configured in the way providing normal, trouble-free operation. Thus, it is highly recommended not to change any parameters in this window needlessly.

In the "Settings — Server" window, it is possible:

to choose a server to connect to;

to configure the proxy server;

to set up operation through Data Centers;

to specify and change passwords;

to enable export of quotes through DDE protocol;

to enable income of news.

Server
Practically, the entire work of the Client Terminal is based on data (news and quotes) continuously incoming from the server. If a client terminal does not receive quotes, it is impossible to trade with it. In such a mode, the terminal allows just to analyze the existing data with indicators and line studies and test expert advisors. This situation can emerge for a number of reasons, one of them is incorrect setting of the server connection.

For connecting the client terminal to the server, the exact server IP address (or domain name) and port must be known. After the program has been installed, all these data will be specified, there is usually no need to change them. However, if there is a need to connect to another server, its address and port must be given in the "Server" field. The data must be given in the following format: "[internet address of the server] : [port number]" (without spaces). For example: "192.168.0.1:443", where "192.168.0.1" is the server address, and "443" is the port number. After the data have been input, the "OK" button must be pressed.

The newly set server address and port number are stored on the hard disk. These data do not influence the operation of the client terminal until an attempt to open a new account is made. It is this moment when the terminal starts using of these given address and port number. The new server address will be added to the list of servers during account registration, and it can be chosen. If connection to the server succeeds, the new account will be opened. Otherwise, it is recommended to check all settings and try to reconnect.

Attention: Incorrect connection setting is not the only reason for which a new account cannot be opened.
Proxy Server
Connection to internet through a proxy server can be another reason for which the server cannot be connected to. A proxy server is an intermediate between the trader's computer and the trading server. It is mostly used by internet providers or by local networks. If a connection problem occurs, you should turn to your systems administrator or to the internet provider. If a proxy is used, the terminal must be set up in a corresponding way. Setting of "Enable proxy server" checkbox will enable proxy server support and activate the "Proxy..." button. Pressing of this button will open the window where proxy server parameters should be specified (these data can be given by the systems administrator or by internet provider):

Server — proxy server address and type (HTTP, SOCKS5, or SOCKS4);

Login — a user login for access to the proxy server. If login is not needed, this field must remain empty;

Password — a password for access to the proxy server. If password is not needed, this field must remain empty.

After the parameters have been specified, it is recommended to press the "Test" button to check how the settings work. If they have been tested successfully, the "OK" button must be pressed in order the settings to be effective. Error message means that the proxy server was set up incorrectly. To find out about the reasons, the system administrator or internet provider must be contacted again.

Data Centers
Data Centers (access points) are a part of the trading platform and represent specialized proxy servers. They allow to save common traffic: the same quotes and news are given to several client terminals at the same time. Access points are located between the server and a client terminal. One server can have several access points through which all traders will connect to it. After a terminal has been installed, connection to Data Centers is set up automatically. It is highly recommended not to change anything. Incorrect setting of connections to Data Centers can be the reason for no connection between the terminal and the server.

If there is a necessity to change settings of Data Centers, it is recommended to contact Technical Support Service first. All information needed to set up Data Centers correctly can be obtained there. In the most cases, it is sufficient just to flag "Data Center auto configuration". After that, the client terminal will choose the most preferable access points automatically.

For manual setting of access points, this option must be disabled. Then, in the activated "Data Center" field, the IP address (or domain name) and port number must be specified. The data must have the following format: "[Data Center internet address] : [port number]". The settings must be checked by pressing the "Test" button located to the left of this field. If settings are correct, the corresponding message will appear. After that, it will be possible to start working. If an error message appears, the Technical Support service must be contacted to solve the problem.

Attention:
It is not recommended to set up access to Data Centers manually without a special need.
Before setting up access to Data Centers manually, it is highly recommended to read the Help files of this program.
Account and Login
Client terminal can connect to the server and work only using an account. There are login (the account number), master and investor passwords in the Client Terminal. To be authorized, one needs an account number and one of two passwords. The master password allows the full access to the account, while the investor one gives only a limited access. Being authorized with the investor password gives the right to look through charts, perform technical analysis and test expert advisors, but not trade. Investor password is a convenient tool showing the trading process at this given account.

After the account has been opened and if "Keep personal settings and data at startup" option is enabled, its data (number, master and investor passwords) will be stored at the hard disk. At the program restart, these data will be used to connect the account automatically. If the option is disabled, a password must be entered manually at each restart of the terminal.

The current account number and password are specified in the fields of "Login" and "Password". Data of another account can be input in these fields, then, after the "OK" button has been pressed, the terminal will try to authorize it. If authorization was not successfully completed, the data given should be checked and re-authorized. If this does not help, the Technical Support service should be contacted.

Having pressed the "Change" button, one can specify new passwords in the window appeared. Doing so, one has to know the current password. It can be found in the message sent from the server after registration of a demo account. The new password is input in the corresponding field. If the "Change investor (read only) password" option is enabled, the investor (not master) password will be changed.

Data Export through DDE Protocol
Quotes delivered to the terminal can be exported to other applications through "DDE" (Dynamic Data Exchange) protocol. To enable export of quotes, the "Enable DDE server" option must be enabled and the "OK" button must be pressed. Data delivery will start immediately. More details about export of quotes can be found in the corresponding section.

News
Terminal allows to receive financial news promptly. They start to income just after connection to the server. No news issued when the terminal was disconnected will income in it. To enable news delivering, it is necessary to flag "Enable news". In the "Terminal" window, the "News" tab will appear in which news will be delivered as they are issued.

Attention: If the "Enable news" option is enabled, but no news were issued, the "News" tab will not appear in the "Terminal" window.

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