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Broker Admin first-time installation and login process
Broker Admin first-time installation and login process
Following are the minimum machine configuration required for broker admin setup:
Following are the minimum machine configuration required for broker admin setup:
Software requirement for broker admin and trader:
- .Net 4.0 or above
- Window 10
- Admin Login
- Open sans font family
- Firewall setting
Hardware requirement:
- Core i3 - i7 6th gen or above
- Ram: 32 GB
- Hard disk 500 GB or above
- Leased line for feeds - Lease line is not conneted to this server
- Internet- minimum 25mbps
- Static IP
- Minimum lease line speed - 25 mbps -
Checklist & System Requirements & Process
1) leaseline exchange feed
2) check end user ping
3) system requirements check
4) SQL installation
5) check SQL is usable or not
6) Install Feed server
7) Check rates
8) Tool for feed compare
9) SQL feed connection
Installation Process of TD Broker Admin
restart the machine
Here are 3 setups that need to be done
1. Broker server installation
2. Feed server installation
3. SQL installation
Download Links
Download link For F2S Setup & SQL - https://drive.google.com/drive/folders/1YKoblKgpIMYjznpsc6_IGtaiVEuSpez9
Download Link For SQL management Studio 2019 - https://www.microsoft.com/en-in/sql-server/sql-server-downloads
Download Link For SQL management Studio 2017 - https://www.tektutorialshub.com/sql-server/how-to-download-and-install-sql-server-management-studio/
Download Link For Sql Management Studio 2008 r2 - https://www.microsoft.com/en-in/download/details.aspx?id=30438
Download Link For Wincap - https://www.winpcap.org/install/
Broker server installation
Broker server installation
Step1:
● Get the Broker-admin setup folder in your system
Step2:
● Open the folder and create a shortcut of Broker server exe i.e “Talk Delta Server”
Step3:
● Run the “Talk Delta Server” exe (Always open the exe as Run as administrator) Watch This Video.
Talkdelta BA - Broker Server Installation Process
Talkdelta BA - Broker Server Installation Process
Step4:
● When you open the exe you’ll be landed at the Talk delta broker server setting page, where you need to enter the IP address of your system under “Server connecting IP”
● The Server port number and FTP port number will be provided by the authorized number.
● Now you need to create a folder and select a path for backup files, in which backup of all the traders will be stored. (CLick on Browse button given below the path section) Once done click on ok and ve the settings.
● Refer the picture
Step5:
● Once you complete the settings ( Settings has to be done only once i.e first-time login to broker server exe) You’ll be landed at Talk delta broker server login page.
● Here you need to enter the login id and password provided to you by the authorized person and click on the login button.
● Refer the picture / Watch Video
Creating Login Credentials
Creating Login Credentials
Step6:
● Once you log in, you’ll be landed to talk delta broker server dashboard.
● Refer the picture
Dashboard Explaination
Dashboard Explaination
● Install all files under the “install this” folder with serials given.
Step7:
●Go to connection reader folder and double click > AlgoIQNSEConnectionReader file.
This file allows you to get feed server connection setting to leased line
● Enter the multicast ip address, Select the local IP address and enter capture period
● Now click on start read, Refer to the picture
●Note down port settings in this tool.
●Start SQL server with password u have set up for SQL and login id "sa"
●Create a database "AlgoFeeds" and restore the database
Step8:
● Makes changes in “Feeds2SQL.exe”
1. Change Data source-” SQL server name”
2. Change Catalog- “Database name”
3. Change user-id- “sa” password-”you have set”
4. Set Local IP
Step9:
● Now open “RestartOnCrash” application, go to settings and create a log file
● Refer to the picture
● Now go to Add and select feed sql file
● Refer to the picture
● Create a shortcut on desktop of “RestartOnCrash” application and start
● Once you start the application within few seconds “Feeds2SQL” exe will open
● Here, you can check your application settings, test sql connection and add/modify segments.
● Refer to the picture
What is Broker Admin?
Talk Delta - Broker Admin, a product where more than 500 users at a time can be connected to a server within the organization. The admin can view the status of all users, Talk Delta- Broker Admin consists of various functionalities like statistics, backup check and new updates.
Features of Broker Admin
Features of Broker Admin
1. One click license subscription –
1. One click license subscription –
Easy installation process, license can be renewed within a click. Can easily re-register user’s license in different PC in case of any failure. This will effectively reduce users time from contacting support members.
Easy installation process, license can be renewed within a click. Can easily re-register user’s license in different PC in case of any failure. This will effectively reduce users time from contacting support members.
2. Statistics –
2. Statistics –
In dashboard screen, statistics tab will help you to see the status of various users viz. Total users, online users, registered users, mobile licence users etc on a daily basis.
In dashboard screen, statistics tab will help you to see the status of various users viz. Total users, online users, registered users, mobile licence users etc on a daily basis.
3. Backup check –
3. Backup check –
This screen will help you to check the backup and position of each user. Backup can be restored in one click. This will help eliminate calls to support members and save the users time.
This screen will help you to check the backup and position of each user. Backup can be restored in one click. This will help eliminate calls to support members and save the users time.
4. Easy updates –
You will be notified every time when there's a new update in our products, and you can easily update with one click.
5. All in one -
With the help of broker admin all talk delta traders will get the benefit of position analysis on their mobile syncing from their system to mobile via their broker admin.
6. Trade from anywhere -
with this new feature it is now not mandatory to seat on the same pc for your positions but with the same login id any trader can seat on any talk delta exe with the help of their own login they can import their position to another pc with one click.
7. Market statistics
Migration process steps
Migration process steps
1. Inform the broker for benefifits of broker admin if required visit the broker and explain them.
2. Send hardware requirements and daily reminders for next 15 days.
3. Also we want all working licences information from broker engineers in writing.
4. Once they assign hardware ,Check hardware and once found satisfactory install broker admin exe on remote
5. Check broker admin and assign login credentials to broker admin.
6. Set up a feed server and lease line and all other tools on the machine.
7. Check all bod fifiles sync properly from algo admin.
8. Once the broker admin done Explain migration process to support engineer of broker.
Steps like
Take position fifile save as csv in client pc desktop to verify their position take backup of all existing delta file on another machine
Not to uninstall old exe of talk delta in trader machine
9. Now give record of all existing user in excel format to continue
10. Take approval for expiry date for the same in writing
11. Explain login process in separate one pager
12. Now import existing licences into system for 7 days demo
13.Assign all login against existing licences
14. Paste delta fifile from backup in backup folder
15. Now one by one login in client pc and sync fifile
16. Now ask them to check their position compared to the old exe position store on csv.
17. If the position matches, do this repeat work for all pc.
18. Now explain login help fifile and login password and how it will be helpful to clients to fetch positions from broker admin in detail with one pager.
19. After 7 days convert all demo into permanent licences and make sure all old exe delete with a patch run on new exe.
Broker admin consist of various functionalities
Broker admin consist of various functionalities
1. Statistics – This screen can be called as dashboard screen which will help you to show various status of users viz. Total users, online users, registered users, mobile licence users etc on daily basis.
Total users – It will help you to show total number of users
Online users – User who are active will be shown online
Registered users – You will get information of registered user
Demo users – No of users who have applied for demo
Users having mobile app licence – Users can request for licence through our mobile application app too
Expiry(less than 31 days) – It will indicate you expiry before 31 days
Expired users – It will give you detail of expired users
Renew request – You can check with the trader who want to renew the request
Ongoing data syncing – When admin user sync their data from trader exe here it will reflect as ongoing data syncing
Unprocessed requests – This shows the admin number of requests that has not been processed by the algo team
2. Users – When you click on users it will display you the total number of users for example as shown in the image below it will give you live update of user with their name,status,last login,reg date etc
To Add New Trader
Click on it as shown in the image above
You will receive the popup
Enter name, mobile no, Email Id and click on next
You can view all different types of users from dropdown.
3. Notification – Notification will help you to check updates as shown in the screen
When you click on backup folder you can delete the backup whichever you want as shown in the image.
Select the user from dropdown also mention the reason in the box.
Note: Backup folder is deleted due to mismatch of position, trade file not uploaded etc or it can be due to other reason.
When you click on account icon you can renew your account by selecting user and license type as shown in the image below:
Talkdelta Broker Admin - Frequently Asked Questions ( FAQ)
Talkdelta Broker Admin - Frequently Asked Questions ( FAQ)
1.How to check live updates of users ?
1.How to check live updates of users ?
● Click on users it will display you the total number of users
● It will give you live update of user with their name,status,last login,reg date etc
2. How to delete the backup folder ?
2. How to delete the backup folder ?
● From menu click on backup
● You can delete the backup whichever you want
● Select the user from the dropdown and also mention the reason in the box.
Note: Backup folder is deleted due to mismatch of position, trade file not uploaded etc or it can be due to other reason.
3. How to do settings ?
3. How to do settings ?
Click on setting it will ask you to input all the required necessary fields
● Enter Broker code
● Location code
● Server Connecting IP
● Server Port No
● FTP Port No
Once you have entered all click on OK
4.How to check status of various users ?
4.How to check status of various users ?
1. From the menu click on statistics this screen is also called a dashboard screen which will help you to show various status of users viz. Total users, online users, registered users, mobile licence users etc on a daily basis.
2. Total users – It will help you to show total number of users
3. Online users – User who are active will be shown online
4. Registered users – You will get information of registered user
5. Demo users – No of users who have applied for demo
6. Users having mobile app licence – Users can request for licence through our mobile application app too
7. Expiry(less than 31 days) – It will indicate you expiry before 31 days
8. Expired users – It will give you detail of expired users
9. Renew request – You can check with the trader who want to renew the request
5. How to do new registration of users ?
5. How to do new registration of users ?
To Add New Trader
● From menu click on users
● At top you can see Add new trader icon
● Click on it
● You will receive the popup
● Complete the procedure by entering the required necessary fields
● Enter name, mobile no, Email Id and click on next
● New user will be successfully created
6.How to check backup and position ?
6.How to check backup and position ?
● Click on the backup check from the menu bar.
● When you click on the chart view it will display the data in chart form in which
you can check as shown in x and y axis. Even you can filter the option from drop down in the form of MB,KB,GB,TB in which you want.
● When you click on detail view it will show you fundamental results which you can check in case of some urgency or for future reference
● Even you can modify and delete
7.How to renew license ?
7.How to renew license ?
● From notification click account icon you can renew your account by selecting user and license type and click on ok
● Your account will be renewed.
8. How to reset password ?
8. How to reset password ?
● In the dashboard click on the users tab, here double click on the respected user’s name to reset the password.
● Click on the change password button and enter a new password and confirm the password.Click on the save button and ask the user to re login. Refer the picture given below.
9. How to set broker admin ?
9. How to set broker admin ?
● Get the Broker-admin setup folder in your system
● Open the folder and create a shortcut of Broker server exe i.e “Talk Delta Server”
● Run the “Talk Delta Server” exe (Alway open the exe as Run as administrator.
● When you open the exe you’ll be landed at the Talk delta broker server setting page, where you need to enter the IP address of your system under “Server connecting IP”
● The Server port number and FTP port number will be provided by the authorized number.
● Once you complete the settings ( Settings have to be done only once i.e first time login to broker server exe) You’ll be landed at Talk delta broker server login page.
● Here you need to enter the login id and password provided to you by the authorized person and click on the login button.
● Refer the picture.
● Once you log in, you’ll be landed to talk delta broker server dashboard.
● Refer the picture.
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