This tab contains the most important settings changes that can cause serious trouble in the terminal operation as far as the full disconnection. The client terminal is initially configured in a way that provides 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 specify and change passwords;
- to enable export of quotes through DDE protocol;
- to enable income of news.
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 the 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 is installed, all this 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. This data does not influence the operation of the client terminal until an attempt to open a new account is made. It is at this moment when the terminal starts using the 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 the 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.
Connection to the internet through a proxy server can be another reason why a connection to the server is not possible. 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. The setting of the "Enable proxy server" checkbox will enable proxy server support and activate the "Proxy..." button. Pressing 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 a 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 for the settings to be effective. An 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.
Account and Login
The 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 full access to the account, while the investor one gives only 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 the "Keep personal settings and data at startup" option is enabled, its data (number, master, and investor passwords) will be stored on the hard disk. At the program restart, this 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. Also if you disable this option, the information about the previously used account and saved passwords will be deleted upon the next 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 the 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 that appeared. Doing so, the current password must be known. It can be found in the message sent from the server after the 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 the "DDE" (Dynamic Data Exchange) protocol. To enable the 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 the export of quotes can be found in the corresponding section.
Terminal allows the receiving of financial news promptly. News will be received when connection to the server is made. When the terminal is disconnected, no news will be issued. To enable news delivery, 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.