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SDB TS Strategy Up-loader
StrategyDB TradeStation Uploader User Guide V1.0
User Interface Requirements
The user interface supports these operating systems:
Windows OS
System Type: - 32 bit OS and 64 bit windows OS
The user interface supports the following screen resolutions:
• 1366x768
• 1280 x 1024
• 1280x800
• 1280x768
• 1280x720
• 1152x864
SDB TS Strategy Up-loader
Installing Application
The sample applications are bundled together in one executable. The
executable must run as a web server on a Microsoft® Windows® compatible
Computer.
Note :- If you have installed the SDB applications executable before, you must uninstall
it and delete the installed directory from the computer before reinstalling it.
To install, run, and access the sample application executable:
1) Download the setup.exe file.
2) Install the executable into the desired location.
SDB TS Strategy Up-loader
3) On installation process, if we will select the option create an desktop icon than there is an application icon will create on the desktop.
4) If want to reset the previous screen option than we can click on the back button else go with the next button.
5) In installation process, if want to cancel the installation- click on the cancel button.
SDB TS Strategy Up-loader
6) Once the executable is installed, select Start > Programs > SDB TS Strategy Up-loader> SDB TS Strategy Up-loader
7) To stop the executable, select Start > Programs > SDB TS Strategy Up-loader> Un-install SDB TS Strategy Up-loader
SDB TS Strategy Up-loader
Application Run
1) When run the application, application screen will appear at the middle place
of the window.
SDB TS Strategy Up-loader
SDB Application for Trial Period
1) On main screen of the application- there is login form and on the bottom,
there is a message “You are in Trial period” displaying
Note:- If user is on the trial version than user can access the application only for 15 days, and if user has the license key than by the license key user can update
the SDB for further 15 days but this license key is only for 1 time use ( if license key is used one time than another time it can’t use on the same system)
If user has the trial application than they will get the message of the trial period and if they have update by license key than there is no any message will be
display.
SDB TS Strategy Up-loader
Update the Application
Note:- From the Register link, user can redirect to Update License key screen (if one time used the License key on the application than “register link” will not be
display on the login screen)
By the Update License key, user can update the application for another 15 days from the trial period expired.
Only 1 time user can use the license key on one system. if one time user has update the license key than they will not able to see the option of “click here to register” link on the login window
SDB TS Strategy Up-loader
User Sign-up
For access the application, user have to sign-up on the SDB.
1) On the application screen, there are 2 options - 1) login, 2) sign-up
On Login screen- Sign-up link redirect to the Sign-up screen (sign-up
screen will appear from the Sign-up link)
2) New user can register on the SDB by the Sign-up, from the following screen user can sign-up.
3) On the sign up screen, user have to give the customer id ( customer id should
be numeric and fix length size but not already register ).
4) Email id field- email id will be in correct format and valid id.
5) Re-enter email id- re-enter email id should be match with the email id field.
SDB TS Strategy Up-loader
6) For sign up a new user, all three fields are (customer id, email id, re-enter email id) mandatory, if any one of them is left blank than alert message should
be display
Note :- All error messages will be display using red color
7) If email ids are not match than alert message will be display
SDB TS Strategy Up-loader
Sign-in
Note:- User can only Sign-in by the registered id
1) On the login window- registered customer id have to fill.
2) On the email id- enter registered email id of the current customer
number.
3) Go with the Login button.
4) Logged in Screen will be appear on the screen.
SDB TS Strategy Up-loader
SDB TS Strategy Up-loader
Note:- user can only use the xls/xlxs files for upload, other format will not
support.
1) On the SBD TS screen- we can see the buttons ( browse, reset, logout, upload to strategy warehouse, show in grid and show and upload to strategy
ware house)
SDB TS Strategy Up-loader
2) On the SDB screen, we can browse only xls and xlxs files
3) We can browse the number of files from the browse button
4) Selected files can be show on the grid by the “show in grid” button.
SDB TS Strategy Up-loader
5) When we will click on the “show in grid” button than data of the file will be display on the grid
SDB TS Strategy Up-loader
6) If want to upload the files on the server than have to click on the “upload on strategy warehouse”.
SDB TS Strategy Up-loader
7) If we want to add more files before upload on the server- have to browse that
file and than click on the show in grid and click on the “upload on the strategy warehouse”.
SDB TS Strategy Up-loader
8) By “ show and upload on strategy warehouse”, user can show and upload both the activity by one click.
9) When data successfully upload on the server than receive a message.
10) If want to reset the selection of the file than have to click on the reset button.
11) By the reset button selected files will remove and again we have to browse the files.
SDB TS Strategy Up-loader
Upload Other Format files
12) If any other format files are trying to upload on the SDB then it will be out from the grid. (if browse the other format files with specified format files) on
“show in grid/upload to strategy warehouse “, it will accept the specified format files, other format files will be out and it will show the message for that.
Note:- SDB only accept the specified format files, other format files are not allow.
SDB TS Strategy Up-loader
Exp- uploaded other format file (apr_02_2014_6a_....xlsx) and two specified format files (text47.xlsx and text47.(copy).xlsx ), it has accepted the files of
specified format and out the file (apr_02_2014_6a_...xlsx) with message.
SDB TS Strategy Up-loader
13) For quite and logout from the application, Go with the Logout button.
Un-install SDB Application
1) If want to uninstall the application- from the start menu open the SDB strategy up-loader folder and click on the uninstall SDB strategy up-loader.
2) Than there is uninstall progress bar will be display and application
successfully uninstall