Morningstar QuoteSpeed Server Manual - Real

Transcription

QuoteSpeed Server Manual
Morningstar
September 15, 2009 | Version 2.03
Morningstar,
Real-Time Data Business
Alderman`s House
34/37 Liverpool St.
London
EC2M 3UJ
England
1 Morningstar | September 15, 2009 | Version 2.03
Contacts Support:
RealtimeSupport@Morningstar.com
London +44-207-256-3820
Frankfurt +49-69-50609-110
Amsterdam +31-2062-67010
1. Revision History
Rev.
Date
By
Description
2.00
09.02.2009
HP
QuoteSpeed version 5.04 , rebranding to Morningstar
2.01
11.3.2009
HP
Warning RDP
2.02
2.5.2009
HP
Feed Monitor subscription display
2.03
15.09.2009
HP
Additions for 6th Bugfix Release 5.04
2. Contents
1.
Revision History ............................................................................................................ 2
2.
Contents......................................................................................................................... 3
3.
Installation ..................................................................................................................... 6
3.1
Hardware Requirements ............................................................................................ 6
3.1.1 Server.................................................................................................................... 6
3.1.2 Workstation ........................................................................................................... 6
3.1.3 A Selection of DVB Devices.................................................................................. 7
3.2
Installation Procedure ................................................................................................ 8
3.2.1 Hardware installation ............................................................................................ 8
3.2.2 Driver installation .................................................................................................. 8
3.2.3 Software Installation of the DVB card ................................................................... 8
3.2.4 Configuration of DVB card .................................................................................... 8
3.2.5 Dongle installation............................................................................................... 18
3.3
QuoteSpeed® Software Installation......................................................................... 18
3.3.1 QuoteSpeed® Server Installation ........................................................................ 18
3.3.2 Updating an existing version............................................................................... 23
3.3.3 Uninstall .............................................................................................................. 23
3.3.4 Network Installation............................................................................................. 24
3.3.5 Firewall Settings.................................................................................................. 24
4.
QS Setup Tool.............................................................................................................. 25
4.1
Dongle ...................................................................................................................... 25
4.2
DVB Multi Cast......................................................................................................... 25
4.3
QuoteSpeed ............................................................................................................. 26
4.4
File............................................................................................................................ 26
4.4.1 Delete Feed Server Files .................................................................................... 26
4.4.2 Delete Vista.taf File ............................................................................................. 26
4.5
Registry .................................................................................................................... 27
4.5.1 Remove Subscription.......................................................................................... 27
4.5.2 Remove QuoteSpeed ......................................................................................... 27
4.6
Database .................................................................................................................. 28
4.6.1 Init Chart Database ............................................................................................. 28
4.6.2 Init News Database............................................................................................. 28
4.6.3 Init Static Database............................................................................................. 28
5.
QuoteSpeed FeedMonitor .......................................................................................... 29
5.1
Getting Started ......................................................................................................... 29
5.2
Display...................................................................................................................... 30
5.3
Menu ........................................................................................................................ 32
5.3.1 File - Export......................................................................................................... 32
5.3.2 Alarm – Configure ............................................................................................... 32
5.3.3 Feedserver – Configure FeedServer .................................................................. 32
5.3.4 Feedserver – Show Subcription.......................................................................... 33
6.
QuoteSpeed Server Manual ....................................................................................... 35
6.1.1
6.1.2
File ...................................................................................................................... 36
Database............................................................................................................. 37
6.2
Show ........................................................................................................................ 40
6.2.1 Administration ..................................................................................................... 43
6.2.2 Window ............................................................................................................... 48
6.2.3 Help..................................................................................................................... 48
6.3
Scheduler ................................................................................................................. 48
6.3.1 Introduction ......................................................................................................... 48
6.3.2 Daily scheduled commands ................................................................................ 48
6.3.3 Periodic commands ............................................................................................ 48
6.4
Server Commands ................................................................................................... 49
6.4.1 Adjust .................................................................................................................. 49
6.4.2 Backup ................................................................................................................ 49
6.4.3 Delete.................................................................................................................. 49
6.4.4 Disable ................................................................................................................ 49
6.4.5 Enable ................................................................................................................. 50
6.4.6 Exit ...................................................................................................................... 51
6.4.7 Export.................................................................................................................. 51
6.4.8 Flush ................................................................................................................... 52
6.4.9 Import .................................................................................................................. 52
6.4.10 Init ....................................................................................................................... 53
6.4.11 Load .................................................................................................................... 53
6.4.12 Logout ................................................................................................................. 53
6.4.13 Purge................................................................................................................... 53
6.4.14 Remove............................................................................................................... 54
6.4.15 Rename............................................................................................................... 54
6.4.16 Rerequest............................................................................................................ 54
6.4.17 Restore................................................................................................................ 54
6.4.18 Save .................................................................................................................... 54
6.4.19 Send.................................................................................................................... 54
6.4.20 Set....................................................................................................................... 54
6.4.21 Show ................................................................................................................... 55
6.4.22 Ticker .................................................................................................................. 55
6.4.23 Update................................................................................................................. 55
6.5
Drag & Drop ............................................................................................................. 57
7.
QuoteSpeed Chart Server .......................................................................................... 58
7.1
Chart Server Commands ...................................................................................... 7-60
7.1.1 Adjust .................................................................................................................. 60
7.1.2 Backup ................................................................................................................ 60
7.1.3 Delete.................................................................................................................. 60
7.1.4 Dump................................................................................................................... 61
7.1.5 Disable ................................................................................................................ 61
7.1.6 Enable ................................................................................................................. 61
7.1.7 Export.................................................................................................................. 61
7.1.8 Import .................................................................................................................. 62
7.1.9 Init ....................................................................................................................... 63
7.1.10 Load .................................................................................................................... 63
7.1.11 Merge .................................................................................................................. 63
7.1.12 Purge................................................................................................................... 63
7.1.13 Rename............................................................................................................... 63
7.1.14 Rerequest............................................................................................................ 63
7.1.15 Restore................................................................................................................ 63
7.1.16 Save .................................................................................................................... 64
7.1.17 Show ................................................................................................................... 64
7.1.18 Update................................................................................................................. 64
7.2
Chart Server Database ............................................................................................ 64
7.2.1 Backup Graphic Database .................................................................................. 65
7.2.2 Merge Graphic Database.................................................................................... 66
7.2.3 Import PRN File .................................................................................................. 66
7.2.4 Export PRN File .................................................................................................. 67
7.3
Chart Server Settings............................................................................................... 69
7.3.1 Graphic Tick Start ............................................................................................... 70
7.3.2 Login Enabled ..................................................................................................... 70
7.3.3 Open Interest Chart For Futures......................................................................... 70
7.3.4 Save Quotes ....................................................................................................... 70
7.3.5 Config Chart Update ........................................................................................... 70
7.3.6 Chart Server Load Balancing.............................................................................. 72
3. Installation
3.1 Hardware Requirements
3.1.1 Server
Satellite antenna and LNB supporting DVB signal
Dedicated Server PC with 512 MB RAM, Pentium IV 1 GHz (with full subscription 1 GB RAM)
5 GB Free space on HDD
Free PCI 32 bit slot or appropriate port as required by external DVB receiver
1 free USB port for the QuoteSpeed(tm) dongle
CD-ROM drive
Windows 2000, 2003 or XP
Windows Vista is supported (special dongle drivers needed)
Please note that this is the minimum requirement. Depending on the markets you subscribe to and the
type of usage (number of users, number of activated charts, third party software used etc.) the
recommended hardware specification may be different. If you have any doubt, please contact the
technical department of your local office.
On the PC used as QuoteSpeed Server, there should be no firewall or antivirus software installed. If
an Antivirus software is necessary, it needs to be configured carefully not to screen QuoteSpeed data.
To configure your antivirus software please refer to the manual of this software.
Computer name for the QS Server must not have more than 15 characters due to windows limitations.
Important: A QuoteSpeed Server machine MUST NOT be accessed by Windows RDP (Remote
Desktop). If a remote access is wanted, please use any other tool like Dameware, PC
Anywere or VNC.
3.1.2 Workstation
Minimum 56k modem (Broadband recommended)
PC with 128 MB RAM, Pentium III 500 MHz
50 MB free space on HDD (depending on subscription, this might go up to 100 MB)
Windows 2000, 2003 or XP correctly installed
Network connection to Server
If Antivirus software is installed, it needs to be configured carefully not to screen QuoteSpeed data. To
configure your antivirus software please refer to the manual of this software.
3.1.3 A Selection of DVB Devices
This table gives an overview of a selection of DVB receiver devices.
Device
PCI
32 bit
USB
Port
LAN
Port
Win NT
Dual
Processor
Tested by
Morningstar
√
√
√
√
√
√
√
√
√ **
Slot
AX4A DVB1000LAN
AX4A DVB1000PCI
√
Hauppauge! WinTV NOVA
√
Hauppauge!
USB
WinTV
NOVA
√
Technisat SkyStar II
√
TechnoTrend TT-DVB Budget
(version 1.46b)
√
√ **
*
√
√
√
can be installed, however installation needs some manual work, therefore we recommend to
upgrade Windows before installing this card.
**
For Hauppauge! products we recommend to use the drivers 1.46 released on 9.5.2002 or
higher (MORNINGSTAR CD).
*** When using the Win TV NOVA with multi processors we recommend to use the driver
version 1.46b (MORNINGSTAR CD).
3.2 Installation Procedure
In general DVB cards are installed by following these steps
3.2.1 Hardware installation
Unplug the power
Open PC
Put PCI card in PCI slot and fix screws
Close case and plug power cable
Connect satellite cable
USB connectors get connected to USB port without opening the case
Restart the PC
After restarting the PC will detect the new device and ask for the drivers to install
3.2.2 Driver installation
Insert the CD or floppy disk
Point to the drive
Restart PC
3.2.3 Software Installation of the DVB card
•
Insert the CD or floppy disk with the card software
•
Start the setup.exe
•
Follow the install shield and restart
•
It is recommended to start the DVB software from the Start up folder.
3.2.4 Configuration of DVB card
The configuration tool is a little bit different for each device
In general you have to configure following settings:
Settings
•
Satellite:
Eurobird 9
Position:
9° east
Transponder
63
Frequency:
11977
Polarization:
horizontal
Symbolrate:
27500
PID: 1076 oder in hex: 0x0434
After configuration the card software will display as small symbol in the lower right corner of the
monitor, which changes colour, depending, if data is received or not.
Please refer for installation and configuration of your DVB card to the manual of the
respective card. The following instructions give some samples of installations tested by
Morningstar, however your card might be delivered with another version of software and
drivers, which looks slightly different.
3.2.4.1 Hauppauge products
For Hauppauge products we recommend using the driver version 1.46, released 9.5.2002 or later, if
not already delivered with the card. For multi processor PC we recommend to use the driver version
1.46b.
The following reflects the version currently delivered with cards.
Click on New
Give a name i.e. Morningstar, take settings from Hotbird 6
Check the settings, depending on your LNB
Click on Add
Enter PID 1076 and the IP address 225.1.1.1
Click on OK
You see your Entry – not yet receiving data
Check also the filter options, which should look like these:
Check “Setup” and mark both “Hide after start up” and Notify on program closing
Now check “Status” and you should get the light green Smiley and the display for signal quality and
signal level.
Click on Hide
3.2.4.2 Technisat SkyStar2
If you use the QuoteSpeed CD for installation, the tuning of the card has been prepared already. You
might need to adjust e.g. DiSEqC settings depending on your antenna installation. Please find in the
following the complete procedure.
Click on Add
Give a provider name i.e. Morningstar
Click on OK twice.
Click on Transponder Management
Enter the Transponder frequency 10853, and
the symbol rate 27500, polarity horizontal.
Press Tune and click on OK.
Click on Data Services.
Enter the PID 1076 or Hex 434 and click on Insert.
Click on Add in the Transponder field.
Select the satellite from the drop down list.
In the Name field type MORNINGSTAR and click OK.
In the field Transponder the Frequency occurs
Click on OK and click on Close
3.2.4.3 AX4A – DVB1000PCI
Click on Transponder and click Modify
Click on On for Dual Oscillator and insert the High LNB 10600 and Low LNB 9750 (depending on your
LNB)
Set Tone Burst to On
Click OK, Highlight Transponder, and Click Modify and set the frequency to 10853, symbol rate to
27500 and polarity to horizontal
Click OK and the signal intensity should display
Click on PID
Wait a moment, while the software is screening
When the available PID are displayed, click on 0x0434 and click on Add
0x0434 occurs in the field Active PID, click on Exit
3.2.5 Dongle installation
Plug the dongle delivered by Morningstar into the USB port of the PC, which is used for QuoteSpeed®
server.
The QuoteSpeed® dongle requires installation of MS Windows 98 SE, NT4 SP 6a, 2000, ME, 2003 or
XP.
The dongle supplied for QuoteSpeed® connects to USB port.
Please check the following points if you encounter problems during installation of the dongle before
contacting Technical support.
Does the PC have an available USB port?
If not, you will need to add one. You can get a USB card from Morningstar
or from your local PC dealer.
Check in the device manager, if USB device drivers are installed.
If not, restart the PC and enable USB support in BIOS.
After restart the appropriate drivers will be automatically installed (you may
need your Windows installation CD)
Under Windows NT 4 SP 6a you might not see the USB drivers until QuoteSpeed® Server is installed.
3.3 QuoteSpeed® Software Installation
3.3.1 QuoteSpeed® Server Installation
Double click the QSServer54.exe. After a couple of seconds the install shield appears:
Select the Setup type BroadcastAPI or QuoteSpeedServer depending on the desired usage.
Press Next.
If QuoteSpeed is already installed and still running, all QuoteSpeed applications are automatically
closed. Wait a moment.
In case you install BroadcastAPI, some of the windows described in the following instructions will be
skipped as they are not needed.
Select the applicable feed source leased line/internet or satellite and press Next.
Depending on your previous choice default values are proposed for the incoming feed. On standard
installations there should be no reason to change these. We recommend to contact Morningstar
customer support first in case you intend doing this.
FILES/MORNINGSTAR/QS.
The default directory for installation is c:\PROGRAM
If you are upgrading from previous versions, the current installation directory will be kept.
It is important, that you will always use the same directory, when upgrading etc.
Press Next.
Select a Program folder and press Next.
Select, if you like to save quotes (Bid and Ask Prices within the chart database (for Times& Sales
Screen).
The Installation of QS Server is nearly finished. Press Install.
Now decide, whether you prefer icons on your desktop or not.
If upgrading from previous versions, you might be asked to reboot your server. In this case please do
so to complete the installation.
3.3.2 Updating an existing version
An update is performed like a new installation. It is important to use the same directory as the existing
installation. The CD contains a full version of the program, but only overwrites files, which are newer
than the existing ones.
Software updates are sent via satellite to all satellite customers. You can start the messages from
MORNINGSTAR News directly by double click on the message header.
A second possibility to start the upgrade is to open Windows Explorer. In the subdirectory /Update of
your current QuoteSpeed installation directory you will find the appropriate files. Start them by double
click on the file name.
Internet customers will not receive the files automatically. Downloads are available from:
http://www.tenfore.com .
3.3.3 Uninstall
To uninstall QuoteSpeed® in a clean way from a PC follow these steps:
<Start> <Settings> <Control Panel>.
Double click on
<Add/Rem… Programs>
icon.
Scroll to “SQLan32“ entry in the alphabetical software List box. Click on it to highlight it.
Press the "Add/Remove“ Button.
Wait until the system has uninstalled the software. All icons, Start Menu entries, and Registry entries
as well as the most files will be removed!
Restart your system in order to remove the files which have been in use while uninstalling.
Start the "Windows Explorer“ and delete the QuoteSpeed® directory (e.g. „c:\SQLan32“), because not
all files can be removed by the software uninstall.
3.3.4 Network Installation
This version of QuoteSpeed® is designed to run under TCP/IP. If TCP/IP is not installed in your
computer, please consult the Windows manuals.
Network cards (hardware) are necessary, if QuoteSpeed Server and QuoteSpeed® (workstation) are
installed on different PC’s in a local network. For standalone versions you may simulate the network
hardware by software.
You may login a QuoteSpeed Server via Internet.
3.3.5 Firewall Settings
QuoteSpeed® needs to enable Port TCP/18247 to connect via Internet. The connection is built up
from the workstation site.
4. QS Setup Tool
The QS Setup Tool is a maintenance tool to check QuoteSpeed Server and data reception and
perform some system maintenance in case of problems.
During normal work QuoteSpeed Setup Tool should be closed.
Dongle
Quote
Speed
DVB Multi
Cast
4.1
Dongle
In the upper left corner the serial number of the dongle appears. You need this number for
subscription purposes.
The 2 LEDs below show that dongle is working correctly.
If the dongle number is not displayed, no dongle is attached, the USB ports are disabled from the
BIOS or an installation conflict with another USB device is occurring.
If the dongle is found, but Tested is read, the dongle might be defective.
4.2
DVB Multi Cast
The DVB multi cast field is showing another 2 LEDs for
Opened
channel is open
Data
data is received
The chart shows the bandwidth used by the data received with a corresponding numerical display
below.
In case the LED data does not blink and no chart is displayed, the QS Setup Tool ((and QuoteSpeed
Server) can not locate any data from the data receiver. Errors might be in the installation of the
receiver device, conflicts with other network devices, no data reception, due to problem with antenna.
Also firewalls or antivirus software installed on this PC might cause this problem.
The Errors display will show lost or corrupted multicast packages. The number is reset every 10
Minutes; however a red LED will not turn green again.
If Errors are occurring, it indicates that either the data reception is not good and antenna setup needs
maintenance or the PC might have problems with the system resources, so that the QuoteSpeed
Server software (Feed server) does not get sufficient CPU time to read all data.
In case of network receivers, also problems within the network might cause loss of Multicast
Packages.
4.3
QuoteSpeed
The QuoteSpeed® field shows status of the QuoteSpeed® Server software.
Feed Server
should start automatically
Server
starts automatically on PC restart or can be started manually
Chart Server
starts automatically on PC restart or can be started manually
You can stop and start the software with these buttons.
The white field below will show messages from QS Setup.
4.4
File
The following menu points will assist you to do some maintenance work, which might be necessary to
restart QuoteSpeed Server in case of failure.
Warning:
Only very experienced users should execute these commands without
assistance and advice of Morningstar customer support.
4.4.1 Delete Feed Server Files
This command will initialize the complete real time database. QuoteSpeed server will have incomplete
real time data (e.g. wrong High/Low values, wrong or missing Close prices and Net Changes, missing
Last and Bid/Ask data) for approximately. 24 hours.
This step is usually only necessary, if Feed server can not start at all.
4.4.2 Delete Vista.taf File
This command will initialize a file called vista.taf.
Usually this will be necessary, if QuoteSpeed server software is not starting correctly and is giving an
error message: vista.taf is corrupted.
Vista.taf will be created new on next restart of QuoteSpeed Server software.
4.5
Registry
These commands are removing entries from your PC’s registry, which are related to QuoteSpeed
Server.
Warning:
These might be necessary after installation failure.
4.5.1 Remove Subscription
This command is removing an existing subscription from your QuoteSpeed Server. After executing this
command please restart your PC and QuoteSpeed Server software, check again the QuoteSpeed
Setup Tool that data is received correctly and then call Morningstar to refresh your subscription.
In case you can not contact Morningstar immediately, all subscriptions are sent via satellite various
times during the day.
This step might be needed, in case of a “corrupted” subscription or dongle change.
4.5.2 Remove QuoteSpeed
This command removes all QuoteSpeed entries from the registry. You should restart your PC
afterwards and reinstall QS Server Software again.
This feature might be needed in case of installation failure or changes in QS installation.
4.6
Database
The following commands are used in case of major database problems (e.g. after power failure),
where QuoteSpeed Server software can not start.
Warning:
Initialization of a database will result in loss of the contained data.
4.6.1 Init Chart Database
Initializes the complete Charts database.
As QuoteSpeed Server backs up the Charts database every night. A restore of Charts database from
within QuoteSpeed Server can be done, if the reason for this problem lies within current day.
4.6.2 Init News Database
This command will initialise the complete news database. All news history of news is lost only stories
received after the initialization can be viewed.
4.6.3 Init Static Database
This command initializes static database. As QuoteSpeed server is backing up this database
automatically every night, a restore form within QuoteSpeed server software might be done
afterwards, if the reason for the database problems lies within current day.
Morningstar transmits static database every night via satellite, therefore it is recommended to wait for
the next transmission, if possible.
Help
Gives information about the software version of QS Setup Tool.
5. QuoteSpeed FeedMonitor
Feed Monitor is a tool, which can be used for
Detailed feed bandwidth measurements
Bandwidth logging
Creating Alarms in case of feed outage
5.1
Getting Started
On first start Feed Monitor shows the following message
The feed monitor statistics are disabled by default. The feed counters are enabled by confirming Yes
in the dialog. If FeedMonitor shall be used, this statistics need to be switched on.
The FeedMonitor by default monitors FeedServer on the local PC. In order to monitor a FeedServer on
another PC withinyour network by enter within FeedMonitor.ini for the parameter Address the IP
address of this PC.
[Network]
Address=0.0.0.0
5.2
Display
The Picture above shows the FeedMonitor display.
A
This is the main display for the feed information. The columns show
the following information:
#
Market, news source or functional service number
Name
Name of the market, news source or service
5m Records
Number of records received during the current five minutes interval.
5m Bytes
Bytes received during the current five minutes interval. This column
shows the bytes after decompression and decoding.
EstBytes
This is the value from the ‘5m Bytes’ column corrected with an
estimated compression factor. It is an estimate for the bytes in raw
feed.
Daily Records
Number of records received during the current day
Daily Bytes
Bytes received during the current day. The column shows the bytes
after decompression and decoding.
Daily EstBytes
This is the value from the ‘Daily Bytes’ column corrected with an
estimated compression factor. It is an estimate for the bytes in the raw
feed.
Five minutes counters are reset every five minutes. Daily counters are reset at midnight.
The market and news display shows only market and news source, which have received data during
current day.
The service display shows all services which are subscribed in the feed server. Some of the services
are used to enable special features and will never display any data. A service name ending with ‘(D)’
indicates a delayed data service.
B
This window shows status messages for the feed monitor.
C
The buttons in the field ‘C’ select the content of the main display.
D
This field shows the system time. The system time shows ‘Eastern Standard Time’ (New
York). The time record can be received without any subscription and updates every 10 seconds. It
indicates that the feed server receives the feed.
E
The bandwidth shown in field ‘E’ is the complete raw feed before the feed decoder.
F
Field ‘F’ shows the complete bandwidth after decompression and decoding and after the
subscription check. An application using BroadcastAPI should be able to handle the bandwidth shown
in this field.
5.3
Menu
5.3.1 File - Export
The values of the main display may be exported to a text file.
5.3.2 Alarm – Configure
Feed monitor can generate audible and visual alarm, if the connection to the feed server is lost or if no
data is received for the specified number of seconds. The dialog above allows to configure the alarm
function.
Alarm Enabled
to enable or disable alarm
Beep on Alarm
to enable message beep periodically
Show Message on Alarm
to enable a visiual on screen alarm message
Alarm Period
Timeout period for Alarm. Alarm is triggered if no updates from the
feed server are received for the specified number of seconds. Feed
contains a heartbeat message every 10 seconds containing system
time. The alarm period should be set to a minimum of 10 seconds in
order to avoid false alarms outside market hours.
Alarm Timer
This specifies the period for the alarm beep.
5.3.3 Feedserver – Configure FeedServer
The data sampling for the feed monitor is done by FeedServer. FeedMonitor receives the information
and displays it. This dialog allows configuring the connected FeedServer.
FeedMonitor enabled
Save statistics
Use local computer time
Keep files for numbe of days
to enable/disable the feed counters in the FeedServer. There will be
no feed information available, if this field is disabled.
For performance reasons it is recommended to disable this function as
long as no measurements needed.
to enable /disable saving of feed statistics within txt files by the
FeedServer, file formats are described below.
to enable/disable usage of local PC time for statistics, default value is
system time (EST)
Statistics will be automatically deleted by housekeeping functionality
according to these settings.
5.3.4 Feedserver – Show Subcription
The show subscription command opens a window, which displays e complete dongle subscription
similarly to te Server functionality.
If all subcriptions are identical a summary column is displayed and the total number of users is
displayed above.
Statistic Files
Statistic files are saved in directory FeedMonitor and its subdirectories.
There are global data files, which save statistics for the complete feed server and files for a single
market, news source or service.
The global data files contain the following information:
Date Time Raw Records Raw Bytes Unp. Records Unp. Bytes Mkt. Records Mkt Bytes News Records News Bytes Date and time specify the start of a five minute interval. Raw bytes and records are counted before the
feed decoder. Unpacked records and bytes are counted after feed decoding and decompression.
Market and News bytes and records are counted after subscription check.
The single market, news source or service data file contain:
Date Time Records Bytes Est. Raw Bytes Date and time specify the start of a five minute interval. Records and bytes are counted after t
decoding and subscription check. ‘Est. Raw Bytes’ uses an estimated compression factor to calculate
the contribution of this service to the raw feed.
The following directories are updated:
FeedMonitor:
The top directory contains a global data file with daily updates
FeedMonitor\Global:
This directory contains global data files with five minutes updates.
FeedMonitor\Markets: This folder contains files for each market, which are updated every 5 minutes.
The format of the file name is:
Mnnn_yy_mm_dd.txt
‘nnn’ market
‘yy’
two
‘mm’ month
‘dd’
day
digit
year
News and service file names are constructed in a similar way.
FeedMonitor\MarketsDaily:
FeedMonitor\News:
Market data files with daily update
News data files with five minutes updates
FeedMonitor\NewsDaily:
News data files with daily updates
FeedMonitor\Services: Data files for services with five minutes updates
Feedmonitor\ServicesDaily:
Data files for services with daily updates
number
number
6. QuoteSpeed Server Manual
This manual describes the QuoteSpeed® Server Software and your possibilities to use this powerful
tool in addition to the workstation software.
QuoteSpeed Server Software should be installed according to chapter 3.3.1 QuoteSpeed® Server
Installation on the PC carrying the Satellite receiver card.
You open QuoteSpeed Server with the red QuoteSpeed Server Icon. QuoteSpeed Server software
should run continuously 24 hours every day to receive and store data. Please do not switch off a PC
with where QuoteSpeed Server is installed.
Reception
from
Feedserver
Message window
Network Input
Network Output
User Information
Transmissio
n
to
Feedserver
Feedserver
Status
Command Line
Status
Line
Message Window
Network Input
Network Output
User Information
Feed Server Status
Feedserver
Network I/O
I/O
shows general Information.
News received from network.
News sent from server to network.
shows users connected to server with used configuration.
shows Feed Server status. Explanation of displayed fields:
Data Transfer and decoding:
Errors
Blocks
Frame
Version
not used
total received data blocks
not used
Version of Feed server
QuoteSpeed Server real-time Database
Stocks
number of stocks and bonds available
Options
number of options available
Futures
number of futures available
Forex
number of Forex symbols available
System Time
Statistics for QuoteSpeed Server
Decode
maximal length of cue for received data
Request
maximal length of cue for incoming commands
Output
maximal length of cue for data sent to the server
Memory
size of server database in Bytes.
The displayed values are reset every 9 minutes.
Feed Server status is displayed also in workstation software (refer to chapter Error! Reference
source not found. Error! Reference source not found.).
Reception from
Feed Server
Transmission
To Feed Server
Command Line
Status Line
Feed Server I/O
Network I/O
System Time
Menu
shows data packages received from Feed Server.
shows data packages sent to Feed Server.
shows entries made by user.
shows the name of the window the mouse pointer is on.
LED’s indicate data received from Feed Server or sent to Feed
Server.
LED’s indicate data received from network or sent to network.
displays system time.
6.1.1 File
6.1.1.1 Load command from
Loads and executes a file, which may contain any command of QuoteSpeed Server.
6.1.1.2 Load Scheduler
Loads the default scheduler file "scheduler.sch".
6.1.1.3 Load Scheduler from
Loads any valid scheduler file.
6.1.1.4 Load ini File
Loads the program parameters from the file Winserv.ini.
6.1.1.5 Save ini File
Saves the program parameters to the file Winserv.ini.
6.1.1.6 Exit
Terminates Server.
6.1.2 Database
6.1.2.1 Graphic
Commands related to the Chart database should preferably be executed from the QuoteSpeed Chart
server. Please see also chapter QuoteSpeed Chart Server
6.1.2.2 News
Initialize Database
Restore Database
Purge Database
Set Days to Keep
Show News Record
Administrator login required
News Database to be initialized completely, this will delete News
history
To rebuild news database from scratch (stories test files will be
reused)
To delete expired stories from News database. This command is
executed automatically once per day as housekeeping procedure.
To set the number of days news history should be kept at server.
Setting can be done per service
Shows 3 statistical parameters of News Database and the % in
relation to the maximum available entries. In case this goes anywhere
near 100%, adjust the days to keep.
6.1.2.3 Static Data
Initialize Complete Database All your static database information will be initialized.
Init Forex Database
To initialize the tree settings for FOREX instruments
Both of the above require Administrator login first.
Backup Database
To backup static database. This is done once per day automatically as
a part of the housekeeping procedure.
Restore Database
To restore the latest backup
6.1.2.4 User
Export
To export the complete user database to file
Import
To import user database from a file exported e.g. at another server.
Import will add accounts and change accounts according to settings
as in file, however no deletions will be done.
6.2
Show
Events
Shows the active scheduler events.
at 1:50:0 EDT <1,2,3,4,5> purge news database
at 2:0:0 EDT <1,2,3,4,5> purge files
at 2:0:0 EDT <1,2,3,4,5> update trading hours
at 2:0:0 EDT <1,2,3,4,5> update stock database
at 2:0:10 EDT <1,2,3,4,5> update forex database
at 17:30:0 EDT <0,1,2,3,4> backup control database
Expiration Date
Refresh Date:
Expiration Date:
Shows the creation and expiration date of your server version.
23.10.2004
31.12.2010
Feed Server Statistics
Ini File
Shows IP Addresses and traffic statistics between each connected
feed server and QuoteSpeed server. Statistics are reset every 10
Minutes.
Shows the content of your winserve.ini file. The ini can be used to
change many of the system variables, if you open from notepad.
Warning:
We recommend contacting our customer support for recommendations before
changing any entry within this file.
Pipes
Shows information about the CDataPipe objects, which are used for
the internal communication inside the Server.
Server Information
Gives information about the server configuration and some important
variables.
Threads
User Information
Shows CPU information for the QuoteSpeed Server worker thread.
Shows information about the connected users.
Chart Server Info
Gives information about the subscription received from all connected
Chart Servers. Chart Servers are identified by the last digits of their IP
address (on the sample screenshot that is 100.59)
The list below shows all markets with following values:
R
realtime subscription
D
delayed subscription
.
no subscription
6.2.1 Administration
Login
Opens a login dialog box, which allows a user with administrator
rights to login into the server. Several menu options are not available
unless an administrator is logged in:
Configuration Management
User Accounting
Password Mode
Initialization of Databases
Logout
Configurations
No password is required to login into the server, if no user accounts
are available. Be sure, that the first account you create has
administrator rights.
The administrator is logged out of the server. The logout is also
executed automatically after a timeout period.
Opens the configuration management
dialog. The administrator
may rename configurations, and may reserve configurations for
certain users. Configurations allows to work with predefined market
and news packages.
Soft User configuration:
Password Mode
None
QuoteSpeed® offers the ability, to dedicate special configurations to
each single user.
The first method called “hard” user configurations is used as default
setting. The subscription ordered for each workstation is set by
MORNINGSTAR and may not be influenced by user.
Example:
NYSE NASDAQ
FOREX
Cfg. 1
x
x
Cfg. 2
x
x
Workstation 1 has NYSE and NASDAQ, workstation 2 has NYSE and
FOREX
Soft User Configuration:
This method registers all services available for first user. The
workstation first logged in has NYSE, NASDAQ and FOREX, the
second gets NYSE only. This method is useful in connection with use
of Password mode Account or All and User Accounts, where you may
set markets and services manually.
The password mode specifies if the server expects a password from
users to connect.
no password is required
External
Account
All
User Accounting
users from outside the local network segment need a password
Each User has to login by entering a valid account name. A password
is not required for users from local network.
all users need a password
Allows creating and modifying user accounts.
The account name has to be unique.
The minimum length for a password is 6 characters.
User Rights specifies, what this user is allowed to do:
Basic
-The user may not modify any database information.
Local
database.
-The user is allowed to add charts to the Chart
Power
to edit the content of the charts.
-The user is allowed to add, edit and delete charts, and
Administrator
-May perform any database operation and manage the
user accounting and the configuration access.
Delete
Refresh
Print
Export
to delete the selected User Account
to refresh login display
to print the selected user account
to export the selected user Account into a file: Accountname.txt
Under properties you may find different tabs to edit user account and access to markets and services.
Markets, News and Services
The administrator may limit the access of user to certain markets,
news sources and special services.
Mark the market or service and press Add or Add All to give access and Remove or Remove All to cut
access to a service.
You may edit as many user accounts as you like independently from the number of workstations
ordered. The number of users allowed to login simultaneously cannot exceed the number of
workstations ordered.
If you give access to a special market to more user accounts than have been ordered, only the users
who login first can access this market.
Show SubscriptionThis command is showing the complete subscription for this server.
Number of
users
Markets, which are subscribed
realtime show an X, not
subscribed shows a dot .
Markets subscribed delayed
show D.
With Save file, you can export the table to a text file, Journal File exports the data to server.jou and
Print prints it on paper.
Especially on servers with many different subscriptions this information might be helpful for user
accounting.
For easy navigation in this screen especially with big subscriptions use PageUp, PageDown and
Escape keys
6.2.2 Window
Arrange Windows
Resizes all windows to a default setup according to the selected fonts.
Default Settings Sets the size of the server windows and the fonts to the default settings.
Font
Line Windows
Selects the font for all windows which are used to print lines.
XY Windows
Selects the font for all windows where information has to be printed at
specific xy positions.
Journal File
The message sources for the journal file can be selected.
6.2.3 Help
Contents
About
6.3
Shows a help file.
Gives some information about this QSServer version.
Scheduler
6.3.1 Introduction
The Server program contains a scheduler which allows executing every server command available
periodically or at a certain times.
The Server loads a set of scheduler events from the default scheduler file "scheduler.sch" during the
server start-up. It stores the active scheduler commands to the same file, when the server is closed.
6.3.2 Daily scheduled commands
Execute any server command(s) every day at a specific time.
Format:
at [date] hh:mm:ss zone <dow1,dow2,...> cmd 1 [; cmd 2]
The specified command(s) will be executed every day at the given time. The second part is optional.
The optional date (enclosed in square brackets) specifies the weekday on which the command should
be executed. This date has a higher precedence than the weekday list. I.e. the command will be
executed even if the corresponding weekday is disabled.
The date must be in the format: [dd.mm.yy].
The time zone specification following the time is also optional and defines the time zone of the given
time. Currently supported time zone values are:
LOC - local computer time
EDT - eastern day time (NY)
Additionally between '<>' a comma separated list of weekdays can be specified on which the
command should be executed. By default Monday to Friday is activated.
0 = Sunday, 6 = Saturday.
The command(s) must not be enclosed in single or double quotes.
Several commands can be specified in a single event.
6.3.3 Periodic commands
Perform periodically any valid Server command(s).
Format:
every mm:ss [from-to] zone <dow1,dow2,...> cmd 1 [; cmd 2]
The specified command will be executed periodically every mm minutes. The optional seconds part
'.ss' (must be separated by a colon) specifies in which 10 seconds of the minute it should be executed
i.e. 10:20 means, every 10 minutes whenever the current minute is 20 seconds old.
The optional time range (enclosed in square brackets []) specifies from when to when the command
should be executed periodically. The format is [hh:mm-hh:mm].
The time zone specification following the time range is also optional and defines the time zone of the
given time range. Currently supported time zone values are:
LOC - local computer time
EDT - eastern day time (NY)
Optionally between '<>' a comma separated list of weekdays can be specified on which the command
should be executed. By default Monday to Friday is activated.
0 = Sunday, 6 = Saturday.
The command must not be enclosed in single or double quotes.
Several commands can be specified in a single event.
6.4
Server Commands
The following commands can by entered at the command line of the server window. The commands
are not case sensitive.
6.4.1 Adjust
Adjust Graphics symbol <symbol, date, factor> Multiplies a chart up to the specific date by a factor.
Adjust Greek Charts to Euro
Converts Greek Drachma charts to EURO. This command works only
once and only after January 1, 2001
6.4.2 Backup
Backup Graphic Database
Creates a copy of all Chart database files. The default backup
directory is named "backhist", but this default can be set to another
value by the user. This command is executed by the default scheduler
file.
Backup Graphic Database to <directory>
Create a copy of all Chart database files in the
specified directory.
6.4.3 Delete
Delete Graphic Symbol
Delete hash symbol
deletes a symbol from real time database
Delete Graphic Period market:
<market code> sec:<SecType>
from:<date[time]> to:<date[time]> deletes chart data for a specific period for all symbols of a market
Delete Inactive Graphic Symbols
<number of days for timeout> Deletes all charts, which did not have updates for the specified
number of days. It is recommended to make a backup before this
command is applied.
6.4.4 Disable
Disable Backup of Graphic Database
The backup of the Chart database is disabled. This overrides
the "backup Chart database" command.
Disable Control Transactions
The transaction mechanism of the database allows the recovery of the
files after a program crash, but makes the database access slower.
Using control transactions may cause problems during the database
update at night.
Disable Forex at Weekend
Forex trades are not stored in the Chart database at the weekend.
Disable Graphic Symbol <Symbol>
Disable Graphic Transactions The transaction mechanism of the database allows the recovery of the
Disable Journal Login
Disable Journal Message
Disable Journal Network
Disable Journal Statistics
Disable Journal Transstatus
Disable Journal Transputer
Disable Login
Disable News in Transputer for <source>
Disable News Transactions
Disable Print TransOut Comp Disables the printing of Comp messages for ranking screens in the
transputer output window.
Disable Print TransOut Graph Disables the printing of Graph messages in the transputer output
window.
Disable Print TransOut News Disables the printing of News messages for each line in the transputer
output window.
Disable Print TransOut Real
Disables the printing of News messages for each line in the transputer
output window.
Disable Print TransOut Ticker Disables the printing of Ticker messages for each ticker trade in the
Disable Serial OMI
6.4.5 Enable
Enable Backup of Graphic Database
Enables the backup of the Chart database. The command
"Backup Chart database" does not work unless it is enabled.
Enable Control Transactions
Using control transactions may cause problems during the database
update at night.
Enable Forex at Weekend
Forex trades are stored in the Chart database at the weekend.
Enable Graphic Symbol <Symbol>
Enable Graphic Transactions The transaction mechanism of the database allows the recovery of the
Enable Journal Login
Enable Journal Message
Enable Journal Network
Enable Journal Statistics
Enable Journal Transstatus
Enable Journal Transputer
Enable Login
Enable News in Transputer for <source>
Enable News Transactions
Enable Print TransOut Comp Enables the printing of Comp messages for ranking screens in the
Enable Print TransOut Graph Enables the printing of Graph messages in the transputer output
window.
Enable Print TransOut News
Enables the printing of News messages for each line in the transputer
output window.
Enable Print TransOut Real
Enables the printing of News messages for each line in the transputer
output window.
Enable Print TransOut Ticker
Enables the printing of Ticker messages for each ticker trade in the
Enable Serial OMI
6.4.6 Exit
Exit
Terminates the server.
6.4.7 Export
Export Graphic symbol <symbol> <time> <output file>
<symbol>:
There are 3 different ways to specify the symbol:
-symbol name A symbol name like MSFT or DBKif.
-"*"
Exports all symbols.
-mmm:s
mmm is a number, which specifies a market. s is the security type.
The following markets are currently defined:
126
USA
150
UK
180
Swiss
200
Germany
202
Netherlands
212
Greece
The possible security types are:
0
any type
1
stocks and indices
2
options and future options
3
Futures
4
Bonds
5
Forex
(Example 200:1 means all stocks and indices from market 200)
<time>:
The time field specifies the intervals to be exported. It may contain the following the constants:
a
all intervals
w
Weekly
d
Daily
h
Hourly
m
Minutes
It is possible to use more than one interval and multipliers in this field.
(Example d3h20m means daily + 3 hours + 20 minutes)
<output file>:
This field may contain a directory name (with terminating "\") or a complete file name. A file name is
created from the symbol name for each symbol, if a directory is specified (example MSFT.prn
DBKif.prn).
Export hash table
Default input file Markets.lst
Export hash table from <input file>
Export user database
to <file name>
to export all user accounts into a file
6.4.8 Flush
Flush Graphic Cache
Stores the Chart information in memory to the Chart database.
6.4.9 Import
Import old MORNINGSTAR Format
Imports data files(*.exp), which have been created with the
histexp program from older versions of the database.
Import PRN format filename,symbolname,interval
Filename
Name of the import file
Symbol name
Name of the symbol
Interval
length of the interval in minutes (Example 1 day = 1440)
Example:
Import PRN Format c:\data\MyData.PRN,USDEx,1440
It is possible to omit the symbol name and the interval, if they are specified in the file:
Example:
Separators
Import PRN Format c:\data\MyData.PRN,,
The program supports SPACE, COMMA and TAB as separators.
There may only be one kind of separator in each line but different lines
can have different separators.
Header lines
Header lines may contain additional information to store more than
one symbol or more than one interval in the same file.
Supported Formats
Symbol Name Example: USDEx
Symbol Name,Interval Example: USDEx,1440
String,Symbol Name
Example: S,USDEx
String,Symbol Name,Interval
Example: S,USDEx,1440
Data lines
Data lines must have the following structure:
[STRING],[SYMBOL],DATE,[TIME],VALUES,VOLUME,
[OPEN INTEREST]
STRING, SYMBOL, TIME, OPEN INTEREST are optional but the order of the fields is important.
STRING
May contain any no numeric values.
SYMBOL
The name of the symbol.
DATE
Possible formats are YYMMDD, YY/MM/DD, YY\\MM\\DD, and YY.MM.DD. A
four digit year number is possible, if the year is at the third position. A ':' is not
allowed as separator. The default order of the fields is year.month.day , but
the program will find the order, if one year value is larger than 31 and one day
value is larger than 12.
TIME
Possible formats are HH:MM:SS (hour, minute, second), HH:MM, HH:MM:SS
AM, and HH:MM PM.
VALUES
Values may consist of 3 or 4 float OPEN,HIGH,LOW,CLOSE
format numbers. The following orders
HIGH,LOW,CLOSE,OPEN
of values are supported:
CLOSE,OPEN,HIGH,LOW
HIGH,LOW,CLOSE
Volume
Volume must be one integer number.
OPEN INTEREST Open Interest must be one integer number.
Some Examples:
960112,23.04,23.12,23.01,23.11,2344
D USDEx 15.07.96 14:00:00 1.7000 1.6923 1.6967 0 0
SP4M 04/28/94 12:33PM 453.550 449.300 450.300 53990
Import User Database
from <file name>
Imports the user accounts from a file. New accounts will be created
and existing accounts will be updated. No accounts will be deleted.
6.4.10 Init
Init Control Database
Init Graphic Database
Init News Database
Init Option Database for FFM
Init Database for USA
Initializes your static database.
Initializes all Chart database files. All information stored in the Chart
database is lost!
Initializes all news database files. All information stored in the news
database is lost! This command is executed by the default scheduler
file each weekend.
Initializes all option database files. All information stored in the option
database is lost! This command is executed by the default scheduler
file each weekend.
6.4.11 Load
Load Commands From <filename>
Loads commands from a file. This file can contain any valid
server command. The default extension for this file is *.cmd.
Load ini file
Load Scheduler
Loads the default scheduler file "scheduler.sch".
Load Scheduler from <filename>
Loads the specified scheduler file.
6.4.12 Logout
Logout <user>
Logs the specified user out. <users> has to be the number or the
name of the user.
6.4.13 Purge
Purge Files
Scans the directories specified in [FileCleanup] section for expired
files and removes them. The structure of the ini file section is:
[FileCleanup]
Elements=Number of directories specified.
Element1=Data\\Test,*.cfg,7,1
The first entry is the directory name. The directory can be absolute or relative to the QuoteSpeed®
install directory.
The second parameter defines the file names to check.
The third parameter gives the number of days a file will be kept.
The fourth parameter is a flag, which defines if subdirectories are scanned. (1 - Yes, 0 - No)
Purge
Purge News Database
all
Graphic Symbols
Releases unused disk space from the Chart
database files.
Deletes all news, which are older than the NewsKeepDays parameter
in the ini file.
6.4.14 Remove
Remove Graphic Symbol
6.4.15 Rename
Rename Graphic Symbol <old symbol>
To <new Symbol>
Changes the symbol for an existing chart.
6.4.16 Rerequest
Rerequest
Graphic
Request all symbols with Charts from the transputer,
not responded yet.
all
Graphic Symbols
Request all symbols with charts from the
transputer.
Symbols
which have
Rerequest
6.4.17 Restore
Restore Graphic
Database
Copies all Chart database files from the backup directory to the
working directory.
Warning:
All Data received after the last backup is going to be lost!
Restore Static
Database
Copies all static database files from the backup directory to the
working directory.
Restore Graphic Symbol
<symbol>
<symbol> can be a single symbol or a * for all charts. This command
will check the chart information. It is checking for the correct order of
ticks and will remove ticks, which are later than current date. The
process will be interrupted after each symbol to process other
commands for the chart database. It may run for several hours for big
chart databases, but the charts will continue updating. The chart
update for the workstations may be several seconds delayed during
this process.
6.4.18 Save
Save Graphic cache
Save ini File
Save FeedServer ini File
Saves the FeedServer parameters to the file Feedserv.ini.
6.4.19 Send
Send <message>
Sends a message to all stations.
Send to <number> <message> Sends a message to one workstation.
6.4.20 Set
Set Default OMI File Name to <filename>
Set Graphic Backup Dir to <directory> Sets the Chart backup directory to another value. The default
backup directory is "backhist".
Set Graphic Tick Start Mode to <mode> Specifies the method which is used to calculate the start time
of a new tick interval.
0
The interval starts with full Example: If a stock has a trade at 9.33 and a trade at 10.46,
time interval.
the hour intervals would start a 9.00 and 10.00 .
1
The intervals start with the Example: If the trading session starts at 9.30 for the example
start of the trading session.
above, the hour intervals would start at 9.30 and 10.30.
2
The intervals start always with Example: The hour intervals would start at 9.33 and 10.46 for
a new trade.
the example above.
Set News Saving Interval to <number>
Set Password Mode to <mode> Sets the security level for workstations, which connect to the server.
NONE
No password is required.
EXTERNAL
A password is required for users from outside the local
network.
ALL
A password is required for all users.
6.4.21 Show
Show Broadcast Socket
Show Events
Show Expiration Date
Shows the network socket number the server uses to broadcast to all
workstations.
Shows the creation and expiration date of your server version.
Show Feedserver
To display feedserver connectivity statistics.
Show Fundamental Data for <symbol> To display all fundamental data for the given symbol.
Show Ini File
Shows the content of your ini file. The ini can be used to change many
of the system variables.
Show Login Socket
Shows the network socket number, which is used by the stations to
initialize the communication with the server.
Show Number of Invalid Records
Shows the number of invalid records the server has read from
the transputer.
Show Pipes
the internal communication inside the QuoteSpeed Server.
Show Receive Socket
Shows the network socket number the server uses to receive direct
data packets from the stations.
Show QuoteSpeed Server Name
Shows the server name.
Show Send Socket
Shows the network socket number, the server uses to send direct data
packets to the stations.
Show Server
Gives information about the server configuration and some important
variables.
Show Threads
Shows CPU information for the QuoteSpeed Server worker thread.
This command does not work under Windows 95.
Show Time
Shows the local and east cost time.
Show Total Number of Records Shows the number of records read from the transputer.
Show Users
Shows information about the connected users.
6.4.22 Ticker
Ticker <market>
Ticker off
6.4.23 Update
Update Forex Database
Update Future Graphic
Update Stock Database
Update Trading Hours
Recalculates the tree structure for the Forex database.
Installs charts for all futures in the database, which are activated by
the "Activate Future" dialog in the workstation.
Recalculates the tree structure for the stock database.
The server receives the information about trading hours for new charts
from a file WinData.ini, which is updated via satellite feed. “Update
Trading Hours” applies the actual settings to existing charts. This
command is by default executed once per day through scheduler file.
6.5
Drag & Drop
A drag & drop functionality for Quote Speed Server executes following commands:
On drop of a *.prn file
Import
On drop of a *.dat file
Load Data File
On drop of *.udb file
Import of user database
On drop of *.sch file
Load scheduler
On drop of *.cmd file
Load commands from
7. QuoteSpeed Chart Server
QuoteSpeed Chart server starts automatically on startup of the PC. It can be started manually from the
icon or from the QS Setup tool.
Chart Database:
Charts
Req.Send
Data Received
Chart Update
Chart to Disk
Pipes:
High priority
Medium priority
Low priority
Display
Feed
Network
Up time
Feed Time
Connected Servers
Message window:
Command line
the upper area is updating every second
No. of Charts available
No. of requests to feed server
No. of updates received from feed server
No. of Charts updated
No. of accesses to HDD
Display of the Pipes related to Chart Server, the Colour Display is
completed by the actual No. of waiting packets.
High Priority Pipe is used data collection realtime
Medium Priority Pipe is used normal user requests, system functions.
This pipe is used for processes taking longer time and running in
background like export, backup etc.
display in chart server window
Input from feed server
Input from Server (incl. client requests)
Chart Server Uptime in days, Hours, minutes and sec.
should be updating every 10 sec.
with their packet statistics, updated every 10 sec.
the message window reports e.g. error messages, tasks, commands
and requests. The messages are logged within the Chart Server
Journal files in the sudirectory Journal with file name
QSCS_YYMMDD.txt.
The Command line can be used for all commands related to Chart
database. You find a list of most often used commands in the menu
Commands. To use the Commands from the menu click on them, they
are entered in the command line. Then set necessary parameters by
overwriting the placeholders.
Confirm with SEND.
7-59 Morningstar | September 15, 2009 | Version 2.03
7.1
Chart Server Commands
7.1.1 Adjust
Adjust Graphics symbol
<symbol, dd.mm.yyyy, factor> Multiplies a chart up to the specific date by a factor.
7.1.2 Backup
Backup Graphic Database
Creates a copy of all Chart database files. The default backup
directory is named "backhist", but this default can be set to another
value by the user. This command is executed by the default scheduler
file.
Backup Graphic Database to <directory>
Create a copy of all Chart database files in the
specified directory.
Backup Graphic Database from:dd.mm.yyyy:hh:mm to:dd.mm.yyyy:hh:mm file:<filename>
days:<number
of
days
backwards>
Creates a backup file with the extension .bck for a specified period of
time. This file can be used for database merge in another server.
7.1.3 Delete
Delete Graphic Symbol <Symbol>
deletes the specified symbol from Chart Database
Delete
Graphic
Period
market:<market
code>
sec:<SecType> from:<date[time]>
to:<date[time]>
deletes chart data for a specific period for all symbols of a market
< days >
Deletes all charts, which did not have updates for the specified
number of days. It is recommended to make a backup before this
command is applied.
<days> and Empty Symbols
Deletes all charts, which did not have an update for the specified
number of days or have never received an update.
7-60 Morningstar | September 15, 2009 | Version 2.03
7.1.4 Dump
Dump Graphic Symbol <symbol>
dumps all the related values for the specified chart into file
DumpSymbols.txt
7.1.5 Disable
Disable Backup of Graphic Database
The backup of the Chart database is disabled. This overrides
the "backup Chart database" command.
Disable Forex at Weekend
Forex trades are not stored in the Chart database at the weekend.
Disable Graphic Symbol <Symbol>
Disable Graphic Transactions The transaction mechanism of the database allows the recovery of the
7.1.6 Enable
Enable Backup of Graphic Database
Enables the backup of the Chart database. The command
"Backup Chart database" does not work unless it is enabled.
Enable Forex at Weekend
Forex trades are stored in the Chart database at the weekend.
Activates a chart for the given symbol.
id:<Field ID>
Activates a chart for the given symbol and field id combination.
Enable Graphic Transactions The transaction mechanism of the database allows the recovery of the
7.1.7 Export
Export Graphic symbol <symbol> <resolution> <output file>
<symbol>:
There are 3 different ways to specify the symbol:
-symbol name A symbol name like MSFT or DBKif.
-"*"
Exports all symbols.
-mmm:s
mmm is a number, which specifies a market. s is the security type.
The charts can be specified by georegion, e.g. please check for complete
table Error! Reference source not found. Error! Reference source not found.
126
USA
150
UK
180
Swiss
200
Germany
202
Netherlands
212
Greece
The possible security types are:
0
any type
1
stocks and indices
2
options and future options
3
Futures
4
Bonds
5
Forex
(Example 200:1 means all stocks and indices from market 200)
<time>:
The time field specifies the intervals to be exported. It may contain the following the constants:
a
all intervals
w
Weekly
d
Daily
h
Hourly
m
Minutes
It is possible to use more than one interval and multipliers in this field.
(Example d3h20m means daily + 3 hours + 20 minutes)
<output file>:
This field may contain a directory name (with terminating "\") or a complete file name. A file name is
created from the symbol name for each symbol, if a directory is specified (example MSFT.prn
DBKif.prn).
7.1.8 Import
Import PRN format filename,symbolname,interval
Filename
Name of the import file
Symbol name
Name of the symbol
Interval
length of the interval in minutes (Example 1 day = 1440)
Example:
Import PRN Format c:\data\MyData.PRN,USDEx,1440
It is possible to omit the symbol name and the interval, if they are specified in the file:
Example:
Import PRN Format c:\data\MyData.PRN,,
Separators
The program supports SPACE, COMMA and TAB as separators.
There may only be one kind of separator in each line but different lines
can have different separators.
Header lines
Header lines may contain additional information to store more than
one symbol or more than one interval in the same file.
Supported Formats
Symbol Name Example: USDEx
Symbol Name,Interval Example: USDEx,1440
String,Symbol Name
Example: S,USDEx
String,Symbol Name,Interval
Example: S,USDEx,1440
Data lines
Data lines must have the following structure:
[STRING],[SYMBOL],DATE,[TIME],VALUES,VOLUME,
[OPEN INTEREST]
STRING, SYMBOL, TIME, OPEN INTEREST are optional but the order of the fields is important.
STRING
May contain any no numeric values.
SYMBOL
The name of the symbol.
DATE
Possible formats are YYMMDD, YY/MM/DD, YY\\MM\\DD, and YY.MM.DD. A
four digit year number is possible, if the year is at the third position. A ':' is not
allowed as separator. The default order of the fields is year.month.day , but
the program will find the order, if one year value is larger than 31 and one day
value is larger than 12.
TIME
Possible formats are HH:MM:SS (hour, minute, second), HH:MM, HH:MM:SS
AM, and HH:MM PM.
VALUES
Values may consist of 3 or 4 float OPEN,HIGH,LOW,CLOSE
format numbers. The following orders
HIGH,LOW,CLOSE,OPEN
of values are supported:
CLOSE,OPEN,HIGH,LOW
HIGH,LOW,CLOSE
Volume
Volume must be one integer number.
OPEN INTEREST Open Interest must be one integer number.
Some Examples:
960112,23.04,23.12,23.01,23.11,2344
D USDEx 15.07.96 14:00:00 1.7000 1.6923 1.6967 0 0
SP4M 04/28/94 12:33PM 453.550 449.300 450.300 53990
7.1.9 Init
Init Graphic Database
Initializes all Chart database files. All information stored in the Chart
database is lost!
7.1.10 Load
Load ini file
7.1.11 Merge
Merge Graphic Database <filename>
Merges the file into the existing database. Data in the existing data will
not be overwritten, only additional ticks are implemented.
7.1.12 Purge
Purge Graphic Database
Releases unused disk space from the Chart database files.
7.1.13 Rename
Rename Graphic Symbol <old symbol>
To <new Symbol>
Changes the symbol for an existing chart.
7.1.14 Rerequest
Rerequest Graphic
Symbols
Rerequest all
Graphic Symbols
Request all symbols with Charts from the transputer, which have not
responded yet.
Request all symbols with charts from the transputer.
7.1.15 Restore
Restore Graphic
Database
Warning:
Copies all Chart database files from the backup directory to the
working directory.
All Data received after the last backup is going to be lost!
Restore Graphic Market <grg>,<sec>,<interval>,<start date>,<enddate>
Restores longer intervals of chart database for specified georegion,
security type, from the available history of a shorter interval as
specified.
Restore Graphic Symbol
<symbol>
<symbol> can be a single symbol or a * for all charts. This command
will check the chart information. It is checking for the correct order of
ticks and will remove ticks, which are later than current date. The
process will be interrupted after each symbol to process other
commands for the chart database. It may run for several hours for big
chart databases, but the charts will continue updating. The chart
update for the workstations may be several seconds delayed during
this process.
7.1.16 Save
Save Graphic cache
Save ini File
7.1.17 Show
Show Events
Feedserver
Info for <symbol[,field id]>
Show Pipes
Displays Feedserver IP address of the currently used feed server in
the message window
Displays statistical information for the saved history of the requested
symbol in the message window
the internal communication inside the QuoteSpeed Server.
7.1.18 Update
Update Trading Hours
Save Quotes
7.2
The server receives the information about trading hours for new charts
from a file WinData.ini, which is updated via satellite feed. “Update
Trading Hours” applies the actual settings to existing charts. This
command is by default executed once per day through scheduler file.
Applies actual default settings to all existing charts to save Bid/Ask
data in the Tick By Tick interval for Times and Sales Display
Chart Server Database
This menu supports a row of database maintenance dialogs:
7.2.1 Backup Graphic Database
QS Chartserver by default creates a daily backup for the complete history in a scheduled task.
However in some cases an additional full or partial backup might be useful.
It is recommended not to overwrite the default file, but to specify a dedicated filename or path, when
creating a manual backup.
You can either backup the complete history or only a specific period of time:
Backup Previous Days:
To specify the number of days backwards from current date.
Backup Period:
To specify the exact dates and time, when to start.
The backup is always done for all instruments and all intervals. When a selection of instruments is
needed, you may use the export functionality instead. Backup files though are much better
compressed than export files.
7.2.2 Merge Graphic Database
The typical situation, where this functionality is used, is a feed outage. The merge function inserts
additiona ticks into the exisiting history.
You can use this function during open markets as the merge command does not interfere with realtime
updates.
Merge command needs a file with the extension .bck created by another QS Chartserver version 5.0.
Just browse for the file you like to merge and click on open.
7.2.3 Import PRN File
This function imports a prn file created by another QS server with the export function.
PRN files created with older versions can be imported.
Just browse for the file and click on open.
7.2.4 Export PRN File
The export function creates ASCII files from the QuoteSpeed Chart database.
File name
Time
To define a target file name and path.
To specify the time period for which the history should be exported.
Since version 5.0 time fields are supported in addition to date.
Intervals
To select the intervals to export. Only default intervals are supported.
Tick Data intervals are supported starting with QS version 5.0.
Filter
To select instruments by georegion (country) and/or security type
Available symbols
To select instruments by symbol, Multiple selections are supported.
All selected isntruments are displayed under Export Symbols after
clicking on Add or Add All
7.2.4.1.1 Activate Markets
The market activation allows the user to create charts for all symbols of a security type in specific
market. This command may only be executed by a user with administrator rights.
The dialog shows a list of all available markets separated by security types.
Number
Shows the number of known symbols for this category.
To activate / deactivate a market double click the market name and press Apply. You will get a
warning, if disc space is low. Hard Disk space neeed to activate
markets can be enormous and is depending on the markets as well as
the days of history to keep, mainly in tick by tick interval. (All markets
need more than 100 GB per day tick by tick data).
It is recommended to use this feature very careful as the activation of many charts might use system
resources. HDD speed and size is a limiting factor in many cases CPU usage can be in other cases.
A new chart will be created after the next trade of a symbol without existing chart. Even new symbols
are detected by the market activation.
If you deactivate a market, you will get the opportunity to delete the charts created by the market
activation. This will delete only charts from the deactivated category which have been created
automatically. Charts created manually by a user will not be affected.
7.2.4.1.2 Show Symbol
This command opens below screen in order to view and check the saved history at chart server
without or before exporting.
Enter symbol and field ID for the requested chart and then select the interval. If the requested history
contains a lot of data (especially in the tick by tick resolution of very active symbols) it may take a
moment before all data is loaded to the screen.
7.3
Chart Server Settings
From the menu settings some chart database settings can be set
7.3.1
Graphic Tick Start
Specifies the method which is used to calculate the start time of a new tick interval.
Fixed
The interval starts with full time interval. Example: If a stock has a
trade at 9.33 and a trade at 10.46, the hour intervals would start a
9.00 and 10.00.
Trading Session
The intervals start with the start of the trading session. Example: If the
trading session starts at 9.30 for the example above, the hour intervals
would start at 9.30 and 10.30.
with new Trade
The intervals start always with a new trade. Example: The hour
intervals would start at 9.33 and 10.46 for the example above.
7.3.2 Login Enabled
This setting can be used to enable or disable login of QS Servers for maintenance works. Before using
this tool it is recommended to specify a backup Chart Server in the winserv.ini with parameter:
ChartServerIpAddress=192.168.100.59|192.168.100.68
The backup Chart server is inserted with it’s IP Address after the vertical slash. Backup Chart Servers
need their own Dongle and subscription.
7.3.3 Open Interest Chart For Futures
This setting activates a charting of the Open Interest field for all Futures symbols, which are activated
from the moment this feature is set.
7.3.4 Save Quotes
This switch determines whether quotes are saved in the Charts database or not.
To save quote data in Charts database makes them access able through Times&Sales Screen,
however it shortens the history of trade data saved Tick by Tick.
7.3.5 Config Chart Update
QuoteSpeed® Chart Update Service supports creation of new charts and intervals as well as deletion
of Intervals and single Ticks. These functions will need manual interference only in very rare cases.
To change settings in this option you need to be logged in as administrator. The dialog offers following
parameters:
Chart Creation
Enable creation of intervals
Enable creation of charts
Create always a new chart
Enable deletions
Deletion of Intervals
Deletion of Ticks
Disable chart update
completely
Enables creation of intervals over the feed. (Default = ON)
Enables creation of charts over the feed. (Default = ON)
The automatic creation of new charts over the feed will be used only in
very special cases. This switch allows the user to create a new chart
for all symbols updated over the feed. Please use this option with
care, because it will increase the size of the Chart database and may
cause a heavy load to the server. (Default = OFF)
Enables the deletion of intervals over the feed. (Default = ON)
Enables the deletion of ticks over the feed (Default = ON)
The chart update service is completely disabled if this switch is
checked. (Default = OFF)
7.3.5.1.1 Chart Default Settings
Default settings for chart database applicable for all new charts can be set here.
The section Default settings for new charts allows to set the number of days, this interval should be
saved for.
It is possible to set one additional interval.
7.3.6
Chart Server Load Balancing
Chart Server load balancing has been introduced with software versions
Winserver.exe
5.01.13
QSChartServer.exe
5.01.07
for the usage of QuoteSpeed Server and Chart Server within a Server farm (more than 1 server and
chart server with the same subscription set are available within the same network segment).
Within “Winserv.ini file set the parameter
[Network]
ChartServerIpAddress=192.168.100.02|192.168.100.03|192.168.100.04
To include the IP addresses of chart servers, that a QuoteSpeed server may use. Older version of the
server will try to connect to each the addresses one after the other, until the server is able to connect
to a chart server. QS Server will always start with the first address.
The new version of QS Server will use another algorithm, if more than one Chart server address is
available in the list. QS Server will send a direct IP packet to each address in the list. The Chart Server
will answer with an IP packet, which contains the number of servers connected and the CPU usage.
QS server waits for maximum of 10 seconds or until all Chart Servers have answered. If more than
one server has answered, it will take the chart server with the lowest value of:
(NumberOfServers + 1) / (120 – CpuUsage)
QS Server will use the old method to connect to a Chart Server, if no Chart Server has answered. A
Chart Server where “Login Enabled” is unchecked, will not respond to a request from a server.
WinServ.ini:
[Network]
ChartServerIpAddress=192.168.100.02|192.168.100.03|192.168.100.04
ChartServSocket=17159
ChartServIpSocket=17415
ChartServerIpAddress specifies the Chart Servers available for this QS Server.
ChartServSocket is the socket number for the TCP connection between QS Server and Chart Server.
QS Server will send the IP packet for the balancing to socket number ChartServIpSocket in the Chart
Server. The byte order for both socket numbers has to be swapped, to get the network socket
numbers.
QSChartServer.ini
[Network]
ServerChartSocket=0x4307
ServerChartIpSocket=0x4407
The IP and TCP socket for the communication between QS Server and Chart Server are also
available in the Chart Server ini file. The socket numbers must be the same as the socket numbers in
WinServ.ini.

Morningstar QuoteSpeed Server Manual - Real

Transcription

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