QuantOffice Navigator

The Navigator serves as the starting point for QuantOffice, where you can manage system components, such as installing, updating, and removing them. It also offers access to all system applications, user settings, and the trading environment configuration, streamlining the management and operation of the platform.

Launch

To launch Navigator, download and run QuantOffice installer.

Main Screen

The Main screen is what you see when you launch Navigator. There are four tabs on the Main screen: Available, Installed, Homes and Cloud Servers.

Available

In the Available tab, you can view all server and client components that are available for you to install. Here you can also view Deltix News with the latest product builds and access the system documentation.

QuantOffice Server

QuantOffice Server is an integrated environment for the development and back-testing of trading strategies and live-trading. You can install QuantOffice Server both on Linux and Windows machines. Windows installations is currently supported only for local machines and Linux only for cloud installations. In case of Windows setups, QuantOffice Server is installed automatically together with QuantOffice and QuantServer Clients.

QuantOffice Client

QuantOffice Clients can be installed on Windows machines and includes QuantOffice and Trading Console desktop applications. In case of Windows setups, QuantOffice Server is installed automatically together with QuantOffice and QuantServer Clients. Clients can be installed without local a Server component and connect to remote Servers. On Linux machines, clients are installed together with the Server component.

QuantServer Client

QuantServer Client can be installed on Windows machines and includes a desktop application for TimeBase.

Install QuantOffice Server

Install QuantOffice/QuantServer Client

1. Click Install to open a window with Client installation parameters.
2. Leave the default or enter an Installation name and pick the version in the dropdown list.
3. Provide your QuantOffice license key.
4. Select the destination folder in the Installation path.
5. Click Install.

Installed

In the Installed tab, you can find all QuantOffice Server components that you have installed on Windows.

Server

For any of the installed QuantOffice Server components, you can view the local installation folder and a version of the component.

In the component menu, you can access the following resources:

• QuantOffice - click to open a QuantOffice Studio application.
• Trading Console - click to open a Trading Console application.
• Options menu:
  • Update - if there is an update available, click to install it. This button is disabled if there are no updates available for the selected component.
  • Reinstall - click to reinstall the selected server.
  • Remove - click to remove the selected server component from the list.

Clients

For any of the installed QuantOffice/QuantServer Client components, you can view the local installation folder and a version of the component.

In the component menu, you can access the following resources:

• QuantOffice - click to open a QuantOffice Studio application.
• Trading Console - click to open a Trading Console application.
• More menu:
  • Update - if there is an update available, click to install it. This button is disabled if there are no updates available for the selected component.
  • Reinstall - click to reinstall the selected server.
  • Remove - click to remove the selected server component from the list.

Homes

In the Homes tab, you can create dedicated Windows environments with specific components and configurations tailored to a specific QuantOffice Server installation. Each Home is created for a particular QuantOffice Server component installation, and it's possible to create multiple Homes for the same server component, allowing flexibility and customization in managing various trading settings and scenarios.

In the Home panel, you can access the following resources:

• By clicking, Open on a selected Home, you can navigate to the screen with all the components that you have installed in this Home.
• QuantOffice - click to open a QuantOffice Studio application.
• Trading Console - click to open a Trading Console application.
• In the Options menu, you can find links to
  • Switch build version: you can select another QuantOffice Server for this Home.
  • Services: in this menu, you can select the components you want to run and specify their local or remote settings. Note - running components have a green indicator on the Home panel. Refer to All services.
  • Settings: in this menu, you can specify how you want to run specific components (locally or from a remote location) and provide corresponding configurations. Refer to Application Settings.
  • Reinstall: in this menu, you can reinstall the existing Home - refer to the previous section.
  • Remove: use to remove the selected Home from the list and there is an option to remove it from the server as well.

Create Home

Click Add home to invoke the Add Home form. There, you can either select an existing Home or create a new Home. For an existing Home, switch toggle and select the installation path. For a new Home, specify these parameters:

• Installation name - supply the name of the Home (left-hand field) and the QuantOffice Server installation name (right-hand field). Note: Every Home is created for a specific Server component installed. Several Homes can be created for the same Server component.
• Installation path - specify the local installation path.
• Advanced - in this section, in the Features tab, you can select components you want to install from a local or a remote source. Refer to Application Settings.

Components Screen

Click Open for any Home component to invoke this screen. Here you can view and manage all applications of the selected Home environment.

Component Menu

Click Open on any component to navigate to the application UI.

Click Menu icon to access a menu of each component:

• Start - click to launch the selected component.
• Stop - click to stop the selected component.

Background services have a status icon which turns green when the service is ON:

It is recommended to start all the available services to enable a complete set of back-testing and live trading features. For back-testing only, it is enough just to enable a TimeBase component.

Main Menu

• Click Universe Configurator to access this application.
• In the Options menu you can find the following commands:
  • Settings: click to access application settings.
  • User Management: click to access Keycloak Users Panel.
  • Account: click to access Keycloak Account Management Panel.
  • Services: click to access All services panel.
• Click Back to list to return to the Home screen.

Settings

In this menu, you can specify how you want to run specific components (from a remote or a local source) and provide corresponding configurations.

• Select NONE to not install the component.
• Select REMOTE to install the component from a remote source. In this case, click on the components to specify the remote source parameters.
• Select LOCAL to install the component from a local source. In this case, click on the components to specify the local source parameters.

• Load Exchange specific security metadata - when enabled, a specific metadata is loaded from the exchange for each trading instrument. This functionality is used by smart order routing algorithm on crypto setups.
• Enable Access Control - click to enable user access control.

Services

In this menu, you can Start and Stop all services at once or one by one and also access logs for each one of them.

Cloud Servers

In this tab, you can find all Linux servers you have installed.

Add Existing Server

Click Add existing server to connect to the available pre-configured QuantOffice Server components.

Main Menu

In the Cloud Server panel, you can access the following resources:

• By clicking, Open on a selected Cloud Server, you can navigate to the screen with all the components that you have installed in this Cloud Server.
• QuantOffice - click to open a QuantOffice Studio application.
• Trading Console - click to open a Trading Console application.
• In the Options menu, you can find links to
  • Services: in this menu, you can select the components you want to run and specify their local or remote settings. Note - running components have a green indicator on the Home panel. Refer to All services to view a similar functionality for Windows installations.
  • Settings: in this menu, you can specify how you want to run specific components (locally or from a remote location) and provide corresponding configurations. Refer to Application Settings to view a similar functionality for Windows installations.
  • Reinstall: in this menu, you can reinstall the existing Cloud Server.
  • Remove: use to remove the selected Cloud Server from the list and there is an option to remove it from the server as well.
  • Grafana: click to navigate to Grafana dashboard where you can monitor the system. Refer to System Monitoring to learn more.
  • Graylog: click to navigate to Graylog Admin. Refer to Logs to learn more.