in some cases Windows vista/Windows 7 prevent some executable codes from running/executing probably. This happens because of Data Execution Prevention (DEP) this happens in some cases, which means, this does not apply on all machines, the API could work on different machines with the same Operating System..

Snippet from Wikipedia about this:

Data Execution Prevention (DEP) is a security feature that is intended to prevent an application or service from executing code from a non-executable memory region. This helps prevent certain exploits that store code via a buffer overflow, for example. DEP runs in two modes: hardware-enforced DEP for CPUs that can mark memory pages as non-executable, and software-enforced DEP with a limited prevention for CPUs that do not have hardware support. Software-enforced DEP does not protect from execution of code in data pages, but instead from another type of attack (SEH overwrite).

The fix/solution for this case is that we have wrote two patch files for turning on DEP and turning off DEP. This way, you will be able to turn on/off the DEP at anytime you want. You can download those patch files by clicking here.

After turning off the DEP, restart your machine.

You may get more information about DEP by Clicking Here...

In Windows, select Start > Programs > Accessories > Command Prompt. or go to Start > Run > Type cmd. This will give you a window like the one below.

Enter the word tracert, followed by a space, then the domain name. eg: tracert 178.**.***.*** (IPAddress) or tracert hybrid-solutions.com (Website), then press Enter.

The following is a successful traceroute from a home computer in Jordan to hybrid-solutions.com in USA

Firstly it tells you that it's tracing the route to hybrid-solutions.com, tells you the IP address of that domain, and what the maximum number of hubs will be before it times out.

Also it gives information about each router it passes through on the way to its destination.

• 1 is the internet gateway on the network this traceroute was done from (A fiber line in this case)
• 2 is the IP address of the destination (Shows because we are doing a trace route for a website URL)
• 3 is the mada.jo network
• 4 Is also mada.jo
  The rest are all routers on the ISP network (the domain that is the internet gateway out of Jordan) except of 19

And finally, 19 is the network that hosts hybrid-solutions.com

Each of the 3 columns are a response from that router, and how long it took (each hop is tested 3 times). For example, in line 2, the first try took 107ms (107 milliseconds), the second took 143 ms, and the third took 188ms.
Note: If a star * shows, it means that the request could not reach the destination.

This is extremely useful when trying to find out why a website is unreachable, as you will be able to see where the connection fails. If you have a website hosted somewhere, it would be a good idea to do a traceroute to it when it is working, so that when it fails, you can do another traceroute to it (which will probably time out if the website is unreachable) and compare them.
Be aware though, that it will probably take a different route each time, but the networks it passes through will generally be very similar. 
If the example above had continued to time out after line 9, you could suspect that de.above.net was the problem, and not hybrid-solutions.com
If it timed out after line 1, you would know there was a problem connecting to your ISP (in this case you would not be able to access anything on the internet).

It is generally recommended that if you have a website that is unreachable, you should use both the traceroute and ping commands before you contact your ISP to complain. More often than not, there will be nothing to your ISP or hosting company can do about it.

Different Implementation Models for VetexFX Trader

You can use the VertexFX not only for Margin trading, but also for other models like: 

1. Exchanger Implementation model.
2. Jewelry Shop Implementation Model.

Any Exchange/Jewelry Shop can have VertexFX Backoffice at their end in order to create a cash account for their clients with user name and password for each and depositing an amount at this Exchange or Jewelry Shop.

Exchange/Jewelry Shop will use the AMOUNT/OUNCE unit instead of LOT for the contract size where Trader will place a physical amount for doing the Exchange/Jewelry delivery (let’s say BUY 1,000 OUNCE instead of BUY 0.1 LOT).

One more thing, the contract size for cash exchanging is (1) instead of (100,000) for margin trading.

Last thing is that the Initial Margin requirement is also (1) instead of say (1000) as there is no leverage in cash exchanging and the physical metal delivery. Accordingly, client can place his money Exchange/Metal orders online by determining the amount he needs.

Follow the next steps for Exchanger Implementation: 

1. UNIT configuration:
You need to define a new unit on your system, and you will name it let say AMOUNT. To create new units follow these steps:

• Login to the Backoffice and from the main menu go to System Options and choose the Configuration tab.
• Click on the Amount Unit button, then a small window will appear to you, right click on it and choose new unit.
• On the first blank name the unit with AMOUNT, and set the factor to be one, then press OK, also re-login to the system.

2. Amount Unit type:
 After you define the Amount Unit, be sure on the cash Symbols Settings from the General Tab that the Amount Unit is set to Amount.

3. Contract Size:
From the Calculation set the contact size to be one.

4. Initial Margin:

• Now from the Accounts Tree, right click on the top node and choose Parameters then Edit Parameters.
• A small window will appear to you, go to the Symbols tab and from the drop down list choose the parameter “Initial Margin”.
• Multi select your cash symbols and right click choose Edit Selected.
• Set the amount to be (1), and click on the override option and press Submit then OK.

5. Create account:
In the End you will start creating clients on your accounts tree and assign accounts to them so they will start trading. 

• New Client

When you need to open a new account for a new customer at first, you got to create a new client on the system, and that's by going to the accounts tree at first, press right click on the point of the tree that you want place this new client - choose the New option - select Client.  This window will appear for you:

On this window, you will decide from the two check boxes on the top, the type of this Client (Read Only, Show as demo client). After that, you fill all information about your client on the empty blanks, press Submit. Then you will find this new client created on your accounts tree.

• New Account:

After client creation, you may create for him an Account(s). To do that, select the desired account - New - Account, and this window will appear to you: 

1. From this window you can see three options on the top, where you may apply any of them on the created account.
2. From the Initial Balance blank, you can enter the starting balance for this client so he can start trading on the system. 
3. After you finish press on the Submit button, and the account will be created with the information that you set for that client. 

Now the clients can start trading using the Exchanger Implementation model.

Follow the next steps for Jewelry Shop Implementation:

1. UNIT configuration: 

You will need to define a new unit on your system, and you will name it let say OUNCE. To create new units follow these steps:

• Login to the Backoffice and from the main menu go to System Options and choose the Configuration Tab.
• Click on the Amount Unit button, then a small window will appear to you, right click on it and choose new unit.
• On the first blank name the unit with OUNCE, and set the factor to be one, then press OK, also re-login to the system.

2. Amount Unit type:
After you define the Amount Unit, be sure on the cash Symbols Settings from the General Tab that the Amount Unit is set to OUNCE.

3. Contract Size:
From the Calculation set the contact size to be one.

4. Initial Margin:

• Now from the Accounts Tree, right click on the top node and choose Parameters the Edit Parameters.
• A small window will appear to you, go to the Symbols tab and from the drop down list choose the parameter “Initial Margin”.
• Multi select you metal cash symbols and right click choose Edit Selected.
• Set the amount to be one, and click on the override option and press Submit then OK.

5. Create account:
In the End you will start creating clients on your accounts tree and assign accounts to them so they will start trading.

Now the clients can start trading using the Jewelry Shop Implementation model.

• Company status: Active or not active company
   
• Client Type: is what is your system Plan, SE1, SE2, EE, White Label or Partner
   
• Parent Company: if your Type is White Label, it shows who the WL provider is
   
• Technical status: Indicates your current technical status in terms of how much your system is stable at the time being.
   
• Accounting Status: Your current Account Stability means you have closed all your due invoices and you can get served for your subscribed services as usual. If NOT-STABLE this means you have overdue invoices and you need to closed them ASAP in order to pass your orders.
   
• Managerial Status: Indicates that you have no contract breaching situation and you are working normally according to the agreed terms.
   
• VAD's: shows your available VAD's within your system.
   
• System Services: Shows your subscribed monthly services (Server, Tech support, System Updates). In case your accounting status is not stable you may get some of your services suspended.
   
• Number of White Labels: show how many Active WL you have now.
   
• My Account manager info: You can contact him/her for any management/sales issue

1-VertexFX APIs development kit including:

     a-    The Client API link

     b-    The Client API Documentation

     c-    The Back office API link

     d-    The Back office API

     e-    The Currency Server API Link

     f-     The Currency Server API Documentation

2-The BackOffice Demo will be valid as long as we have a partnership agreement.

3- Technical Support provided by registering your Company development members in our Forum http://www.hybrid-solutions.com/forum/forumdisplay.php?35-VertexFX-API-Forum

4- You can add your plugins and market them at our ISV plugin area http://www.hybrid-solutions.com/plugins.html using your account issued for you as ISV partner.

The ISV Partner Will be added to our ISV page http://www.hybrid-solutions.com/isv-connect.html on our website after having vertexFX product announced on their website. 

Hybrid Solution will introduce you as our ISV partner and connect any of our customers requesting new VertexFX plugin's to be developed according to your deal with him directly, which is your win part of this program. 

When you start your business on VertexFx System, you will need to create (Clients, Accounts, Groups and Offices). To create any of these options, you need to go to the Navigator Window and open the account's tree and press right click on any desired group that you want to place what you are going to create, and this window will appear to you:

Then, you go to the New option, you will see four sub options to create (Client, Account, Group and Office).

New Client

When you want to open a new account for a new customer at first, you got to create a new client on the system, and that's by going to the account's tree at first, and press right click on the point of the tree that you want place this new client - choose the New option - select Client. This window will appear for you:

On this window, you will decide from the two check boxes on the top, the type of this Client (Read Only). After that, you fill all information about your client on the empty blanks, press Submit. Then you will find this new client created on your accounts tree.

• Read Only: This option allows you to prevent your client from trading, and makes this client as limited profile, just monitoring client's open account and market watch.

See Video Tutorial

After client creation, you may create for him an Account(s). To do that, select the desired account press right click and choose New then Account, and this window will appear to you:

From this window you can see three options on the top, where you may apply any of them on the created account:

• Locked: by this option, the account will be locked and will disable the client from any trades, a warning message appears when the client tries to make a transaction (please contact your administrator).
• Demo Account: by this option, the account will be as a trial one and can work without confirmation from the BackOffice (i.e., the client who owns this account will be able to trade and his positions will not reach the chatting screen of the BackOffice) and all his transactions will not appear in the reports.
• Do not liquidate: by this option, the account will not be liquidated even if this account reached the liquidation point.

1. You can choose form the first drop down list the type of the account (either Normal Account or Coverage Account). For normal end user trader, you have to use normal account, and for your coverage account (That will be used with the VertexFX Bridge system) you have to create coverage account, that represents the account you cover with, please note that you have to make manual position inside this account (coverage account) to reflect the positions in the floating status screen.

If you are using Vertexfx Bridge risk management all your covered position will be created automatically inside this account and your floating status will be balanced with all your client's position and your coverage account.

2. From the Initial Balance blank, you can enter the starting balance for this client so he can start trading on the system.

3. The Account ID blank: from here, you can enter the account ID manually if you don’t want it to be generated automatically. Otherwise, keep it Auto Select.

4. In the bottom of this window, you can see the two radio buttons, and those are for the time that you desire to create the account:

5. If you choose the Now option, the account will be created after you press Submit.

6. You can also define this account in a certain time/date by choosing the User define time/ date.

7. After you finish press on the Submit button, and the account will be created with the information that you set for that client.

See Video Tutorial

New Group

In Vertexfx system, the dealer is able to create a group and place some clients inside this group, the reason for creating this group is if the dealer has a group of clients and they have something in common with each other and this group admin wants to manage this client's account using client terminal application.

The group is logical group for your tree and your business management, you can make a group

In order to create a new group, from the Navigator Window go to the Accounts Tree and press Right Click then choose New then Group and this window will appear to you:

From this window, you will fill all the blanks with the information about this group, and then press Submit. Also, you will be able to create new clients inside it or transfer the clients to this group.

See Video Tutorial

The Office is such as the Group, but the differences here:

• The office represents an IB (introduce broker).

• The other difference is that you can create an account for the office. In order to create a new office, from the Navigator Window go to the Accounts Tree press Right Click and choose New then Office and a window as the following picture will appear to you:

Note: you can use client terminal application to connect using office or group login info to control your group's or office's client (There is no need to give Backoffice application to your group admin).

You can notice from the picture that there are three check boxes on the top of it, and their use as the following:

1. Demo Office: means that this office will be as a trail and can work without the confirmation of the BO.

2. Read Only: means that the office can only take a look at his tree and clients, but can’t do any transaction.

3. White Labeled: means that the office has it's own system (as sub system).

After you fill all the blanks with the information about this office, and after pressing Submit, you will be able to create new clients inside it or transfer the clients to this office.

See Video Tutorial

Sometimes, the dealer will need to edit some of the Office/Client information. To make any editing transaction on the accounts tree, just make right click on the desired Office/Client and choose Edit and you will see the two options: “Edit Account” and “Edit Office/Client”. As it is showing in the following picture:

•  Edit Account: When you select Edit then Edit Account, this window will appear to you:

From here, you can edit any information about this account, and after you finish press on the Submit button to save the changes.

For more information please check VertexFX News Server API help article:
http://www.hybrid-solutions.com/support/index.php?/Knowledgebase/Article/View/3397

Hybrid Solutions is pleased to announce the new patch of VertexFX 10.1.13, with the following new features and solved bugs:

New Features:

Client:

• Enabling Customization for the tool bars and save the state for the tool bars according to your settings.
• Adding a new top message bar to show the important information about the order, when it is accepted/rejected/cancelled...etc.
• Enabling  the Crosshairs on Tick Chart for easy reading of ticks’ info.
• Adding Heikin Ashi Price Style.
• Enhancing the resizing of the dockable windows, by showing the (Splitter Tracker) instead of real time resize, this will increase performance while resizing windows..

• Enabling Customization for the tool bars and save the state for the tool bars according to your settings.
• Adding a new top message bar to show the important information about the order, when it is accepted/rejected/cancelled...etc.
• Enabling the Crosshairs on Tick Chart for easy reading of ticks’ info.
• Adding Heikin Ashi Price Style.
• Enhancing the resizing of the dockable windows, by showing the (Splitter Tracker) instead of real time resize,, this will increase performance while resizing windows.
• Enhancing Reports forms saving data will save your previous settings during the same session.

VTL:

• Adding more VTL Functions.
• Merging MACD with MACD Histogram, so both indicators will be added using MACD function.
• Adding Signal Line to the Relative Strength Index.
• Adding more functions to VTL (iWMAOnArray, iBandsOnArray, iSMAOnArray).

• Enhancing the default look, to give more size to the Editor Section.
• Save/Load previous state of the VTL Editor when closing and opening it again.
• Ask before delete Script, Code, Group.

Client:

• Crash on chart when enabling chart shift and resize the chart to be too small.
• Fixing the moving of news ticker by allowing the scroll until the beginning of news, not more, which was causing a blank area with no use.
• preventing drawing the chart from the hot key (F8) if the market watch is not selected, it will draw only if you select a symbol in market watch and press (F8), but if the market watch is not focused (activated), it will not draw the symbol's chart.
• Preventing the chart to be drawn more than 20 times at the same time, in order to increase system performance, so you cannot open more than 20 charts at the same time.
• Solving run time error (9) when load all mails button clicked while no account/dealer selected.
• Fixing Edit Indicator settings for MACD and Relative Strength Index when added using VTL.
• Solving the default filled lots in the one click screen when closing position, by removing the thousands (,) to be accepted value by default.

• Solving run time error (9) when load all mails button clicked while no account/dealer selected.
• Preventing the chart to be drawn more than 20 times at the same time, in order to increase system performance, so you cannot open more than 20 charts at the same time.
• preventing drawing the chart from the hot key (F8) if the market watch is not selected, it will draw only if you select a symbol in market watch and press (F8), but if the market watch is not focused (activated), it will not draw the symbol's chart.
• Fixing the moving of news ticker by allowing the scroll until the beginning of news, not more, which was causing a blank area with no use.
• Crash on chart when enabling chart shift and resize the chart to be too small.
• Adding load all mails button for the Backoffice.
• Solving the default filled lots in the one click screen when closing position, by removing the thousands (,) to be accepted value by default.
• Solving run time error (9) for the View Settings form in the reports section, if you show this form for a report, then changed the report, then press OK it gave error, now the View Settings will be updated with the new columns...
• Fixing the Drag/Drop and moving the clients/dealers problem while scrolling on the tree, and enhancing it...
• Solving a case for the initial margin parameter, where the default value shown as (-1) instead of the real value by default.
• Enhancing report form to save last entered value.
  

VTL:

• Fixing MACD Parameters Passing.

VTL Editor:

VertexFX News Server API is an ActiveX DLL Component Object Model (COM) control that is supported in more development environments. Our ActiveX control and sample applications plug into all popular development environments. 

When using VertexFX News Server API you can integrate an external news provider and fetch the news with your VertexFX terminals and to be reflected by any data changes in your system.

How To Use VertexFX News API

All what you have to do for start sending the News from any provider is to reference the {VertexFX News API} DLL, then define Object of type

VertexfxNewsSvrAPI .CVertexfxNewsSvr and to set the following properties of server Username, Password, Port and Initialize Point that is used in VertexFX Gateway to connect to your news server and start receiving news, after that call the following method StartServer( ), and finally you can send the news through SendNews method. 

News Server API Index: 

Back to Home Index

Hybrid Solutions is pleased to announce the new release of VertexFx Currency Server Version 10.1.1 which has several new features and functions that make prices broadcasting and filtering with it more precise and effective; we have taken our customer suggestions and notes into consideration; the conclusion of that is a new version which has the following features:

• Ability to add multiple users Login info to the same VertexFX Currency Server, each user can login one session at a time, in this option you can add more than one username to connect to this Currency Server, instead of having one username for all users.
• Adding a default filtration to avoid broadcasting prices when Bid is bigger than Ask.
• Increase its capacity "Number of added symbols" from 250 to 500 symbols.

To set Arabic letters to your login information over VetretxFX platform, you need at first to set on your PC the “Current language for non-Unicode programs” to Arabic language. This can be done by the following steps:

• From the Start Window go to the Control Panel and open the “Region and Language”.

• A small window will appear as the following image, go to the Administrative tab and press on “Change system locale…”

• Another small window will appear, select the Arabic language from the drop down list.
• After you choose the Arabic language press OK and restart your PC.

When you run your PC again, you will be able to create a demo account in VertexFX client terminal using Arabic letters and your demo account name will be showing in the top of the client terminal.

But if you are using a real account in VertexFX client terminal, you will need to contact your dealing room and they have to do the same steps on the “Regional and Language” then they will be able to reset you login information using Arabic letters.

If your server exceeds this limit, we recommend you to route some of these online sessions to another server to balance your online servers sessions between these servers.

VertexFX Web trader has its own stand alone login page, that is used to login to your trading account. What if you want to have your own login page, with your unique design, and may be to be within your website main page, instead of being stand alone page.

However, we provide VertexFX Web Trader login page template, that you can improve as you want in your website.

Basically, to use a login Web template you should change urlStr and urlDefaultPageStr variables in the sample below to the corresponding server host.

You should call Login method to be authenticated before enter to web Trader. The below sample illustrates how you can develop custom login page

Sample

Related Topics

• VertexFX Web Trader
• VertexFX WCF Service

Back to VertexFX Help Index

Back to Home Index

Scalping in Forex Trading

What is scalping?
Forex scalping is a trading strategy in which the trader makes dozens or even hundreds of trades daily, looking to capture a few pips per trade. Generally, scalpers stay in trades for less than a minute, bolting as soon as their position captures a few pips. Simply, scalping is a procedure by which one makes a trade with the goal of only making a couple of points. Basically scalping is profiting from small moves in the market. A scalper trader will only stay in the market for seconds to minutes at a time. Forex scalping is the art of using high leverage and a large number of short term trades to make a steady profit. Usually, only 1 to 10 pips are targeted for each trade. Trading is done on the major currencies. The majority of intraday scalpers tend to be futures players, meaning they profit from small moves in the market.

A scalper intends to take as many small profits as possible, not allowing them to evaporate. Such an approach is the opposite of the "let your profits run" mindset, which attempts to optimize positive trading results by increasing the size of winning trades while letting others reverse. Scalping achieves results by increasing the number of winning trades and sacrificing the size of the wins. It's not uncommon for a trader of a longer time frame to achieve positive results by winning only half or even less of his or her trades - it's just that the wins are much bigger than the losses. A successful scalper, however, will have a much higher ratio of winning trades versus losing ones while keeping profits roughly equal to or slightly higher than losses. Practically any trading system, based on particular setups, can be used for the purposes of scalping. In this regard, scalping can be seen as a kind of method of risk management.

Scalping Requirements 

• Price spreads and commissions to be as low as possible in order to reduce the cost of doing business to a realistic proportion of turnover.
• Data provision (Broadcasted prices) and execution must be fast.
• Adequate liquidity and a sufficiently large capital base in order to make the small targets and time spent monetarily worthwhile.

The Advantages of Scalping

• Very effective method of using capital with minimal risk per trade.
• High percentage win rate.
• Scalping is suitable for the impatient trader who is prepared to devote a lot of time and continuous focus to the market.
• Event risk is small as the scalper will usually be almost certain of a fill at the chosen exit point even if conditions suddenly change.

The Disadvantages of Scalping:                                                                                                                                                                                             

• Scalping is intense, draining, and demands a lot of screen time. Accurate timing is vital.                                          
  
• Higher cost per unit of profit than longer term strategies.
• Scalping requires complex knowledge of market structure and order flow.
• Scalping can be very stressful and is not suitable for spread betting.
• Scalping fee of $1 per Mini Lot (10,000 base currencies) applies. Relative fee applies.
• Minimum trade fee of $1 applies.
  

The following are useful parameters that can assist managing scalping trading:

• Change the spread and commission, where increasing the cost of making trades, cause   longer time to close a position. Reducing the cost by low spread and low commission will attract scalpers to make trades with a broker.
• Enable the option to stop trading on symbols after price stopped in a specific seconds from the backoffice.
• As fast execution will attract scalpers you can use auto broker option but after assuring that the data feed is very fast and stable or use the VertexFX Smart Dealer application, with fast responding setting. Alternatively, putting manual broker or a delay in responding at smart dealer will reduce scalping performance.
• Increasing the 'Minimum amount per deal" parameter will reduce scalping and reducing this parameter will make it easier to attract it.
• Monitor your feed prices all the times and keep it filtered to avoid any wrong quotes.

• Lack of providing correct KYC documents.
• Unclear or wrong company Logo and contact info which most of the time requires repackaging again and this is time consuming for both of us.
• Requesting single white label and not having WL distribution agreement where you keep negotiate for the single WL each time while it has a fixed pricing, and processing a Single WL invoice takes time unlike the Bulk white labels one.
• Signing the White label contract with mixed information or signatures.

In order to speed up processing the white label with its best as of 1-2 days at maximum, make sure to do the following:

1. Get your bulk WL distribution agreement with its credit now and save your time discussing the white label offer each time.
2. Fill the white label contract with the correct information and each party on it's specified spaces to avoid sending you the contract again, as contract with mixed details will not be accepted.
3. Order your WL with the following KYC documents directly (Company certificate and/or ID, driving license) and supply us with these document with the white label contract.
4. Company clear information with forwarding verification email from your WL domain directly. Your WL logo should be clear with the requested sizes; 55×55 (Setup Image, PNG) and 32×32 (Desktop ICON) and 80×80 (Help about image, PNG) And sent as source file AI, PSD

We appreciate your cooperation with us to assure serving you with our finest services and at the earliest.

Back to Hybrid-Solutions home page

Disable UAC on Windows Vista:

• Open up Control Panel, and type in “UAC” into the search box. You’ll see a link for “Turn User Account Control (UAC) on or off”: 

• On the next screen you should uncheck the box for “Use User Account Control (UAC)”, and then click on the OK button.

• You’ll need to reboot your computer before the changes take effect.

Disable UAC on Windows 7

• Windows 7 makes it much easier to deal with UAC settings, just type UAC into the start menu or Control Panel search box.

• Drag the slider down, to the "Never notify me" level.


• You’ll need to reboot your computer before the changes take effect.
• Please note that this option will effect on the other application since it is general windows configurations.
  

Related Topics:

• Logon and Connecting to the system.

This article will explain to you how the market order life cycle works in VertexFX system, depending on VertexFX VADS applications which are used within VertexFX system.

When the client place a market order using VertexFX (Client Platform, e-Broker, Web Trader or Mobile Trader) this order will pass through the following cycle:

1. If you set the Auto Broker in the VertexFX Backoffice to be ON then the order will be accepted with no need for dealing room confirmation. Otherwise the order will be sent to the Chatting Screen.
    
2. If you set the Auto Broker from the VertexFX Backoffice to be OFF for all your system or for specifice group/ office or client, then the order will be sent to the Chatting Screen, and will be handled through one of the following approaches:
   • If the order receives to the VertexFX Backoffice chatting screen:
     The dealers of the dealing room will accept, re- quote or reject the order.
   • If the order receives to the VertexFX Smart Dealer chatting screen:
     The order will be accepted or re- quoted depending on the set rules of the Smart Dealer application.
   • If the order receives to the VertexFX  Bridge chatting screen:
     Here the order will be treated depending on the Bridge Rules. If the Bridge Rules don’t cover this order then the order will be rejected, and if the Bridge Rules cover this order then the order will be waiting for the Liquidity Provider action so the order will be treated as Bridge Rules settings.
     - If your LP re- quote your position the bridge will re-quote your client's order depends in your bridge configuration, and if you set your symbols to be not re-quotable, the system will not ask your client for this re-quote "slippage" and your system will give your client that position with the re-quoted price.
     - If your LP re-quote your position the bridge will re-quote your client's order depends in your bridge configuration, and if you set your symbols to be Re- quotable the system will ask your client for this re-quoted price to accept it or reject it.
   
   
   

Contract Name	Contract Size	Direct/In-Direct	Division/Multiplication	Pip Location	Reference price
AUD/CAD	100000	DIRECT	MULTIPLICATION	0.0001	USD/CAD
AUD/CHF	100000	DIRECT	DIVISION	0.0001	USD
AUD/JPY	100000	DIRECT	DIVISION	0.01	USD/JPY
AUD/NZD	100000	DIRECT	MULTIPLICATION	0.0001	NZD/USD
AUD/USD	100000	DIRECT	DIVISION	0.0001	USD
AUD-FUTURE	100000	DIRECT	MULTIPLICATION	0.0001	USD
AUD-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
CAD/JPY	100000	DIRECT	DIVISION	0.01	USD/JPY
CAD-FUTURE	100000	DIRECT	MULTIPLICATION	0.0001	USD
CAD-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
CHF/JPY	100000	DIRECT	DIVISION	0.01	USD/JPY
CHF-FUTURE	125000	DIRECT	DIVISION	0.0001	USD
CHF-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
COCOA	10	DIRECT	DIVISION	0.01	USD
COFFE	375	DIRECT	DIVISION	0.01	USD
COPPER	25000	DIRECT	MULTIPLICATION	0.0001	USD
COPPER MCX	1000	DIRECT	MULTIPLICATION	0.01	USD
CORN	50	DIRECT	DIVISION	0.01	USD
COTTON	500	DIRECT	MULTIPLICATION	0.01	USD
CRUDE OIL	1000	DIRECT	DIVISION	0.01	USD
CRUDE OIL MCX	100	DIRECT	DIVISION	1	USD
CRUDE OIL-MINI	1000	DIRECT	MULTIPLICATION	0.01	USD
DOW JONES	10	DIRECT	MULTIPLICATION	1	USD
DOW-MINI	5	DIRECT	MULTIPLICATION	1	USD
DX-FUTURE	1000	DIRECT	DIVISION	0.01	USD
EUR/AUD	100000	DIRECT	MULTIPLICATION	0.0001	AUD/USD
EUR/CAD	100000	DIRECT	MULTIPLICATION	0.0001	USD
EUR/CHF	100000	DIRECT	MULTIPLICATION	0.0001	USD
EUR/GBP	100000	DIRECT	MULTIPLICATION	0.0001	GPB/USD
EUR/JPY	1000	DIRECT	MULTIPLICATION	0.01	USD
EUR/USD	100000	DIRECT	DIVISION	0.0001	USD
EUR-FUTURE	125000	DIRECT	MULTIPLICATION	0.0001	USD
EUR-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
GBP/AUD	100000	DIRECT	MULTIPLICATION	0.0001	AUD/USD
GBP/CAD	100000	DIRECT	MULTIPLICATION	0.0001	USD/CAD
GBP/CHF	100000	DIRECT	MULTIPLICATION	0.0001	USD
GBP/JPY	100000	DIRECT	DIVISION	0.01	USD/JPY
GBP/NZD	100000	DIRECT	MULTIPLICATION	0.0001	NZD/USD
GBP/USD	100000	DIRECT	DIVISION	0.0001	USD
GBP-FUTURE	62500	DIRECT	MULTIPLICATION	0.0001	USD
GBP-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
GOLD	100	DIRECT	DIVISION	0.01	USD
GOLD MCX	100	DIRECT	DIVISION	1	USD
JPY-FUTURE	125000	DIRECT	DIVISION	0.0001	USD
JPY-MINI	100000	DIRECT	MULTIPLICATION	0.0001	USD
LEAD MCX	5000	DIRECT	DIVISION	0.01	USD
NATURAL GAS	10000	DIRECT	DIVISION	0.001	USD
NASDAQ	100	DIRECT	DIVISION	0.01	USD
NASDAQ-MINI	50	DIRECT	MULTIPLICATION	0.01	USD
NZD/JPY	100000	DIRECT	DIVISION	0.01	NZD/JPY
NZD/USD	100000	DIRECT	DIVISION	0.0001	USD
NZD-FUTURE	100000	DIRECT	DIVISION	0.0001	USD
PALLADIUM	100	DIRECT	DIVISION	0.01	USD
PLATINUM	50	DIRECT	DIVISION	0.01	USD
S&P 500	500	DIRECT	DIVISION	0.01	USD
S&P-MINI	50	DIRECT	MULTIPLICATION	0.01	USD
SOY BEAN	50	DIRECT	MULTIPLICATION	0.01	USD
SUGAR	1124	DIRECT	MULTIPLICATION	0.01	USD
SILVER	5000	DIRECT	DIVISION	0.001	USD
SILVER MCX	30	DIRECT	DIVISION	1	USD
USD/CAD	100000	DIRECT	DIVISION	0.0001	USD/CAD
USD/CHF	100000	DIRECT	DIVISION	0.0001	USD/CHF
USD/JPY	100000	DIRECT	DIVISION	0.01	USD/JPY
XAG	5000	DIRECT	DIVISION	0.001	USD
XAG-FUTURE	5000	DIRECT	MULTIPLICATION	0.001	USD
XAG-MINI	5000	DIRECT	MULTIPLICATION	0.01	USD
XAU	100	DIRECT	DIVISION	0.01	USD
XAU-FUTURE	100	DIRECT	DIVISION	0.01	USD
XAU-MINI	100	DIRECT	MULTIPLICATION	0.01	USD
WHEAT-FUTURE	50	DIRECT	MULTIPLICATION	0.01	USD
YM-MINI	10	DIRECT	MULTIPLICATION	1	USD
ZINC MCX	5000	DIRECT	DIVISION	0.01	USD

 

Back to Edit Symbol

In the VertexFx Currency Server there is no log file to check from the transactions that happens on this application. But you can know if someone is connecting to your currency server from the session number on the left bottom of the currency server application, as it’s showing in the following picture:

As you can see there are 4 sessions connected to this currency server, which means 4 systems are using this currency server. If your system is the only one connecting to your currency server the connected session should be 1. 

If you felt that there are unknown connections to your currency server, you can change the Username and/or Password of the currency server by performing the following steps:

• Access the feed servers and go to VertexFX Currency Server from the Tools menu then select Settings and go to Login tab and change the Username and Password then press Save Settings.
• From the Backoffice go to Tools menu and select Options then Select Data Feeds tab after that right click on the feeds "that you had changed the Username and Password for them" and select Edit Feed then retype the new username and password that you had set it for the VertexFX Currency Server then press OK.

Note:

If you are providing your Currency Server 10 connection to many VertexFX providers, you can set a separate username and password for each provider. This can be done by adding ## after the username that you are using and following it by the username that you want to give it to the provider, also for the password add ## the password that you are using and following it by the password that you want to give it to the provider.

For example you are using the Username/ Password CUR/ CUR1234, and you want to give some VertexFX provider a Username/ Password to connect to your currency server let say it will be PROCUR/ PROCUR1234. 

In the Username blank type: CUR## PROCUR
And in the Password blank type: CUR1234## PROCUR1234

 
Related Topics:

• VertexFX Currency Server

In order to take a backup for your symbols configuration from your server to your local PC so that you can save it at your side to be used later in emergency cases or use it in another feed server to avoid any situations that may affect feed's server.

1- Access your server and open the following path:
C:\Program Files\VertexFX Currency Server

2- Take the “Manage” file and save it in your side. To save any folder at your side, it is preferred to compress that folder and this by right clicking this folder, then select “send to” then select “compressed (zipped) folder” --> this folder will be compressed at the same path.

3- After that you need to save this folder at your local PC from your server… For any assistance in that, check this link: Copy files from server using RDP

What does the "Free Margin" mean?

The Free Margin also called effective margin, which equals Equity + Margin Requirement; it means how many lots of a certain currency can a client buy with the money he actually own at the current time.

Related Topics:

• Trade Panel

What is the difference between White Label cancellation and suspension?

The Differences between canceling the white label and suspension

White label cancellation is preferred to be informed before the startup of a new quarter to make sure no invoices will be issued on it and must clear the past dues on it. Technically it means that Only White Label configuration has been canceled and the office will be shown as normal IB office. Note that all its data and users are kept as is without changing.

Requesting reactivating the old canceled server requires a new white label order with new setup and takes from 2-3 working hours.

On the other side, suspension white label is temporary action considered as a support for our customers to settle their financial issues with their white label clients. No cancellation process is performed, only stopping the white label for 2-3 days after coordinating with the mother company owner in which the white label owner will have no access to, and could be reactivated within one hour after making sure the accounting status is stable again.

Backoffice side:

To change the time zone in the Backoffice side you will need to change the GMT offset of the dealer as the following steps:

• After you login to the Backoofice go to the Dealers Tree from the Navigator Window.
• Right click on the desired dealer and choose "Edit".

• In the "GMT offset" area click on button to change the offset.

• In the end choose the desired offset that belongs to the dealer country, then press OK and Submit.

Client side:

• Right click on the desired Client/Office from the Navigator Window and choose "Parameter" the "Edit Parameter".

• Go to the General tab and double click on the GMT offset area.

• Click on the override button and insert the desired GMT offset for the client/office.

• Press Submit and OK.

You can track accounts that are in a critical status (Margin call) which are close to be liquidated using the maintenance margin call report.

To configure it on the Backoffice check the following steps:

1. First you have to set the maintenance margin amount from the Accounts Parameters.

• If you want to configure this for your entire accounts, right click on the top of you accounts tree and choose parameters then edit parameters.

• A window for the parameters will appear, and from the Symbols tab choose the Maintenance Margin Call option from the drop down list.
• Select the desired symbols and right click, edit selected.
• From the small window that will appear choose the override option and set the amount (40000 to a certain symbol as example).
  

• The press Submit and OK. 

2. Then from the reports tab right click and choose the Maintenance Margin Call report.

3. The following window will appear, and select the group or node from the accounts tree.

4. Now if your accounts margin level reached less than the maintenance margin for the certain symbol, this account will appear in the Maintenance Margin Call report.

1- You have to open a ticket using an e-mail from your company domain (ex: a@XXX.com)

2- Send this ticket to this e-mail: installation@hybrid-solution.com

3- In the ticket mention your company name and you request to change the SMS sender ID,

Example:

Dear Sir,

We are the XXX Company, and we request from you to change the SMS Sender ID from VertexFX to XXX.

Thanks

4- After the requested e-mail will receive, the request will be forwarded to the SMS Provider and they will change the SMS ID.

How can I know the average price of my open position net trades?

To know the average price of net traded amounts for selected client's option position, select the account your need to see its Net Trade Panel, so go to the net trade tab in client terminal (or backoffice terminal) and you will find it under the average open price column.

For example you have two different feed applications (lets say feed A and Feed B), and got two groups on your accounts tree (lets say Group1 and Group2), each group is assumed to get prices from different feed provider.

Sine the VertexFX system can connect to only one data feed at a time, and you want to apply the previous scenario, you will have to do the following:

1- From the server side:

• Install the two feed applications and define each symbol on the currency server to be distinguished from each feed application, (for example let's say the EURUSD is defined to read the prices from the Feed A, and the EURUSD1 defined to read the prices from Feed B).
• After that you will be sure that all symbols are defined on the Currency Server properly and all rates are moving, you will need to go to the backoffice and configure the symbols. 

2- From the Backoffice end:

• Define a data feed on the Backoffice which will connect to the currency server of your server.
• Define all symbols with different names in the Symbols settings, according to the feed applications symbols. (Let’s say the EURUSD is defined to read the prices from the Feed A, and the EURUSD1 defined to read the prices from Feed B).
• Create dealers for each group, and each dealer will have the privileges over the symbol of one feed provider. (let's say Dealer1 have privilege on Group1 will see the EURUSD which read the prices from the Feed A, and Dealer2 have privilege on Group2 will see the EURUSD1 which read the  prices from Feed B).
• From the accounts tree, set the visibility of the symbols for each group, so each group will see different symbols according to the different feed application. (Let’s say Group1 will see the EURUSD, and Group2 will see the EURUSD1).

And so on, each group will connect to a separate feed application with separate dealers and symbols.

How to create 2 logins or more for one group in the client terminal.

You can do that by creating more than one group and transfer the group to be a sub groups, and each group will have an independent username and password.

Example:

- I will create the first group and name it lets say "GroupA" then set the UN/PW for this group lets say "B1".

- Inside the "Group A" create a second group, let’s say "Group B" which contain many accounts, and set the UN/PW for this group "B2".

- So in this way the two users B1 and B2 can see all the accounts inside the GroupB when they use the client terminal.

And if I want to create more users for this group, I will need to create more sub groups inside each other and assign login info for each group.

Related Topics:

• Navigator Window

If you create a group of privileges on your system using the Demo dealer then your Admin dealer will not be able to see this group.

That’s because the Admin and Demo dealer have different level of privileges power over their accounts tree, so Admin dealer have privileges only on the real accounts, and the Demo dealer have privilege only on the demo account.

This means that the Admin and Demo dealers have independent privileges on their own accounts tree, and Dealers with authentication on different tree nodes on the same levels cannot see each other’s.

Related Topics:

• Dealers Tree Options

When you face this case check the following:

• The DDE links (Dynamic Data Exchange) of your own data feed application may stop working for some reason, so access your server remotely which contain your feed application, and close the feed application and the excel "sheet if you got one", then re-open them again. You will notice that the prices start to move again on the Currency Server application. This is a DDE to Windows conflict might happen sometimes and not related to VertexFX system.
  If the prices still not moving make sure from the correct sources, otherwise contact your feed provider.
  
• After you make sure that the rates are moving properly on the server side, and the rates still not moving on the Backoffice and Clients platform, check about the Symbols Settings on the Backoffice. Make sure that the symbols are used and the trading time open that time, and also check from the sources should be as the same names on the Currency server of each non moving symbol.
  
• If the prices still not moving please be sure which feed you are connecting now, go to System Options then Data Feed tab and check the Currency Servers area, one of the data feeds should be connected to your currency server with green line, if not right click on your data feed and choose connect.

In VertexFX system you can generate a report for a specific client, by right clicking on the Report Panel and choose the "Net trading - Symbol" report.

Then choose the desired client/group/office on the tree while you still opening the (Net trading - Symbol) window → you will notice that the name of the selected node appearing on its title bar.

After that specify the required interval of time and click the button "Report" . To have a detailed report as HTML report right click on the tab and choose Report.

The only reason if a money transactions for a specific account does not appear in the reports, is because the selected account is a Demo account and while the system does not show money transactions for Demo accounts you'll not be able to view that. 

Note also for the “Initial Balance” it will not show up in the transactions reports and it will show in the statement of the accounts.

1-      Individual Introducing: Forwarding partnership program, please visit http://www.hybrid-solutions.com/sales/forwarder-program.html 

2-      Corporate reselling: Distributor partnership program, please visit  http://www.hybrid-solutions.com/sales/distributor-program.html

If you are interested in a white label only, you can contact any of the white label providers announced on our website and get the deal from them directly through this link http://www.hybrid-solutions.com/sales/white-label-providers.html

Yes sure, but note that the Technical Support service will be delivered for the VertexFX System related issues and not for the server hardware or OS issues. Server monitoring and support should be done by the VertexFX customer himself. Still VertexFX can be monitored at our monitoring system but cannot make any action for the Server Down cases

You need to consider the optimum server structure for the best performance as in http://www.hybrid-solutions.com/platform/what-is-vertexfx/trading-platform-structure/96.html

1-   Server Hosting

2-   Technical Support 24/6

3-   System Updates

The upgrading can be done upon your request by paying the difference between the edition selected and the existing one, and passing your system to the installation department to configure the new system user's capacity. Read more about System Editions http://www.hybrid-solutions.com/sales/sales-plans.html

To transfer files from your PC to a server, follow these steps:

• Open the Remote Desktop connection (Start --> Run --> Type mstsc)
• After you enter the server IP, press on the Options button.
• And check from the local resources tab from the options, you will see the “More” button option.
  
  
  

• Press it and choose desired driver from there then ok and then connect to the server.
  
   

• And after accessing the server you can copy the desired file from your PC to your sever.

The leverage is the percentage of initial margin referenced to the contract size.

So if you want to set the leverage 1:400 do the following:

• From the Symbols Setting double click on the desired symbol and from the Calculation Tab set Contract size = 100000 (Fixed number).
• Go the desired Client Parameters from the Navigator Window under the Accounts Tree and set the Initial Margin = 250

100000/250 = 400 so the leverage will be 1:400

1. At first close the excel sheet if exist, after saving it to avoid deletion of recently added symbols.
2. Secondly, Close the feed application it self, also with saving it to keep the recently added settings, if exist.
3. Run the feed application again, and wait till it connected.
4. Run the Excel sheet, then you will be asked to make an update, confirm the update, then you will see that all prices will move again.

In order to avoid such case, you have to have backup feed and set the auto switching between them. In this case, you system will detect if a feed had stopped working completely and will automatically switched to the backup feed after certain number of seconds you define. You can read about "Backup feed"

You can any time freely access your server and do the modifications you like at the server clock (minutes or hours), but we always advise you to make the modifications at the server time in the weekends so that you don’t affect the time at the chart or any of the reports on the system.

Note that you have to set your platform time the same as your server's so you get the same time at your platform and your market watch.

Generally you can also read more about standard platform structure from http://www.hybrid-solutions.com/platform/what-is-vertexfx/trading-platform-structure.html

How to setup the VertexFX Bridge:

Important to install the vertex bridge successfully you have to download .NET Framework version 2 first then follow up the steps.

• You have to download the setup file from your download area or by clicking here.
• After installing the setup file, you will find the shortcut on your desktop, run the application and to configure the setting please follow these steps:

1. From main menu --> tools --> login, you will find the BO login for the dealer who has privilege on the coverage tree you want to cover it on the liquidity provider(s), type it.
2. tools --> login --> liquidity provider list --> right click--> add new client, then place the LP informations then submit.
3. Right click on your LP --> associate symbols then pickup the symbols you want to let your clients to trade using it.
4. Edit the coverage Tree Parameter "Auto broker if amount < ..." to "Always off"
5. Edit the LP client parameter "Auto broker if amount < ..." to "Always on" : this option at the LP side
6. At the backoffice --> Tools--> Option-- > Auto broker --> Conditional Auto broker (from Parameter)
7. Then Configure the options at the bridge platform side. (depend on your business)
8. Enable the bridge chatting.

And these are the main steps to setup the bridge platform (installation and configuration).

Note: you can download the .net framework version 2 by clicking here.

Related Topics:

• VertexFX Bridge Help Index

Hybrid Solutions believes that risk management option is not a dividable part of a full Forex Trading solution, so the development cycle started to develop one of the best risk management solutions for Market makers and liquidity providers.

You do not need to worry any more from your customers daily risk performance, or even your risk manager's efficiency, just through the risk, or a part of it, and be at the safe side.

With VertexFX Risk Management Bridges, this is all possible and more, you will be able to make a onetime configuration, and it will do the rest for you.

VertexFX Risk Management Bridge is software to connect VertexFX software together, for clearing purposes, with the ability to connect to some global exchanges after some certain customizations, using FIX protocol in order to work in an STP (Straight Through Processing) model rather than OTC (Over The Counter) one.

With the One-to-One and Rule Based coverage options, you can manage your risk to cover everything with Zero Risk, but lower profit, or to cover a share and leave some risk for having more profitable investment, this tuning you can do at the VertexFX Risk Management Bridges to make your business the most perfect to perform.

You will need to use VertexFX Risk Management Bridges while your business is growing, risk grows whenever the business grows. VertexFX Risk Management bridges help your business reach the high stakes with no or less risk, while holding some risk is one of the main key features for some creative businesses. VertexFX Risk management bridges allows this creativity window, also if you like risk and want to hold some, you can use the VertexFX Risk Management Bridge, on the rule based option to tune the risk as you need.

From the structure of the VertexFX Risk Management bridges working, you can see that you are safe and profiting most of the time, either at the One-to-One clearing strategy, or using the Rule Based clearing option; the bridge will select the best deal for you from the list of liquidity providers you have. With multiple clearing strategies (One-To-One, and Rule Based), symbol based parameters sittings, best deal selection, multiplied liquidity provider connectivity, deal waiting timer, multiple rules for one symbol, FIX connectivity, you will not think twice before using the VertexFX Risk Management Bridge.

When a new order reaches bridge chatting, bridge will check coverage clients and get the best Vertex coverage client depending on the prices (the client has the minimum price for buy orders and the maximum price for sell orders) and using the same criteria to get the best FIX coverage client, then it will get the best from these both clients (liquidity providers).

These new features working on One-to-One and Rule Based covering using bridge conditions (Market -> cover with better price, cover with better or equal price and always cover, Limit -> cover with better price , cover with better or equal price and always cover.

The main feature in this version is that you can cover with FIX clients and you can filter clients to have the best one.

Login screen has new look now, since we can connect to infinite number of clients, our login screen has clients list. 

Now you can add clients by right click on the list view in the login screen and click add new client (you can add new Vertex client and add new FIX client).

By right click on any client on the list you can (connect, disconnect, edit client info and you can add and delete clients). Symbols association is per client now because every client has its own different symbols associated with BO symbols.

When you right click on a client -> associate symbols you will have client association window for the selected client. This window allows you to delete and add symbols for a particular client. 

Bridge will only check for clients associate the order symbol (for example if the order is for EUR/USD and client1 does not associate this symbol, then client1 will not be in the bridge calculations to cover, the time client1 associate this symbol it will be included).

Options screen has new look as you can see in figure 6, the first tab allows you to set coverage market and limit options for one-to-one clearing and you have the check box (always cover on liquidation it will cover regardless of the option you have checked).

Rule based coverage option tab show the list of symbols, since you can set rules per symbol. Symbols rule attributes shown in this list (clearing type, rules count, last coverage time and percent).

You can right click on any record, edit or add new rule for the symbol, and you can edit rule type.

Configuration tab allows you to set the waiting time to cover (set the period of time to cover the received order), and allows you to select the BO coverage account (which is a must in order to reflect all covered positions at the liquidity provider side into this BO account for the net floating status screen calculations).

The following is an example of how the bridge handles new order (order opened by one of the BackOffice accounts): 

First of all, you have to connect bridge clients and enable chatting. The Status bar shows the number of connected Vertex and FIX clients. 

Then you have to associate symbols for all of the connected clients:

-bridgeclient1->EUR/USD-bridgeclient2->”EUR/USD and USD/CHF 

-hybridsolutions->EUR/USD

Now bridge will handle any position opened by one of the BackOffice accounts for example: if a new buy position USD/CHF of amount 1 lot opened by one of the BackOffice accounts requested at 1.0337.

Bridge will go on the following procedure:

• Check for market coverage options (on our case it is always covered).
• Check for the symbol association (associate or not for every client in the clients list).
• Check for the symbol coverage type (whether it is one-to-one or Rule Based). 
• Filter all Vertex clients and get the best client depending on the price.
• Filter all FIX clients and get the best client (if there is a FIX client associate this symbol) depending on the price.

On our case, there is only one client associate USD/CHF (BridgeClient2), the position covered by client BridgeClient2 and accepted at 1.0337.

Let us create a new buy position EUR/USE of amount 1. (Note that EUR/USD associated on the 3 connected clients).

Using the same procedure, bridge will filter Vertex and FIX client’s prices and cover on the best client depending on the price.

VertexFX new bridge is reading online and instantly the market data from ASE through their private data protocol and using the API. Besides, it can reflect trades to their side using the FIX protocol. Having that setup, the broker can have multi-liquidity providers to his VertexFX platform for both FOREX and local stocks and each product can be reflected to his associated exchange or bank online. Read more about VertexFX Bridge.

Now we are going to give you represent for you how this technology works in details:

• First of all you will need to get a second server in different geographic location and set it for the backup technology, and it’s preferred that this server will be set not in the same domain or area where the main server is found. (Let's say that the main server is in US, then set the Backup Server in UK).

• This backup server should have the same specifications of the main server or with higher specifications, and operating system should be Windows Server32 Bit as the main server.

• Since the installation department receive the server and get an access on it, they will start preparing the needed application for the Online Backup.

• For sure when preparing the backup server it must be done on weekends (when the market is close) because while the preparation procedure we will need to turn off all the system applications of the main server (to avoid any business down effect) and export all the data from your main server to the Online backup server.

• After turning off the system applications on the main server, and exporting the data from the database then we will transfer the backup files and import it in the database of the backup server, so the database on the both servers will have the same data.

• Then the installation department technical’s will install the backup mirroring applications on the both servers (Main, Backup Servers), and there are two applications:

1. Client Online Backup which will be run on the main server.

2. Server Online Backup which will be run on the backup server.

Take a look on the following images:

Client Online Backup:

Server Online Backup:

• You can notice that on the bottom right of the Online Backup Server application that there is a green light beside the DB which means that the application is connected to the database, and if it is not connected it will turn to red light and will reflect on the monitoring system.

• The monitor option is connected to the monitoring system in VertexFX support center and if the online backup is disconnected it will show immediately to the monitoring system and the technical engineer will access the server and handle it.

• After running the online backup server applications on the both side, we will go back to the main server and run the main applications of the system, and the mirroring system will be working now.

• Now when the market opens all the transactions will be mirrored to the backup server, and all the transactions will be reflected on the database of each server.

Switching the connection of the client and backoffice terminals to the online backup server:

After setting all the configuration of the online backup, and in case the main server became down:

1. The technical support will wait for confirmation to start switching procedure to the online backup server, or the client can access his online backup server and do it from his side.

2. He has to turn off the online backup application, then run the main system applications which will be found also on the online backup server.

3. All what is needed now is to contact all the clients and dealers and inform them to connect the system using the backup server which will be found on the login screen.

•  After inserting the username/ password, and selecting to connect to the Backup server from the Server blank, and click on login button and you will connect to the system using the backup server successfully.

• Now to return the system to be connected using the main server again, we have to be sure that the main server is stable and it is safe to connect to it properly, and there is no issues on the server that will not affect on the system.

• Then the installation department will wait till the weekend and export the data from the database of the backup server and import it again to the database of the main server, and apply the same steps of preparing the backup server.

• It is recommended that the feed application must be configured on a separate server, so in case the main server became down the prices of the symbols will not stop after connecting to the backup server.

It is preferred to compress that folder by right clicking on this folder, then select “send to”, then select “compressed (zipped) folder”, this folder will be compressed at the same path.

You have 2 options to get this compressed file at your local PC:

1. Copy this file from your server using RDP and paste it in your local PC "Not recommended" since it will hang your server if this file has a big size.
2. We recommend using download feature from the server, since it is faster than copying and pasting the required file. You can do it by:

Find the following folder “wwwroot” at the following path:

C:\Inetpub\wwwroot

Every file saved at the previous path is able to be downloaded through any browser.

•  Copy the compressed file from its path to this new path "C:\Inetpub\wwwroot”, so your file is ready to be downloaded any where you want simply by download it.
• To download the required file, please use the following link

http://Your Server IP Address /filename.zip

For example if your IP Address is xx.xx.xx.xx and file name is File.zip, then the link should be "case sensitive":

http://xx.xx.xx.xx /File.zip

• Write the correct link at your browser, then the file will be downloaded immediately, and then you can save it at your PC.

DELETE OR SECURE THIS FILE FROM THE SERVER (at wwwroot folder) AFTER DOWNLOADING IT, SINCE IT CAN BE DOWNLOADED FROM OTHER USERS.

White Label is a Subsystem that runs as a part of your tree where you can manage all its dealers and so their corresponding privileges and all about their security settings. Follow the coming instructions for the white label settings:

Creating a dealer for the White label

After you get the white label system for sure before delivering it to your white label you will need to create for them a dealer so they can login to the white label Backoffice. So follow up the next steps to create a new dealer for your new white label:

• Login to your Backoffice using the Admin dealer and open the dealer’s tree.
• You will find dealers department for the white labels is already created, you can start by creating a new group of dealers inside this department.
• So press right click and choose the option New and select the option Group.

• A small window for creating a dealers group will open for you so fill it with the desired details and set the account tree privilege to the new white label by selecting the white label from the accounts tree.

• After you create the new group for the white label dealers, now you can create a new dealer for this white label.
• So press right click on this new group and choose New and then select Dealer.

• Now a new small window will open for you to fill it with the new white label dealer details.
• So fill the required fields and you will notice the by default the account tree privilege will be set the new white label accounts tree.

• By creating the new dealer you can witness it in the dealer’s tree inside the white label dealers group.
  

Editing Dealer privileges 

• But note before you provide the login information for this dealer to you new white label you should fix the privileges of this dealer.
• As it is known that the white label dealer don’t have privileges on any option in the System Options.
• So press right click on the top of the while label dealers department and choose Edit Parameters.

• A small window will appear so from the privileges tab set the privileges of the System Option to be override and false. 
• And so on all the dealers inside the white label dealers department will inherit only the privileges with true value. 

White Label Quotes

Do not use your Admin Dealer for Managing your Clients Quotes because the Admin Dealer have full privilege to see the whole tree including White Label offices. We advise you to create a new dealer with only privilege on your real tree without White Label offices to manage the clients quotes. So none of the White Label quotes will go to your Backoffice. And if you are logged in with the Admin Dealer close the Chatting screen to avoid receiving white label quotes.

Floating & Settled Status

Now for the floating and steeled status managing it can be easily done from your tree just right click on the node you want to see its Status whether its Floating or Settled. You can get your tree status by right click on the real office with out taking the White Label office status in consideration.

Below are some more explanations about one of the general competitive features of VertexFX Trader, which is its high level of transparency in trading .

VertexFX is classified as one of the most transparent trading systems where a client can trade easily and transparently with his dealing room, without the fear of any non-transparent actions. VertexFX development policy is running to fulfill the international Financial Authorities requirements as FSA and NFA. Before the development of any new option in VertexFX, there is a thorough inspection and revision by our development management team to those regulation authorities’ documentations in order to be approved, before progressing with the development of this new option.

Forex Online Trading is very sensitive business. Due to this sensitivity, we took seriously the development mission for VertexFX Trader to be a transparent one. If a new option is planned to be developed, it gets reviewed carefully and finally developed, only if it’s not affecting the transparent relation between the Trader and the Dealing room BackOffice. However, taking transparency into consideration during the development process, does not mean losing control from the BackOffice side. Many examples can be mentioned, and below you can see some of them:

Disconnecting a Trader from the Server

Sometimes dealers ask how may I disconnect a client from trading? If the system allows disconnecting this client this means preventing him from trading. If that was made on purpose, then a message should be displayed to the trader that this was made on purpose by the dealing room and he should contact his dealer to know why. This is the fair relation between both parties according to the FSA regulations. That’s what VertexFX does. It does not allow disconnecting a client without informing him. (this is excluding the technical networking problems that may take place at the client or server side which may disconnect him accidentally)

Quote Generation

Instruments’ quotes are international data and are not allowed to be generated by VertexFX Trader after feeding the system by a certain data feed. One may ask what should I do if my system faced data feed disconnection and I need to change data manually to avoid the feed disconnection? We say VertexFX Trader allows multi data feed connection and the company should invest into getting more than one feed to avoid such a case and connect to the other feed in case if one feed faced some problems. Therefore, we do not allow generating or changing market watch data after feeding it from data feed source.

Charting Data Modifications

VertexFX is storing quotes that feed it into its charting system and do not allow modifying these data or deleting them.

Deleting An Account

VertexFX does not allow deleting accounts that have money transactions. Instead they can be moved to history server for history purposes.

System Company Renaming

VertexFX does not allow renaming the company name with which it was initially configured. If a company changes its name, a new system can be prepared for it, and the client need to re-install this new system. This way the client will clearly see the changes in the company's name and wouldn’t face the situation of logging into his system and seeing a totally different company name on it.

The above points are some examples in addition to many others, that are already being taken into consideration during the development cycle and are continuously reviewed, in order to be transparent as much as possible.

Multi-Level Symbol settings
VertexFX Trader activated the Multi-Level Symbol Settings with the VertexFX 10 Version, from which you can edit all your symbols using multi-leveled tree manners, add symbols groups, and manage your symbols inside these groups, edit group, or edit multiple symbols, transfer symbols, and all these features are all available with a great easy interface.

Related Topics:

• Symbols Settings
• Navigator Window

You can check all versions deatils from time to time to know "what's new" from this link http://www.hybrid-solutions.com/forum/forumdisplay.php?26-Release-Notes

Where to find Web Trader and Mobile Trader users log?

The Web Trader users activity are not logged in the Backoffice log system. You may find the log information in the Web Server Log by accessing your server and going to the following path:

C:\WebServerLog

You will find detailed log of all activities in the above mentioned folder.