Quotestream™ Wireless

Quotestream™ Wireless
Quotestream™ Wireless
Installation and Upgrade Guide
www.quotestream.com
All contents copyright © 2004 QuoteMedia, Inc.
All rights reserved.
www.quotemedia.com
Quotestream™ Wireless
Installation and Upgrade Guide
Table of Contents
Table of Contents ............................................................................................................................ 2
Overview.......................................................................................................................................... 3
About this Guide.......................................................................................................................... 3
Requirements - What Do I Need? ................................................................................................... 3
What Handheld Devices does Quotestream™ Wireless work on? ............................................ 3
With What Wireless Carriers is Quotestream™ Wireless compatible?...................................... 3
What about other Devices and Wireless Carriers? .................................................................... 3
Do I need a BlackBerry Enterprise Environment?...................................................................... 3
Do I need to install anything onto my Desktop? ......................................................................... 3
New Users Installing Quotestream™ for the First Time.................................................................. 4
Install using OTA Installation....................................................................................................... 4
Step 1 – Open Your Browser .................................................................................................. 4
Step 2 – Enter the Download URL.......................................................................................... 4
Step 3 –Download and Installation of Quotestream™ Wireless............................................. 4
Step 4 – Quotestream™ Wireless installation complete ........................................................ 5
Step 5 – What do I do Next?................................................................................................... 5
Installation using the BlackBerry Desktop Manager........................................................................ 5
Step 1 – Download the Installation files ...................................................................................... 5
Step 2 – Using the Desktop Manager ......................................................................................... 5
Step 3 - Installation ...................................................................................................................... 6
Step 4 – What to do Next? .......................................................................................................... 6
Using Quotestream™ Wireless for the First Time........................................................................... 6
Select Your Wireless Carrier (Part 1).......................................................................................... 6
Wireless Tip 1.............................................................................................................................. 7
Select Your Wireless Carrier (Part 2).......................................................................................... 7
Wireless Tip 2.............................................................................................................................. 7
Allow Network Calls..................................................................................................................... 8
Upgrading your Quotestream™ Wireless Software ........................................................................ 8
How Do I Upgrade?..................................................................................................................... 8
When Should I Upgrade? ............................................................................................................ 8
Removing Quotestream™ Wireless ................................................................................................ 9
Did You Install via OTA? ............................................................................................................. 9
Did You Install via Desktop Manager .......................................................................................... 9
Support .......................................................................................................................................... 10
FAQ - Frequently Asked Questions .......................................................................................... 10
Contact Us................................................................................................................................. 11
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
Overview
About this Guide
This guide deals with the initial installation and future upgrades of Quotestream™ Wireless. This
guide also includes instructions on how to install via Over-The-Air using your BlackBerry Browser
or via the Desktop USB connection in conjunction with your Desktop BlackBerry Manager. We
advise you to install Quotestream™ Over-The-Air whenever possible for ease of automated
upgrades on your BlackBerry device. Please remember whichever method you choose to do your
installation (Over-The-Air or Desktop), as you must then continue upgrading in the same manner
that you have installed.
Requirements - What Do I Need?
What Handheld Devices does Quotestream™ Wireless work on?
Quotestream™ Wireless is currently able to run on the following handheld devices:
BlackBerry 7100t
BlackBerry 7730
BlackBerry 7750
BlackBerry 7780
BlackBerry 7510
BlackBerry 7230
BlackBerry 7280
More devices will soon be added to this list.
With What Wireless Carriers is Quotestream™ Wireless compatible?
Quotestream™ Wireless is compatible with the following carriers:
AT&T Wireless
Bell Mobility
Cingular
Nextel
Rogers AT&T Canada
Telus Mobility
T-Mobile
More carriers will soon be added to this list.
What about other Devices and Wireless Carriers?
Quotemedia is in the process of expanding Quotestream™ Wireless services to allow for use with
several additional handheld devices and wireless carriers. Please visit
http://www.quotestream.com for up-to-date information on new platform releases.
Do I need a BlackBerry Enterprise Environment?
No, you do not need a BlackBerry Enterprise Environment. If you choose to run the
Quotestream™ Wireless in a BlackBerry enterprise environment, Quotestream™ Wireless will
function. There are some minor issues when switching your primary settings from an Enterprise
user to a non-enterprise user. Please refer to the Using Quotestream™ Wireless in an Enterprise
Environment section.
Do I need to install anything onto my Desktop?
If you are installing Quotestream™ Wireless using a USB connection you will need to have your
BlackBerry Desktop Manager software installed on your desktop. This software usually comes
bundled with your purchase of the BlackBerry device. If you do not have this software, please
visit your wireless carrier’s web site or the BlackBerry Desktop manager download area located
at:
http://www.BlackBerry .com/products/software/desktop/index.shtml
It may be necessary to contact your wireless carrier’s customer helpdesk for further assistance.
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
New Users Installing Quotestream™ for the First Time
There are two ways to install Quotestream™ Wireless; one method is called OTA (Over-The-Air)
installation. The other method is to install Quotestream™ Wireless with your BlackBerry Desktop
Manager from your desktop.
Install using OTA Installation
Step 1 – Open Your Browser
Close all applications and go to the main start icon screen.
Invoke the Browser icon (highlighted with the blue circle in the image below).
Step 2 – Enter the Download URL
Select “Go To” from the Menu and type the following:
http://www.quotestream.com/downloads/bb/qs.jad
Step 3 –Download and Installation of Quotestream™ Wireless
You will now see a download page, select DOWNLOAD to begin the download.
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
Step 4 – Quotestream™ Wireless installation complete
If you have successfully installed Quotestream™ Wireless application you will now see the
Quotestream™ icon on your main icon menu screen as shown below.
Step 5 – What do I do Next?
If this is your first time using Quotestream™ Wireless please refer to the section label Using
Quotestream™ for the first time.
If you are having troubles downloading Quotestream™ Wireless, please refer to the section
labeled FAQ - Frequently Ask Questions under the main heading called Support. If you are still
having troubles please contact QuoteMedia Support.
Installation using the BlackBerry Desktop Manager
Step 1 – Download the Installation files
Please visit http://www.quotestream.com and login to the system. Click on the link labeled
“Wireless”. Near the bottom of that page you will see the appropriate files to download to your
desktop. You will see file names similar to the following:
qs.alx
Quotestream.cod
QSLibrary.cod
* Note: The names of these files may not match exactly to the names of the files you will be
downloading but the extensions will be the same.
Step 2 – Using the Desktop Manager
Attach the USB cable to your desktop computer and the firewire connection to your BlackBerry
unit.
Start the BlackBerry Desktop Manager.
Highlight the icon labeled “Application Loader”, then press the add button which allows you to
browse for the installation files you downloaded in Step 1. Look for the file with the extension .alx.
For example, in the above Step 1 sample, the file you would be searching for would be qs.alx.
Now, scroll down and find the check box with the label Quotestream. Check that checkbox and
all the Quotestream™ associated checkboxes.
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Quotestream™ Wireless
Installation and Upgrade Guide
Step 3 - Installation
Now press “Next >” and Quotestream™ Wireless will be installed on your BlackBerry. This may
take anywhere from a few seconds to a few minutes. Do NOT turn the unit off during the
installation/upgrade of your software.
Step 4 – What to do Next?
If this is your first time using Quotestream™ Wireless please refer to the section called Using
Quotestream™ for the first time.
If you are having troubles installing the Quotestream™ Wireless application, please refer to the
subsection called FAQ - Frequently Ask Questions. If you are still having troubles please contact
QuoteMedia Support at http://support.quotemedia.com .
Using Quotestream™ Wireless for the First Time
Ensure that you have network connectivity.
Please refer to FAQ – Frequently Asked Questions section for more information.
Select Your Wireless Carrier (Part 1)
After the Quotestream™ Wireless introduction
screen disappears; you will be prompted to
select your wireless carrier. This is the
company you subscribe to for your wireless
DATA service.
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
Wireless Tip 1
Upon selecting your wireless carrier, you will
now see a tip explaining what the next options
available to you are.
The tip says, “On the next page you will see
two options. Please select if you are on
a corporate IT server (BlackBerry Enterprise
Server), or not.”
Select Your Wireless Carrier (Part 2)
Now select the type of connection you’re a
making. If you and IT corporate user please
select Connect to Enterprise Server.
If you are a consumer please select Connect
Directly to [Your-Carrier-Name]
Wireless Tip 2
On your first Logon or Registration, you will be
prompted to “allow this connection.”
First, scroll down and check the 2 boxes with
your space bar. Then click allow this
connection. Refer to the section ALLOW
NETWORK CALLS below for more information.
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Quotestream™ Wireless
Installation and Upgrade Guide
Allow Network Calls
Now you are ready to create a new Quotestream™ Wireless account or login in with an existing
account. If this is your first time using Quotestream™ Wireless you will be prompted with the
following message:
The Application Quotestream™ Wireless has requested an http connection to
app.quotemedia.com
…and below that a second message stating:
Don’t ask this again for:
Scroll down to the bottom and highlight (1) http
connections and press the spacebar; you will now
notice the checkbox will contain a check mark. Now
highlight http connections to
app.quotemedia.com and press the space bar to
place a check mark in the supplied box. Now scroll
back to the top and highlight (2) Allow this
Connection and press the scroll wheel to continue
with Quotestream™ Wireless
*Note: This message prompts to confirm that you
allow network connections. Depending on your data subscription with your wireless carrier you
may be charged for data transmissions.
Upgrading your Quotestream™ Wireless Software
To ensure best results when upgrading Quotestream™ Wireless, please use the same method of
installation to prevent possible file corruption.
For example, if you installed using the Desktop Manager then you need to use your Desktop
Manager to upgrade Quotestream™ Wireless.
Likewise if you installed via OTA you need to upgrade using OTA.
How Do I Upgrade?
If you installed via OTA please follow the instruction in Install with OTA section. The previous
version will be over written.
If you installed via BlackBerry Desktop Manager it is best if you uninstall/remove the currently
installed BlackBerry Desktop Manager from your desktop. Afterwards using the links provided at
http://www.quotestream.com you can use the BlackBerry Desktop Manager to install the latest
version of Quotestream™ Wireless.
When Should I Upgrade?
Quotestream™ Wireless will prompt you when a new version is released, it is your decision to
upgrade or not. However, by choosing to not to upgrade, it is possible Quotestream™ Wireless
may not be running at 100% efficiency and accuracy. It is always recommend to upgrade when
an upgrade is available.
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
Removing Quotestream™ Wireless
Did You Install via OTA?
If you did an OTA install, you will need to access the Options icon (the wrench):
From Options:
Scroll to Applications where you will see a list
of installed programs.
From that menu you can delete the
Quotestream™ Wireless application.
Did You Install via Desktop Manager
If you installed Quotestream™ Wireless with your BlackBerry Desktop Manager, follow the same
steps described in Install using the BlackBerry Desktop Manager section. Instead of checking the
boxes relating to Quotestream™ Wireless, uncheck all of the boxes related to Quotestream™
Wireless to uninstall the application.
www.quotestream.com
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Quotestream™ Wireless
Installation and Upgrade Guide
Support
FAQ - Frequently Asked Questions
1: How do I change my Quotestream™ account from Delayed to Real-Time Data?
A: Via a PC, please visit http://www.quotestream.com and login with your existing account
information. Login to your account manager and follow the online instructions.
2: What if I don’t have a Quotestream™ Wireless account?
A: To register an account, select the NEW USER option from the LOGIN menu screen on your
BlackBerry device. After a successful registration you may use the Quotestream™ wireless for a
trial period of 30 days. After the 30 days you will be prompted to upgrade your account to delayed
mode, Real Time Level I, or Real Time Level I & II
3: What if I forget my login info?
A: You may retrieve your username and password either from a PC or from your wireless device.
From your wireless device, simply select the Lost Password menu item from the Login screen.
Or, on a PC go to http://www.quotestream.com and use the lost password retrieval link. Enter the
email address you used when you signed up for your Quotestream™ Wireless account. Your
username and password will be emailed to you.
4. How do I manage my Quotestream™ Wireless account?
Please log into your account from http://www.quotestream.com and you will be able to manage
such things as: Personal Information, Upgrade to Real-Time, Change Your Password, Help and
Support, Terms of Use, Billing Inquiries, Cancel Your Subscription, Access Exchange Agreement
and Launch Quotestream™ Desktop.
5: How do I know if I am in Real Time with the Quotestream™ Wireless?
A: On your Quotestream™ Wireless main portfolio screen, beside your equities you will see a
green R image that designates Real Time. If you are in delayed mode it will show a blue D image.
6: What if I can’t connect to the Quotestream™ Wireless server?
A: Please check if your network connectivity is enabled for your mobile device.
7: My network connectivity is enabled but I still cannot connect to the Quotestream™
server. What now?
A: You may be in a poor receptive area that is not adequate to receive network data. If this is not
the case please contact your wireless carrier for more information regarding your wireless
network.
8: What is Level II?
A: NASDAQ Level II data displays each Market Maker's bid and ask for a security. Both sides of
the level II are ranked in order of price. The bid side (left side) places the highest price a Market
Maker is willing to buy a security. On the opposite side is the ask montage. They represent the
least amount of money a Market Maker is willing to sell stock. Color coding is to help show price
changes.
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Quotestream™ Wireless
Installation and Upgrade Guide
9: How do I let my friends know about the Quotestream™ Wireless?
A: By using the Tell a Friend feature built into the Quotestream™ Wireless software, you can
send the Quotestream™ application to your friends via email. To use the Tell a Friend feature
login to your Quotestream™ account and, from the MAIN MENU, select Tell a Friend. Input your
friend’s email address and you are done!
10: How do I get the latest version of the Quotestream™ Wireless software?
A: From the MAIN MENU select USER MAINTENANCE. From the next screen, select UPDATE
QUOTESTREAM. The update will take up to a few minutes to complete. It is important that you
do not power off the unit while you are upgrading the Quotestream™ Wireless software until the
entire upgrade is complete.
11: What does it mean when I receive an error message that says I am breaking an internal
Firewall IT policy?
A: This occurs if you have used Quotestream™ in a non-enterprise environment then attempt to
use Quotestream™ Wireless in an enterprise environment.
To solve this problem you have 2 options.
Option number one is to use your Desktop Manager to re-install your BlackBerry Handheld
software. It is recommended that you backup any data you do not want to lose first. Now you
should be able to use Quotestream™ Wireless once more.
The second option is to have your IT administrators to set the IT Policy to allow for a Split pipe
connection in their respective IT policies.
12: How Do I know I am in an Enterprise Environment?
A: If your internet access and email is provided by a wireless carrier, such as AT&T, Nextel,
Cingular or some other wireless carrier, you are not connected to an enterprise environment.
If your email is directly connected to your corporate email, or if you know your Internet is proxy
provided (directly by your organization), then you are in enterprise environment.
If you are still unsure please check with your wireless carrier and if your BlackBerry is provided by
your company you may want to check with your IT administrators.
Contact Us
For further assistance with installing, upgrading and/or using Quotestream™ Wireless please
contact us at http://support.quotemedia.com with a regular desktop browser.
Rev.003 11-09-2004
www.quotestream.com
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