Installation and Step Instructions:

1. Assuming you have installed RealTick, you will need to be running version 7.7 or higher.  If not, go to www.RealTick.com and update your RealTick software.  For PC Quote - Canada RealTick users go to the link in bold at the top of this page.  If you need help with your RealTick application update/installation call: 800.997.9630. 
2. Send an email to toolkitsupport@taltrade.com including your Name, RealTick Username and Domain (Username@Domain) in the body of the email.  You will need to wait for email confirmation of your TAL Toolkit permissioning from RealTick before the SortWizard will operate properly.  Confirmations are manually processed Monday through Friday.  If you have not received confirmation within 4 hours or have trouble with the TAL Toolkit permissioning call Toolkit support at: 888.523.6672.
3. Complete TAL Toolkit survey: http://www.taltrade.com/externals/survey/signin.asp.
4. Download the SortWizard application installation file.  Save the file in location of your choice.
5. From the folder in which the application software was saved, double click on the "sw2_.......exe" file.  This will install the SortWizard, configure it to your RealTick installation and add a SortWizard shortcut icon to your desktop.
6. Reboot your computer.
7. Start up the SortWizard by clicking on the shortcut on your desktop.  You will first get an error message.  Click "OK".  Then the SortWizard Server Setup dialog box will come up that looks like this:
   
   
    
8. Filling in the blanks for that window is easy.  Locate the email your received that supplied you with this page link.  You should save this information for use with a second computer or if you need to rebuild you current system.  Look for the line << SortWizard Server Setup Information >>.  Just below that is your setup information that begins with "UN=" and ends with "DI=10xx".  Highlight all the server setup information.  Right click and select "Copy" or press the "CRTL" and then the "C" key.  Now click the "Insert Server Setup Information" button on the Server Setup window (the button above black arrow in the image above).  That should have inserted all the information into the Setup window's blank fields.
9. Click the "OK" on the Setup window.  If you are asked if you want to search your system for SortWizard documents - answer "Yes".  Answering "Yes" will automatically find all the SortWizard searches installed on your computer and build a customized file browser for you in the back ground.  You should now be logging into the SortWizard server.  
10. Once that you have gone through this procedure upon initial installation, you will not have to repeat this procedure when your subscription is started or renewed.  At that time just restart the SortWizard after you receive the Setup subscription or renewal email.
11. Now we need to check to see if you are on the latest version.  Go to Help and About in the SortWizard's menu bar and compare the version number there to the version found on this link.  If the update is a newer version follow the instructions at that link to update.  Make sure you close the SortWizard prior to updating.
12. Once the SortWizard has started up it will Open up to a Default search.  The first time you run a search in a new session, you will see "Receiving Data" in the status bar of the open search.  It will take some time for the SortWizard to open up the initial interface connections to the RealTick server.   Once that has completed the first, your subsequent searches will very quickly.
13. While we suggest you do the tutorial in the Learning Center first, you can start the Default search by clicking on the Search button on the toolbar or the Clear and Search  button.  You can change the criteria by clicking on the  and editing the fields in the Primary Criteria.  There are also Templates and Samples that are located in the file browser window on the left side of the display. Click on the "Templates" or "User files" tabs to locate those files you can use to get started. 
14. In Learning Center we have prepared a number of examples to help you quickly learn how to use the SortWizard.  The examples are written in the form of a tutorial to demonstrate how to use the key aspects of the program.
15. The Operating Instructions will help you to learn more about the capabilities of the SortWizard.  You can quickly refer to them by clicking on the "World with Spyglass" icon on the SortWizard's toolbar.  Note the "Other References" at the top of Operating Instructions page.
16. IF YOU PERFORMED THE UPDATE FOR REALTICK 7.7 and you are encountering a problem running a search click here to complete the update instructions.

Also, check out the Subscriber's Area on the web site. There, you will find updates as they become available and other useful items. On that page there will be a link to the Resource Center where subscriber's have shared their own strategies and search criteria for you to try. Plus, there is other useful reference information located on that page for you to use everyday.

If you need support, you can always contact us at: support@sortwizard.com. Or call: 314.567.0552 for personal support with your installation.

 

Troubleshooting tips:

In general, if you are having trouble uninstalling and reinstalling the SortWizard is not going to be the solution. Trouble mostly results from incorrect user or server information.

Error #1: If you get an "Invalid User Name" error, you did not supply the correct user name when you completed the subscription order form. Click on the "World with Spyglass" icon (far right end) on the SortWizard's toolbar. This will take you to the SortWizard web site. Click on FAQ's at the top of the page. Go to the "Datafeed and SW Server Issues" section in the FAQs. Or you can go to the Subscriber's Area found on the left of the page. Go to the "Change RealTick User Name" section. Click on the link there. Complete the form making sure you supply the new or correct User Name AND the User Name you submitted.

Error #2: If you get an "Unable to Connect to Tal Client" error. Select the "Server Error?" from the Subscriber's Area menu bar on the web site. Follow the instructions for correcting a Server Error.

Error #3: You get TAL and other DLL errors when you try to run the SortWizard. Either you have not installed RealTick on that computer or you tried to install the SortWizard update prior to installing the trial version.

Error #4: If you have firewall and you cannot login to the SortWizard server you might have port 18 and 20 blocked. Open port 18 and 20 in the firewall and try again.

Error #5: If you are having a SortWizard Server login problem - go to the SortWizard home page and check out the "SW Server Status" at the top left of the page. If you see anything other than a green light then you should click on the Service Status link for the status information.

 

For Subscription Renewals:

If you just renewed your subscription, all you need to do is restart your SortWizard. 

 

For Subscriptions with Add-on Modules:

To download the Jeff Cooper's add-on modules file go to www.sortwizard.com/neopages/products/mgp/files_list.htm  Follow the downloading and UnZip instructions on that page. The password to open the Zipped files is: "blueskies".