The SortWizard ®     
Stock Screening Software  

SortWizard update installation instructions for RealTick 7.6 users updating to 7.7.   This is a stop-gap procedure for those users that must upgrade to RealTick 7.7 immediately.  The SortWizard update you will be using is a tested beta version.  Because it has only been tested for since1/19/04, we cannot be sure it work work properly under all searching circumstances.  Please advise us if you run into any problems at support@sortwizard.com or call 314.567.0552 so we can fix those issues as soon as possible.

Last SortWizard Beta update: 3/17/04 - to install repeat step 4 below.

Setup for those that HAVE updated to RealTick 7.7 and have it running

  1. Your computer must have the Window 2000 or Windows XP operating system installed in order for this update to operate.

  2. Go to https://secure.toolkit.taltrade.com/ and sign in.  Log in.  Complete the form to register.  Click the "TAL Toolkit Downloads" tab along the top frame.  Download and install the "Standard TAL Toolkit runtime for RealTick 7.7" as per the instructions. If you need help, please call RealTick at 800.997.9630 for support.

  3. Reboot your computer.

  4. Click here to download the "SortWizard.exe" file and save to the c:\program files\neoinc\sortwizard folder.  Overwrite the existing sortwizard.exe file.

  5. In Windows Explorer, go to the c:\program files\neoinc\sortwizard folder.  Delete all of the DLLs in the sortwizard folder EXCEPT those listed below:

    Roboex32.dll 
    CrashRpt.dll      -  if this DLL is not present, Click here to download it.
    dbghelp.dll      -  if this DLL is not present, Click here to download it.
    zlib.dll      -  if this DLL is not present, Click here to download it.
     

  6. Start up the SortWizard by clicking on the existing SortWizard icon.  If you get an error indicating that some dll files could not be found you will need to do the following:

    Right click on "My Computer", select "Properties", click on the "Advanced" tab, click on the "Environment Variables" button, in the "System variables" section click on "Path", click the "Edit" button, in the "Edit System Variable" dialog box the "Varable value:" field will be highlighted, click in that highlighted area and press the "End" key on your keyboard, where the cursor is now located, type the following:  ;C:\TAL\  then click the "OK" buttons until that function closes. Close and restart the SortWizard.

  7. If you are installing the SortWizard for the first time click here to go back to the Setup Instructions.  If not continue to step 8
     

  8. You will be asked if you want to search your system for SortWizard documents - answer "Yes".  Answering "Yes" will automatically find all the SortWizard searches you have on your computer and build the new file browser released in this version.

  9. Skip to Step 9 if you DO NOT have the SortWizard Workspace set to load on startup.  If you do, go to the "Workspace" menu item and turn off "Load Workspace on Start" by clicking the text to UNCHECK the function.  You can turn this function back on after the SortWizard is running properly.

  10. Go to the File menu item. Click "Servers" selection.  Select "TAL Server Setup".  If the User Name or Domain Name fields are blank, Click on the button "Read values from Tal.ini file".   If the "Prices Server" field is blank type in  &QUOTES&.  If the "Wild Card Server" field is blank type in &TICKERS&.  Click the "OK" button.

  11. Close and restart the SortWizard.

  12. Open up a basic search and make sure you have a specific exchange selected in the Primary Criteria as the "Search ALL exchanges" selection should not be used at this time.  If you get results and no error messages the setup is completed.  With this new version the first search will take time to setup and run.  All subsequent searches will be at the speed you are used to.  If you do have any other problems call 314.567.0552.

   Setup for those that HAVE NOT updated to RealTick 7.7

  1. Your computer must have the Window 2000 or Windows XP operating system installed in order for this update to operate.

  2. Skip to Step 2 if you DO NOT have the SortWizard Workspace set to load on startup.  If you do, start up your SortWizard running on RealTick 7.6.  Go to the "Workspace" menu item and turn off "Load Workspace on Start" by clicking the text to UNCHECK the function.  Close the SortWizard application.

  3. Make sure that you have all of Microsoft's Critical Updates are installed for your Operating System.  Specifically the most current XML update must be installed on your computer.  That will be required for RealTick 7.7 to operate properly.  Reboot your computer if asked to do so.

  4. Update to RealTick 7.7.  www.realtick.com

  5. Reboot your computer

  6. Go to https://secure.toolkit.taltrade.com/ and sign in.  Log in.  Click the "TAL Toolkit Downloads" tab along the top frame.  Complete the form to register.  Download and install the "Standard TAL Toolkit runtime for RealTick 7.7" as per the instructions. If you need help with Step 4 or 6, please call RealTick at 800.997.9630 for support.

  7. Reboot your computer

  8. In Windows Explorer, go to the c:\program files\neoinc\sortwizard folder.  Delete all of the DLLs in the sortwizard folder EXCEPT those listed below:

    Roboex32.dll
    CrashRpt.dll  -  if this DLL is not present, Click here to download it.
    dbghelp.dll      -  if this DLL is not present, Click here to download it.
    zlib.dll      -  if this DLL is not present, Click here to download it.
     

  9. Click here to download the "SortWizard.exe" file and save to the c:\program files\neoinc\sortwizard folder.  Overwrite the existing sortwizard.exe file.

  10. Start up the SortWizard by clicking on the existing SortWizard icon.  If you get an error indicating that some dll files could not be found you will need to do the following:

    Right click on "My Computer", select "Properties", click on the "Advanced" tab, click on the "Environment Variables" button, in the "System variables" section click on "Path", click the "Edit" button, in the "Edit System Variable" dialog box the "Varable value:" field will be highlighted, click in that highlighted area and press the "End" key on your keyboard, where the cursor is now located, type the following:  ;C:\TAL\  then click the "OK" buttons until that function closes. Close and restart the SortWizard.
     

  11. You will now be asked if you want to search your system for SortWizard documents - answer "Yes".  Answering "Yes" will automatically find all the SortWizard searches you have on your computer and build the new file browser released in this version.

  12. Go to the File menu item. Click "Servers" selection.  Select "TAL Server Setup".  If the User Name or Domain Name fields are blank, Click on the button "Read values from Tal.ini file".   If the "Prices Server" field is blank type in  &QUOTES&.  If the "Wild Card Server" field is blank type in &TICKERS&.  Click the "OK" button.

  13. Close and restart the SortWizard.

  14. Open up a basic search and make sure you have a specific exchange selected in the Primary Criteria as the "Search ALL exchanges" selection should not be used at this time.  If you get results and no error messages the setup is completed.  With this new version the first search will take time to setup and run.  All subsequent searches will be at the speed you are used to.  If you do have any other problems call 314.567.0552.