Who-to-ask-for-tech-support-on-finantic-Publisher-extension

DrKoch is the extension's author.

Eugine, DrKoch,

Thank you,
Larry

Question: Can I use finantic.Publisher to send Orders by email to my mobile phone if I just know my email address but no further details about my email system?

Short Answer: No, you can't.

Long Answer:
If an email is sent from your computer it is not sent directly to the recipient. It is sent to your email Provider instead.
Your email provider runs two kinds of servers, one for receiving emails (POP3, IMAP) and one for sending emails (SMTP, see https://en.wikipedia.org/wiki/Simple_Mail_Transfer_Protocol).
Every application which sends emails does so by sending the mail to your providers SMTP Server.
If you use Microsoft Outlook, then Outlook is configured to use these servers.

finantic.Publisher does not use Outlook (it may not be installed) but sends emails to the SMTP Server directly.
To do so it needs some pieces of Information:
• Hostname of SMTP Server
• Port
• Sometimes you need to set the security settings (the SMTP protocol variant used)
• Your Username at your email Provider
• Your Password at your email Provider.

You can find most of this settings in your Outlook Configuration (search for Server Configuration).
Otherwise your email service provider publishes this Information an a page called „How to configure email applications“ or similar.
Or you might contact your email service provider and ask for these technical details.

Question: Can you please call me for further assistance.

Answer: No, there is no phone support for extensions.
Post your questions in this forum. If that is not enough you might use WL's concierge service (https://wealth-lab.com/Support/Concierge) for further assistance.

Dr. Koch,

Is there a step by step to set up your interface to work with a simple Gmail email account?

Thank you.

Larry

Google’s support page with instructions:
https://support.google.com/a/answer/176600?hl=en

It’s not much different than setting up any email client like Outlook or Apple Mail; it’s just that most clients come with pre-defined setups for the most known email services; which shields the user from half of the setup (they only need to provide username/password; and usually not servers/ports).

Actually, the Step 2 mentioned below, is all that you need:
https://support.google.com/mail/answer/7126229?hl=en#zippy=%2Cstep-change-smtp-other-settings-in-your-email-client

I don't have the finantic.Publisher extension subscribed, but judging by the screenshot published, this should get you going:

Do I have this flow correctly understood:

My guess is that the Strategy gets a signal and then passes it to the Order Manager and at that point it should send to my email. Is this correct?

I have made the changes to the above configuration screen.
The buy/sell signals did not go to the order entry screen. How do I turn this on?

Also, where do I get a sample of the 2 templates that are mentioned in the above screen shot. Do I have to have templates here, or can I leave them blank?

Select finantic.Publisher as a broker adapter.

Create (arbitrary) mail templates (Text Files or HTML files). These are used as mail bodies.

I still can not get buy / sell signals to go to Order window:


Here is account window:


Here is the signal window. Do I need to assign an account, how do I do this and remember this is a fictitious account?

I guess that you have to set up any broker provider before use. Select finantic.Publisher in the Order Manager and click "Configure..."

Eugine,

Do not see where to enter Account in Order screen for Configure.

Thank you,

Larry

QUOTE:
who can I contact for questions on this extension?

There is also a chapter "Publisher" in WL's help system:



This text in fact contains a step-by-step explanation:

From your questions and screenshots above I think you missed the "Select All" and "Place Orders" steps.

QUOTE:
Do not see where to enter Account

There is no account required for finantic.Publisher. After all it simply generates files and emails which contain orders.

I have ran the strategy, received an alert, clicked on placing order. This sent signal files correctly to PC directory. All working!!!

However, does not look like files were sent to email (I did check spam folder).

Does the software send email thru FTP?

Here is the order log screen:


Here is the file tab:


Here is the ftp tab:


Here is the mail tab:


Here is the mail_recipients tab:


Here is the basics tab:


Here is the advanced tab:


Thank you,
Larry

QUOTE:
Does the software send email thru FTP?

No. Mail is sent using the SMTP protocol to an SMTP server.

In Order manger the log window (lower part) says "Exception in FTP..."

This is because the FTP output is enabled, but FTP is not configured correctly.
Please uncheck "Enabled" in the FTP tab.

Also, Gmail may require you to provide an application-specific password.

I have unchecked the FTP enabled tab.

Here is the latest order log. Does this help in debugging why email not sent?



I already have a password that has been tested to work logging into Gmail. Is there a location where I can see that the email was trying to be sent:



Thank you,

Larry

You could try to change:
Protocol to: SSL (assuming it’s an option); and
Port to: 465.


But, most likely, Eugene is right and you additionally need an app specific password:
https://support.google.com/accounts/answer/185833?hl=en

QUOTE:
I already have a password that has been tested to work logging into Gmail.

Incorrect, most likely. It's tested to work in say Outlook or browser but WL (or any other client) will require its own password, as @alkimist is suggesting you.

I am trying to create an App password.



What app should I choose: (Mail or Other (Custom Name), such as WealthLab
Which do I choose. Then, I assume the device is Windows.

Also, which smpt to choose? Start TLS with port 587 or
or SSL 465, etc.

Also, in Mail tab, (in WealthLab), is then the username going to be the App Name from Google?

The question is basically, in the Google App I am generating a password for what App name and then, where do I associate this App Name in the Mail tab of WealthLab. Would this be the Username field in the Mail tab.

Thank you,
Larry

I would first try without changing the password; but changing this in the extension Mail tab configuration:
Protocol=SSL
Port=465

Then do a quick test…
If it works, then great!

If not, then I would create an app specific password: the name is not important (you can call it anything - it’s only purpose is for you to remember to which app you assigned it, in case you would want to revoke it later); and in the Wealth-Lab side (again in the email tab of the plug-in configuration, you keep everything else and just change your Gmail account password by that app specific password).

Again, do a quick test.
If it works, great!
If not, I’m out of ideas (unless you can provide a log with more details).

QUOTE:
The question is basically, in the Google App I am generating a password for what App name and then, where do I associate this App Name in the Mail tab of WealthLab.

Gmail will associate the password with the app internally, if recognized. No need to input the app name anywhere. As says @alkimist: ...you keep everything else and just change your Gmail account password by that app specific password).

"you keep everything else and just change your Gmail account password by that app specific password)."

Once I do this, it gets rid of the app password.

Has anyone really go to work on Gmail? I have done the syncing of password, and don't think the other parms such as which smpt to use, with which port is working.

My last attempt, after which I give up: for now, forget Wealth-Lab (and also finantic.Publisher extension).

Let’s keep this as simple as possible. You need to make sure that you can configure a SMTP client (and for your information, any email client implements the SMTP prorocol) to successfully use your GMail account to send an email.

I already mentioned that most email clients have automatic wizards for Gmail, so lets try something more basic, such as this SMTP tool:
https://github.com/georgjf/SMTPtool

Please download it and expand the archive and run it (no need for installation). Then configure the account as previously mentioned (first using your account password; and, if that fails, using a app-specific pasword). Once you succeed in sending an email, then you know which configuration to use in finantic.Publisher.

As to GMail server/port settings, this is the official Google page about it (I already mentioned it above):
https://support.google.com/mail/answer/7126229?hl=en#zippy=%2Cstep-change-smtp-other-settings-in-your-email-client

Traders,

Got it to work.

Last Issue was my Antivirus software blocking outgoing SMTP.

Thank you all for your help on this.

Much appreciated.

Larry

QUOTE:
Got it to work.

Congratulations!

Google/gmail seems to be a rather difficult partner when it comes to SMTP.

And antivirus software is very tricky...