How to install Java on a Linux computer

Overview: 
This article will walk you through the process of installing the official Oracle Java platform on your Linux machine.
 
Background: 
There are many Linux distributions available and many of them come with one or more Java platform/s pre-installed. In the vast majority of the cases the Java platform which comes pre-installed on a Linux machine is not the official Oracle Java, but another one such as OpenJKD or IBM Java. 
The Trader Workstation has been developed on the official Oracle Java platform and shows the most stable behavior and the best performances when run by the official Oracle Java process. Therefore we recommend to all the Linux users, who want to run the Trader Workstation, to install the official Oracle Java platform and set it as the preferred Java environment to be used by the operating system.
 

For the purpose of this guide, we will divide the Linux distributions nowadays available into three big families:

  1. APT based Linux distributions (Ubuntu, Mint) - those distributions use the Advanced Packaging Tool to fetch and install software packages in a semi-automatic way, resolving and taking care of dependencies. 
  2. RPM based Linux distributions (Suse, OpenSUSE, Red Hat, CentOS, Fedora, Oracle Linux) - those distributions allow the installation of software packages (.rpm files), which contain the binary files to be installed on the system and an integrated dependency checker script. The .rpm packages allow a simplified and smooth installation of software without requiring a deep knowledge of the system.
  3. Other Linux distributions  - those distributions may or may not use a specific package manager but all of them allow the installation of software using the source code package (.tar.gz) through a series of command to be issued on the Terminal.

 

How to install the official Oracle Java on APT based Linux distributions

The most simple way to install Java on Ubuntu or Mint is using the webupd8 repository. This method will install the latest version of JDK 8 and the JRE 8 browser plugin. The supported versions are: Ubuntu 15.04, 14.10, 14.04, 12.04 - Linux Mint 17.1, 17, 13

For details, please refer to: http://www.webupd8.org/2012/09/install-oracle-java-8-in-ubuntu-via-ppa.html

a. On your Linux machine, open the "Terminal". If you need help with accessing and using the Terminal, please refer to: https://help.ubuntu.com/community/UsingTheTerminal

b. Become root, by typing su on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for a single command). If you want to use sudo, just add sudo before each one of the commands you will enter in the Terminal. You will be requested to enter the sudo password.

c. Add the webupd8 repository by tiping add-apt-repository ppa:webupd8team/java Follow the instructions on the screen. You should be asked to press [ENTER] to continue. Once done, the repository will be added.

d. Type the command apt-get update

e. Enter the command: apt-get install oracle-java8-installer The process will download and install automatically the required packages along with their dependencies. Once the command has completed, the Oracle Java platform will be ready to be used.

Should you prefer to have control of all the phases of the installation, instead of relying on the APT facility, please refer to the instructions on this page: http://www.wikihow.com/Install-Oracle-Java-JRE-on-Ubuntu-Linux

 

How to install the official Oracle Java on RPM based Linux distributions

a. On your Linux machine, open the "Terminal". If you need help with accessing and using the Terminal, please refer to: https://help.ubuntu.com/community/UsingTheTerminal

b. Become root, by typing su on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for single commands). If you want to use sudo, just add sudo before each one of the commands you will enter in the Terminal. You will be requested to enter the sudo password.

c. Create the folder /usr/java by issuing the command mkdir /usr/java. If the directory already exists you will see a message indicating that. In this case you can proceed directly to point d.

d. Go to the page https://www.java.com/en/download/linux_manual.jsp

e. If you have a 32 bit system, download the file "Linux RPM" . If you have a 64 bit system, download the file "Linux64 RPM". In either case, please instruct your browser to save the file in the folder /usr/java or move the file to that foder once it has been downloaded.

f. Go back to the Terminal and move to the /usr/java folder by typing cd /usr/java

g. List the content of the folder by typing the command ls -la You should see the file you downloaded. It will be called jre-XuYY-linux-ARCH.rpm (where X is the Java family, YY the update number and ARCH will be i586 for 32 bit installer and x64 for 64 bit installer)

h.  Launch this command to perform the installation: rpm -ivh jre-XuYY-linux-ARCH.rpm  Obviously you need to use the real file name, for example jre-8u65-linux-x64.rpm

Once the installation has been performed, the Oracle Java should be ready to be used. Usually a system restart is not required on Linux machines. In case you see warning or error message/s during the installation, please check their content and search the Internet for possible solutions. Most of the time the warning/error messages maight refer to missing dependencies (this means that another package needs to be installed before you can install Java) or to unsufficient privileges (this means that you are launching the command with a regular user instead of "root"). If you cannot find the proper course of actions to overcome the issue, please refer to the support documentation or forums for your current Linux distribution.

 

How to install the official Oracle Java on other Linux distributions

If your Linux distribution does not support RPM or APT package managers, the installation of Oracle Java can be performed manually in this way:

a. On your Linux machine, open the "Terminal".

b. Become root, by typing su on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for single commands). If you want to use sudo, just add sudo before each one of the commands you will enter in the Terminal. You will be then required to enter the sudo password.

c. Create the folder /usr/java by issuing the command mkdir /usr/java. If the directory already exists you will see a message indicating that. In this case you can proceed directly to point d.

d. Go to the page https://www.java.com/en/download/linux_manual.jsp

e. If you have a 32 bit system, download the file "Linux" . If you have a 64 bit system, download the file "Linux x64". In either case, please instruct your browser to save the file in the folder /usr/java or move the file to that foder once it has been downloaded.

f. Go back to the Terminal and move to the /usr/java folder by typing cd /usr/java

g. List the content of the folder by typing the command ls -la You should see the file you downloaded. It will be called jre-XuYY-linux-ARCH.tar.gz (where X is the Java family, YY the update number and ARCH will be i586 for 32 bit installer and x64 for 64 bit installer)

h.  Launch this command to perform the installation: tar zxvf jre-XuYY-linux-ARCH.tar.gz  Obviously you need to use the real file name, for example jre-8u65-linux-x64.tar.gz

i. Once done, enter command ls -la You will see the folder /usr/java/jre1.X.0_YY (where X is the Java family, YY the update number)

l.  The Java executables are now present in the folder /usr/java/jre1.X.0_YY/bin 

m. Now check which is the symbolic link used by the system to access the java executables by entering the commands:

which java  - you will receive an output similar to this: /usr/bin/java  From now on we will refer to this path as javasympath.

which javac  - you will receive an output similar to this: /usr/bin/java  From now on we will refer to this path as javacsympath.

which javaws  - you will receive an output similar to this: /usr/bin/java  From now on we will refer to this path as javawssympath.

Unless your are launching the java applications using the full path (for example /usr/java/jre1.X.0_YY/bin/java ...), you would need to tell your system which java executables should be used when a generic java command is issued. In order to to this, you can either update your alternatives files (if your system supports them) or the symbolic links. Here below you can see the instructions, according to your system:

- If your system uses the alternatives files:

n.  Issue the following commands, paying attention to make the necessary substitutions .

update-alternatives --install javasympath java /usr/java/jre1.X.0_YY/bin/java 1

update-alternatives --install javacsympath javac /usr/java/jre1.X.0_YY/bin/javac 1

update-alternatives --install javawssympath javaws /usr/java/jre1.X.0_YY/bin/javaws 1

- If your system does not use the alternatives files:

n. Issue the following commands, paying attention to make the necessary substitutions .

ln -sf  /usr/java/jre1.X.0_YY/bin/java javasympath

ln -sf /usr/java/jre1.X.0_YY/bin/javac javacsympath

ln -sf /usr/java/jre1.X.0_YY/bin/javaws javawssympath

 

How to fix the error: "Library dbcapi.dll cannot be loaded"

Background: 
 
TWS users may receive the following error message upon configuring TWS to use the eSignal data feed:
 
 
This error may appear for the following reasons:
 
Issue A - You are not using the 32 bit version of TWS and/or eSignal:
The 32-bit versions of both TWS and eSignal have to be installed for the integration to work. In the section below you will find the instructions for installing the 32-bit TWS. Should you need assistance with the installation of the 32-bit eSignal, we suggest you to contact the eSignal customer support.
 
Issue B - There is an incompatibility with the file C:\Jts\dbcapi.dll:
To use 32-bit eSignal version 12, an incompatibility with the C:\Jts\dbcapi.dll file must be fixed. This involves copying a file from the eSignal installation and renaming it to dbcapi.dll. 
 
Note: On certain systems you will need to apply the fixes for both issue A and B. If you applied the fix for issue A (or if you are already sure you are using the 32 bit version of both platforms) and you are still receiving the error message, then please apply as well the fix for issue B.
 
 
 
Instructions to resolve issue A
Installing 32-bit TWS
 
Please open the page http://www.ibkr.com in your browser and perform the steps below:

1) Click on the LOG IN button at the top right corner of the page.

2) Under the section TRADER WORKSTATION, click on TWS Latest.

3) On the next page, click on the link Download for Other Operating Systems.
 

4) Click on the item Windows 32-bit.

5) Make sure that the description under the DOWNLOAD button has changed to "Windows: 32 bit". Click now on DOWNLOAD.

6) Launch the downloaded file. The Trader Workstation installation will start. At this point you may see the warning message "Trader Workstation latest is already installed...". Ignore this warning and click on the button Next > to continue the installation.

 

7) Your "Trader Workstation" Desktop icon will be automatically updated. You can now launch the 32-bit Trader Workstation by a double click on that icon.

If you have launched the 32-bit TWS and the 32 bit version of eSignal but you still receive the same error message, please follow as well the instructions below

 
 
Instructions to resolve issue B
Replacing dbcapi.dll for compatibility between 32-bit TWS and 32-bit eSignal 12

To correct an incompatibility with the dbcapi.dll file, we will replace that file with another version of it taken from the eSignal installation folder. Please follow the steps below to perform the substitution:  

1) Navigate to C:\Jts and rename the file dbcapi.dll to dbcapi_old.dll

2) Navigate to the directory where 32-bit eSignal 12 is installed (most commonly C:\Program Files (x86)\Common Files\Interactive Data\DM)

3) Copy dbcapi_vc8.dll from that directory into the C:\Jts directory.

4) Move to the C:\Jts directory

5) Right click on the dbcapi_vc8.dll file (now in the C:\Jts directory) and select rename. Type dbcapi.dll as the new filename.

6) TWS is now ready to accept the eSignal data feed.

 

How to install the TWS API Components on Mac / Unix

NOTE: If you have already agreed to the API License Agreement please start at Step 3 below.

Instructions

  1. Click directly on the button below to access the API software download page. 
  2. This will direct you to Interactive Brokers API License Agreement, please review it.
  3. Once you have clicked "I Agree", refer to the Mac / Unix section to download the API Software for your o.s.
    API Software Download List
  1. This will download twsapi_macunix.n.m.zip to your computer.
    (where n and m are the major and minor version numbers respectively)
  2. Open Terminal (Ctrl+Alt+T on most distributions)
    (On Mac press Command+Space to launch Spotlight, then type terminal and press Return)
  3. Navigate to the directory where the installer has been downloaded (normally it should be the Download folder within your home folder) and confirm the file is present.

     $  cd ~/Downloads
     $  ls

  1. Unzip the contents the installer into your home folder with the following command (if prompted, enter your password):
    $  sudo unzip twsapi_macunix.n.m.zip -d $HOME/
    Installation directions Step 3 and Step 4
  2. To access the sample and source files, navigate to the IBJts directory and confirm the subfolders samples and source are present.
    $  cd ~/IBJts
    $  ls
    Installation directions Step 5
 

 

Legacy Instructions - API Version ≤ 9.71

Note: IB only offers API Version 9.72+. In the event you already have an existing legacy version and need to install it, please refer to the directions below:

  1. locate the file twsapi_macunix.n.m.jar on your computer.
    (where n and m are the major and minor version numbers respectively.)
  2. Open Terminal (Ctrl+Alt+T on most distributions)
    (On Mac press Command+Space to launch Spotlight, then type terminal and press Return)
  3. Navigate to the directory where the .jar file has been located (normally it should be the Download folder within your home folder) and confirm it is present.
    cd ~/Downloads
    $  ls
  4. Extract the contents of the .jar file into your home folder.
    $  jar xf twsapi_macunix.n.m.jar -d $ HOME/
  5. To access the sample and source files, navigate to the IBJts directory and confirm the subfolders samples and source are present.
    $  cd ~/IBJts
    $  ls
 
 

Additional Information 

You can as well refer to KB2222 for video instructions on installing the Legacy API Components on a Mac.

 

How to launch the Browser Based Trader Workstation on a Mac

Overview: 

 

Due to the security settings on Mac OS X, you may need to perform additional steps when downloading and launching the Browser Based Trader Workstation. This article describes how to perform these steps and launch the Trader Workstation on Mac OS X using the Safari browser.

 

Background: 

 

When you click on any of the TWS links under the "Login" button on our main web page, a small JNLP file is downloaded. This file provides the instructions for Java WebStart to launch the IB TWS application. Due to the security settings on Mac OS X, Java WebStart is by default not allowed to execute these instructions without additional permission granted by the user. As a result, you might see the following warning:

 

 

If you encounter this warning, you can take the following steps to open the Browser Based Trader Workstation:

 

 

1. Open Safari, and go to the page www.ibkr.com

2. Click on Login and then select the version of TWS you wish to launch (latest is shown)

 

 

3. Find the button with the down arrow on the top right of the Safari frame. Click this button to show your recent downloads. At the top of the list of recent downloads should be a file ending with the JNLP file extension. Click the magnifying glass icon to show this file in Finder. Note: The name of the file corresponds with the version you selected in the previous step.

 

 

 

 

4. Finder will open, and you will see an entry for the TWS JNLP file you downloaded. Ctrl-click or right-click on the filename, and select Open to launch the application.

 

 

 

5. A warning from the operating system will be displayed. Click on Open to acknowledge that you wish to launch TWS.

 

 

 

6. With the next dialog window Java WebStart will ask you to acknowledge that you want to launch the Trader Workstation application. Click on Run. 
Note: You can use the checkbox at the bottom of this window if you do not wish to see this specific warning in the future.

 

 

7. The Trader Workstation will open and you will be presented with the Login window. Type in your username and password and hit the Login button to start your trading session.

 

Instalación de Java 8 para MAC OS X Yosemite

Overview: 

Este artículo describe cómo instalar el entorno Java necesario para ejecutar la versión independiente de Trader Workstation X de IB para el Mac OS X 10.10 Yosemite. Tenga en cuenta que los usuarios de la versión basada en navegador de la Trader Workstation de IB no requieren pasos adicionales para operar la aplicación.

Para utilizar la aplicación independiente de la Trader Workstation X en una computadora Apple Macintosh, es necesario que el sistema tenga una instalación de conjunto de desarrollo Java (JDK). Si, tras la actualización a la versión más reciente de OS X, su sistema operativo ya no reconoce el JDK instalado anteriormente, por favor, siga los pasos siguientes:

  1. Vaya a la página de descargas de Oracle JDK.
  2. Acepte el acuerdo de licencia.
  3. Descargue el JDK más reciente para Mac (indicado en la tabla como Mac OS X x64)

Una vez se haya completado la instalación, Trader Workstation X debería lanzarse sin problemas.

 

Java 8 Installation on Windows

Overview: 

This article describes how to install the Java environment necessary to run the standalone version of IB's Trader Workstation on Windows. Please note that users of the browser based version of IB's Trader Workstation require no additional steps to operate the application.

Background: 

In the latest release of the Java 8 runtime environment (JRE) for Windows, changes have been made to manner in which Java interacts with the operating system. If you encounter one of the following error messages after upgrading to Java 8, please follow the instructions below.

Instructions

To address the errors messages above, please perform the following steps:

  1. Go to the Windows Control Panel and uninstall ALL versions of Java
  2. Restart your computer to ensure any remaining files are removed following the uninstall process
  3. After restarting, inspect C:\Windows\System32 and C:\Windows\SysWOW64 (if you are using a 64 bit computer), and ensure there are no copies of java, javaw, or javaws.  If you find any copies of these files in those directories, delete them.
  4. Reinstall the correct version of the Java 8 runtime environment for your version of Windows (64 or 32 bit) from the Oracle download page.
  5. Delete the Trader Workstation 4.0 shortcut from the desktop, and unpin any copies from the taskbar.
  6. Reinstall the standalone Trader Workstation from the IB download page.

This will create a new, functional Trader Workstation 4.0 icon on the desktop.  Please also see KB2129 and KB2115 for instructions on installing Java and TWS, respectively.

Java 8 Installation on Mac OS X Yosemite and later

Overview: 

This article describes how to install the Java environment necessary to run the standalone version of IB's Trader Workstation X on Mac OS X 10.10 Yosemite. Please note that users of the browser based version of IB's Trader Workstation require no additional steps to operate the application.

In order to use the standalone Trader Workstation X application on an Apple Macintosh computer, a valid Java development kit (JDK) installation must be present on the system.  If, after upgrading to the latest version of OS X, your operating system no longer recognizes the previously installed JDK, please follow the steps below:

  1. Go to the Oracle JDK download page
  2. Agree to the license agreement
  3. Download the latest JDK for Mac (listed in the table as Mac OS X x64)

Once the installation is complete, Trader Workstation X should launch without issue.

 

Welcome to Interactive Brokers

Overview: 

Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

 

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

 

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

 

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

 

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