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| 1 | +# Getting Started |
| 2 | + |
| 3 | +The Client Portal gateway is available for download at: [http://download2.interactivebrokers.com/portal/clientportal.gw.zip](http://download2.interactivebrokers.com/portal/clientportal.gw.zip) |
| 4 | + |
| 5 | +You can download and extract to any location your user has access to. We will install it under |
| 6 | + |
| 7 | +C:\gateway\ in Windows or ~user\gateway in Linux. |
| 8 | + |
| 9 | +The gateway requires Java 1.8 update 192 or higher to run, and has been tested successfully with OpenJDK 11. |
| 10 | + |
| 11 | +Oracle Java 8 download: [https://www.oracle.com/technetwork/java/javase/downloads/jre8-downloads-2133155.html](https://www.oracle.com/technetwork/java/javase/downloads/jre8-downloads-2133155.html) |
| 12 | + |
| 13 | +Once you extract the .zip file, you will see the following directories: |
| 14 | + |
| 15 | +- **bin** contains the run scripts for Linux and Windows |
| 16 | + |
| 17 | +- **build** contains all the 3rd party libraries required for the gateway to run |
| 18 | + |
| 19 | +- **dist** contains the .jar file for the gateway |
| 20 | + |
| 21 | +- **doc** contains this GettingStarted.md guide |
| 22 | + |
| 23 | +- **root** contains files required for the runtime configuration of the gateway and is also the location where webapps reside. We will explain those in more detail later. |
| 24 | + |
| 25 | +To start the gateway you need to open a command prompt or bash on the directory the files were extracted. In our case we will open windows -> run -> cmd and go to c:\gateway\. |
| 26 | + |
| 27 | +Once in that directory you can run *"bin\run.sh root/conf.yaml"* or *"bin\run.bat root\conf.yaml"* |
| 28 | + |
| 29 | +Once the gateway is running, you should see the following entry in the console: |
| 30 | +"Server listening on port 5000" |
| 31 | +By default the gateway runs in SSL mode and port 5000. |
| 32 | + |
| 33 | +Now that the gateway is running, you are ready to authenticate, to do that open your browser and go to: |
| 34 | +[https://localhost:5000/](https://localhost:5000/) |
| 35 | + |
| 36 | +In this page you should see our regular login page which is also visible here: |
| 37 | +[https://gdcdyn.interactivebrokers.com/sso/Login?forwardTo=22](https://gdcdyn.interactivebrokers.com/sso/Login?forwardTo=22) |
| 38 | + |
| 39 | +Once you login, the gateway will confirm the client is authenticated and is ok to close the browser window. Or will display any reasons why the authentication may have failed. |
| 40 | + |
| 41 | +Once the gateway is authenticated you can close the browser or navigate away. |
| 42 | + |
| 43 | +From this point on, the end points documented in the API spec should be available for you to query with curl or any other HTTP client. |
| 44 | + |
| 45 | +[https://gdcdyn.interactivebrokers.com/portal.proxy/v1/portal/swagger/swagger?format=yaml](https://gdcdyn.interactivebrokers.com/portal.proxy/v1/portal/swagger/swagger?format=yaml) |
| 46 | + |
| 47 | +[https://rebilly.github.io/ReDoc/?url=https://rebilly.github.io/ReDoc/?url=https://gdcdyn.interactivebrokers.com/portal.proxy/v1/portal/swagger/swagger?format=yaml](https://rebilly.github.io/ReDoc/?url=https://rebilly.github.io/ReDoc/?url=https://gdcdyn.interactivebrokers.com/portal.proxy/v1/portal/swagger/swagger?format=yaml) |
| 48 | + |
| 49 | +There is an external Client Portal API guide with test pages at: [https://interactivebrokers.github.io/cpwebapi](https://interactivebrokers.github.io/cpwebapi) |
| 50 | + |
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