DTN.IQ Workspaces Overview

You can customize the way in which you work by setting up DTN.IQ workspaces. A workspace is a selection of applications you want to open automatically at the same time. For example, you can have one workspace called Current News and include the News Service application. You can have another workspace called Quotes and include Snap Quote and Ticker. You can set up customized workspaces for different people, different times of the month, different industries, different securities, and so on.

For some applications, such as Watch List and Ticker, the workspace contains the application with a specified Watch List. You can have multiple instances of these applications on your workspace. For example, you can have a workspace with a Watch List for your technical securities, a workspace with a Watch List for your entertainment securities, and a workspace with a Watch List for your environmental securities. Each of those workspaces can include any DTN.IQ applications for the corresponding Watch List.

For some applications, such as Snap Quote, Time & Sales, and Chart, the workspace contains the application with a symbol. For example, the workspace can have a Chart and Snap Quote for IBM and Time & Sales for Dell. If you do not know the symbol, you can use the search function.

You can create multiple workspaces and can edit or delete existing workspaces. You can minimize your workspace applications to buttons on the Windows taskbar, restore the workspace applications to their full size, and close workspace applications. You can also have workspace applications open automatically when you log into DTN.IQ.

To create a new workspace:

1. Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Workspace Manager.

Or

Click on the SmartBar Workspaces icon  and select Workspace Manager.

The Workspace Manager appears.

2. Click on Add.

The Add New Workspace dialog box appears.

3. In the Name textbox, type the workspace name and click on OK.

The Selected Applications dialog box appears.

4. Click on an Available Application and click on Add.

• • For some applications, such as Watch List and Ticker, the Select a Watch List box appears. Click on the arrow, select a Watch List, and click on OK. You can include multiple instances of these applications in your workspace.
  • For some applications, such as Snap Quote, Time & Sales, and Chart, the Enter a Symbol box appears. Enter a symbol or select one from the drop-down list and click on OK. You can search for a company’s symbol. You can include multiple instances of these applications in your workspace.

5. Repeat step 4 for each application you want on this workspace.
6. Click on OK to close the Selected Applications dialog box.
7. Click on Cancel to close the Workspace Manager.

To edit an existing workspace:

1. Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Workspace Manager.

Or

Click on the SmartBar Workspaces icon  and select Workspace Manager.

The Workspace Manager appears.

2. Select an Available Workspace and click on Edit.

The Selected Applications dialog box appears.

3. Click on an Available Application and click on Add.

• • For some applications, such as Watch List and Ticker, the Select a Watch List box appears. Click on the arrow, select a Watch List, and click on OK. You can include multiple instances of these applications in your workspace.
  • For some applications, such as Snap Quote, Time & Sales, and Chart, the Enter a Symbol box appears. Enter a symbol or select one from the drop-down list and click on OK. You can search for a company’s symbol. You can include multiple instances of these applications in your workspace.

4. Click on a Selected Application and click on Remove.
5. Repeat steps 3 and 4 to add or remove applications.
6. Click on OK to close the Selected Applications dialog box.
7. Click on Cancel to close the Workspace Manager.

To delete an existing workspace:

1. Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Workspace Manager.

Or

Click on the SmartBar Workspaces icon  and select Workspace Manager.

The Workspace Manager appears.

2. Select an Available Workspace and click on Remove.
3. Click on Yes to confirm.
4. Click on Cancel to close the Workspace Manager.

To search for symbols and company names:

1. Click on the Search button.

The Search for Company dialog box appears.

2. Enter a company name or symbol and click on Search.

The Search for Company dialog box appears.

3. Click on Search.

The system displays a list of companies and symbols that match the name you entered.

4. Double-click on the company/symbol for the workspace application.
5. Click on OK.

To open a workspace:

1. Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Workspace Manager.

Or

Click on the SmartBar Workspaces icon  and select Workspace Manager.

The Workspace Manager appears.

2. Select an Available Workspace and click on Open.

The workspace applications appear on your screen.

To open workspace applications automatically when connecting to DTN.IQ:

1. Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Auto-Launch Options.

Or

Click on the SmartBar Workspaces icon  and select Auto-Launch Options.

The Properties dialog box appears.

2. Select the Appearance tab.
3. Click on the Auto-launch Workspace at Connect checkbox to insert a check mark.
4. From the drop-down list, select a workspace.
5. Click on OK.

When you connect to DTN_IQ, the applications in the selected workspace open automatically.

To minimize your workspace applications:

• Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Minimize Workspace.

Or

Click on the SmartBar Workspaces icon and select Minimize Workspace.

The workspace applications appear as buttons on the Windows task bar.

Note: When you make non-DTN.IQ applications such as Microsoft Excel active, the workspace applications appear as buttons on the Windows task bar, whether or not you select the DTN.IQ Minimize Workspace function. To restore a DTN.IQ application, just click on its taskbar button.

To restore minimized workspace applications:

• Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Restore Workspace.

Or

Click on the SmartBar Workspaces icon and select Restore Workspace.

The workspace applications appear in their own windows on the screen.

Note: When you make non-DTN.IQ applications such as Microsoft Excel active, the workspace applications appear as buttons on the Windows task bar, whether or not you select the DTN.IQ Minimize Workspace function. To restore the DTN.IQ application, just click on its taskbar button.

To close workspace applications:

• Move the mouse cursor onto the DTN.IQ SmartBar or DTN.IQ toolbar, click the right mouse button, and select Workspaces > Close Workspace.

Or

Click on the SmartBar Workspaces icon and select Close Workspace.

The workspace applications close.

Note: Applications you opened using the SmartBar icons remain open.