Checklists
MetaTrader administration checklists
Practical checklists that experienced administrators use to keep MT4 and MT5 platforms healthy.
In short
MetaTrader admin checklists cover daily operations (servers, gateways, quotes, backups, reports), weekly maintenance (swaps, triple-swap day, symbols), monthly reviews (access, restore tests, plugins) and DST changes.
Daily checklist
- Trade, access and history servers running
- Gateways and liquidity connections up
- Quotes flowing for all active symbols
- Backups completed successfully
- No unusual errors in server logs
- Evening reports generated and sent
Weekly checklist
- Swap rates updated from liquidity or policy
- Triple-swap day confirmed
- Symbol specifications reviewed for changes
- Upcoming holidays and session changes noted
- Disk space and performance checked
Monthly checklist
- Manager and administrator accounts reviewed
- Leavers’ access removed
- Backup restore test performed
- Incident log reviewed
- Plugin versions checked against platform version
DST change checklist
- Confirm the dates for each affected market
- Plan server time and session adjustments
- Update sessions for affected symbols
- Inform clients about changed trading hours
- Verify quotes and trading after the change
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