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Update Research Getting Started
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<?php echo file_get_contents(DOCS_RESOURCES."/getting-started/research-environment/open-notebooks.html"); ?>
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<p>The process to open notebooks depends on if you use the <a href='/docs/v2/cloud-platform/research/getting-started#03-Open-Notebooks'>Algorithm Lab</a>, <a href='/docs/v2/local-platform/research/getting-started#03-Open-Notebooks'>Local Platform</a>, or the <a href='/docs/v2/lean-cli/research'>CLI</a>.</p>
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<?php
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echo file_get_contents(DOCS_RESOURCES."/getting-started/research-environment/stop-nodes.html");
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?>
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<p>The process to stop Research Environment nodes depends on if you use the <a href='/docs/v2/cloud-platform/research/getting-started#05-Stop-Nodes'>Algorithm Lab</a>, <a href='/docs/v2/local-platform/research/getting-started#05-Stop-Nodes'>Local Platform</a>, or the <a href='/docs/v2/lean-cli/research'>CLI</a>.</p>
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<?php echo file_get_contents(DOCS_RESOURCES."/getting-started/research-environment/add-notebooks.html"); ?>
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<p>The process to add notebook files depends on if you use the <a href='/docs/v2/cloud-platform/research/getting-started#06-Add-Notebooks'>Algorithm Lab</a>, <a href='/docs/v2/local-platform/research/getting-started#06-Add-Notebooks'>Local Platform</a>, or the <a href='/docs/v2/lean-cli/research'>CLI</a>.</p>
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<?
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$fileType = "notebook";
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$openProjectLink = "/docs/v2/cloud-platform/projects/getting-started#02-View-All-Projects";
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$videoLink = "";
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include(DOCS_RESOURCES."/getting-started/projects/rename-files.php");
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?>
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<p>The process to rename notebook files depends on if you use the <a href='/docs/v2/cloud-platform/research/getting-started#07-Rename-Notebooks'>Algorithm Lab</a>, <a href='/docs/v2/local-platform/research/getting-started#07-Rename-Notebooks'>Local Platform</a>, or the <a href='/docs/v2/lean-cli/research'>CLI</a>.</p>
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<?
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$fileType = "notebook";
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$openProjectLink = "/docs/v2/cloud-platform/projects/getting-started#02-View-All-Projects";
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include(DOCS_RESOURCES."/getting-started/projects/delete-files.php");
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?>
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<p>The process to delete notebooks depends on if you use the <a href='/docs/v2/cloud-platform/research/getting-started#08-Delete-Notebooks'>Algorithm Lab</a>, <a href='/docs/v2/local-platform/research/getting-started#08-Delete-Notebooks'>Local Platform</a>, or the <a href='/docs/v2/lean-cli/research'>CLI</a>.</p>
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<?php echo file_get_contents(DOCS_RESOURCES."/getting-started/research-environment/learn-jupyter.html"); ?>
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<? include(DOCS_RESOURCES."/getting-started/research-environment/learn-jupyter.html"); ?>

05 Lean CLI/07 Research/02 Running Local Research Environment.html 05 Lean CLI/07 Research/02 Start the Research Environment.html

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<h4>Current Configuration</h4>
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<p>The default Research Environment configuration is the latest master branch of LEAN. If you <a href="/docs/v2/lean-cli/projects/custom-docker-images#02-Using-Custom-Images">set a different research image</a>, the image you set is your current configuration. Follow these steps to start a local research environment with your current configuration:</p>
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<ol>
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<li>Open a terminal in one of your <a href="/docs/v2/lean-cli/initialization/organization-workspaces">organization workspaces</a>.</li>
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<li>Run <code>lean research "&lt;projectName&gt;"</code> to start a local research environment for the project in <span class="public-file-name">. / &lt;projectName&gt;</span> on port <code>8888</code>.
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<p>The default Research Environment configuration is the latest master branch of LEAN. If you <a href="/docs/v2/lean-cli/projects/custom-docker-images#02-Using-Custom-Images">set a different research image</a>, the image you set is your current configuration. To start a local research environment with your current configuration, open a terminal in one of your <a href="/docs/v2/lean-cli/initialization/organization-workspaces">organization workspaces</a> and then run <code>lean research "&lt;projectName&gt;"</code> to start a local research environment for the project in <span class="public-file-name">. / &lt;projectName&gt;</span> on port <code>8888</code>.</p>
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<div class="cli section-example-container">
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<pre>$ lean research "My Project"
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Starting JupyterLab, access in your browser at localhost:8888</pre>
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</div>
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You can run the environment on a different port by providing the <code>--port &lt;port&gt;</code> option.
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</li>
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<li>In the browser window that opens, open a research notebook.</li>
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</ol>
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<p>JupyterLab automatically opens in your default browser. If you intend to use PyCharm or VS Code instead of JupyterLab, include the <code>--no-open</code> option to not open JupyterLab. To run the environment on a different port by providing the <code>--port &lt;port&gt;</code> option.</p>
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<p>If your configuration is set to the master branch of LEAN, the CLI automatically checks if your image is behind master every seven days. If your image falls behind master, the CLI automatically updates your image to the lastest version. To force an update before the automatic check, add the <code>--update</code> option. To avoid updates, add the <code>--no-update</code> option.</p>
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05 Lean CLI/07 Research/03 Opening Research Notebooks in PyCharm.html

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<p>The following sections explain how to operate the Research Environment with <a rel='nofollow' target='_blank' href='https://jupyterlab.readthedocs.io/en/latest/index.html'>JupyterLab</a>, the default IDE.</p>
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<h4>Open Notebooks</h4>
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<p>Follow these steps to open a research notebook in JupyterLab:</p>
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<ol>
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<li><a href='/docs/v2/lean-cli/research#02-Start-the-Research-Environment'>Start a local research environment</a> for the project that contains the notebook.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/jupyterlab-file-browser-icon.png' alt='JupyterLab File Browser icon'> <span class='icon-name'>File Browser</span> icon.</li>
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<li>In the File Browser panel, double-click the notebook file you want to open.</li>
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<p>The default notebook is <span class='public-file-name'>research.ipynb</span>.</p>
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<img class='docs-image' src='https://cdn.quantconnect.com/i/tu/jupyterlab-open-notebooks.png' alt='Open notebooks with JupyterLab'>
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</ol>
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<p>For more information about opening files in JupyterLab, see <a rel='nofollow' target='_blank' href='https://jupyterlab.readthedocs.io/en/latest/user/files.html#opening-files'>Opening Files</a> in the JupyterLab documentation.</p>
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<h4>Run Notebook Cells</h4>
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<? include(DOCS_RESOURCES."/getting-started/research-environment/run-notebook-cells.html"); ?>
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<p>For more information about keyboard shortcuts in JupyterLab, see <a rel='nofollow' target='_blank' href='https://jupyterlab.readthedocs.io/en/latest/user/interface.html#keyboard-shortcuts'>Keyboard Shortcuts</a> in the JupyterLab documentation.</p>
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<h4>Stop Nodes</h4>
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<p>Follow these steps to stop a research node in JupyterLab:</p>
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<ol>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/jupyterlab-running-terminals-and-kernals-icon.png' alt='JupyterLab Running Terminals and Kernals icon'></span> <span class='icon-name'>Running Terminals and Kernels</span> icon.</li>
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<li>In the <span class='page-section-name'>Kernals</span> section of the Running Terminals and Kernels panel, right-click the name of the notebook file and then click <span class='button-name'>Shut Down Kernel</span> from the drop-down menu.</li>
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</ol>
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<img class='docs-image' src='https://cdn.quantconnect.com/i/tu/jupyterlab-stop-nodes.png' alt='Stop notebooks with JupyterLab'>
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<p>For more information about the Running Terminals and Kernels panel in JupyterLab, see <a rel='nofollow' target='_blank' href='https://jupyterlab.readthedocs.io/en/latest/user/running.html'>Managing Kernels and Terminals</a> in the JupyterLab documentation.</p>
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<h4>Add Notebooks</h4>
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<p>Follow these steps to add notebook files to a project in JupyterLab:</p>
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<ol>
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<li><a href='/docs/v2/lean-cli/research#02-Start-the-Research-Environment'>Start a local research environment</a> for the project.</li>
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<li>In the top navigation menu, click <span class='button-name'>File > New > Notebook</span>.</li>
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<li>In the Select Kernel window, click <span class='button-name'>Select</span>.</li>
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</ol>
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<p>For more information about the creating files in JupyterLab, see <a rel='nofollow' target='_blank' href='https://jupyterlab.readthedocs.io/en/latest/user/files.html#creating-files-and-activities'>Creating Files and Activities</a> in the JupyterLab documentation.</p>
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<h4>Rename Notebooks</h4>
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<p>Follow these steps to rename notebook files in JupyterLab:</p>
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<ol>
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<li><a href='/docs/v2/lean-cli/research#02-Start-the-Research-Environment'>Start a local research environment</a> for the project that contains the notebook.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/jupyterlab-file-browser-icon.png' alt='JupyterLab File Browser icon'> <span class='icon-name'>File Browser</span> icon.</li>
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<li>In the File Browser panel, right-click the notebook file you want to rename and then click <span class='button-name'>Rename</span> from the drop-down menu.</li>
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<li>Enter the new name.</li>
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<li>Press <span class='key-combinations'>Enter</span>.</li>
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</ol>
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<h4>Delete Notebooks</h4>
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<p>Follow these steps to delete notebook files in JupyterLab:</p>
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<ol>
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<li><a href='/docs/v2/lean-cli/research#02-Start-the-Research-Environment'>Start a local research environment</a> for the project that contains the notebook.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/jupyterlab-file-browser-icon.png' alt='JupyterLab File Browser icon'> <span class='icon-name'>File Browser</span> icon.</li>
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<li>In the File Browser panel, right-click the notebook file you want to delete and then click <span class='button-name'>Delete</span> from the drop-down menu.</li>
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<li>In the Delete window, click <span class='button-name'>Delete</span>.</li>
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</ol>
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05 Lean CLI/07 Research/04 Opening Research Notebooks in VS Code.html

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<p>The following sections explain how to operate the Research Environment with <a rel='nofollow' target='_blank' href='https://www.jetbrains.com/pycharm/'>PyCharm</a>.</p>
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<h4>Open Notebooks</h4>
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<p>Follow these steps to open a research notebook in PyCharm:</p>
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<ol>
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<li><a href="/docs/v2/lean-cli/research#02-Running-Local-Research-Environment">Start a local research environment</a> for the project that contains the notebook.</li>
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<li>Open the same project in PyCharm.</li>
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<li>In the top navigation menu of PyCharm, click <span class='button-name'>File > Settings</span>.</li>
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<li>In the Settings window, click <span class='button-name'>Language & Frameworks > Jupyter > Jupyter Servers</span>.</li>
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<li>Click <span class='button-name'>Configured Server</span>.</li>
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<li>Enter <span class='key-combinations'>http://localhost:8888/?token=</span> into the field.</li>
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<li>Click <span class='button-name'>Apply</span> to save the changes.</li>
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<li>Click <span class='button-name'>OK</span> to exit the window.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/pycharm-project-icon.png' alt='PyCharm Project icon'> <span class='icon-name'>Project</span> icon.</li>
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<li>In the Project panel, double-click the notebook file you want to open.</li>
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<p>The default notebook is <span class='public-file-name'>research.ipynb</span>.</p>
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</ol>
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<h4>Run Notebook Cells</h4>
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<? include(DOCS_RESOURCES."/getting-started/research-environment/run-notebook-cells.html"); ?>
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<p>For more information about keyboard shortcuts in PyCharm, see <a rel='nofollow' target='_blank' href='https://www.jetbrains.com/help/pycharm/mastering-keyboard-shortcuts.html'>Keyboard Shortcuts</a> in the PyCharm documentation.</p>
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<h4>Stop Nodes</h4>
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<p>Follow these steps to stop a research node in PyCharm:</p>
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<ol>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/pycharm-project-icon.png' alt='PyCharm Project icon'> <span class='icon-name'>Project</span> icon.</li>
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<li>In the Project panel, right-click the name of the notebook file and then click <span class='button-name'>Shutdown Kernel</span> from the drop-down menu.</li>
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</ol>
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<p>For more information about the Jupyter notebook servers in PyCharm, see <a rel='nofollow' target='_blank' href='https://www.jetbrains.com/help/pycharm/configuring-jupyter-notebook.html'>Manage Jupyter notebook servers</a> in the PyCharm documentation.</p>
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<h4>Add Notebooks</h4>
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<p>To add notebook files to a project in PyCharm, see <a rel='nofollow' target='_blank' href='https://www.jetbrains.com/help/pycharm/editing-jupyter-notebook-files.html#create-notebook-file'>Create a notebook file</a> in the PyCharm documentation.</p>
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<h4>Rename Notebooks</h4>
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<p>Follow these steps to rename notebook files in PyCharm:</p>
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<ol>
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<li><a href="/docs/v2/lean-cli/research#02-Running-Local-Research-Environment">Start a local research environment</a> for the project in PyCharm.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/pycharm-project-icon.png' alt='PyCharm Project icon'> <span class='icon-name'>Project</span> icon.</li>
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<li>In the Project panel, right-click the notebook file you want to rename and then click <span class='button-name'>Refactor > Rename</span> from the drop-down menu.</li>
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<li>Enter the new name.</li>
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<li>Press <span class='key-combinations'>Enter</span>.</li>
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</ol>
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<h4>Delete Notebooks</h4>
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<p>Follow these steps to delete notebook files in PyCharm:</p>
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<ol>
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<li><a href="/docs/v2/lean-cli/research#02-Running-Local-Research-Environment">Start a local research environment</a> for the project in PyCharm.</li>
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<li>In the left navigation menu, click the <img class='inline-icon' src='https://cdn.quantconnect.com/i/tu/pycharm-project-icon.png' alt='PyCharm Project icon'> <span class='icon-name'>Project</span> icon.</li>
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<li>In the Project panel, right-click the notebook file you want to rename and then click <span class='button-name'>Delete</span> from the drop-down menu.</li>
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<li>In the Delete window, click <span class='button-name'>OK</span>.</li>
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</ol>
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