You are viewing TT User Setup Version 7.17 and higher. For earlier versions, click here

TT User Setup uses data grids to display collections of records. For example, the users that the logged in administrator can view are displayed in the data grid that appears on the Users window.

From most data grids you can complete the following tasks:

• Creating, Editing, and Deleting Records
• Editing and Deleting Multiple Records (Mass Editing)
• Applying Filters
• Sorting by a Column
• Showing, Hiding, and Arranging Columns
• Generating an HTML or CSV Report from any Window

Creating, Editing, and Deleting Records

Most of the TT User Setup windows allow you to create, edit, and delete records using similar methods.

This topic describes those basic methods:

Creating a New Record

This procedure describes how to create a new user record from the Users window. The same techniques can be used to create records in the Gateway Logins, Product Limits, Customer Defaults, Account Default List, and Version Rules windows.

  To create a new record...

1. Open a data grid window, for example, Users.

   

   Note: When creating a user, select a specific view from the New User View drop-down list. The view determines which tabs are on the New User window.

2. Do one of the following:
   • Click New.
   • Right-click the data grid and then click New.
   • Select a user and then click Copy, or right-click a user and select Copy from the context menu. Refer to the Copying a Record topic if needed.

The New User window appears with the Main tab selected.

Copying a Record

Copied records are pre-filled with most or all of the data from the original. You must change one or more values to make the record unique.

When copying a user, you have the option to copy Direct Trader gateway logins, Admin gateway logins, TTORD gateway logins, customer defaults and account defaults. You copy gateway logins, product limits, customer defaults, and account defaults, and you can also copy product limits from one gateway or gateway login to another.

To copy a gateway login, product limit, customer default, or account default record...

1. Open a data grid window. For example, Gateway Logins.
2. Select the record that you want to copy, and click Copy. You can also right-click the record and select Copy from the context menu.
3. Click Copy.
4. Enter or change any fields as needed and then click Save.

You have successfully created a new record by copying an existing record.

To copy a user record...

Refer to Copying Users.

To copy a product limit to a gateway or gateway login...

Refer to Copying Product Limits to Additional Gateways or Gateway Logins.

Editing a Record

This procedure describes how to edit an existing gateway login record from the Gateway Logins window. The same techniques can be used to edit records in the Users, Product Limits, Customer Defaults, Account Default List, and Version Rules windows.

To edit a Gateway Login...

1. From the User Admin menu, select Gateway Logins.

   

   Note: Use the Refresh button to refresh your window if the data becomes stale. The Refresh feature is useful, when for example, multiple administrators are updating records in TT User Setup.

2. Do one of the following:
   • Double-click the row for the gateway login you want to update
   • Select a gateway login row, and click Edit or right-click a gateway login row, and select Edit from the context menu.
   • Select multiple gateway logins and then click Edit, or right-click the selected gateway logins, and then click Edit from the context menu. Refer to the Editing and Deleting Multiple Records (Mass Editing) topic if needed.

   The Edit Gateway Login window appears with the Gateway Login Info tab selected.

   Note: Uneditable fields are disabled (grayed out).

Deleting a Record

This procedure describes how to delete an X_TRADER customer default record from the Customer Defaults window. The same techniques can be used to delete records in the Users, Product Limits, Gateway Login, Account Default List, and Version Rules windows.

Note: TT User Setup permanently removes deleted users from the database.

To delete a customer default...

1. From the User Admin menu, select X_TRADER Customer Defaults.

   

2. Do one of the following:
   • Click the row of the customer default you want to delete, and then click Delete.
   • Right-click the row of the customer default you want to delete, and then select Delete from the context menu.
   • Select multiple customer defaults, click or right-click the selected customer defaults, and then click Delete.
3. When prompted to confirm the deletion, click OK.

Editing and Deleting Multiple Records (Mass Editing)

Most data grids support editing and deleting multiple records at once (also referred to as mass-editing). The Users, Gateway Logins, Product Limits, Customer Defaults, Account Default List, Users' Gateway Login Attributes, and Version Rules windows support mass edits and mass deletions, while the Accounts and User Groups windows only support mass deletions.

To edit multiple records...

1. Open a data grid window. For example, Users.
2. While pressing the Ctrl key, click the rows you want to edit. You can also press the Shift key.

   

3. Click Edit.
4. On the edit multiple logins warning message, click OK.

   A window appears that allows you to edit all the selected records. In this example, the Edit Multiple Users window appears. This window contains the most commonly mass-edited fields.

   

   Note: Fields with different values display <values differ>; checkboxes with different values display as either shaded or shaded and checked, depending on your Windows Theme; fields with common values display those common values; and fields that cannot be edited are disabled (grayed-out).

5. Edit one or more fields as needed (e.g.click Override credit for TT SIM and enter a value in the TT SIM credit limit field).
6. When you are finished editing, save your changes and close the window.

The data grid shows the updated user information.

You successfully edited multiple users' information.

To delete multiple records...

1. Open a data grid window.
2. Press the Ctrl or Shift keys, and select the rows you want to delete.
3. Click Delete.
4. On the delete confirmation warning message, click OK.

You have successfully deleted multiple users.

Applying Filters

Filters make it easier to locate specific data in data grids by displaying only the rows that match the column filter(s). Filters can be blank, non-blank, or a string (including wildcards) that you enter.

To filter a column...

1. From the User Admin menu or Server Admin menu, select any window with a grid display (e.g., the Gateway Logins window).

   The filter options are above each column in the column header row.

   Note: The available filter options vary based on the data displayed in the associated column's fields.

2. To display the available filters, select the column you want to filter and click the drop-down arrow.

   The filter options available in every applicable window include:

   Filter	Function
   [No Filter]	Removes the current filter.
   [Blank]	Displays only login records with no data in the column.
   [Non-Blank]	Displays only those records that contain data in the column.
   <string>	Displays only those records that contain all or part of the string you entered. You can also enter the +, =, and ? wildcards to display partial or exact matches. Refer to Using Wildcards later in this section for more information.

3. For each column, enter or select a filter.

A filtered column's drop-down selection displays a yellow background.

Note: Partial filter matches are considered a match. For example, the TTDEMO1 filter matches TTDEMO1, TTDEMO10, TTDEMO100, etc.

You have successfully applied a filter to a column.

Filtering by an Exact Match

You use an = filter symbol to indicate that the text that follows the symbol must filter by an exact match. For example, if you enter =Eurex in a Gateway column filter, the data grid displays only Eurex (no flavor) Gateways.

Auto Filter

The auto-filter feature also automatically adjusts the content of a column as you enter or delete text in a filter. As you begin typing, your column begins to filter. For example, typing the letter B in the Gateway filter will show only gateways that begin with the letter B. Every subsequent letter typed, further filters the column.

Using Wildcards

TT User Setup allows you to include wildcards with the filter text to further filter the display:

• + matches multiple characters. For example, type +-A in a Gateway column filter to display only A-flavored gateways, as shown:

• ? matches a single character. For example, type ?B in a Group column filter to display groups such as ABC, MB9, NB8, etc,.

To view a brief description of the wildcards, place your mouse pointer in a column header.

Sorting by a Column

Use TT User Setup's column sorting function to control the display of data in various windows. You can sort by columns alphabetically (A-Z or Z-A) or numerically. For example, sort by the Last Changed column of the Users window to determine which users were most recently added or edited.

TT User Setup indicates sort order by placing a number in the header of a sorted column. The number one indicates the highest priority, the number two indicates the second-highest priority, and so on. A down arrow indicates the items are sorted in descending order and an up arrow indicates an ascending order.

To sort the columns:

• From the data grid, click the column headers from the lowest priority to the highest priority. For more information refer to Sorting from the Data Grid
• Right-click the data grid and select Specify sort criteria. Set the sort order from the Sort dialog box. For more information refer to Sorting from the Sort Dialog Box.

Sorting from the Data Grid

  To manually sort the columns from the data grid...

1. Open a data grid window, for example, Gateway Logins.
2. On the column header row, click one of the column titles.

   

   Note: You can sort by more than one column by clicking on each column's title.

   When clicking, for example, on the Gateway Login window's Gateway column title, the column sorts alphabetically.

3. To sort in descending order, click the column heading again.
4. When sorting multiple columns, click the lowest priority column first. TT User Setup assigns the highest priority to the column clicked last.

You have successfully sorted by a column.

Sorting from the Sort Dialog Box

Use the Sort dialog box to specify the sort criteria for multiple columns of any window that contains a grid.

  To set the sort order from the Sort dialog box...

1. Open a data grid window. For example, Gateway Logins.
2. Right-click in one of the columns, and on the context menu, select Specify sort criteria.

   The Sort dialog box appears.

   

3. Use the transfer buttons (<,<<,>>,>) to select the columns to sort.
4. In the Sort by these columns section, double-click any column to toggle between ascending (Asc) or descending (Desc) sort order.
5. Use the Move Up and Move Down buttons to assign a priority to each column. TT User Setup assigns the topmost column priority one.
6. Click Apply and then OK.

You have successfully sorted by a column.

Showing, Hiding, and Arranging Columns

You access the Show/Hide/Arrange Columns dialog box from the context menu of any window that includes a data grid. Each window lists the visible and hidden columns and the order in which visible columns will appear. By default, TT User Setup displays all available columns in each window.

Note: For a list and description of the columns and fields available in each TT User Setup window, refer to the “Field Descriptions” topic.

  To show or hide columns...

1. Open a data grid window. For example, Users.
2. Right-click in one of the columns, and on the context menu, select Show/Hide/Arrange columns.

   

3. In the Visible Columns section, click the column you want to hide.
4. Click the < transfer button to move the visible column to the Hidden Columns section.

   Note: You can transfer all columns by clicking the << transfer button.

5. Use the Move Up, Move Down, and Move to Top buttons to arrange the columns in the order you prefer.

   Note: Use the Restore Default Column Order button to revert to the original column order.

6. Click Close.

Generating an HTML or CSV Report from any Window

Right-click in any data grid window to display a context menu that allows you to export to HTML and CSV files. These options allow you to view data in either an Internet browser or a spreadsheet application, to generate a report, or to save that data for future viewing. The content of the report depends on the sorting or filtering currently applied.

The following procedure describes generating an HTML or CSV report from the Users window.

  To generate an HTML or CSV report from the Users window...

1. Open an applicable TT User Setup window (e.g. the Users window).
2. Right-click anywhere in the grid display.

   The context menu appears.

3. Click either the Export to HTML or Export to CSV option.

   The Windows Save As dialog box appears.

   Note: Any filters, sorting, or hidden columns applied to a window affect the content illustrated in a report.

4. Select the destination for the.html or .csv report file, and assign a file name.

   The .html file report opens automatically after saving.

5. To display the CSV report, double-click the .csv file.

The report displays in a spreadsheet application.

You have successfully exported HTML or CSV data and generated a report.