TT User Setup Documentation
- Getting Started
- User Administration Basics
-
User Administration: Administrative Users
- Creating and Editing Administrative Users
- Creating a Super Administrator
- Creating a Broker Administrator - X_TRADER ASP
- Allowing Buy-side Administrators to Manage Product Limits (X_TRADER ASP)
- Creating a Group Administrator (non-X_TRADER ASP only)
- Creating a Gateway Login Administrator (non-X_TRADER ASP only)
- Creating a Password Administrator (non-X_TRADER ASP only)
- Creating a View Only User
- Creating a Collect Log Files Only User
- Configuring the Outgoing Email Settings
-
User Administration: X TRADER® Or X RISK® Users
- Creating and Editing X_TRADER or X_RISK Users
- Applying Basic User Properties
- Customizing Billing Data for a User - X_TRADER ASP only
- Configuring User Risk Settings for a User
- Setting Application Permissions
- SettingTrade Permissions
- Creating and Managing X_TRADER Customer Defaults
- Customer Defaults and Algo Defaults MiFID II
- Allowingor Blocking Product Groups for Specific Markets
- Applying X_RISK Permissions
- Creating a New Gateway Login through the Users Window
- Generating a Gateway Login for all Gateways
- Assigning Gateway Logins to a User Through the Users Window
- Setting Account Permissions
-
User Administration: FIX Adapter
- TT FIX Adapter and TT User Setup Overview
- Setting Up a TT FIX Adapter Server (non-X_TRADER ASP)
- SettingUp a FIX Adapter Client User
- Setting Up an AccountDefault
- FIX Adapter Account Defaults MiFID II
- Assigning TT FIX Adapter Client(s) to a FIX Adapter Server
- Allowing or Blocking Product Groups for a FIX Adapter User
- User Maintenance
- Gateway Login Administration Basics
-
Creating Gateway Logins
- Creating a New Gateway Login
- Assigning the MemberGroupTrader ID
- Disabling Start-of-Day Records
- Assigning Gateways to Gateway Logins
- Mapping a TTORD to an Exchange Trader
- Adding Gateways to Existing TTORDs
- Assigning Accounts
- Configuring Risk
- AssigningUsers to a Gateway Login
- Editing a User's Gateway Login Attributes
- Assigning Gateways to Multiple Gateway Logins
- Account Group Administration
- Account Administration
- Order Passing Group Administration (X_TRADER ASP)
- Gateway Login Risk Administration
-
Account And Account Group Risk Administration
- Adding Account-Level Risk Checking
- Adding Account Group-Level Risk Checking
- Creating Product Limits for Accounts and Account Groups
- Enabling Duplicate Order Check for Accounts and Account Groups
- Creating Contract Level Overrides
- Contract Limits Overview
- Creating Margin Limits for Accounts and Account Groups
- Applying Account-BasedRisk to Wholesale Trades
- Configuring Wholesale Order Overrides
- Copying Product Limits to Additional Accounts or Account Groups
- Copying Account-Based Product Limits to Additional Gateways
- Copying MGT-based Product Limits to Account-Based Product Limits
- User Level Risk Checking
- User Group Administration
- Publishing To Guardian
-
Server Administration
- Disabling Trading for a Trading Environment
- Collecting Log Files
- Using Version Control Rules
- Resetting the Guardian Exchange Tree (non-X_TRADER ASP only)
- Editing the Currency Exchange Rates
- Adding and Deleting Currencies
- Editing Product Margins
- Viewing and Clearing Product Margin Conflicts
- Viewing and Publishing Licenses
- Migrating Users to a New Gateway
- Understanding Server Messages
- System Settings
- Enabling Two-factor Authentication
- Reports
-
Tutorials
- How to Setup a New User Who Will Trade Using a TTORD Gateway Login
- How to Map an Additional Gateway Login to an Existing TTORD User
- How to Set Up an Administrator Who Uses Both X_RISK and TT User Setup
- How to Set Up a Third-party Risk Administrator
- How to Create a New User by Copying an Existing User
- How to Assign Existing Product Limits to Other Gateway Login IDs Simultaneously
- How to Change Multiple Product Limit Values Simultaneously
- How to Set Up Customer Defaults
- How to Update Customer Defaults Across Multiple Users Simultaneously
- How to Change the Message Users Receive When Their Logins Fail
- How to Use Wildcard Characters in Filters
- How to Set Up a Tiered Administrator
- How to Set Up a Drop Copy TT FIX Adapter Server and Corresponding FIX Adapter Clients
- How to Set Up an Order Routing TT FIX Adapter Server and Corresponding FIX Adapter Clients
- How to Set up a User for Autospreader SE or Synthetic SE
- Creating TT SIM Credit Limits and Product Limits
- Appendix
Migrating Users to a New Gateway
You are viewing TT User Setup Version 7.17 and higher. For earlier versions, click here
TT User Setup includes a tool to migrate users from one gateway to another. This is useful when you are adding another flavor of a gateway to your environment (i.e. adding a CME-B Gateway as a backup in an environment that contains a CME-A Gateway), or if a gateway is rebranded (i.e. migrating users that connect to a CBOT-A Gateway to a CME-A Gateway).
When you migrate users, all data related to the source gateway is copied for all the users that are mapped to the source gateway:
Customer Defaults: Any gateway-specific customer defaults are copied and saved as a customer default for the target gateway. For example, if the user had a customer default that applied to the source CME-A Gateway, then the customer default is copied and applied to the target CME-Gateway. Market-specific customer defaults are unaltered. The original customer defaults are not deleted during the migration, but can be deleted afterward if needed.
Product Limits: Any product limits that apply to the source gateway are copied and saved as product limits that apply to the target gateway. For example, product limits for the source CME-A Gateway are copied and saved as product limits for the target CME-B gateway.
MGTs: Any MGTs that a user may have for the source gateway are copied and saved as MGTs for the target gateway. For example, MGTs for the source CME Gateway are copied as MGTs for the target CME-B Gateway.
- User’s Gateway Login Attributes: All login attributes on this window are copied and saved to the target gateway for the user.
Note: When migrating, you can chose to remove the gateway login information for the original gateway, or you can keep the gateway login information for both the original and the new gateways.
To migrate users to a new gateway...
- From the Server Admin menu,
select Migrate Users
to New Gateway.
The Migrate Users to New Gateway window appears.
- Use the browse buttons to select the Source Gateway (the gateway from which the users will be migrated) and the Target Gateway (the gateway to which the users will be migrated).
- Check or uncheck the Delete Gateway
Logins related to source gateway checkbox.
- If the users will retain the gateway login information for the source gateway, leave the checkbox unchecked. This option is typically used when adding additional gateways.
- To delete the gateway login information for the source gateways, check the checkbox. This option is typically used when gateways have been rebranded.
- Select how the Available to User
or Available to FIX Client login attributes will be set for
the new gateway logins.
- Select Copy source settings to target to use the source gateway's settings.
- Select Set all to available (checked) to set the option on for all users that were mapped to the source gateway, regardless of the current setting.
- Select Set all to unavailable (unchecked) to set the option off for all users that were mapped to the source gateway, regardless of the current setting.
- Select how the Automatically Login login
attribute will be set for the new gateway logins.
- Select Copy source settings to target to use the source gateway's settings.
- Select Set all to auto (checked) to set the Automatically Login login attribute on for all users that were mapped to the source gateway, regardless of the current setting.
- Select Set all to manual (unchecked) to set the Automatically Login login attribute off for all users that were mapped to the source gateway, regardless of the current setting.
Select how the Mandatory Login login attribute will be set for the new gateway logins.
- Select Copy source settings to target to use the source gateway's settings.
- Select Set all to mandatory (checked) to set the Mandatory Login login attribute on for all users that were mapped to the source gateway, regardless of the current setting.
- Select Set all to optional (unchecked) to set the Mandatory Login login attribute off for all users that were mapped to the source gateway, regardless of the current setting.
- Click Start Update.
You have successfully migrated users to a new gateway.