SMART Click User Manual
Contents
1. 2 2 2 e cee ee cee ceeccceccccecccceeeececececeeeeeeeeeeeeees 10 Logging InandOitu c cece cece eee c LLLA LLLA DLADLA DDAL LLALLA DLLD annann 11 Generating a Token c ccc Laa DLADLA DLADLA cece cece cece eee eeeeeeeeeeeeeeeeeeeeeettteteteee 12 Forgot Password AA iced p eaa a a aae Eea 14 Forgot User D u 2a 15 Common Navigation Menu 16 NotificationCenter ccc ccc cee eee cece eee eee ee ee eee LADLAD LLALLA DALLAL LALLA aLaaa 16 Turning Off Compatibility View 16 Updating Profile Information anaana anaana oaaao anaa aLaaa LAADAL LADDA DLADLA PLADA aLa aLaaa 18 API Management 19 Create Claim IDS 2 19 Manage API IDS ala aoaaa aaao nananana dahaa oaa DaDa cece cece eee ee ceeeneeeeeeeeeeseeceeeteeceeereseseeeteees 21 User Manual 3 SMART Click Please submit user experience feedback about this user guide Getting Started SMART Click is a self managed centralized user profile service that authenticates access to CME Group applications and services CME Group customers and staff use the SMART Click interface to register manage their profile and access integrated CME Group applications SMART Click tool offers several important features and benefits to its users Specifically e Unique User ID e One SmartClick ID is required per user unless instructed otherwise e ID belongs to you even when changing companies Users that require reassignment of a SMART Clic2. Additional options e To modify information click Make Changes To spe cify another password click I would like to change my password C 1 would like to change my password User Manual 9 SMART Click Activating the SMART Click Account Following profile registration confirmation an activation email is sent to the entered Email address Activation is necessary to login to the account gt To activate the SMART Click account 1 In the SMART Click Account Activation Email click the verification link The link can be used once Additional activation attempts using the same link will result in an error NOTE Unactivated accounts will be removed seven days after the activation email is sent After deletion attempts to activate an account will result in an error message https loginga cmegroup com sso accountstatus activateAccount key AAABRrWZN 1bDzwQRk6koFc130Qk 1HnWh97Aoe7yYsUSMVzegptZCw 3D 3D The Account Activation screen appears Account Activation Your account has been successfully activated If the Email Activation screen is still up please click the Next button in the Email Activation screen to continue Otherwise you can proceed to login to your account Questions If you have any questions please contact CME Enterprise Application amp System Entitlements United States 1 312 456 1560 Europe 44 203 379 3802 Asia 65 6593 5536 EASE Globex Request cmegroup com 2 Onthe Email
3. Activation screen click Next Email Activation An email containing instructions to activate your account has been sent to your registered email address re ee Oma com Please follow the instructions in the email Once completed you can click the Next button below Re send Activation Email Not receiving your email If mana Ge com is not your correct email address please enter the corrected email address below Email Address Confirm Email Address Update My Email NOTE If the Account Activation email has not been received after a few minutes click Re Send Activation Email The SMART Click Account is activated 3 Using the registered User ID and password login to SMART Click 10 User Manual SMART Click Logging In and Out Users initially login to SMART Click following registration and activation Upon a successful SMART Click_login users will receive an application token to their registered mobile phone number and must perform two factor authentication to gain access This must be performed on each device or whenever the cache is cleared gt To Login to SMART Click 1 Using an internet browser navigate to the following URL https smartclick cmegroup com The login page appears Lem amp CME Group Use your CME Group SMART Click credentials to sign in By logging in you agree to the User License Agreement User ID Need to register Password forgot my password forgot my u
4. and 7 enabling texting you will no longer be required to reset your password every 90 days Standard text messaging rates may apply laccept Country code Phone number First and Last Name Country and Address including City State and Zip Code Primary Phone Number no dashes and Country Code Mobile Phone Number no dashes optional Enables the additional security of two factor authen tication Adds a login step that requires entry of a security code prior to accessing SMART Click NOTE The password expiry period is set for 90 days To remove the expiry period and self manage passwords provide a mobile phone number and enable text messaging by checking I accept IThe application administrator uses the token to complete registration for the CME Group SMART Click integrated application Enhanced authentication measures incorporate two of three factors of multi factor authentication 1 Knowledge The User ID and password 2 Possession The mobile phone to which a verification text mes Sage is sent upon initial login or when logging into additional browsers or devices An additional authen tication factor is utilized for application access User Manual 7 SMART Click Login Information Email Address SMART Click ID Password Confirm Password 8 User Manual Confirm Email Address Password rules e Between 8 and 32 characters long e Must not contain your user ID e Must not contain
5. MART Click integrated applications include a common navigation menu from which applications and reports can be selected from categorized groups CME Group Portfolio amp Risk Regulatory Administration My Profile ru Notification Center The notification center is a message feature used to access application specific and user directed messages and alerts from a central location Notification Center To view a list of messages click the Notification Center icon rd Note A red number indicates the number of unread messages To view the entire message select the orange message arrow Bb The Notification Center displays the entire message which is available for 180 days Notification Center Notification Center Notifications Test notification This is a test notification Turning Off Compatibility View Compatibility View is an Internet Explorer setting that displays certain web pages in a mode differently than designed Deactivating compatibility view will resolve display errors that may occur on SMART Click or integrated applications in Internet Explorer ere e Gi Sf otifi ti t Example Notification center displays with an error gt To turn off Compatibility View 1 On the Internet Explorer browser that displays the error access the Tools Alt X menu 2 From the Tools menu select Compatibility View settings 16 User Manual SMART Click Additional methods to a
6. PI ID gt To Update an API ID Password 1 From the API Management table select the API ID to manage The Manage API ID screen appears 2 On the screen that appears select Update Password Manage API ID APL Update password Unclaim API ID p Update password aaa Current Password Paccword rules e Between 8 and 32 characters long e Must not contain your user ID New Password e Must have at least 3 types of the following characters upper case A Z lower case a z number 0 9 and Confirm New Password symbol etc Update Password 3 Enter the Current and New Password including confirmation The passwords are validated for compliance with the Password Rules SMART Click User Manual 21 SMART Click gt To Unclaim an API ID Unclaiming an API ID removes the association with the SMART Click ID 1 From the API Management table select the API ID to manage The Manage API ID screen appears 2 Onthe screen that appears select Unclaim API ID Manage API ID APL err Update password Unclaim API ID Required Unclaim API ID Are you sure you would like to unclaim the API ID API em EENE If you are please enter the API ID s password below Password Unclaim 3 Enter the Password 22 User Manual
7. SMART Click User Manual 9 18 2015 Disclaimer Futures trading is not suitable for all investors and involves the risk of loss Futures are a leveraged investment and because only a percentage of a contract s value is required to trade it is possible to lose more than the amount of money deposited for a futures position Therefore traders should only use funds that they can afford to lose without affecting their lifestyles And only a portion of those funds should be devoted to any one trade because they cannot expect to profit on every trade All references to options refer to options on futures CME Group is a trademark of CME Group Inc The Globe Logo CME Chicago Mercantile Exchange Globex iLink E mini CME EOS Trader Galax C FirmSoft CME DataSuite and CME DataMine are trademarks of Chicago Mercantile Exchange Inc New York Mercantile Exchange NYMEX miNY and ClearPort are registered trademarks of the New York Mercantile Exchange Inc COMEX is a trademark of Commodity Exchange Inc FIX and FAST are trademarks of FIX Protocol Limited FIX FAST is a service mark of FIX Protocol Limited Dow Jones Dow Jones AIG Commodity Index The Dow Dow Jones Industrial Averagesm and DJIA are service marks of Dow Jones amp Company Inc and American International Group Inc AIG and have been licensed for use for certain purposes by the Board of Trade of the City of Chicago Inc CBOT CBOT futures and options on
8. agree to the User License Agreement User ID Need to register Password forgot my password B forgot my user ID Contact us 0 More info From the Login page the following functions are available A Register anew SMART Click profile B Reset a forgotten password 4 User Manual SMART Click C Receive a User ID reminder by email D View phone and email support contact information E View the SMART Click webpage for additional information Additional Resources Click the following link to view and introductory video for the SMART Click registration process x SMART Click registration Included in the video are the following topics e Overview e Registration Process e Entering Contact Login Security information e Confirming registration e Two factor authentication e Forgot User ID Password e Additional Support Additional information about managing system to system authentication using SMART Click is detailed in the Managing API IDs section User Manual 5 SMART Click What s New The list below illustrates the updates made to the SMART Click User Manual Date Author Topic 9 18 2015 MR 4 27 2015 MR 2 27 2015 MR 10 13 14 MR 8 8 14 MR 6 20 14 MR 6 User Manual Notification Center Getting Started Managing API IDs Registering for a SMART Click Profile Managing API IDs SMART Click video Managing API ID Various Description From the C
9. ccess Tools e Right click the Toolbar and select Menu Bar e Alt select Tools 3 On the Compatibility View Settings window that appears uncheck the following ha Change Compatbility View Settings Websites you ve added to Compatibility View o Display intranet sites in Compatibility View Use Microsoft compatibility lists Learn more by reading the Internet orer privacy statement Display all websites in Compatibility View e Include updated website lists from Microsoft e Display websites sites in Compatibility view e Use Microsoft compatibility lists 4 To finalize selections click Close then Refresh the web page User Manual 17 SMART Click Updating Profile Information SMART Click IDs are assigned to users and retained when users change firms registration information User ID or password gt To Update the SMART Click Profile 1 Login to SMART Click 2 If the profile page does not appear select My Profile gt My Information from the Common Navigation menu My Profile SC User ITRADERIT111 My Information SMART Click Logout 3 Click Edit My Profile The page appears in an editable format lt 3 CME Group How the world advances SMART Click Profile API Management Token Generate New Token Contact Information Required First Name Last Name ee user Modify Contact Information Login Information and Security Questions as necessary 3 When done click Submi
10. d Password rules e Must not be the same asthe last 10 passwords Between 8 and 32 characters long Must not contain your user ID Must not contain your first name 2 l Must not contain your last name Must have at least 3 types of the following characters upper case A Z lower case a z number 0 9 and symbol etc Confirm New Password If the password cannot be reset contact Enterprise Application amp System Entitlements EASE Upon EASE password reset the password must be changed upon the subsequent login 14 User Manual Forgot User ID Follow the instructions below to retrieve forgotten User IDs gt To retrieve your User ID 1 On the login page click I forgot my User ID The Forgot Your User ID page appears lt 3 CME Group Forgot Your User ID This functionality is currently only for SMART Click accounts If your account is not a SMART Click account please contact the Customer Support Group Email Address Required I m not a robot Enter your email address Enter the Word Verification characters U A UU N Click Submit The User ID will be sent to the registered email address SMART Click Confirm you are not a bot or automated device by selecting the reCAPTCHA acknowledgement checkbox l eCAPTCHA is a risk analysis technology that helps minimize automated software login abuses User Manual 15 SMART Click Common Navigation Menu CME Group S
11. futures contracts based on the Dow Jones Industrial Average are not sponsored endorsed sold or promoted by Dow Jones and Dow Jones makes no representation regarding the advisability of trading such product s BM amp FBOVESPA is a trademark of BM amp FBOVESPA KRX is a trademark of Korea Exchange DME is a trademark of Dubai Mercantile Exchange BMD is a trademark of Bursa Malaysia BMV is a trademark of Bolsa Mexicana De Valores All other trademarks are the property of their respective owners The information within this document has been compiled by CME Group for general purposes only CME Group assumes no responsibility for any errors or omissions Additionally all examples in this brochure are hypothetical situations used for explanation purposes only and should not be considered investment advice or the results of actual market experience All matters pertaining to rules and specifications herein are made subject to and are superseded by official CME CBOT and NYMEX rules Current rules should be consulted in all cases concerning contract specifications Copyright 2014 CME Group Inc All rights reserved Table of Contents Table of Contents Getting Started 4 Access SMART Click u 2 2 2 cece cece ccc ccc ccceceeeceeeeeeeee cece cece eee eeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeees 4 Additional Resources ce 5 What s New LL 6 Registering a SMART Click Profile 7 Activating the SMART Click Account
12. ge appears Additional functions e Need to register e Forgot Password e Forgot User ID Users can receive a reminder of their SMART Click User ID sent to their registered email address e More info Navigates to the CME Group SMART Click webpage which displays additional information and ref erences Generating a Token Following the initial login users access SMART Click to generate a token to facilitate access to CME Group applications and services The token is provided by the user to the application administrator gt To Generate a token 1 Using an internet browser navigate to the following URL https smartclick cmegroup com The login page appears 2 Enter the User ID and Password then click Login The SMART Click profile page appears lt 3 CME Group How the world advances SMART Click Profile API Management Token Generate New Token Contact Information First Name Last Name Required SC user 3 Click Generate a New Token 1At the next login from this computer an authentication code will be sent to the registered mobile phone and must be entered before accessing SMART Click The additional authentication step will not be performed until the internet cookie which is stored on this computer is deleted 12 User Manual SMART Click A system generated token appears Token The expiration date of this token is 26 Jun 2014 14 47 000000 Please providethis token to yo
13. k Profile at a new company should access the SMART Click Profile page to change their contact information or contact Enterprise Application amp System Entitlements EASE e Login information should never be shared with anyone e CME Group will never ask for your password except when changing the password on the SMART Click Profile page e Single Sign on From the Common Navigation Menu access SMART Click enabled applications and services with one user ID and password e Permission Access to CME Group applications with permissions for multiple clearing firms when appropriate e Maintain One ID The unique user ID is retained when changing clearing firms or employers Retrieve forgotten User IDs and passwords online without contacting Firm Support e Online Update Once established the SMART Click profile is updated online Users spend less time registering for mul tiple applications and completing paperwork Registration information can be updated online anytime By registering and logging into SMART Click you agree to the Privacy Policy and Terms of Service which is a legal agreement between you and CME Group Inc Note To view additional benefits and information refer to the CME Group SMART Click webpage Access SMART Click Using an internet browser navigate to the following URL https login cmegroup com The login page appears lt 3 CME Group Use your CME Group SMART Click credentials to sign in By logging in you
14. ommon Navigation menu displays application specific and user directed message and alerts Updated overview description of SMART Click API ID note summarized For the primary phone number country code is required For API IDs API_ prefix is required A video tutorial describe the SMART Click registration process API Management functionality Enables system to system connection via an Application Programming Interface This is the initial release of the SMART Click user manual SMART Click Registering a SMART Click Profile The SMART Click registration process consists of the following steps I 2 3 4 5 6 Enter profile registration information Enable two factor Authentication Review and Confirm Receive registration email and Confirm Login to SMART Click 1 Generate Token and provide to Application Administrator gt To create a SMART Click account 1 If you are registering a new profile click Need to Register An entry form appears Required fields are indicated by a red asterisk and a red halo FrstName sreoured that appears when the field is selected 2 Enter Contact Information Contact Information Required First Name Last Name a Country x United States 7 Address City State Zip Code Select State a Primary Phone Number x Country code Phone number Ext Mobile Phone Number By entering your mobile phone number
15. ser ID Contact us 2 Enter the User ID and Password then click Login e Account Lock Login can be attempted up to five times before an account is locked If an account is locked due to failed login attempts it will be unlocked automatically after three hours or to unlock the password without requiring a password change contact EASE Enabling a mobile phone number adds an additional login step which requires entry of a security code to access SMART Click Following User ID and Password authentication a text message is sent to the registered mobile number The additional login step appears at the initial login or when logging in from a new device or location Protect your CME Group Account We do not recognize your device Please enter the security code that was texted to your mobile phone If you are unable to receive text messages please contact CME Group Enterprise Application amp System Entitlements at 1 312 456 1560 US 44 203 379 3802 Europe or 65 6593 5536 Asia Security Code Required e This is a public or shared computer This is my personal computer Re send Code User Manual 11 SMART Click 3 Enter the authentication code then specify whether this access is from a public shared or private 2 computer e0000 AT amp T F 1 54 PM 7 lt Messages 386 71 Details Text Message Today 1 11 PM Your CME Group authentication code is 44444444 4 Click Continue The SMART Click profile pa
16. t 18 User Manual SMART Click API Management The SMART Click API ID Management functionality is used to create and manage IDs that are used to authenticate system to system communication to CME Group SMART Click integrated applications via an Application Programming Interface API To gain access to API applications contact EASE The following functionality is available e Create API ID e Claim API ID e Manage API ID e Change Password e Unclaim API ID Create Claim IDs gt To Create an API ID 1 From the SMART Click Profile page click the API Management tab SMART Click Profile API Management API Management By creating and or using an API ID you agree to our Terms of Service What are API IDs Show 10 M entries dmi Search APIID a Application Status F Scope API SCUSER Showing 1 to1 of1 entries First Previous 1 Next gt Last Create API ID Claim API ID 2 Click Create API ID 3 On the screen that appears enter Required fields are indicated by a red asterisk Create an API ID API ID Rink cach Password rules Password Between 8 and 32 characters long e Must not contain your user ID e Must have at least 3 types of the following Confirm Password characters upper case A Z lower case a z number 0 9 and symbol 2 etc Cancel Create API ID User Manual 19 SMART Click Note The API ID is required must begin with the prefi
17. ur administrator as needed Generate New Token This token is provided to application administrators who use it to provision access the requested application NOTE Tokens have a specified validity period which is seven days from the request date User Manual 13 SMART Click Forgot Password Follow the instructions below to reset forgotten passwords gt To reset your password 1 On the login page click forgot my password The Reset Your Password page appears lt 3 CME Group Reset Your Password This functionality is currently only for SMART Click accounts If your account is not a SMART Click account please contact the Customer Support Group User ID Required Forgot your user ID I m not a robot C Paan reCAPTCHA Submit 2 Enter your User ID 3 Enter the Word Verification characters 4 Click Submit Instructions to reset the password will be sent to the email address associated with the entered User ID https loginga cmegroup com sso forgetpassword validateResetPasswordCode resetPasswordCodez AAABRrf8WOP NI 1rru962FEJ 1w8WOgXg0 13ZMt6LY dBcNZPjb3iK 2FPpTQ 3D 5 On the SMART Click Password email click the change password link The Reset Password page appears with a challenge question 6 Enter the response then click Submit 7 Onthe Reset Password page that appears enter and confirm the new password then click Submit Reset Your Password New Password Require
18. x API and must not already be registered to another user It does not need to be the same as the SMART Click ID 4 Click Create API ID System validation is performed and the API ID appears in the table gt To Claim an API ID Claiming an API ID makes an association with the currently logged in SMART Click ID An API ID can only be associated with one SMART Click profile To change assignment it must be unclaimed from the current profile 1 From the API Management page click Claim API ID 2 Onthe screen that appears enter Claim an API ID APIID Required Password Cancel Claim API ID e APIID The API ID must begin with the prefix API e Password 3 Click Create API ID The API ID is validated and if authorized added to the table 20 User Manual Manage API IDs On the API Management page user Roles and Scope are specified Additional functions e Show Hide Ib F e Roles Clicking revokes the role for the specified firm e Scope Clicking m deletes the API ID scope SMART Click Profile API Management API Management By creating and or using an AFI ID you agree to our Terms of Service What are API IDs Show 10 entries zx Search API ID a Application Status F Scope Action API SCUSER CME CORE Customer Active Elta mi Customer 123 API_SCUSER CME CORE Customer Active E Show Scope ii Showing 1 to 1of1 entries First Previous 1 Next gt Last Create API ID Claim A
19. your first name e Must not contain your last name e Must have at least 3 types of the following characters upper case A Z lower case a z number 0 9 and symbol etc 3 Enter Login Information Email Address An activation email and cor respondence is sent to this email address SMART Click ID Specify a unique User ID Validation is performed to ensure the requested SMART Click ID is not registered by another user Password Security Question Phone support Please provide security question and answer for support over the phone Security Question Security Answer Security Question 2 iter a question or choose one Security Answer 2 Security Question 3 enter at f uon rch II f Security Answer 3 I m not a robot Continue Confirm Security Answer Confirm Security Answer 2 Confirm Security Answer 3 Pap reCAPTCHA SMART Click Enter or select Security Questions and Answers e Atleast one and up to three security questions and answers must be selected or entered Select the reCAPTCHA acknowledgment then click Continue A confirmation page appears with registration informed grayed out On the Registration Confirmation page review the regis tration information then Confirm The registration profile is validated against existing accounts and password rules and the Email Activation screen appears Do not close the window proceed to the Activation instruc tions
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