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AutoCert + Access Guide User Manual
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1. 1 Click a test link Current Testing Configuration Company Name CME INTERNAL TESTING Tester smoke tests System Profile AJ CBOT Automated Trading System 3 26 07 Test Suite Test Suite Status Pre Certification interview Complete Sam Semit omp 2 SenderCcomp Test Suite Status In Progress Interview Test Sute Vest Case Post Certilieatien Drop Copy Certification Tests Retest Flag Status Mandatory Optional Drop Copy Simulated Message Stream No Resend expected E maid Mandatory CENE Complete Mandatory le mi m i Ha ya Deed a Gap and Receing Gap Fill a Tested Mandatory 9 m Mandatory Tested Bi Directional Resend Request Scenario J tested Mandatory Key D not tested ocomplete D pending iaied The test case appears listing the purpose and description of the test and its status 16 User Manual AutoCert Access Guide interview Test Suite Post Certification Steps of the test Drop Copy Simulated Message Stream No Resend expected Tha best could tabe up ie several minutes Passe do mot cloas The window during Ihe jee Clans wndow atenping Des requires to rerun Ehe Dey from siegi Purpose The purpose of ihe besi ia io verify that your applceion can perform a recewery best for Tubane inairumenta For example if a usar does net rectie al messages from the system dunng a trading session wi be necessary to perform a recovery best to update the books Contracts TESZ1 7
2. Status lii Progress Mink WALI view Test Suite Test Case Post Certification Steps of the test Outright Complete Order Test Th s tesi coukl take up to several mindes Please do nol cles the window during the 1 amp 2 Closing windkrnedsbopping best requires to rerun the fest from step Purpose The purpose of this fest is fo verify thet your application can perform recovery test Tor future instrumentis For example if amp user does nol r cerve all mentees trom the system during amp trading session B wil be necessary 10 perform recovery Test 1o update the books Selected Contract ngazi OSAL O6AT1 O6ALM 164 Category IP Port Incremental Feed A IFA ID 5 53 Incremental Feed B IFB ID 5 55 Snapshot SPT ID 5 57 Instrument Replay IRP ID 5 58 llote Press the Start Test button to start or restart a Test Please do not press the Start Test button again f you are cunrenthy running this test gt To navigate the certification tool 1 Log into the automated certification tool 2 From the main certification window In the Company Name field enter the name of the company performing the cer tification 3 Inthe System Profile field select the system being certified 8 User Manual AutoCert Access Guide Note The list of System Profile options is created and maintained by your Global Account Manager GAM 4 Inthe Tester field eneter the name of the user performing the certification 5 Inthe Test Suite fiel
3. lt 3 CME Group AutoCert Access Guide User Manual 12 14 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 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 FASTSM 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 futu
4. ESH2 TESZ1 TESH2 639 E Category Ld Incremental Feed 224 025 127 Incremental Feed B 224 0 25 255 Snapshot 244 0 25 127 Instrument Replay 2240 25 127 Key Qno besed complee D pending iaied REFRESH 2 The status column indicates whether a test has not been performed not tested complete pending or failed Note You can now perform the test in your certification environment using the session ID you were provided Once a test has been performed the status column reflects the testing status Key G nd tased complee GE REFRESH 3 Next to each step in the test case click a status button to view the order log information for every step The order log information appears User Manual 17 AutoCert Access Guide 2010 03 29 10 17 45 577 3550 J05004 1 B FIX 4 229 247 235 D 2 34 11249 J05004N 250 004252 20100329 15 17 45 230256 CMEZ 142 004243 N257 G297 NZ 121234562 11 0RD6169975561700221 1238 2240 2244 100254 15 17 45 2302 77 02 55 CS2 107 BR WINM 102 109 2302 167 FORZ204 129701212345629702 129717 655352 10 1477 Message Details Raw String Tag Name Value Analysis Account BeginString BodyLengtn Checksum SIO Handlinst MisgSeqhum MessapeType OrdType PossDupFiag Price sendercomplD SenderSubiD SendingTime Side Symbol TargetCompiD TargetSublD TimalnF arce TransactTima OpenClosa PassRasend Securit Desc Client senderLocationlD SecuritjT pe CustomerOrf inm When cer
5. NG test amete Loa Qui SP CME Group d Cm cages Pereira iu iwi ey Active instrument Comments Config Current Testing Configuration Company Name CME INTERNAL TESTING Tester smoke best System Profile Died System Profle Test Suite User Manual 7 AutoCert Access Guide Navigating the Certification Tool The AutoCert tool provides an easy to use web interface for navigating through CME Group certification scenarios The main AutoCert window includes the following tabs e Interview The Interview tab provides a pre certification test in which the responses provided help define the test and test s success Note Completion of the Interview is mandatory for all AutoCert test suites e Test Suite The Test Suite tab illustrates all of the available test cases with the suite and provides links to each of those cases e Test Case The Test Case tab list the steps for certification test selected from the Test Suite tab and includes a Status field that indicates whether our not a case was completed e Post Certification The Post Certification tab provides a post certification interview in which users provide feedback related to the AutoCert test Current Testing Configuration Company Hare QA Tester test user 1 System Profile LP CERT _CHECHOUT Aulomabed Trading Sytem 101 0 1 Test5uite Erik Test Suite Status Sender Comp AMZ00 BTC Pre Certification Interview Complete Test Suite
6. d select the applicable AutoCert test suite application 6 In the Sender Comp field select the appropriate SendComp from the list Each company is assigned a pool of session IDs Only one ID can be used at a time for certification testing as the AutoCert tool uses session IDs to identify messages being sent and received by the tester Note Users can unassign and re assign a SenderComplD by clicking the button that accompanies the SenderComplD 7 The Test Suite Status section illustrates the Interview and Test Suite status and provides access to the test s Help sys tem Field Descriptions Field Name Description Active Allows users to view information about instruments that are actively used by the clients Clients must view Instruments this page before sending any new orders to make sure that the instrument that they are using is available If client try to use one of the locked instruments AutoCert will reject the incoming message The AutoCert tool will lock the instruments only when clients are certifying their front end systems AutoCert will not lock the instruments while clients are doing testing development Active Instruments Teiler Cl ona kau Eireii ore eei C 3200123 SEMI CERT E 300123 9EJU2 CERT E 300123 E IM2 BEJU CERT Certification List of certification tests for a particular test suite Tests FIXTASTZ O Certification Tests Flag Status MandatenyOpton P Complete Mandatory Complete Optional P Complete Man
7. d password to Login to AutoCert Subscribing to Test Environment Notifications The email containing your ID and password to AutoCert also contains a link to the CME Group Subscription Center which allows you to subscribe or unsubscribe to test environment notifications including New Release and Certification CAUTION Please note that the unsubscribe link unsubscribes you from ALL CME Group subscription based notifications To manage your subscription profile visit http cmegroup com subscribe gt To access the CME Group Subscription Center 1 Navigate to http cmegroup com subscribe 2 Enter your email address and click Submit lt 3 CME Group How the world advances CME Group Subscription Center Thank you for your interest in email communications from CME Group To begin the opt in process fill out your email address and click Submit If you are already opted in you will be taken to your preferences page If you are not you will be prompted to subscribe on the next page We recommend you use your business email address to ensure delivery of email communications Also avoid using group addresses listservs Email Address Submit 4 User Manual AutoCert Access Guide 3 Select the Test Environments check box to subscribe to these email notifications or deselect the Test Environments check box to unsubscribe from these email notifications 4 Click Submit Additional Resources e Client S
8. datory Complete Optional J Complete Mandatory Config Shows the session details e SenderCompID e Session ID e FirmiD e Hostname e Port User Manual 9 AutoCert Access Guide Field Name Description Actye instrument SendercomplD Session Fire mu a Port 307004 301 004 10 135 172 120 10307 CERT Naga 4H5 nag 10 135 172 120 10317 CERT 4P7998 4P7 998 910 195 172 120 10318 CERT 405998 405 998 10135172120 10062 CERT 941004 ga 004 140 195 172 120 20091 CERT 255000 E53 DoD 10 135 172 120 10428 HEWRELESSE E8SDOD BBE Don 19 135 172 120 10250 MEWRMELEASE Bar dad Ea Os 10 135 172 120 10251 NEWRELESSE D53004 D53 004 101385172120 10196 NEWRELEASE J80123 Ji 123 10135172120 21178 NEWRELEASE Jestis J 004 10 135172 120 60306 NEWRELEASE O4ACPO O44 CRO 10135172120 38813 NEWRELEASE Flag Flag A gray green yellow or red indicator designating the status of a particular test Describes each test status indicator e Gray indicates not tested e Green indicates a completed test e Yellow indicates a test in progress e Redindicates a failed test Key nottested 4 complete S pending failed Interview The pre certification interview tab displays upon entering the test suite nere Test Suite Test Case Post Certification Complete Online Help Click the link to access the online help Post Tab that displays the post certification interview providing feedback on the certification test Certi
9. ew Test Suite oat Case Post Certification LOS Certification Tests Create a Covered option contract and send an order on the new contract Test Suite Status Displays the status for the pre and post certification interview and the test suite Test Suite Status Pre Certification Intereiew Complete Test Suite Status Complete Post Certification Interview Hot Complete Your System Created and maintained by your Global Account Manager A drop down menu identifying the system s Profile being certified name version and type System Profile a Drepacony Samc Autemaled Trading System 1 23 08 cz 12 User Manual AutoCert Access Guide Filling Out an Interview Use the interview procedure to define your application s capabilities The interview determines the test scripts that you will be prompted to run against a particular interface gt Tofill out an interview 1 Onthe AutoCert Interface screen select the appropriate Test Suite from the drop down menu Current Testing Configuration Tester smoke teste Testsuite Saka Test5ute MaexDer Market Data SEP UDS Vol Options es ch T nA mu r ml P m ue a AutoCert recognizes incomplete interviews immediately following the selection of the test suite You cannot access test suites and test cases until the completion of the interview Current Testing Configuration Company Name CME INTERNAL TESTING Tester
10. fication C 4lc 1c lael Comments Profile Shows the customer s profile information Refresh 10 User Manual AutoCert Access Guide Field Name Description Allows you to refresh the screen Retest Appears in each row of acertification test after it has been attempted Allows you to retest a particular certification test Choosing this option overwrites the current test results Select a Test Drop down menu of test suites available Suite Test hate Sancta BMA amp FBO0 Test Suite Status Dros Copy eS Liai KEL Bel QUES SenderCompID Assigned value used to identify firm sending message Note When a session is unassigned the user selects a SenderComplD from a drop down list SenderComp Users can unassign and re assign a SenderCompID by clicking the button that accompanies the SenderComplD Senderlomp Select Sendertomo SenderComp J86004 CED Status Status includes Completed Not Tested Pending and Failed Status Complete Complete Hot Tested Pending Start Test Press to Start or Retest Do not press this button if a test is running Test Case Tab that displays the test s steps purpose description and status Interview Test Suite Testcase Post Cerca Steps of the test Test Suite Tab that displays the test cases that make up the test Shows the customer s current testing configuration page User Manual 11 AutoCert Access Guide Field Name Description Intervi
11. lied a These instruments are certification dedicated contracts that are not present in production but have all characteristics of production instruments with the exception of their security description and their symbol Each set of instruments is associated with a Market Data Platform channel dedicated to certification It is strongly recommended to listen only to the channel of the instrument set that you selected This allows by isolating the market data messages from the rest of the environment AutoCert to reproduce specific scenarios and validate that your system properly process all events of these scenarios Note After a specified period of time without activity on AutoCert the tool will release the certification dedicated instruments If you want to continue testing and certifying Market Data Platform or iLink 2 X on AutoCert you will have to go through the same process mentioned above and select a new set of instruments which may be different that the previously selected set Note that for the recovery tests additional certification dedicated instruments may be introduced by AutoCert on the channel to which you are listening User Manual 15 AutoCert Access Guide Certification Testing The appropriate certification test links are available after completing the interview The Status column indicates whether a test has not been performed not tested completed pending or failed gt Torun a certification test
12. nment section Environment removing a sentence about the SenderComplD 1 13 09 Update references to cmegroup com 11 14 08 Updates include e Addition discussion of iLink 2 x capability in AutoCert e Renaming of New Release Certification Environment to New Release Environment e Remove references to FX MarketSpace Cabinet Orders and FXMS Position Limits 9 4 08 Update screen captures and re brand CME Group Also updated content with correct location of XML configuration file 6 User Manual AutoCert Access Guide Certification Process Logging In You must log into the AutoCert application to begin certification testing Obtain access to AutoCert by contacting your Global Account Management GAM gt To log into AutoCert 1 Navigate to https autocert cmegroup com 2 Enter your Login ID and password V CME AutoCert CME Group A CME Chicago Board of Trade NYMIEX Company LOGIN TO AUTOCERT MESSAGE CENTER u 7 UU Welcome to CME AutoCert Enter login and password to launch the application If you have problems using the application please contact CSET at 312 930 2322 Password petits on availability during holidays may be found at CM Forgot Password 3 Click Login The AutoCert Interface appears Note If you are logging in for the first time the system prompts you to change your password F CME AutoCert Legged in CME NTERNAL TESTI
13. res and options on 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 2015 CME Group Inc All rights reserved Table of Contents Table of Contents Getting Started 2 4 Obtaining Access to AutoCert iii iii iii Ima 4 Subscribing to Test Environment Notifications a aaao aoaaa anoano c cece cece e cc ccccccccceeeeeeeececeeeeeees 4 PNo old Qe at lt iC 0 5 What s New 6 Certification Proces
14. res that you select from a drop list a set of instruments used in certification testing The instrument sets presented in the drop list are based on the answers that you provided in the interview Once selected these instruments are locked and cannot be used by other users The following illustration displays the Contracts drop down list Current Testing Configuration Company Marie CHE INTERNAL TESTING Tester gmake lest Syatem Profile Teat Suite Test Suite Status tenderComp 301004 T TETTE Pre Certificatan inierdew C Complete Test Suite Status in Progress Pret set Celine Hek Ire Pone Teal Sums Testcase ss Cad TH ee eS Steps of the test This has Could tke ua fo sewers cuted Paume d ot close me window during the test Closing wind wiwlozcing Iit rigare 25 rerun 6 teg from d s Purpose Tha purge of m Ded ig Be verify 1h86 your RSC can perform recovery te Tor future Paes Fer axamolw if a user dogs nol cese M ces4ages from the aysiem curing edie peksan E will be tcessany fe periem a recovery feat ip update the books TL Lm Description TENUE 1 Confirm books are empty for selected instruments 2 Zz Receive market data tora set of orders and cancels for Me insinument a 3 Liss market dala for a set of onders and cancels a Reco market daba for a set of orders and cancels tor Me recovery instrument a 5 Confinn quantities and prices on the book for Me selected instrument non imp
15. s eee eeeee cece eeeeeeteeeeeeceeeeeeeeeettteeeeeeeeeees 7 OS OI HA 7 Navigating the Certification Tool 22222 8 Field Descriptions 20 2 cece cece naaa LaaLa LAADAL LADLAD LADLAD ADLAD LALL cece LALLA Laa aa Laana 9 Filling Out an Interview 222222222222 13 Certification Dedicated Instruments _ 2 2 2 2 eee cece eect LaLuna aL 15 Certification Testing ice 16 Post Certification Interview 2 19 User Manual 3 AutoCert Access Guide Please submit user experience feedback about the CME AutoCert Access guide Getting Started Welcome to the AutoCert Access online help system CME Group requires that all client systems transacting on CME Globex via iLink order routing or processing CME Group market data are certified by AutoCert an automated testing tool for validating client system functionality CME Group offers two customer testing environments Certification and New Release for system validation prior to connecting to and transacting on CME Group platforms Certification ensures messaging and processing reliability and the capability to gracefully recover during abnormal message processing events Obtaining Access to AutoCert 1 Contact your Global Account Management GAM to obtain access to the AutoCert application When the account is created CME Group sends a welcome email containing login information 2 Use the ID an
16. smoke test Systern Profile TeatSuite Sondencomgp Select Sanderceme ASSH Test Suite Status UDs online Help Note The Test Suite Status Box contains the current status of the pre certification interview and test suite The appropriate interview screen appears for the selected Test Suite 2 Selectthe answers that best describe your system s functionality Note All questions must be answered for the test suite and test cases to be available User Manual 13 AutoCert Access Guide interview Test Suite Test Case Post Certification 3 Click Complete at the bottom of the Interview screen The test suite status changes to Complete activating the Test Suite and Test Case tabs Current Testing Configuration CME INTERNAL TESTING Tester ACPIS Aaa Tradng System 10 10 07 Erez Tania Dong Test Suite Status Interia Test Suite Tesi Case Post Certification Gresie a recursive LOS contrac and send an order on Me new contract REFRESH Key O nob tended aconplee D pening rated 4 Click the appropriate certification test link to begin testing 14 User Manual AutoCert Access Guide Certification Dedicated Instruments The AutoCert Market Data Platform and iLink 2 X Order Entry processes use Dummy Contracts or Certification Dedicated Instruments during the certification process When the user accesses the actual test case AutoCert requi
17. tification tests have been completed you have the option of retesting a particular test case using the Retest button 18 User Manual 123455 FIX 4 2 247 147 ORD61683875561700 1 11 D 2 2 H 100 J05004N 004 20100329 15 17 45 230 1 CS G 20100329 15 17 45 230 o H BRVANMI0 220 004 Post Certification Interview Once you have completed AutoCert interview and certification processes you must complete the Post Certification Interview The Post Certification Interview allows you to provide feedback and input on your experience with the AutoCert environment gt To run a post certification test resenting avery positive experience Helela C ja els Comments BUSAGAGA Comments USAGE cont Comments A EJ m Cji Elala la 6s Comments EJ Li maj AutoCert Access Guide After the test suite and test cases have been completed the Post Certification tab becomes available 1 Answer the questions by selecting a value from 1 to 5 with 1 representing a very negative experience and 5 rep Note The Post Certification entries will not be saved until all questions are answered and the Complete button has been clicked After answering all questions click Complete User Manual 19
18. ystems Wiki for more information on certification environments system requirements and network con nectivity e Navigating AutoCert learn more about general navigation for the application e UR Certification Overview Video User Manual 5 AutoCert Access Guide What s New The list below illustrates the updates made to the AutoCert Access Help system Date Author Topic Description 12 14 15 DT Getting Started Removed mention of VPN in step 1 under Obtaining Access to AutoCert Logging In Added step 1 with AutoCert URL 10 5 15 Getting Started New Users can subscribe and unsubscribe to notifications regarding the test environment 10 15 14 Getting Started Added link to ACP Access video Added Feedback button to toolbar 3 28 14 Streamlined Help system and moved sections to the Client Systems Wiki 9 21 12 Streamlined Help system 7 7 12 Getting Started Navigating the Added navigation instructions updated login and getting Certification Tool Completing the started procedures updated post cert interview info and Certification Process Logging In formatted according to new ACP Help system standards 9 26 11 Updated for ACP 4 0 and developed WebHelp system 3 15 11 Customer Support Updated CSET email address 5 26 09 Updated Overview section and Performance Test Mode Message 4 23 09 Add a warning note to the Introduction about tag 60 2 9 09 Separate Sender s CompID Per Update Separate Sender s ComplD Per Enviro
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