User Guide Template
Contents
1. The New Exchange MyCTC e Ah d 1 5 Last modified 11 5 2014 BM amp FBOVESPA de Version 1 5 The New Exchange User Guide Contact CTC Certification and Testing Center o ctc bvmf com br o 9911 2565 5500 BM amp FBOVESPA 2 BM amp FBOVESPA Eh Version 1 5 The New Exchange User Guide Revision History Date Version Description Author April 2013 First release of MyCTC User Guide CTC November 2014 1 5 Item 3 1 1 updated CTC BM amp FBOVESPA 3 BM amp FBOVESPA Ee Version 1 5 The New Exchange User Guide Contents Mi UN Ke 5 2 AVAILABLE CERTIFICATION SCRIPTS cccccecceecsesceeccecceeccesceeeeaseeeeeaseeseeaseeeeeaseuseeeseueeeaseees 6 3 AUTOMATED CERTIFICATION PROCESS ccccseccsccseccscceescseceeeeueeneeeneeneeenseneeeuseeeeaeenesuesees 6 3 1 ACCESSING THE TOOL enee eege Eege 6 SANA Tool Access EE 6 3 1 2 WOO ACCESS EE 7 S 123 PAICCESS COMM IMAUON EE 9 EE EE 10 cA 10 elei Tee 10 32 PASSWORD GONFIGURATION WEE 10 Als ee te e 0 EE 10 3 2 2 Password EE 11 3 3 RESPONSE TO THE INITIAL QUESTIONNAIRE 0cccecceeeceeceeeceeceeeceecaeececeeeeceecaeeceeeueeceeeaeeneeeaeeneees 13 9 4 CERTIFICATION RUN EE 14 3 4 1 Test Messages DetailS saiiciniinsviinnassdetvaxnindvnarissndussannteventedodzukwsedeveribsssuaensastanendadetnukoasdneabad 15 3 4 2 Analyzing failures in the execution Of scenarios cssccecceceneeeeeceeaneeeeeeseaaeseesseananeees 15 3 42. 003 Start Test V Show All Message Fields Return to Test Service Certification 3 4 3 Passing a Certification Test After completing the test the test console will inform whether the test has succeeded or failed Note that the message TEST PASSED may be highlighted for a short time By that moment MyCTC will be saving the certification report s data in the database If that process is broken it may result the test to be marked as a failure When the test succeeds completely the message Test Passed will be displayed in green BmarBovesea 27 cotis logout Order Entry Order Entry gt Buy Limit a Buy Market Submit a new Buy Limit order for 100 IBM 20 Market on Close MOC Sell Limit New Order ORD_B7138 Buy 100 IBM 20 Show Details Sell Short Exempt Sell Short Stop Limit TEST PASSED Stop Test Console Auto The test passed OPNP YN A Continue Return to Test Service Certification BM amp FBOVESPA 16 BM amp FBOVESPA Mens Version 1 5 The New Exchange User Guide 3 5 Completing the Certification After completing the certification the user has two options Complete Certification All required tests for this Service have been completed Please select an option to proceed O Finalize and Submit Finalization wilt send a certification completion report to responsible parties and certification for this Service wil be campleted O Continue Certific
3. routines than the Production environment whereas the New Release environment comprises future changes in the Production environment which makes it ideal for adaptation tests for future updates to be implemented by BM amp FBOVESPA 4 The Trading Interfaces to be used are defined BM amp FBOVESPA 7 BM amp FBOVESPA mye Version 1 5 The New Exchange User Guide 5 Indique as sess es de EntryPoint Please indicate the EntryPoint sessions Tradicional DMA 1 Provedor DMA 2 Traditional DMA 1 Provider DMA 3 Conex o Direta DMA 3 Co Location DMA 4 Direct Connection DMA 3 Co Locaton DMA A Repassador Order Conveyor Operador de Mesa Desk Trader Message Replay Supervisor de Mesa Desk Supervisor 6 Indique as sess es de UMDF Please indicate the UMDF sessions TCP Recovery TCP Historical Recovery 5 Inthe items 5 and 6 the participant should describe the owned sessions expected to be available in MyCTC It is important to stress that the tests should only be carried out in MyCTC with the sessions declared above If there is any session change a new form must be sent Dados Basicos do Participante Participant s Contact Information a a A O Observacoes Remarks Favor encaminhar o formulario preenchido para ctc bvmf com br Please email the filled form to cto bymf com br The participant should fill with their basic information as seen in the image above and also with the privileged
4. user s information After filling the form draw your attention to the Submit Form button on the top right hand corner as seen below By clicking on Submit Form the screen for sending the form will be displayed Then the participant should inform their contact e mail and full name click on Send and send the MyCTC Connection Request Form to MyCTC BM amp FBOVESPA 8 BM amp FBOVESPA e EE The New Exchange User Guide Send Form 3 1 3 Access Confirmation Once the steps described previously are finished the user will be registered in MyCTC and will receive a similar e mail to the one below MyCTC Account Activation Activate your account msilvestre here Here When you activate your account you will be registered for the following services EntryPoint DMA 2 EntryPoint DMA 3 EntryPoint Order Gonveyor EntryPoint DMA 1 EntryPoint DMA A EntryPoint Desk Trader You can also bookmark the login page Here Once youve logged in you can sg View your current certification services Establish sessions with the available services a Edit your profile details This message was sent by BM amp F BOVESPA The New Exchange Sant from MyCTC Apr 24 2013 3 03 38 PM BM amp FBOVESPA 9 BM amp FBOVESPA mye Version 1 5 The New Exchange User Guide The e mail contains a link to activate the user s account the description of services available for the user a link to add the MyCTC login page to your b
5. 3 Passing a Certification TeSt sacssctsesasscexsarsoccniasconantencecantecssnendacsonseienenndesoscQeenteasenendaesdnase 16 3 5 COMPLETING THE GERTIEIGATION 17 3 o e EE 18 3 7 SANDBOX MODE E 19 BM amp FBOVESPA 4 BM amp FBOVESPA mye Version 1 5 The New Exchange User Guide 1 MyCTC MyCTC is the certification process automation tool for the EntryPoint and UMDF 2 0 interfaces for the PUMA Trading System Through MyCTC market participants and Independent Software Vendors ISVs will be able to test and certify their Order Entry and Market Data applications MyCTC has a series of advantages when compared to the current process such as Independence for the company which is undergoing the certification process to run the certification scripts according to its own agenda with no need to pre schedule a session with CTC Automated log retrieve by MyCTC it is no longer needed to send log files after the certification process Certification process time reduction Test simulator available 24x7 for running preliminary tests before certification Displays error tag on the screen for EntryPoint occurrences BM amp FBOVESPA 5 BM amp FBOVESPA mye Version 1 5 The New Exchange User Guide 2 Available Certification Scripts PUMA Trading System BM amp FBOVESPA Bovespa and BM amp F Segments e EntryPoint Bovespa and BM amp F Segments e UMDF 1 6 BM amp F Segment e UMDF 2 0 Bovespa Segment 3 Automated Certificat
6. SPA 6 BM amp FBOVESPA M RE Version 1 5 The New Exchange User Guide Notes e The deadline for lie with BM amp FBO e If the participant alr not necessary e Enabling access n participant to open the fo BM amp F URL https mycte lt BOVESPA URL https myctc nr bvmi 3 1 2 Tool Access Request Once the prior phase is completed the participant should download the MyCTC Connection Request Form on BM amp FBOVESPA s website The form is described below Lef Formul rio de solicita o de conectividade ao MyCTC BM amp FBOVESPA MyCTC connectivity request form A Mova Sosa Solicita o Requesting 1 Tipo de Solicita o Request Type ed a Cria o de conta de usuario User account creation b Cancelamento de conta de usuario User account cancelation 2 Segmento de Mercado Market Segment A es Bovespa Derivativos BM amp F Equities Bovespa Derivatives BM amp F 3 Ambiente Environment __ ecertifcacso Certification Je Release New Release 4 Interfaces de Negocia o Trading Interfaces UMDF 2 0 1 The participant chooses between creating a user account for beginning a certification or closing a user account once the certification is finished 2 The market segment is defined 3 It defines which environment the participant wants to get connected to either Certification or New Release The Certification environment has the same settings and
7. ation Continuing whi alow certification to continue YOu can camplete optional tests and re run aiready passed tests Cancel Coantirm 1 Finish and send The client will no longer be able to run tests their certification will be blocked A message is sent by e mail to the administrator and the client reporting that the client has completed the certification successfully MyCTC Certification Complete Y FIX Conductor Certification Complete Certification finished for Client Lasalle Technology Group by amber on Service QuickService Test Case Results Test Case Result Date Autopass3 passed by amber Mar 29 2013 Autopass passed by amber Mar 29 2013 Autopass1 passed by amber Mar 29 2013 BM amp FBOVESPA J i This message was sent bn lt Sent from FIX Conductor Mar 29 2013 4 48 43 PM 2 Continue certification e Certification will continue The user will be able to complete the optional tests and re run the ones already passed BM amp FBOVESPA 17 BM amp FBOVESPA I RE Version 1 5 The New Exchange User Guide 3 6 Recertification If a client wants to work with optional tests after their completion sending and certification they will need to undergo certification to run those tests The same procedure should be executed to certify a new application Note by recertifying the progress of all the tests will be reset to 0 including the required ones On the client dashboard after completing th
8. e certification a completed service will display the recertification option The progress of existing certifications will be deleted allowing the user to start certifying from the beginning QuickService pa SES When certifying the user has two options Recertification x Default Certification Version 2 OcCustom Certification Version Cancel Recertify 1 Default Certification e Each new certification round has a new version to it depending on how many times the client has recertified In the image above the default version is 2 If the client is recertifying the next default version will be 3 The version entry is the name given to the new certification attempt 2 Customized Certification e If the client is recertifying you must know exactly why they are certifying anda customized name can be given to the certification such as Running Optional Tests for Auction or Recertifying with a new FIX Dictionary BM amp FBOVESPA 18 BM amp FBOVESPA Zz ee Version 1 5 The New Exchange User Guide 3 7 Sandbox Mode Any certification test can be run in Sandbox Mode starting from the user s page By running certification tests in this mode neither failed nor successful tests are registered Sandbox mode allows the clients to run the tests wihout changing their existing certification progresses That is helpful for situations where the client has finished the routines or systems whic
9. h are expected to be tested but whose versions are not ready for production yet Thus they ought not to be treated like real progress in the certification process Service CraigTest Progress BM amp FBOVESPA 19
10. ick on Hide Details to remove the details from the screen v Order ORD B7137 Sell 100 IBM 209 Hide Details 3 4 2 Analyzing failures in the execution of scenarios If a great mistake occurs during the test the error that caused the test to fail will be displayed to the client That frequently means an error on the client s side and MyCTC does the best to make up a proper and useful message MyCTC will also in case of an invalid unexpected FIX message to display expected values in the sequence it has been received BM amp FBOVESPA 15 BM amp FBOVESPA Eh Version 1 5 The New Exchange User Guide Bumar Boves j cotis ogout Order Entry Order Entry gt 1 Buy Limit 2 NEEN 2 Buy Market A8 Submit a new Buy Limit order for 100 IBM 20 Message Expectations 3 Market on Close MOC 4 Sell Limit New Order ORD_B7137 Sell 100 IBM 20 Hide Details 5 Sell Short Exempt e Hide Detals 7 Stop Limit Test Console BeginString 8 FIX 4 4 8 9 iets BodyLength 9 133 Q Expectation Side side failed The expectation MsgType 35 D NewOrderSingle SenderComplD 49 BROKER1 evaluated to 2 Sell 1 Buy TargetComplD 56 EXCHANGE MsgSeqNum 34 14 SendingTime 52 201304 11 20 12 17 189 ClOrdlD 11 ORD_B7137 Account 1 LAS Symbol 55 IBM IBM Side 54 1 Buy 2 Sell TransactTime 60 20130411 20 12 17 189 20130411 20 12 17 189 OrderQty 38 100 100 OrdType 40 2 Limit Price 44 20 CheckSum 10
11. ion Process MyCTC aims to automate the FIX certification for the Order Entry and Market Data interfaces of the BM amp FBOVESPA s trading system The certification process comprises completing test suites which are made up of individual test cases for various services Certification Progress Service Next Step Progress Last Activity Additional Actions Kevin Test la 5 e aut Continue Certifying Testing350 failed by amber at 29 Mar 13 04 14 PM la Sandbox Mode i Save Report Continue Certifying Kegel 29 Testing321 failed by kevin at 10 Oct 12 04 42 PM ER Sandbox Mode save Report L Begin Certifying o No activity lat Sandbox Mode li Save Report 3 1 Accessing the Tool 3 1 1 Tool Access Prerequisites Create a VPN MyCTC is only available using a VPN with BM amp FBovespa then prior to accessing the tool the participant needs to send an e mail to bvmfsolution bvmfi com br and request the forms below Certification environment access request form Agreement form VPN request form if needed Session request form VPN form printout a EE After the participant sends the items aforementioned BM amp BOVESPA does the following Validates the connection request form Creates the VPN access Creates access sessions to the certification environment BVMEF sends an e mail to the participant with technical information to configure both the VPN and the sessions ECH ES BM amp FBOVE
12. k on Continue to return to the user dashboard MycTC Your password has been reset Check your email amber lasalletech cam for further details Ca Continue 4 Amessage containing the new password will be sent to the e mail registered to the user s account MyCTC Password Reset Your password for MyCTC user msilvestre has been reset to 3gznathbnz Please log into MyCTC using your new password and change it as soon as possible This message was sent by BM amp FBOVESPA The New Exchange Sent from MyCTC Apr 24 2013 3 50 26 PM BM amp FBOVESPA 12 BM amp FBOVESPA M mye Version 1 5 The New Exchange User Guide 3 3 Response to the Initial Questionnaire Firstly a questionnaire must be filled in by the client prior to the beginning of the certification That will allow the managers to quickly find the information When any client s user logs in the questionnaire will be displayed until it is filled in and sent by that client The questionnaire should only be filled once by any client s user The questionnaire may contain multiple choice questions as well as questions with gaps to be filled in In the image below the Application Name and the Application s Version are needed to identify which application is certified Without that information the participant may start two different certifications and the result for each application will be unknown BmarBovespa j ctcuser1 ogouf y Ques
13. ng button next to a service gt Begin Certifying 0 No activity laf Sandbox Mode ej Save Report 2 Click the Run Test button next to a test case 3 Click Start Test After the test completes the test console will display whether the test passed or failed BM amp F BOVESPA Z cotis ogout Order Entry Order Entry gt 1 Buy Limit 2 Buy Market be gt 3 Market on Close MOC 4 Sell Limit E sellshot Test Console Gees Test Console 7 Stop Limit 8 9 Stop Auto eo Buy Limit Stop Test Return to Test Service Certification BM amp FBOVESPA 14 BM amp FBOVESPA mye Version 1 5 The New Exchange User Guide 4 While the test runs MyCTC will be updated according to the client s activity BmarBovesra cotis logout Order Entry Order Entry gt 1 Buy Limit 2 Buy Market Submit a new Buy Limit order for 100 IBM 20 3 Market on Close MOC 4 Sell Limit New Order ORD_B7136 Buy 100 IBM 20 5 Sell Short Exempt 6 Sell Short e 7 Stop Limit 8 Stop 9 Auto Test Console OH Buy Limit Stop Test Return to Test Service Certification 3 4 1 Test Messages Details The button Show Details related to each message can be activated at any time to display the details of a specific message disregarding its success fail or if it is under execution SecurityDetinitiog Show Details Once the details are no longer needed to be shown cl
14. rm it 4 Click on Change Password to save the new password SS BM amp FBOVESPA 10 BM amp FBOVESPA Mens Version 1 5 The New Exchange User Guide 5 A success message will be displayed To return to the client dashboard click on Continue MyCTC Password successfully changed for user amber Continue 6 A notification message will be sent to the e mail registered in the user s account informing about the change MyCTC Password Reset Your password for MyCTC user msilvestre has been successfully changed You may log into MyCTC using your new password For maximum protection make sure to change your password often This message was sent by BM amp FBOVESPA The New Exchange Sent from MyCTG Apr 24 2073 4 00 55 PM 3 2 2 Password Reset lf a password is forgotten it can be reset and a new one can be sent to the e mail registered to the user s account To reset the password follow the steps below 1 On the login screen click on Forgot Password Login and Registration Password Forgot password Create New Account 3 Login 2 Enter the user s name and click on Reset Password BM amp FBOVESPA 11 BM amp FBOVESPA ie Version 1 5 The New Exchange User Guide Forgot Password Username amber Your password will be reset and a new password Will be sent to your email address x Cancel Reset Password 3 A confirmation message will be displayed Clic
15. rowser s favorites and the tasks they will be able to perform 3 1 4 Browser Compatibility In Internet Explorer 8 confirm in the Developer tools option if the Browser Mode version is set for IE8 mode To find that information press lt F12 gt key in the Internet Explorer 8 the screen below will be displayed sini x Fie Find Disable View Outine Images Cache Tools Validate Browser Mode IES Document Mode IES Standards HTML less sot Profs Internet Explorer 7 y internet Explorer amp gt EN ik A F Internet Explorer 8 Compa tb ty View 7 lL xm lose Actp wew W 3 059 1999 xhexl _ A If that setting is not executed the screens of MyCTC might display alignment and field positioning unconformities in the fields and scroll bars during the navigation 3 1 5 Tool Access To access the application use the following URLs 3 2 Password Configuration 3 2 1 Change Password For changing a password 1 On the client dashboard under Profile and Questionnaire Progress tab click on Edit User Profile Profile and Questionnaire Progress Information Details Questionnaire My Questionnaire User Profile Client Profile Progress Additional Actions 2 View Progress Reset Progress o Edit User Profile Edit Client Profile amber Lasalle Technology Group 100 2 Scroll the screen till the end and click Change Password Add the old password the new one and confi
16. tionnaire Connectivity Sessions Please indicate the connectivity sessions DMA K Order Conveyor Session O Trading Desk Session Previous Submit M Bovespa ctcuser1 ogouf A Novo Soha LI Questionnaire DMA Model Please select the DMA model Traditional Model 1 Provider Model 2 OO dO Direct Connection Model 3 K Co Location Model 4 Previous Submit BuarBovesea J ctcuser1 ogouf LI Questionnaire Application Information Please enter the details of the Application you are certifying Application Name OMS Application Version 3 2 Previous Submit BM amp FBOVESPA 13 BM amp FBOVESPA Ee Version 1 5 The New Exchange User Guide Once the questionnaire is completed the user will be prompted to quit or continue on the client dashboard If by any reason the questionnaire does not need to be loaded again the user may click on the Reset Progress button right under the tab Profile and Questionnaire Progress That will erase all the answers reset and prompt the user to answer the questionnaire Profile and Questionnaire Progress Information Details Progress Additional Actions Questionnaire BY amp F Bovespa Client Questionnaire 2 View Progress Reset Progress User Profle dnsen SE 2 Edit User Profile Client Profile cTc mmm 30 v Edit Client Profile 3 4 Certification Run To start the certification 1 On the client dashboard click the Begin Certifyi
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