TRM System Admin Guide
User Manual:
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Page Count: 256 [warning: Documents this large are best viewed by clicking the View PDF Link!]
- Preface
- Chapter 1 System processes
- Chapter 2 Managing server processes
- Chapter 3 Interfaces with other tools
- 3.1 Bloomberg Interface
- 3.2 Reuters Dealing 3000 Link
- 3.3 Value-at-Risk Interface
- 3.4 Prices import - Import Market Information Activity
- 3.5 Using comKIT
- Chapter 4 Using Import Export tool
- 4.1 Introduction
- 4.2 Features
- 4.3 Structure of the Import Export tool
- 4.4 Importing data
- 4.5 Definition file (.def)
- 4.6 Perl functions (the Interface class)
- 4.7 External packages: predefined modules
- 4.8 Running Import Export tool
- 4.9 Debugging
- 4.10 Interface class
- 4.11 TemplateInterface class
- 4.12 Empty sample files
- Chapter 5 Setting up message management
- 5.1 Overview
- 5.2 Transaction and Entity flow
- 5.3 Message Manager and Message flow
- 5.4 Examples of messages
- 5.5 Setting up Message Manager
- 5.6 Previews
- 5.7 Extracting data
- 5.8 Setting up Document Formatter
- 5.9 Message transfer
- 5.10 Possible problems and solutions
- Chapter 6 Managing static data
- Chapter 7 Setting up transaction and entity flow
- 7.1 Transaction flow and entity flow
- 7.2 Loading default transaction flow
- 7.3 Setting up transaction flow
- 7.3.1 Setting permissions
- 7.3.2 Setting Transaction Status
- 7.3.3 Setting transaction tags
- 7.3.4 Setting Transaction States
- 7.3.5 Setting up flow operations
- 7.3.6 Setting up a COMMIT operation
- 7.3.7 Setting up status operations
- 7.3.8 Setting up limit operations
- 7.4 Using Transaction Manager modes
- 7.5 Database objects for transaction flow and modes
- 7.6 Loading default entity flows
- 7.7 Setting up entity broker-based flow
- 7.8 Setting up loan entity action-based flow
- 7.9 Setting up transaction and settlement comments
- Chapter 8 Controlling user access
- 8.1 Managing TRM users
- 8.2 User groups
- 8.3 Password expiry
- 8.4 Domains
- 8.5 Permissions
- 8.6 Limiting access to activity types
- 8.7 Using Security Center
- 8.7.1 User Administration Editor
- 8.7.1.1 Creating a new group
- 8.7.1.2 Modifying an existing group
- 8.7.1.3 Deleting an existing group
- 8.7.1.4 Creating a new user
- 8.7.1.5 Modifying an existing user
- 8.7.1.6 Deleting an existing user
- 8.7.1.7 Searching for a user
- 8.7.1.8 Assigning portfolio permissions to users and user groups
- 8.7.1.9 Assigning domain permissions to users and user groups
- 8.7.1.10 Assigning multiple groups to users and user groups
- 8.7.2 Password Change
- 8.7.3 Permission Editor
- 8.7.4 Object Hierarchy Editor
- 8.7.5 Reports
- 8.7.1 User Administration Editor
- 8.8 Domain Editor
- Chapter 9 Configuration Table Editor and Admin Center
- Chapter 10 Customizing TRM user interfaces
- Chapter 11 Managing activities
- Chapter 12 Setting up comKIT
- Chapter 13 Configuring and customizing reports
- 13.1 Report Generator components
- 13.2 Applying report definitions
- 13.3 Sample report definition file
- 13.4 Configuring New Report submenu
- 13.5 Setting up layout files
- 13.6 Running related reports
- 13.7 Customizing reports in python
- 13.8 Customizing reports in perl
- 13.9 Printing reports from the command line (Windows only)
- 13.10 Executing reports from the command line
- Chapter 14 Generating verification reports
- Chapter 15 Routine system admin operations
- Chapter 16 FIX trading platform interface
- Appendix A Utility programs and scripts
- Appendix B Object permissions
- Appendix C Unix operations
- Appendix D Configuring Dashboard
- Appendix E Adding valuation modes
- Appendix F External valuation