2. Getting Started With SARA 4.0.2
CONNECTION & LOGGING IN
SARA MAIN MENU
ADDING USERS
ADDING TRADER ACCOUNTS
TRADER ACCOUNT GROUP
MONITORING TRADING ACTIVITY
ACCOUNT POSITIONS
RISK MONITOR
USER FUNCTIONS
RATING & MARGINS
CONTRACT TYPES
CONTRACT CATEGORIES
CONTRACTS
CONTRACT PRICE
CONNECTIVITY
ORDERS
SARA GROUPS
REPORTS
CONFIGURATION DATA
TRADING VOLUMES
ABOUT SARA
EXIT
3. CONNECTION & LOGGING IN
Launch SARA, press SARA desktop icon & dialog box appears
press button to configure ip address
Configure ip address connection & price
4. Login SARA as member login,
field explanation
User name Enter your login ID
5 digits alphabets then 5 digits numberic
Password Enter your password
5 digits alphabets then 5 digits numberic.
When you have successfully logged on to SARA and opened you have 2 different windows :
SARA MAIN MENU
user button to members permitt is on ENABLE
Field Explanation
User Name user logged on to SARA
Version 4.0.2 Version number
Cash margining enable System configure buying power, equity alert
Position limits enable Position limits will normally be enable
ORM enable Options risk management
Monitoring to see connectivity status enable or disable system
6. Enter a member login user name of up to 10 characters. Click OK the password tab for
the new user appears.
Field explanation
Password Enter your password
5 digits alphabets then 4 digits numberic.
Verify password Password again, to confirm it has been entered as intended
Allow change again Tick this to allow user to change their password more than once a day
today
Check password history This user reusing any their last 10 password
Force password change To force this user to change their password next time they log on
Lifetime Expire password, tick this if want enable
Option tab.The users screen,
7. Field Explanation
Depth of market Tick to enable J-Trader user view the depth of market screen
Internet user For users accesing the system over the internet
Logged in If checkbox is ticked the user currently logged on to the system
Post trade-amend J-trader user allocate an order to a different trader account post
trade, causing positions and p/l to be amended
Login disable If ticked it mean you want to prevent this user from logging on at
the next attempt or this account have wrong logqing
Details tab
Field Explanation
User name Login ID, either in SARA or J-Trader
Display name Name displayed in J-Trader & SARA
Login name Login name this user uses for single sign-in
User role User role that applies to this user
TAS Tas this user is allowed to use
Last login time Date & time this user last logged in
Default trader account Default trader account this user sees in J-Trader
Sara group Sara group to which the user belongs
8. Miscellaneous Tab
Field Explanation
Address User’s address
Comments Any notes about the user
ADDING TRADER ACCOUNTS
Click Trader Accounts on SARA main menu
9. Window appears look like this:
Field Explanation
Trader account For identifying this trader account within SARA & J-Trader
Back Office ID Inditifying trader account to clearer’s web server
Account Class Trader account belongs
Click add then see the trader account screen at the Details tab ;
Field Explanation
Account number This trader account within SARA & J-Trader
Rating Category trader account’s level the rating’s & margins
Sara group Trader account belongs
Account blocked Trader account to prevent from submitting or amending orders
Flatten at EOD To flatten J-Trader account position at end of day
10. Contract categories tab
To assign categories, highlight product contract categories in the available list & click
as member trader account scheme.
General limits tab
The general limits tab is for setting up limits that apply to trader account.
11. Field Explanation
Max order size Maximum number lots that can be submitted
SODNLV Start of day net liquidity value, used in margining
calculations
Loss warning % Percentage of limit usage at which an alert on the account
positions
Long limits Maximum of lots thay may be held by the trader account
Short limits
Overnight long Maximum number of lots that may be held by the trader
limits account in an overnight position
Overnight short
limits
Net long limit We recommend that you set both fields to 0
Net short limit
Contract limits tab
The trader accounts screen for setting position limits against the contract that can be
traded by this trader account.
Click create then dialog appears, search contract types assigned to this account you want
to add, click open to add them to the contract limits tab.
Field explanation
Contract type Contract account to assign limits
Long limits Maximum number of lots that may be submmited
Short limits
Max size
Overnight long
Overnight short
Call long limit
Call short limit
12. Call max size Maximum number of lots that may be submmited
Put long limit
Put short limit
Put max size
If finished creating new trader, you can check details of the history the trader account by
Trader history tab.
Trader history tab
Field Explanation
Time Date time of change
Change by ID of the SARA administrator who applied the change
Remaining coloumns Remaining detail the changes made the general limits
13. TRADER ACCOUNT GROUP
From main menu SARA click trader account group, click ADD, in the add new trader
account group, enter a name for the new trader account group and click OK.
Field Explanation
SAG parent To group TAG together & assign them specific risk limits, to
create a risk hierarchy
Subscribed To add users trader account group, can multiple trader or access
rights users
Unsubscribed To remove users trader account group
Specific access right user group created subscribed in users trader account group
14. If have finished creating trader account, continue back to main menu and click USERS
button then back to Details tab to setup Default trader account for login J-Trader & save.
MONITORING TRADING ACTIVITY
On SARA main menu, there are three buttons can view realtime monitoring functions :
Field Explanation
Account position For monitoring & managing account positions, alerts for monitor
Risk For monitoring P&L & buying power, alerts for monitoring limit
breaches
Start monitor Alerts monitor limits breaches
15. ACCOUNT POSITIONS
From SARA main menu , click account position
Field Explanation
Search Searching for positions
Change SOD Changing the start of day position for an expiry level entry
TA limits Changing limits for a trader account
Block TA Prevent or reallow trader accounts in SARA group from
submitting or amending orders
Print To print, copy or export data
Close Closing the account positions screen
Configure Configuring the account positions screen, namely colours tab,
account positions tab & sounds tab
All positions = total account positions
= positions at the contract type level
= positions ate the contract date (expiry) level
Limits Positions for which posisitons limits have been breached
breached
Overnight Positions that will breach overnight
breached
Buying power Records list are displayed in order of priority, buying power
breached breached, equity alert
Account positions columns
Field Explanation
Account Trader account
Exchange Exchange
Type Contract
Date Contract date
16. Option C for all or P for put
Currency Currency of the position
P&L Profit & loss
Tot posn Total position
SOD short Shot & long positions at the start of trading Day
SOD long
POS short long Current long short posisitons
Working buy sells Current order working at the exchange
P & L price Average price of an open position
SOD price Start of day price
Loss limit Loss limit
Starting & Stopping Monitoring
To monitor trading activity in realtime & perform realtime monitoring, SARA needs to
start & run a process. Click start monitor button.
SARA gives you a message box like this;
Monitoring limits breaches
Monitoring alerts screen, you can monitor limits breaches, this sreen automatically
launched.
17. Field Explanation
Timestamp Date time
= p/l buying power alert
= contrat type position limits
Sag = sara group
Breach Nature of the breach
Trader Trader account that has commited the breach
Contract Contract on which the breach has been attempted
Close Closing the scree
Account position Opens the account positions screen
Risk Opens the risk monitor
RISK MONITOR
From sara main menu click RISK
RISK monitoring screen opens
USER FUNCTIONS
From sara main menu, click user functions
18. The user functions screen opens with the logged in tab selected
Field Explanation
Close Closing this screen
Refresh Refreshing the display
Send Sending a message to some or all users
Clear Clearing a logged in flag to enable a user to log on
Logoff Logs off the seledted user
Reset Resetting a user’s log in account
RATING & MARGINS
From sara main menu, click rating & margins
Rating & margins screen display like this
Rating & margins is to view margin requirement type charges.
19. CONTRACT TYPES
Contract types is to place contract limits on a trader account.
From main menu click contract types (limits). Display screen contract types
CONTRACT CATEGORIES
Contract categories is to group contracts, can made available to trader account in a
structured. Click contract categories from main menu sara ;
Click open from screen contract categories & search then choose the product to view
group categories. Show display contract categories ;
20. CONTRACTS
From sara main menu click contracts
Contract screen is to view specification calculation contract product;
CONTRACT PRICE
Contract price is to view contract price directly price.
Click contract price from sara main menu
21. CONNECTIVITY
Connectivity button, to monitoring connectivity status system,
ORDERS
Orders screen to monitoring all activity trading members
From sara main menu click orders,
Will appears window orders
22. SARA GROUPS
Sara groups, to set permissions of accounts and to assign limits to accounts.
REPORTS
From sara menu Reports can view whole reports, can produce reports detailing all users,
all contract-type limits per trader account, and all conracts.
23. Field Explanation
Users All about data of the users registered in the system
Contrat type limits by trader List all trader accounts, with the contract limits assigned
account to them
Contracts List all contracts anda maturity data held in SARA
CONFIGURATION DATA
To set global system configuration parameters, to open the screen click from main menu
sara the configuration data button
TRADING VOLUMES
To view each user’s orders and filled lots in each contract date, by trader account over a
given period. From sara main menu click Trading Volumes, enter your search criteria
then the result are displayed.
