OASYS Direct & Workstation

Training and documentation are available for the releases below.



In preparation for the move to a T+2 settlement cycle, OASYS workstation users can change their default settlement date offset so that this is correctly set to T+2 for each new trade.

Below are full instructions on how to change this default setting: 

1. Open your OASYS application and login using the Username oadmin and your normal Password.

OASYS oadmin login

2. From the Tools Menu item, select Workstation Setup. The OASYS Workstation Setup window opens.

3. Change the default Settle Date Offset (Business Dates) from 3 to 2. Click OK.

OASYS T2 SD1

 

4. Close the OASYS application.

5. To ensure this change has been applied, reopen your OASYS application and login using your regular Username and Password.

6. From the Tools Menu item, select Workstation Setup.

7. When the OASYS Workstation Setup window opens, all fields should be greyed out and the Settle Date Offset should now be set to 2.

OASYS T2 SD2

 

Use the documents in the following table to learn more about Version 7.0 and later.

Direct

Direct 7

#NameDescriptionAdded On
1Integration Guide (7.0)Integration Guide (7.0)

Describes how to integrate OASYS with your in-house trading system.

Mar 23, 2017
2XML Message Specification: Debt/Equity and Common Messages (7.0)XML Message Specification: Debt/Equity and Common Messages (7.0)

A comprehensive reference for debt/equity messages and common messages.

Mar 23, 2017
3OasysMessageSuite.xsd (7.0)OasysMessageSuite.xsd (7.0)

OASYS XSD file for XML interface.

Nov 13, 2014
4Import/Export Conformance GuideImport/Export Conformance Guide

Details the import/export process between the OASYS workstation and the in-house trading systems of investment managers and broker/dealers.

Mar 23, 2017

Workstation

Workstation 7

#NameDescriptionAdded On
1User Guide—Investment ManagersUser Guide—Investment Managers

Describes how to use the OASYS workstation.

Mar 23, 2017
2Workstation Installation Guide (7.0)Workstation Installation Guide (7.0)

Describes the procedure for installing the OASYS 7.0 Workstation.

Mar 23, 2017
3Installation Guide—Workstation (7.1)Installation Guide—Workstation (7.1)

Describes the procedures for installing the OASYS 7.1 workstation.

Mar 23, 2017

Both

Both 7

#NameDescriptionAdded On
1Code of Practice for Confirming Electronic TradesCode of Practice for Confirming Electronic Trades

Outlines response times, deadlines, system availability and staffing for the OASYS service.

Mar 24, 2017
2Common Reference Data (7.0)Common Reference Data (7.0)

Lists the common reference data for OASYS.

Mar 23, 2017
3Product Release Information (7.0)Product Release Information (7.0)

Describes the contents of the OASYS 7.0 release.

Mar 24, 2017
4System Requirements—Workstation (7.0)System Requirements—Workstation (7.0)

Describes the certified software and hardware for the OASYS 7.0 workstation.

Mar 24, 2017
5Product Release Information (7.1)Product Release Information (7.1)

Describes the contents of the OASYS 7.1 workstation release.

Mar 24, 2017
6System Requirements—Workstation 7.1 and 7.2System Requirements—Workstation 7.1 and 7.2

Describes the certified software and hardware for the OASYS 7.1 and 7.2 workstation.

Mar 23, 2017

 

 

Use the documents in the following tables to learn more about Version 6.4.

Workstation

Workstation 6

#NameDescriptionAdded On
1User Guide—Investment Managers (6.4)User Guide—Investment Managers (6.4)

Describes how to use the OASYS workstation.

Mar 23, 2017
2Workstation Installation Guide (6.4)Workstation Installation Guide (6.4)

Describes the procedure for installing the OASYS 6.4 workstation.

Mar 23, 2017

Both

Both 6

#NameDescriptionAdded On
1Common Reference Data (6.4)Common Reference Data (6.4)

Lists tables of values for controlled fields in OASYS.

Mar 23, 2017
2Product Release Information (6.4)Product Release Information (6.4)

Describes the contents of the OASYS 6.4 release.

Mar 23, 2017
3System Requirements—Workstation (6.4)System Requirements—Workstation (6.4)

Describes the certified software and hardware for the OASYS 6.4 workstation.

Mar 24, 2017

Watch the videos in this section to learn more about the Omgeo OASYS.

Playlist

Omgeo OASYS 7.1: How to Configure Administrative Rights

  • 1. Omgeo OASYS 7.1: How to Configure Administrative Rights
  • 2. Omgeo OASYS 7.0 for Separately Managed Accounts (SMA)