YELLOWJACKET GETTING STARTED GUIDE

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YELLOWJACKET GETTING STARTED GUIDE

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TABLE OF CONTENTS

YellowJacket: Getting Started Guide

YELLOWJACKET: THE CONSOLES (OVERVIEW) ..................................................................................... 1

MANAGING CONTACTS AND INSTANT MESSAGES ................................................................................ 2

Managing contacts .................................................................................................................................... 2

Sending and receiving messages ............................................................................................................... 2

Messageing Shortcuts ............................................................................................................................... 2

Activity console ......................................................................................................................................... 3

Multiple consoles ...................................................................................................................................... 3

Exporting message logs ............................................................................................................................. 3

Message Priorities ..................................................................................................................................... 4

Broadcasting to multiple contacts ................................................................................................... 5

Market Recognition Indicator ......................................................................................................... 5

AIM/YAHOO CONFERENCES ......................................................................................................... 6

QUOTE CONSOLE ........................................................................................................................ 7

Quote Console Configuration ................................................................................................................... 7

Quote Console Integration with Model Theoreticals and Greeks ............................................................ 7

INFOBAR PRICER ........................................................................................................................ 8

YELLOWJACKET SUPPORT .............................................................................................................. 8

YellowJacket Getting Started Guide

YellowJacket: The Consoles

YellowJacket’s trade platform features several robust consoles that help you manage your communication, market data and

trading activity with broker and trading counterparts. Full capabilities and instructions follow this section.

MAIN CONSOLE

All your contacts are consolidated and displayed in the Main Console.

A B C D E F

MESSAGE CONSOLE

The Message Console consolidates all of your IM conversations in a single window.

A B C D E F G H

ACTIVITY CONSOLE

The Activity Console consolidates and displays all incoming messages in chronological order. Use it as a “ticker” for your IMs and view messages without switching between tabs.

BROADCAST CONSOLE

Select multiple recipients and broadcast one message with the Broadcast Console.

QUOTE CONSOLE

Real-time, consolidated and private view of the off-exchange market derived from market data generated over IMs. See the Quote Console Overview in this guide for an extended overview of functions and benefits.

A. Open Activity Console B. Open Quote Console (YJ Pro Only) C. Open Analytics Console (YJ Pro Only) D. Live Model Streamer/EarthSat (by subscription) E. Open Broadcast Console F. Contact YJ Help

A. Contact YJ Help B. Display Search/ “Find” Window C. Turn off Message Alerts for Entire Console D. Turn off Message Alerts for Single Tab E. Clear incoming message highlights F. Export Chat into a log G. Scroll to the bottom H. Yahoo! Buzz Contact

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Managing Contacts and Instant

Messages Manage and organize trading activity with broker and trading counterparts with the Main, Message and Activity Consoles.

MANAGING YOUR CONTACTS

All your contacts – including ones

outside the YJ Network - are

consolidated and displayed in the Main

Console.

Adding Contacts:

1. To add a contact, click “ADD+” at the

bottom of the Main Console.

2. Enter the contact's YellowJacket,

AIM or Yahoo username in the

appropriate field. (You may include

more than one IM service for each

contact. YJ will initially connect via

the YJ network, then subsequently

the other networks).

3. Also enter the contact’s nickname (if

applicable), first and last names and

e-mail address.

TIP: To send an email from YJ, right-click

on the contact and select “Email

Contact”.

Want to re-organize your contacts? Click and drag contacts into the

appropriate folder.

Messages from Contacts not on your list:

1. When someone not on your contact list attempts to

make contact, YJSHelp (YellowJacket’s Help Desk) will

notify you with the contact’s information and the

message transmitted. To add this contact, click the “Add

Contact” link that appears. You may also choose to block

a contact to prevent further messages. Note that you can

only unblock a contact by adding it to your contact list.

Away Messages

1. To appear as Away, click on the “Available” tab and

select “Away”. You may create a custom away message

by clicking on “Custom Message” in the same

dropdown.

SENDING AND RECEIVING MESSAGES

Simply click on a tab to send a message.

You will receive a popup in the lower right corner of your

screen for new messages. Your tab will also highlight yellow

when a new message appears.

Turn messages pop-ups on or off by clicking the “VIEW”

button at the bottom of the Main Console.

You can also turn off message notifications for an individual

contact (Icon A) or an entire message console (Icon B). Note

that you will still receive this contact’s message but will not

receive a pop up or yellow tab indicator. A B

A B

The Main Console

MAIN CONSOLE SHORTCUTS

Contact Shortcut Key: Assign a contact shortcut key by right-clicking on the contact and selecting “Edit Contact”. A window appears that allows you to assign a shortcut with the ALT key and a character. (e.g., ALT+B)

Hide Offline Contacts: Click “VIEW” at the bottom of the Main Console and uncheck ‘Offline Contacts’.

Quick Contact Search: Type a few letters of a contact name into the white box at the top of the Main Console and associated contacts will begin appearing.

Right-Click on a Contact to edit, remove, or view message logs with that individual.

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CONSOLIDATE AND VIEW MESSAGES

WITH THE ACTIVITY CONSOLE

The Activity Console consolidates and displays all incoming

messages in chronological order. Use it as a “ticker” for your

IMs and view messages as they are delivered without

switching between tabs.

1. To open the Activity Console, select the Activity Console

icon from the Main Console.

2. To quickly respond to an incoming message, click on the

contact’s name in the Activity Console. This will open

the message console to that contact.

3. Display only markets or trades by clicking on the

respective tab.

SCROLLING THROUGH MESSAGES

When new messages appear in the Message and Activity

Consoles, use the Scroll to Bottom button to quickly jump to

the last message.

EXPORTING MESSAGE LOGS

Recent message logs may be exported for conversation

timeframes of one day to 5 days. Please use our online

Client Area to review logs farther back via

https://yjenergy.com/energyv3/clientlogin.xml

1. To generate a message log, right-click on a contact in

the Main Console and select Export Message Log.

2. Alternatively, select the Export Chat icon from either

the Message or Activity

Console toolbars.

DISPLAY MULTIPLE CONSOLES OR LINK YOUR

CONSOLES TO YOUR CONTACT FOLDERS

Filter or separate messages or counterparties by creating

multiple Message and Activity Consoles. Your configuration is

automatically saved with your preferences.

1. To create a new Message Console, select Manage-> My

Consoles and Lists. Click the Message Console Tab and

select Custom. Then click Add to create a new

messages console.

2. Alternatively, you can also link your message consoles

to your Contact Folders. This will cause your consoles to

exactly mirror your contact folders. Select Manage->

My Consoles and Lists. Click the Message Console Tab

and select Link to Folders to select this option.

3. Note that you can setup custom Activity Consoles as

well by clicking Manage-> My Consoles and Lists and

selecting the Activity Console tab

4. To detach tabs from the message console and separate

it into its own window, double-click on the tab. To

reattach, double-click on the name in the grey portion

of the tab.

The Activity Console

TURN IMs MARKET DATA

As you communicate over YJ, market data is separated from normal “chatter”. The data is parsed, normalized and populated in your Quote Console. For more information, refer to the Quote Console section of this guide or contact YellowJacket’s client support team.

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PRIORITY MESSAGING

Priority Messaging allows you to play a custom sound and

display a custom color chat tab:

Every time a message is received from a certain contact

OR

Whenever a message contains a certain keyword

Contact Priority Messaging

If you would like to prioritize EVERY message received by a

certain contact, right click on the contact in the Main Console

and select Edit Contact. Next, change the Priority.

After changing the priority of a contact, every message received by that contact will play the priority sound/color set in the Message Priorities screen.

Configuring Message Priorities

You can set message priorities by navigating to Manage->My

Preferences->Message Priorities from the Main Console.

From here you'll be able to configure custom keywords and

set the colors/sounds used when those keywords are

received.

The dialog is divided into three sections:

Default Priority: Allows you to configure the color/sound used by default for all incoming messages. If you are part of a desk then you can also configure a different color/sound for both incoming and outgoing desk messages (outgoing desk messages are messages sent by your co-workers through the desk account).

User Assignable Priority: Allows you to configure up to three priorities that can be assigned to either keywords or contacts.

Keyword Priority: Allows you to associate priorities to messages which contain keywords

Keyword Priority Messaging

By default, YellowJacket comes pre-loaded with a number of

common keywords (buy, sell, mine yours etc...). To add a

new keyword, use the textbox at the bottom of the dialog

and press the Add Keyword button. Next, assign a priority to

the keyword either Pri1, Pri2 or Pri3.

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BROADCASTING TO MULTIPLE CONTACTS

Send one message to multiple contacts and quickly pick

and choose recipients within pre-defined distribution lists.

Creating a Broadcast/Distribution List: 1. In the Main Console, click on Manage > My Consoles

and Lists > Distribution Lists.

2. Click New.

3. Select multiple contacts to include by holding down

the CTRL key as you click on the names. Click the right

arrow to populate the list.

4. Name the list and be sure to save it.

5. To link Distribution Lists to your Contact Folders check

“Also Display Lists linked to my Folders”.

Sending Messages to a Distribution List:

1. In the Main Console, click on the Distribution List. A

message window will appear. Type your message.

2. Alternatively, you may type your message in the

Message Console. Select your Distribution List from

the dropdown window located under “Send”.

You have the option to send messages only to contacts

with whom you're actively communicating (i.e., those with

open chat tabs). To select this feature select Manage > My

Preferences > Messaging. At the bottom of the window,

select “Only Open Tabs” in the dropdown.

Using the Broadcast Console:

“Picking and Choosing” Recipients

Select exactly who will receive your broadcast message on

a message-by-message basis. To opt-contacts out of the

message distribution:

Open the Broadcast Console by clicking the broadcast icon

at the top of the Main Console.

1. Select the distribution list(s) in the box on the left.

2. The box on the right now displays all contacts from

the selected lists. You may remove recipients by

unchecking them.

Market Recognition Indicator: This indicator will let you know if you’ve properly formatted

your message for YellowJacket’s Market Recognition System.

When formatted properly, your counterparties will see your

quotes stacked neatly in their Quote Console allowing them

to price your markets easier and quicker. You will see a

green checkmark when markets are recognized and warning

when a message is not parsed. On the lower right corner of

the console is a meter representing the percentage of your

messages that are properly parsed. Contact YJSHelp if you

would like information on how to properly format a message.

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ADDITIONAL SHORTCUTS

To copy and paste content from messages, click and drag over text. Text is automatically copied. Quick Copy by clicking to the left of the text.

Quickly cycle through tabs with CTRL+ and arrow keys.

Right click on a console title bar and select Always On Top to force the console window to show in front of all other windows.

Select the font size for the Main or Message Console with Manage > My Preferences > (Main or Messaging).

Hide online/offline notifications, turn sounds on or off, set away messages timeout setting, and more from the manage menu->my preferences->messaging

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TIP: Check here if you do not

want message tabs to pop up

after a blast is sent out.

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AIM AND YAHOO CONFERENCE ROOMS YellowJacket Supports AIM and Yahoo conference rooms. These rooms allow you to collaborate with colleagues, customers and counterparties in real-time. If you are invited to join a room, you will receive a notification in the YJAlerts tab in your message console. You can also create a room and invite contacts.

Creating a Conference Room: 1. Click ADD+ at the bottom of the main console 2. In the dialog box that opens, select a service (i.e.

Yahoo or AIM), name the conference and choose the contacts you want to invite. You can also change the background color of the conference room.

3. Click ‘Invite’ to start the conference.

You can save this conference to your Main Console by checking ‘Save to my Conferences’. Previously saved conferences can be found in the Conferences Folder. Simply click to open a saved conference room. Conference rooms will open in a new console. You will receive a notification in the room when each contact accepts an invitation to join the room. You may have multiple active conference rooms open in the conference console at any given time. Conference rooms can also be opened by right clicking on a contact and selecting “Quick AIM/Yahoo Conference”. New contacts can be added to the room by clicking the add button. You may exit a conference by clicking on the ‘Exit Conference Room’ button.

Exit conference

Room Invite Contact

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Viewing the Inside Market

with the Quote Console

THEORETICALS AND GREEKS

Theoretical values and Greeks generated by your proprietary

model or third-party analytics may be easily integrated with

the Quote Console. Double click on a cell in the theoretical

column to re-price a market. Bids and offers can be displayed

in red and green based on differentials to your theoretical

values. Use the submit market textbox to manually price up a

structure and add it to your Quote Console.

CONFIGURABLE AND FILTERABLE SCREENS 1. In the Messages Display selector, you can choose to view all incoming

messages (A), probable and recognized quotes (P), or only recognized

quotes (M), or just trades (T).

2. Right click on a quote view tab and select ‘edit’ to configure columns using

the column selector.

3. Use the market filter to sort data by product, term, and strategy.

4. Create multiple Quote Views by right clicking on the “+” next to the tabs.

Customize the view by product, term, and contacts.

5. Switch between our standardized message format and the original quote

by editing a quote view tab and selecting ‘other settings’. You can also

choose to hide straddle runs, display markets sent to and from coworkers,

and display outgoing desk messages.

The Quote Console is a real-time, consolidated and private view, providing users with the ability to monitor and manage current broker

prices for each instrument. Use this “electronic blotter” to value bids and offers and share data across trading desks. Priority contacts and

keywords (page 4) will also be displayed in priority colors on the Quote Console. You can also integrate the Quote console with your

analytics model and view the underlying price of each instrument as quotes are sent and received.

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Market filter

Select types of

messages to view

Set multiple custom views

Send Data to Your Pricing Model via API

YJ Applink sends all relevant information needed for pricing to your model or 3rd party model such as WhenTech or ORATS.

YJ Excel Applink allows your Excel based model to receive and send events to and from the Quote Console

Return theoreticals and greeks to be displayed on the Quote Console.

Automatically respond to quotes with an IM generated by your model.

Contact YJ Support for more information about the API and SDK.

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Message Display Selector

Selected market

row information

Manually submit a

market for pricing

Refresh Prices

View Market

History


INFOBAR PRICER

With the Infobar Pricer, you can view your Greeks and

theoreticals in the Message Console for a quick analysis of

your quotes.

Click on any quote to see your theoretical price and Greeks from your model, as well as the underlying ICE Price.

Receive an alert if a different contact is showing you a better price.

To activate the InfoBar Pricer, go to your Messaging Preferences and change the preference ‘Clicking a hyperlink should:’ to ‘Load Pricer’.

Click the buttons on the lower right corner to refresh your price and Greeks, or view the selected quote in your Quote Console.

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Greeks and Theos from

Model. Underlying price

from ICE

Better

Bid/Offer Alert

Refresh Price/View

in Quote Console

YellowJacket Support Contacts

Contact support by clicking on YJShelp in your Main console, email [email protected], or call 770.738.2101 option 5.

mailto:[email protected]

Documents

YELLOWJACKET GETTING STARTED GUIDE