How to integrate OneZero and PrimeXM

This instruction describes how to connect to OneZero and PrimeXM platforms via the Back Office and create the corresponding accounts for clients.

How to enable OneZero and PrimeXM modules

Navigate to Main Settings > Modules and enable the following modules:

  • tca-platform-onezero

  • tca-platform-primexm

If these modules are not displayed in the list of available modules, request the admin to install them on your system.

How to configure a connection to OneZero

  1. Navigate to Products > Platforms.

  2. Click Create in the upper-right corner of the screen and select OneZero from the drop-down menu.

  3. In the Create platform window, fill in the following fields:

  • In the Name field, enter a name that you want to use for the platform.

  • In the Caption field, enter a caption that will be applied to the platform in the Back Office.

  1. Click Save.

  2. On the Edit connection screen, specify the following settings:

  • In the Service location field, specify https://onezero.b2broker.net/api/rest/.

  • In the Token endpoint field, specify https://onezero.b2broker.net/api/token.

  • In the Service user and Service password fields, enter the login and password that are used for the service connection.

  • In the REST Api version field, specify 1.01.

  1. Click Test connection to validate the connection settings.

  2. From the Status drop-down list, select Enabled.

  3. Click Save to create the platform connection.

How to configure a connection to PrimeXM

  1. Navigate to Products > Platforms.

  2. Click Create in the upper-right corner of the screen and select PrimeXM from the drop-down menu.

  3. In the Create platform window, fill in the following fields:

  • In the Name field, enter a name that you want to use for the platform.

  • In the Caption field, enter a caption that will be applied to the platform in the Back Office.

  1. Click Save.

  2. On the Edit connection screen, specify the following settings:

  • In the Pxm username and Pxm password fields, specify the login and password that are used to connect to the PrimeXM server.

  • In the Rabbitmq host field, specify xcore-api-ld4.primexm.com.

  • In the Rabbitmq port field, specify 5673.

  • In the Rabbitmq user and Rabbitmq password fields, specify the login and password that are used to connect to RabbitMQ.

  • In the Rabbitmq vhost field, specify /primebrokerage_uk.

  • In the Rabbitmq exchange field, specify XServerAPI.

  1. Click Test connection to validate the connection settings.

  2. From the Status drop-down list, select Enabled.

  3. Click Save to create the platform connection.

How to create products for OneZero and PrimeXM

  1. Navigate to Products > Products.

  2. Click Create in the upper-right corner of the screen and select either OneZero or PrimeXM from the drop-down menu.

  3. In the Create product window, fill in the following fields:

  • From the Platform Group drop-down list, select Group.

  • From the Currency drop-down list, select the required currency for your product.

  • In the Name field, enter the name that you want to use for the product.

  • From the Group drop-down list, select the appropriate group that have been previously configured in Products > Groups.

  • From the Type drop-down list, select External.

  1. Click Save.

  2. On the Edit product screen, specify the appropriate settings for your product:

  • From the Rights and Default account rights drop-down lists, select the required permissions that you want to apply to the product. (For example: Enabled, Deposit, Withdraw, Visible, Transfer deposit, Transfer withdraw and Exchange).

  • From the Status drop-down list, select Enabled.

  • Make sure to enable the corresponding currencies on the Currencies tab.

You may also want to configure the other product settings available on the Edit product screen.

  1. Click Save to create the product.

How to create OneZero and PrimeXM accounts for clients

Note

OneZero and PrimeXM accounts are created in B2Core based on the accounts that have already been registered on the corresponding external platforms.

To create a OneZero or PrimeXM account for a client via the Back Office, do the following:

  1. Navigate to Clients > General.

  2. From the clients list, select a client for whom you want to create a OneZero or PrimeXM account, and then click Edit client.

  3. Switch to the Accounts tab, and then click +Create in the upper-right corner of the screen.

  4. On the Creating account screen, fill in the following fields:

  • From the Product group drop-down list, select External.

  • From the Product drop-down list, select the product previously created for OneZero or PrimeXM.

  • From the Currency drop-down list, select the corresponding currency.

  • From the Leverage drop-down list, select the leverage ratio.

  • Enable the option to Create account that exists on external platform.

  • In the External account number field, specify the ID of an account that has been already registered on the corresponding external platform.

  1. Click Save to create the account.

After the account has been created, it is available to the client upon navigating to Platforms > OZ/PXM via the B2Core UI.