Running Optuma in Administration Mode

Author: Optuma Team Last updated: Mar 6, 2020 11:41


Depending on your Windows system setup, sometimes Optuma is prevented from performing certain tasks, such as connecting to a 3rd party data provider (eg Bloomberg, Interactive Brokers).

If you do experience connectivity issues, we recommend running Optuma in Administration mode, as perthe following process:

  1. Close Optuma

  2. Locate the Optuma icon on the Desktop (if you do not have an icon on the Desktop for Optuma please refer to the note at the bottom of this article):

    Optuma Icon

  3. Right-click the icon and in the menu displayed select the Properties option:


  4. In the window that displays click the Compatibility tab, and tick the Run this Program as Administrator check box:


  5. Click the Apply button, then OK.

Optuma will now run in Administration mode.


If the Optuma desktop icon has been removed you can manually set up a Desktop Shortcut using the following steps:

  1. Open Windows File Explorer.
  2. Navigate to the following folder:

C:\Program Files\Optuma\

  1. Locate the Optuma.exe file (note the .exe part maybe hidden).
  2. Right click on Optuma.exe file and in the menu that appears left click the Create Shortcut option.

    Create Shortcut

  3. If prompted to move the Shortcut to the Desktop automatically select Yes.

    Select Yes

  4. If you are not prompted, right click on the newly created shortcut and select Cut from the menu. Close back to the Desktop, right click on a blank area and select Paste.

Once the above steps are completed a shortcut for the Optuma program will be created.