Veritas™ AdvisorMail User Guide
- Introducing AdvisorMail
- Standard Features
- Email Archive
- Compliance Rules
- Administration
- Reports
- Data Requests
- Preferences
- Instant Message Archiving
Bloomberg Settings
The Bloomberg Settings tab is available under Administration in the left navigation pane if your company is registered with AdvisorMail for the Bloomberg feature.
The Bloomberg Settings page lets you provide the information to enable AdvisorMail to archive the messages that are associated with your Bloomberg L.P. Professional service (Bloomberg Terminal). AdvisorMail archives Bloomberg Terminal emails and also Bloomberg Terminal instant message transcripts, which are converted to email messages for archiving.
On the Bloomberg Settings page you must do the following for each Bloomberg firm code:
Add the details of the firm code and its FTP login credentials.
Upload the associated PGP private key file for the firm code.
AdvisorMail uses this information to log on to the Bloomberg FTP site on a scheduled basis and download the encrypted files for each Bloomberg firm code. AdvisorMail then decrypts the files and reconstitutes the messages for archiving.
The following image shows the main features of the Bloomberg Settings page.
The following table describes the numbered features.
Table: Features of the Bloomberg Settings page
Item | Description | More information |
---|---|---|
Actions Bar | Lets you add or edit the details of the Bloomberg firm codes for which you want to archive messages. | |
Bloomberg settings table | Displays configuration status information about each Bloomberg firm code whose details you have entered. | |
button | Lets you upload the PGP private key for the Bloomberg firm code. The button is unavailable if the table entry for the firm code is disabled. |