Veritas™ AdvisorMail User Guide
- Introducing AdvisorMail
- Standard Features
- Email Archive
- Compliance Rules
- Administration
- Reports
- Data Requests
- Preferences
- Instant Message Archiving
1) Bloomberg Settings Actions Bar
The Actions Bar on the Bloomberg Settings page provides the following options:
Add: Add a Bloomberg firm code and its associated FTP login credentials. When you have entered the details, the new firm code is listed as a row in the table.
Edit: If you select the check box for a row in the table, you can then click in the Actions Bar to edit the details for the associated Bloomberg firm code.
To add the details of a Bloomberg firm code to AdvisorMail
- On the Bloomberg Settings page, in the Actions bar, click Add.
- Complete the Add a Firm Code dialog as follows:
Firm Code: Enter the Bloomberg firm code that identifies the Bloomberg customer whose Bloomberg messages you want to be able to archive.
FTP Login: Enter the FTP login name for the Bloomberg firm code.
FTP Password: Enter the FTP password for the Bloomberg firm code.
Confirm Password: Re-enter the FTP password for the Bloomberg firm code.
Enabled. Select this option if you want to enable the archiving of the messages for this Bloomberg firm code.
- Click Save to save the details to AdvisorMail.
Note:
AdvisorMail only attempts archiving if you have uploaded a PGP private key for the Bloomberg firm code.
To edit the details of a Bloomberg firm code, or enable or disable a table entry
- In the first column of the Bloomberg Settings table, select the check box for the Bloomberg entry.
- Click Edit in the Actions Bar.
- In the Edit Firm Code for code dialog, edit the details as required.
Note:
You cannot remove an entry from the table once it has been added. To disable an entry, clear the Enabled check box.
- Click Save to save the changes.
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