5.8 Bloomberg Module
The Bloomberg module allows the collection of Bloomberg IM and Mail messages from the daily FTP downloads allowed from the Bloomberg System.
As electronic business communications, Bloomberg Mail is subject to the same compliance regulations as other electronically stored information. Potential litigation makes it critical for companies to archive this data and make it available for discovery. The U.S. Securities and Exchange Commission (SEC) also mandates retention.
5.8.3 Core Settings tab
The module needs to be enabled on this page to make it active in the Retain system.
The module can be given a name.
The Send Method option enables either the SMTP Forwarding or FTP features. For either feature to appear and function, the Module Forwarding tab must be configured on the Server Configuration page. See that section for more information.
Select Send Method: Send Bloomberg items to an external system via FTP or SMTP. Normally this entry should be disabled.
5.8.4 Bloomberg Servers tab
Add Bloomberg Server: Click on the green plus sign to add a Bloomberg server to download from. Multiple servers can be added.
Server Name: The name Retain will use to reference Bloomberg messages. You can use any name you wish.
Logfile Path: Where the worker will transfer the logfiles to locally before processing. The log file path must be unique for each server.
Delete log files after archive?: By default, Retain processes and archives the log files, keeping the log files in the Logfile Path directory indefinitely. Disabling this option allows you to set the Numbers of days to keep Logfiles option.
Number of days to keep Logfiles: How many days to keep the files downloaded from Bloomberg before Retain deletes the logfiles from the log file directory. 0 means never delete the files.
SFTP Host: The IP address or hostname of the Bloomberg server.
SFTP Port: Port 22, by default, but can be changed by the admin.
SFTP User: This user is created on the Bloomberg server by the Bloomberg server administrator. The user can authenticate either through password or SSH using a private key.
SFTP Password: This password is created on the Bloomberg server.
SFTP SSH Key Filename: The local path to the SSH key file downloaded from the Bloomberg Server.
SFTP SSH Key Passphrase: Created on the Bloomberg server.
SFTP Encryption Key Filename: The local path to the Encryption key file downloaded from the Bloomberg Server.
SFTP Encryption Key Passphrase: Created on the Bloomberg server.