7.10 Bloomberg Profile

This requires that the module be configured Bloomberg Module.

The Profile allows you to set what is to be dredged from your Bloomberg system.

Click on “Add Profile” and provide a profile name, or select an already existing profile to access the configuration tabs. All changes made on this page must be saved by selecting the “save changes”, disk icon, at the top right of the page. Tabs may be changed and navigated through without affecting new settings, but any move to another page will require saving, or abandoning the changes made.

7.10.1 Core Settings Tab

Core settings allow you to enable archiving.

Profile Functions

The Profile Functions tell the Retain Server what to do with the mail it archives from the Bloomberg system. If Archiving is not enabled, mail will not be archived by Retain.

7.10.2 Message Settings tab

The message settings tab allows you to restrict the types of messages to be archived.

There is only one type of message, disabling this will prevent archiving. You can restrict the item source to received or sent items only or both.

By default, all items are selected for collection.

7.10.3 Scope Tab

This is the most critical tab to fill out as it sets the limits on how much to archive.

Date Range to Scan

The Date Range determines which message items are collected, depending on the date of the message.

All Items in Mailbox: All items in the mailbox starting from 1/1/1970, duplicates will be processed but not stored if they already exist in the Retain archive.

Number of day before job start date and newer: Only items from the relative number of days from the time the job began will be archived. E.g. messages that came into the email system 7 days ago or less.

Number of days from job start date and older: Only items previous to the relative number of days from the time the job began will be archived. E.g. messages that came into the email system 7 days ago or more.

Specify custom date range: Only items between two absolute dates will be dredged.

Specify custom date range relative to job start: Only items between two relative dates will be dredged. E.g. messages that came into the email system between 7 and 5 days ago.

7.10.4 Advanced Tab

The Advanced tab allows you to limit what is stored by Retain. This must be used with caution as this opens holes for data to be lost through. It is recommended to store everything since storage space is inexpensive.

Advanced Criteria

If you want to be more specific as to what to dredge or not to dredge, add the criteria here. Each line will be logically AND-ed together. Think “Dredge all items where the following is true:” Criteria A AND Criteria B AND Criteria C AND etc.

You may select based on:

  • Subject

  • Sender

  • Recipient

  • Attachment Size (in bytes)

  • Attachment Name

  • Category

And whether they are equal to, not equal to, contain or do not contain the item you specify.

This gives you great flexibility and granularity. It allows you to customize dredges and retention for many different groups, or even individuals.

You may now configure a Job Bloomberg Jobs.