How to Manage Bloomberg Connections

 

MSP and Account Admins will be able to set Bloomberg connections by taking the following steps:

  1. Log into the Jatheon Cloud platform as an MSP Admin/Account Admin
  2. Head over to the Clients/Company Settings section
  3. Find the client that you want to set Bloomberg connection for (only for MSP Admin)
  4. Click the Edit link that appears once you hover over the row of the Client that you wish to edit (only for MSP Admin)
  5. Go to Bloomberg tab

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Click the New Connection button and a pop-up window will appear listing the fields that need to be entered in order to create a Bloomberg connection.

The fields that you'll need to enter are:

  • Connection Name – the unique name of the connection
  • Server address – fully qualified domain name (FQDN) or IP address of the target server
  • Port 
  • Remote Folder 
  • Username 
  • Password 
  • Public Key (.txt file)
  • Secret Key (.gpg file)
  • Secret Key Password

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Editing the Connections

Each connection can be edited by clicking the Edit link that appears once you hover over the row of the Connection that you wish to edit. 

When editing a connection, it is possible to set recurring execution by turning the Recurring Execution to ON state. You can also add an email address of the person to be notified each time an execution is finished. 

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Testing the Connections

The connections can be tested by clicking the Test Connection option in the More menu (represented with ). It will either confirm that the connection was successful or let you know that there was a failure connecting in case something went wrong. 

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Deleting the Connections

The connections can be deleted by clicking the Delete option under the More menu. You'll see a notification confirming that the deletion was successful.

 

Execution Settings

Under the Execution Settings tab, you will be able to set up one-time execution for the specific connection and date range:

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Also, you will be able to enter the email address of the person who will be notified once the execution is complete. 

 

Tasks

In case there is an execution set to run for a specific Bloomberg Connection, the Tasks tab will show the list of all the executed tasks along with the appropriate status, the date/time it was run and the total duration

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