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Access Point on Demand (APOD) 2010 September 2 Version: 2.1


Overview Access Point On Demand (APOD) has been designed to allow a user to create a configured Bloomberg Access Point, without interaction with a Bloomberg representative. For a PC with connectivity to a Bloomberg router, the Access Point can quickly be created without required authentication (such as name/password or B-Unit screen sync). For a PC with no connectivity to a Bloomberg router (i.e.: internet), a valid Bloomberg login and a B-Unit screen sync will be required. The Access Point tab on the Connection Wizard, CONN<GO>, permits a user to create a Bloomberg Access Point independently.

Useful Information before Creating Your Access Point on Demand (APOD) For PC’s with connectivity to a Bloomberg router, no login or B-Unit device is needed to  self-create configured Access Point serial numbers. users with an enrolled B-Unit device can use this tool to self-create configured  Only Access Point serial numbers, via the internet, wherever desired. Point On Demand (APOD) terminals can only be accessed by Bloomberg  Access Anywhere users.

 There can only be one configured serial number per PC. Access Points On Demand will automatically expire after 30 days (for internet  Bloomberg connections) or 60 days (for router connections) of non-use. 1

latest version of Bloomberg Professional software is required to replace an expired  The Access Point serial number, or to create a new one. Anywhere users are encouraged to contact their account representative  Non-Bloomberg to convert to Bloomberg Anywhere to be able to take advantage of this service.

1

Check your desktop for presence of the Bloomberg icon. If there is no Bloomberg icon on your desktop, proceed to Step 1. If the icon is present, double-click on it. If the Bloomberg application is active, the Bloomberg service will launch and you’ll be able to type LOGI to login. If the Bloomberg application is not active, you’ll need to reinstall your APOD by proceeding to Step 8 for Private IP or Step 9 for Internet.


Access Point on Demand Creation Steps Step 1: Download the latest version of Bloomberg Professional software from the Bloomberg website: http://www.bloomberg.com or http://about.bloomberg.com/contact_softwaresupport.html Step 2: The following window will appear after the Bloomberg software has been installed.

Figure 1

Step 3: Select "Yes" and the "Installing Bloomberg Serial Number" window will appear.

Figure 2


Step 4: Select "Cancel" and the "Installation Complete" window will appear.

Figure 3

Select â&#x20AC;&#x2DC;Finishâ&#x20AC;&#x2122; and the following Bloomberg Icon will appear on your desktop.


Step 5: Double click the Bloomberg Icon and the Connection Wizard window will auto-launch to the â&#x20AC;&#x2DC;Serial Numberâ&#x20AC;&#x2122; tab. The Connection Wizard can also be accessed manually by typing CONN<GO> from the Bloomberg Application.

Figure 4


Step 6: Select the â&#x20AC;&#x2DC;Settingsâ&#x20AC;&#x2122; tab and the following screen will appear:

Figure 5

a. Check your "Connection Profile" to ensure the type of connection you have to Bloomberg is correct: Private IP or Internet. If a change is needed, be sure to save the settings. b. If your workstation connects to a Proxy Server, you will need to indicate this within the Settings tab, in the field labeled "Connect through a SOCKS Version 5 Proxy server", enter the IP addresses, and save the settings. Once complete, proceed to step 7. c. If your workstation does not connect to a Proxy Server, then leave the default settings and proceed to step 7.


Step 7: Select the Access Point tab and the following screen is displayed:

Figure 6

The embedded web-page communicates with Bloomberg either via Private IP if a BLP router is detected, or via the Internet if no router is detected. The ‘Ok’ button is inactive during this process, which can take up to 15 seconds to complete. IMPORTANT NOTE ABOUT TRANSACTIONAL PRODUCTS FUNCTIONALITY: a Bloomberg router is detected, the APOD will be created with transactional product  Iffunctionality.

 If no router is detected, the APOD will be created without transactional product functionality. APOD Administrator section at the end of this document for transactional product  See enablement.


Step 8: After verifying the Private IP connection, the system will complete the installation of APOD without authentication. Users will be prompted with an optional CSR field that is used as the customerâ&#x20AC;&#x2122;s internal reference.

Figure 7

Proceed to Step 10 to complete your APOD installation and log into Bloomberg.


Step 9: After establishing an internet connection, a Bloomberg Anywhere user with an enrolled B-Unit enters their login/password, and then selects â&#x20AC;&#x2DC;Submitâ&#x20AC;&#x2122;.

Figure 8


Step 10: The User is then prompted to perform a screen-sync and to enter the B-Unit code:

Figure 9


1) Option 1: Perform the B-Unit screen sync and enter the B-Unit code. 2) Option 2: In case the initial â&#x20AC;&#x153;direct-drawâ&#x20AC;? flasher does not appear (an alternate flasher is displayed when this is selected and the user is to attempt a screen sync).

Figure 10


3) Option 3: If the user does not have their B-Unit, or they are encountering a technical issue with it, they may select Click Here â&#x20AC;&#x153;If you are unable to get the B-Unit codeâ&#x20AC;? (as seen in Figure 9).

Figure 11

Any of the four Problem items will present the following screen (see Figure 12) which will offer SMS text message or IVR validation to proceed with the APOD creation.


Figure 12

If the numbers presented cannot be used by the user at this time, selecting â&#x20AC;&#x153;Click here if you are unreachable via the above numbersâ&#x20AC;? will allow the user to request a callback & a ticket will be generated for the Bloomberg Operations Dept to follow-up. (see figure 13 & 14)


TESTLOGIN

Figure 13

The user will receive the following acknowledgement that a ticket has been created (see Figure 14):


212- 555-

Figure 14

For any of the other 4 options available in Figure 11, the user will get a screen as depicted in Figure 12, and may select a phone # to which a “Validation Code” will be sent (i.e. Via SMS Text Message or via IVR (Interactive Voice Recognition). After selecting a # and method, Figure 15 will be displayed…


Figure 15

After entering the validation code (within 5 minâ&#x20AC;Ś) the user is then prompted with an optional CSR (Customer Service Reference) that is used as the customerâ&#x20AC;&#x2122;s internal reference (see Figure 16).


Step 11: The User is then prompted with an optional CSR (Customer Service Reference #) field that is used as the customerâ&#x20AC;&#x2122;s internal reference:

Figure 16


Step 12: The following Bloomberg message will appear after the user’s credentials have been validated. Select ‘Ok’ to connect and launch the Bloomberg Application.

Figure 17

At this point you will be required to log into Bloomberg as normal using your Login name, password and B-Unit.


APOD Administrator Access Point On Demand (APOD <GO>) allows authorized administrators to enable and disable access to transactional product functionality on all APODs within their firm. Your firm’s compliance officer will need to contact Bloomberg to designate the authorized APOD administrator, who must also be a Bloomberg Anywhere user. Once authorized, the APOD administrator will be required to electronically accept the terms of the APOD Agreement (required just once per APOD administrator). Upon acceptance, the administrator will be permitted to update the APODs access to transactional product functionality. Using the APOD <GO> function, the administrator enters the APOD by S/N or SID, and the following screen will appear:

Figure 18

Click on 95<GO> to allow or block transactional product functionality, and the following ‘Setting Change Confirmation’ screen will appear:


Figure 19

Type 96<GO> to view the history of all changes made to the APODâ&#x20AC;&#x2122;s transactional product access.

Figure 20


APOD