Bloomberg Software Installation Guide

Bloomberg Terminal® Installer (InstallAware)

English
15 January 2024
Version: 1.9

©2024 Bloomberg L.P. All rights reserved.

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Contents
I. Download the Bloomberg Software ...................................................................................2

II. Install the Bloomberg Software ..........................................................................................3

III. Install the Bloomberg Serial Number .................................................................................8

Installing Serial Number (S/N) ...................................................................................................8

APOD Creation ............................................................................................................................9

How to Create a Serial Number(S/N) by Bloomberg Anywhere user ............................................................. 9

Quick Install for Bloomberg Anywhere user ............................................................................................. 10
BCHG .........................................................................................................................................11

How to re-install a Serial Number for Open Terminal users........................................................................ 11

Auto BCHG with Login Name.................................................................................................................. 11
Advanced Connection Options ............................................................................................................... 13
Manual BCHG....................................................................................................................................... 14
IV. Testing the Bloomberg Terminal® ...................................................................................15

TOUR INSTALL .........................................................................................................................15

V. Minimum File and Registry Rights for the Bloomberg Application ...............................17

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
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I. Download the Bloomberg Software

From Microsoft Edge, Chrome or other Web Browser, enter the following URL in the Address field to
download the complete Bloomberg installation package.

http://www.bloombergsoftware.com

Click on [Bloomberg Terminal - New/Upgrade Installation] to perform a Full Installation.

Please save the software for new installation in any place such as Windows Desktop.

NOTE: Be sure to install the Bloomberg Terminal® under a login with Administrator rights.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
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II. Install the Bloomberg Software
After the software download is complete, double-click the icon. This will execute the InstallAware
Installation Wizard for the Bloomberg Terminal®.

While the Bloomberg Wizard decompresses itself, this message box will appear on screen.

Please click the NEXT button to continue or CANCEL to exit the installation.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
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Please review the License Agreement and confirm you agree to it by checking the box. Should you not
wish to accept these terms, please click the CANCEL button and the installation will be cancelled.

The default location for the installation of the Bloomberg Terminal® software is automatically populated.
Bloomberg Terminal® software will always install to the blp folder of your chosen destination. For
example, if you proceed with the installation with the default installation path C:\ above, Bloomberg
Terminal® software will be installed in the C:\blp folder. Click on NEXT to accept the path and continue.

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
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If you need to change the location, you can enter the desired location, or click on the CHANGE button to
open a dialog box where navigate to the location. Click on OK to return. Click on NEXT to continue.

Note: If the installer detects a previously installed version, the existing location will be respected and this
screen will not be displayed.

This screen will configure the desired connection method for your Bloomberg Terminal®. The default
setting is “Connect to the Bloomberg using Private IP network” as this is the most common connection
type and should be selected if you are unsure which method you should be using. In any case, this
setting can be changed after the installation is complete.

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 6

The preparation stage is complete. We are now ready install the software. Click on NEXT to proceed, or
if you need to change any of the choices you have already made, click BACK to review.

Start to install the Bloomberg Terminal®.

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 7

The figure above shows the installation process is now complete. After clicking FINISH, you will now be
able to launch Bloomberg by double clicking the Bloomberg icon on your Windows Desktop.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 8
III.Install the Bloomberg Serial Number
There are several ways to install the Bloomberg Serial Number other than the most basic ways
described below. For details, please refer to the “Bloomberg APOD Creation Documentation”.

The “Bloomberg APOD Creation Documentation” document available at:

https://www.bloomberg.com/professional/support/documentation/

Installing Serial Number (S/N)

After installing the software package, you will see below screens.

1. Login Area for Username and Password.

2. If the terminal already has an active Serial Number it will appear in this area along with the software
version.
3. Advanced Options can be used by IT Technicians and users to access further options to help with
creating a Serial Number or re-installing an existing Serial Number.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 9
APOD Creation
How to Create a Serial Number(S/N) by Bloomberg Anywhere user
1. Launch the Bloomberg Professional Software.
2. Login with your Bloomberg Anywhere username and password.

3. Verify on the B-Unit with Fingerprint.

4. Sync the B-Unit with the flashing screen.
5. Enter the B-Unit Code.

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 10
6.Terminal will relaunch and the user will already be logged in.

Quick Install for Bloomberg Anywhere user

Alternatively, under Advance Options, IT Technicians or users can also enter their Bloomberg username
to automatically create a serial number for the terminal under the correct customer number. The terminal
software will relaunch and the user will be able to login using their Username, Password and biometric
authentication. This feature requires an active connection to a Bloomberg Router.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 11
BCHG
How to re-install a Serial Number for Open Terminal users
BCHG is supported if:
• Open/ Bloomberg Professional terminal.
• Terminal is configured to connect over a Bloomberg Router (Private IP).
• Terminal is not currently connected (user’s logged out, application is closed).
• The S/N of the terminal has not been re-installed more than 3 times over the last 30 days.
• Terminal must have been connected to the Bloomberg router over the last 2 weeks, otherwise the
S/N will fall from the Bloomberg router list.

If BCHG attempt does not pass any of the security checks above, the system will either display an error
message or generate a service ticket for Bloomberg Help Desk for a callback.

Auto BCHG with Login Name

Automatic BCHG can be performed by existing Open Terminal users.

1. Open Terminal users may login with username and password.

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 12
2.You will be given two options:
a. Reinstall S/N – to install the last Open Terminal S/N that the user has logged in.
b. Manually enter a S/N – to install a different Serial Number.

3. Enter contact details and reason for BCHG.

4. Click Submit, your serial number will be verified, software will relaunch and the user will be able to
login.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 13
Advanced Connection Options
Advanced Connection Options is available for IT technicians or users to install the Serial Number with
other identifiers.

Verify with your serial number >>

This option can be used to automatically reinstall an Open Terminal serial number (BCHG)
connecting over Bloomberg routers. For this option to work, ensure the terminal you are
attempting to reinstall is not currently open in another computer.

Verify with your order number >>

This option can be used to install a new terminal by entering a Bloomberg order number.

Verify with your access key >>

You will be guided to this option by Bloomberg customer support whenever a terminal serial
number needs to be manually installed or re-installed.

Contact Bloomberg to verify by phone >>

This option will provide you with the Bloomberg customer support phone numbers.
Our support team will assist in installing or re-installing a Bloomberg terminal serial number.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 14
Manual BCHG
You can also contact Bloomberg Customer Support to perform a Manual BCHG. Bloomberg Customer
Support will provide an Access Key when you need to reinstall an Open Terminal manually.

1. Click on Advanced Options and select verify with your access key.

2. Exchange User Key for Access Key.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 15
IV.Testing the Bloomberg Terminal®

TOUR INSTALL
“TOUR INSTALL” allows you to run some standard functions to check whether the Bloomberg Terminal®
has been installed properly. To run the “TOUR INSTALL”, type “TOUR INSTALL” to the command line
where the cursor is blinking in the upper left hand corner of window, and press <ENTER> key.

Or, depending on the situation after installing Bloomberg Terminal®, the following window may be
displayed. In that case, from the upper right hand corner of window, click on “Tour Install” from the triple
bar ≡ (Aka hamburger button).

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+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 16

After logging in with “TOUR INSTALL”, select your language.

After selecting the language, Terminal Test menu page will appear with 9 options.

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.
 17
TOUR INSTALL Menu Item Descriptions
1. Check Bloomberg Software versions.
2. Set your Keyboard type.
3. Check if PDF file is downloaded and displayed correctly.
4. Check if audio/video is functioning properly using VID function.
5. Check BBCOM/API DEMO is running properly and API data can be downloaded.
6. Check if Smart Client is functioning properly using APPS function.
7. Check Bloomberg web site can be displayed properly on Bloomberg screen.
8. Check if Bloomberg screen is printed out correctly.
9. Check your PC's performance capabilities and identify any possible bottlenecks.

V. Minimum File and Registry Rights for the Bloomberg Application

For minimum Windows file and registry rights required for running the Bloomberg Terminal® and
receiving automatic updates, please access the "Minimum File and Registry Rights" document
available at:

https://www.bloomberg.com/professional/support/documentation/

For 24 hour global customer support call +1 212 318 2000, +44 20 7330 7500, +65 6212 1000,
+81 3 4565 8900 or press the HELP key twice on the Bloomberg Terminal®.