EWMGettingStartedGuidev2 17Feb2014

GETTING STARTED CONNECTING TO THE EIKON FOR WEALTH MANAGEMENT SERVICE ACCOUNT ACTIVATION TECHNICAL PREPARATION SERVICE CONNECTION Issue: 2.17 Date of Issue: Feb 2014

THOMSON REUTERS EIKON FOR WEALTH MANAGEMENT

Getting Started Thomson Reuters Eikon for Wealth Management

CONTENTS

ABOUT THIS DOCUMENT .......................................................................................................................... 1

STEP 1: ACTIVATE YOUR ACCOUNT ....................................................................................................... 2

For existing accounts that have been activated ............................................................................................ 2

For new accounts that have not been activated ........................................................................................... 2

STEP 2: TECHNICAL PREPARATION ....................................................................................................... 3

2.1 CHECKING PC SPECIFICATION AND BROWSER SETTINGS ........................................................... 3

PC specification ............................................................................................................................................ 4

Microsoft Operating System .......................................................................................................................... 4

Java Runtime Environment ........................................................................................................................... 5

Checking and configuring the default Java Virtual Machine ......................................................................... 6

Next-generation plug-in support .................................................................................................................... 6

Using Eikon Excel with Office 2007 .............................................................................................................. 8

Using Eikon Excel with Windows Vista and Windows 7 ............................................................................... 8

Adobe Flash .................................................................................................................................................. 8

Adobe Acrobat .............................................................................................................................................. 8

2.2 INTERNET BROWSER CONFIGURATION ........................................................................................... 9

Browser Security Settings ........................................................................................................................... 10

Enabling cookies ......................................................................................................................................... 10

Default security ........................................................................................................................................... 10

Enabling ActiveX ......................................................................................................................................... 11

Scripting of Java applets ............................................................................................................................. 11

Additional browser security ......................................................................................................................... 12

Other Important Browser Settings ............................................................................................................... 14

Set HTTP level ............................................................................................................................................ 14

Temporary Internet files .............................................................................................................................. 14

Optimise browser performance ................................................................................................................... 15

Enable printing of displays .......................................................................................................................... 15

2.3 OPTIMISING PRODUCT PERFORMANCE ......................................................................................... 16

Anti-Virus And Anti-Malware ....................................................................................................................... 16

Temporary Internet Files ............................................................................................................................. 16

Next Generation Plugin ............................................................................................................................... 16

STEP 3: CHECK CONNECTIVITY ............................................................................................................. 17

Bandwidth Requirements ............................................................................................................................ 17

ProductT URLs and DNS/Firewall/proxy server implications ..................................................................... 17

Internet DNS Server .................................................................................................................................... 17


Thomson Reuters Delivery DNS Server ..................................................................................................... 18

Content Filtering Table ................................................................................................................................ 18

What are HTTP persistent connections? .................................................................................................... 19

What makes a connection reusable? .......................................................................................................... 20

What happens if proxy servers are used? .................................................................................................. 20

Content checking ........................................................................................................................................ 20

Tightening security ...................................................................................................................................... 20

Appendix 1: Activating Your Account ................................................................................................... 21

Appendix 2: Customer Support Contacts ............................................................................................. 23

Online support ............................................................................................................................................. 23

Contact Us................................................................................................................................................... 23

Sales queries .............................................................................................................................................. 23


1

ABOUT THIS DOCUMENT

This document describes the steps required to successfully connect to the Thomson Reuters Eikon for

Wealth Management service, including first-time login, checking and configuring your PC, and

connecting to the Thomson Reuters host system.

It is important that the steps described in this document are followed carefully and in the prescribed order.

This will help ensure that your connection to the service is correctly configured and registered.

Your IT support team needs to be aware of the hardware and software prerequisites for Eikon for

Wealth Management, including considerations for network security devices.

To connect successfully to the Eikon for Wealth Management service from your PC, you will need to work

through the following steps:

1. Step One: Account activation

2. Step Two: Technical Preparation

Make sure that your PC, software versions, and system settings are correct.

Check your browser settings

Check that you have the correct connectivity environment and bandwidth allocation for connection via either the Internet or Private Network Delivery.

3. Step Three: Connection to the Thomson Reuters host system.

Note that your IT Support Team may be managing some or all of the steps above, and therefore the

process you need to follow may differ from the one listed. Please check with your IT Support Team to be

sure.


2

STEP 1: ACTIVATE YOUR ACCOUNT

To log in to Eikon for Wealth Management, you will need a valid username and password, and an

activated account. The account activation process requires access either to the Internet or to Private

Network Delivery.

Note: Account activation requires the user to select a password and completing the registration. It should

take no more than a few minutes.

FOR EXISTING ACCOUNTS THAT HAVE BEEN ACTIVATED

If you already have an active account, with a login ID and password that has been correctly permissioned

for Eikon for Wealth Management, you can login to the service as soon as you have worked through

Steps 2 and 3 in this document.

FOR NEW ACCOUNTS THAT HAVE NOT BEEN ACTIVATED

Click on the access URL in the "Getting Started" section of the welcome email you received from

Thomson Reuters, and follow the onscreen instructions. Once you have completed this procedure, you

will have a valid activated login for Eikon for Wealth Management and will be automatically logged in to

the product.

We recommend that for users who wish to bookmark the URL to access EWM, that one or both

(for users who plan to connect to the EWM service via the Internet and Thomson Reuters Delivery

of the following are used:

For public Internet connectivity: http://eikon.thomsonreuters.com/web

For Thomson Reuters Delivery connectivity: http://eikon.extranet.thomsonreuters.biz/web

More detailed information about Account Activation is available in Appendix 1


3

STEP 2: TECHNICAL PREPARATION

This section describes how to ensure that your PC hardware and software are correctly configured to run

Eikon for Wealth Management. It is essential to carefully work through the requirements and

recommendations in order to optimise the performance and stability of the service. The areas that need to

be considered are:

PC Specification

o System Test

o Microsoft Operating System

o Java Runtime Environment

o Microsoft Office Excel Option

o Adobe Flash

o Adobe Acrobat

Internet Browser configuration

Performance optimization

2.1 CHECKING PC SPECIFICATION AND BROWSER SETTINGS

The basic configuration of your PC is checked by the Eikon for Wealth Management System Test utility.

It performs a check of the PC configuration and software setup on the PC, and advises users on resolving

issues that are found during checks. The System Test can also generate reports that can be sent

automatically to the Thomson Reuters Support Centre.

System Test

Access to System Test is via the Eikon for Wealth Management product login page. A simplified

Standalone System Test is available in order to enable a basic check to be completed prior to login. The

full System Test requires the user to enter a valid User ID.

Tests are reached via the Internet at http://eikon.thomsonreuters.com/web, or via Thomson Reuters

Delivery at http://eikon.extranet.thomsonreuters.biz/web and can also be accessed from within the

product from the main toolbar under the Tools menu.

Note: The System Test is a useful diagnostic tool, but is not intended as an exhaustive check of all

customer network configurations. In addition, some third-party applications (such as anti-virus software or

pop-up blockers) may have an adverse effect on the performance of Eikon for Wealth Management.

See Section 2.3 for more information


4

PC SPECIFICATION

The following table lists the processor and memory recommendations for Thomson Reuters Eikon for

Wealth Management.

MICROSOFT OPERATING SYSTEM

Eikon for Wealth Management is designed to work with Microsoft operating systems and the Microsoft

Internet Explorer browser. The following tables detail the specific versions that are supported.

Operating System Edition IE 7.0 IE 8.0

32-bit

IE 9.0

32-bit

Windows XP SP3 32-bit

Windows Vista SP1 or above 32-bit or 64-bit

Windows 7 SP1

Enterprise, Professional, Ultimate, Home Premium

32-bit or 64-bit

Recommended Browser

Windows 7 IE 8 or 9 32-bit

Minimum Requirement CPU Memory Screen

Windows XP SP3

Windows Vista (Professional & Ultimate)

Windows 7 (all Editions)

1.5 GHz 2GB 1024x576

Recommended CPU Memory Screen

Windows 7 2 GHz 2GB 1280x1024


5

JAVA RUNTIME ENVIRONMENT

Eikon for Wealth Management requires Oracle Java Runtime Environment (JRE) in order to provide

streaming updates and news. To deliver optimised performance and stability, please note the following

recommendations.

Recommended

Java JRE 32 bit

Oracle JRE version 1.6 V10 (or above)

Oracle JRE version 1.7 V10-21 & V51. We do not support v25, v40 or v45.

Next-generation plug-in support Enabled

JAVA VERSION QUALIFICATION SCHEDULE

Please note that the targeted dates for qualification require that all critical issues found in testing are fixed

as part of the target release.

JRE 1.6 SERIES UPDATE: EWM AND JAVA JRE 1.6 QUALIFIED FOR ALL VERSIONS

FROM 1.6.0_10 UP TO AND INCLUDING JRE 1.6.0_45 AS OF NOVEMBER 2013

JRE 1.7 SERIES UPDATE: EWM AND JAVA JRE 1.7 QUALIFIED FOR ALL VERSIONS

FROM 1.7.0_10 UP TO AND INCLUDING JRE 1.7.0_21 AND JRE 1.7.0_51 AS OF FEBRUARY

2014. WE DO NOT SUPPORT 1.7.0_25, 1.7.0_40 OR 1.7.0_45.

A supported Java version must be installed and be designated as the default Java Virtual Machine (JVM).

If these conditions are not met, the Eikon for Wealth Management application will not run correctly and

will report an error condition such as the example below. The user can select to continue to use the

product in snapshot mode whereby by no streaming updates will be received, but this is not

recommended for everyday use.


6

Checking and configuring the default Java Virtual Machine

If more than one Java version is installed on a PC, the Eikon for Wealth Management service will attempt

to use the designated default Java Virtual Machine. If the default JVM is a version not supported by

Eikon for Wealth Management, then the service will not run and give an error message. In this scenario,

it will be necessary to designate a supported JRE as the default JVM.

To designate a specific Java version as the default JVM, or to check the current default JVM:

1. From the Windows Control Panel click on the Java icon. Select the Java tab, and then View > User.

This will display a list of the installed Java versions.

2. Select the Enabled tick box of the correct JRE as the default JVM. De-select any other versions to

disable them.

Please ensure that only one Java version is enabled to ensure that the service runs correctly!

Next-generation plug-in support

Eikon for Wealth Management performance is optimised

when the JRE "next-generation" plug-in is enabled. This

requires JRE version 1.6.0_10 or higher. To enable this

feature:

From the Windows Control Panel click on the Java icon. Select the Advanced tab and click on Java

Plug-in.

Make sure that the box is ticked for Enable the next-generation Java Plug-in.

Click OK to save the change, and restart the browser to put it into effect.

Installing Java

If Java is not installed, or the installed JRE versions are not supported by Eikon for Wealth Management,

then it is necessary to install a supported version of Java. Please contact your IT Support Team or follow

these installation instructions:

1. The latest version of the Oracle Java can be found at the Oracle website

http://www.oracle.com/technetwork/java/javase/downloads/index.html.

2. Other versions can be found at http://www.oracle.com/technetwork/java/archive-139210.html

3. Note that only 32-bit versions of JRE are supported for use with Thomson Reuters Eikon for Wealth

Management.

4. Run the downloaded file (e.g., jre-6u17-windows-i586.exe) to install the Java Runtime Environment.

If there are no other JRE's installed, it will automatically become the default JVM.


7

MICROSOFT OFFICE EXCEL OPTION

Eikon for Wealth Management provides an option to connect to Microsoft Excel using the Thomson

Reuters Eikon Excel add-on. There are three installation options now available to Customers:

User-driven web install: The Excel package is automatically installed (via a Microsoft software

installer) the first time the Eikon Excel link is used. The link is located on the main Eikon for

Wealth Management Tools menu.

Direct Installation: The Excel package is downloaded from the Thomson Reuters Customer

Zone (see the Thomson Reuters Eikon for Wealth Management Customer Zone page > Software

Downloads) and managed by the Customer technical teams as part of their desktop build and

rollout processes. For details please see the Direct Installation Technical Guide on the Customer

Zone here

Thomson Reuters Update Proxy: The complete customer-manged installation solution

Note: Deployment of v3.0 of Eikon Excel checks for .NET4 and will block the installation of Eikon

Excel should .NET4 not be present. This will be resolved with the release of v3.2, available for

download on April 12th

2013.

In the meantime, clients can use a workaround by running the following script in the command

line:

For private network connectivity, run bootstrap installer in command line: TRD8_Excel_WebStart.exe /ADDCOMMAND=_prerequisites=skip

For internet connectivity, run bootstrap installer in command line: TRD8_Excel_WebStart.internet.exe /ADDCOMMAND=_prerequisites=skip


8

For details of the installation options please refer to the Thomson Reuters Eikon Excel for Wealth

Management Mass Deployment Direct Installation Guide on the Customer Zone here

Thomson Reuters has qualified the following environments for use with Eikon Excel:

Operating System Microsoft Office version

Notes

Windows XP SP3

Office XP SP3 Office 2003 SP3 Office 2007 SP2 Office 2010 32 bit**

If using Eikon Excel with Windows XP SP2, install the appropriate Microsoft HotFix as described in Microsoft Knowledge Base article 891117.

Windows Vista SP1

Office XP SP3 Office 2003 SP3 Office 2007 SP2 Office 2010 32 bit**

Windows "Protected Mode" may prevent Eikon Excel from working normally; for more information see section 0 "Using Eikon Excel with Windows Vista and Windows 7".

Windows 7 Office 2003 SP3 Office 2007 SP2 Office 2010 32 bit**

Windows "Protected Mode" may prevent Eikon Excel from working normally; for more information see section 0 "Using Eikon Excel with Windows Vista and Windows 7".

**With Thomson Reuters Eikon for Excel Service Release 2 (available from December 2011)

Using Eikon Excel with Office 2007

To use the Thomson Reuters Eikon Excel add-on with Microsoft Office 2007 it is necessary to install the

Microsoft HotFix as described in Microsofts Knowledge Base article 968863. The article can be found at

http://support.microsoft.com/kb/968863.

Using Eikon Excel with Windows Vista and Windows 7

Two new security features were introduced with Windows Vista and Windows 7: Protected Mode and

User Access Control. For a full description of the Protected Mode, please see the Microsoft website:

Understanding and Working in Protected Mode Internet Explorer.

Microsoft Windows Protected Mode must be disabled during the installation of Thomson Reuters Eikon

Excel. It can be re-enabled once the installation is completed, but it may prevent Eikon Excel from

working seamlessly with Eikon for Wealth Management. The solution is to either leave Protected Mode

turned off, or to add Thomson Reuters as a Trusted Site. Information on how to configure these can be

found on Page 12

If using Vista or Windows 7 and Thomson Reuters Eikon Excel

ADOBE FLASH

Thomson Reuters Eikon for Wealth Management requires that Adobe Flash be installed on the PC in

order for Interactive Charts to be displayed. Version 10 is the supported version.

ADOBE ACROBAT

Thomson Reuters Eikon for Wealth Management requires that Adobe Acrobat is installed on the PC in

order to view Fact Sheets. Versions 6 and above are supported.


9

2.2 INTERNET BROWSER CONFIGURATION

The Internet browser on your PC must be configured correctly to ensure reliable and optimised

connectivity to the Thomson Reuters Eikon for Wealth Management service. As described in the

following section, it is recommended to check/configure the following browser settings:

Check that Cookies are enabled

Check that ActiveX is enabled

Check that Java is enabled

Check Internet Explorer security settings

Check that the browser is configured for optimum Eikon for Wealth Management performance

Note: The dialog box images below are taken from various versions of Internet Explorer 7 and Windows.

Depending on which operating system and browser is deployed, the dialog boxes may differ slightly from

those shown.

ActiveX and Thomson Reuters Eikon for Wealth Management: Note that although ActiveX must be

enabled within the browser, this is used entirely for internal ActiveX scripting. No ActiveX components

are downloaded.


10

BROWSER SECURITY SETTINGS

Enabling cookies

In Internet Explorer, select Tools -> Internet Options

In Internet Options pop-up, select the Privacy tab

Click Default and set slider to Medium

Click Apply and then OK

Default security

Select Tools->Internet Options

Select the Security tab

Select Default Level

Ensure slider control is set to Medium

Click OK to save settings

Note: When using Windows Vista or Windows 7, Protected Mode is enabled at most, but not all,

corporate sites. If using Windows Vista or Windows 7 with Thomson Reuters Eikon Excel, Protected

Mode may require special adjustments, as described later in this section.


11

Enabling ActiveX

Select Tools -> Internet Options


Select the Custom Level option

Enable the following settings from the list:

For Run ActiveX controls and plug-ins, select Enable

For Script ActiveX controls marked safe for scripting, select Enable


Scripting of Java applets

Select Tools->Internet Options




For Java permissions, select Medium or High safety

For Scripting of Java applets, select Enable



12

Additional browser security





For Automatic prompting for file downloads, select Enable

For Allow script-initiated windows without size or position constraints,

select Enable


IF USING VISTA OR WINDOWS 7 AND THOMSON REUTERS EIKON EXCEL

This section applies only if running Thomson Reuters Eikon Excel with Windows Vista or Windows 7.

Windows "Protected Mode" security forces users to log in when launching Eikon Excel, even though they

have already logged in to Eikon for Wealth Management. To correct this issue, it is necessary to either

disable Protected Mode or else add the site to the list of Trusted Sites. It is not necessary to do both.

EitherManually disable Protected Mode

This procedure is not necessary if adding the site to the list of

Trusted Sites, as shown below.



Disable Protected Mode by clearing the Enable Protected Mode checkbox, as seen at right. This may violate some

corporate security policies, so check with a system

administrator before disabling Protected Mode.



13

Or.Add the site to the Trusted Sites list

This procedure is not necessary if Protected Mode is

disabled.



Click on Sites

On the next dialog box, add the site to the list of trusted sites, e.g., *thomsonreuters.com and

*thomsonreuters.biz.



14

OTHER IMPORTANT BROWSER SETTINGS

Set HTTP level

The required HTTP version is 1.1. Follow these steps to

adjust or verify this setting:


Select the Advanced tab and set the following options:

In the HTTP 1.1 settings section, check Use HTTP 1.1

For HTTP 1.1 settings section, check Use HTTP 1.1 through proxy connections


Temporary Internet files

The browser should always check for the latest version of

web pages to ensure optimal browser performance.


Select the General tab, then:

In IE 6: Select Temporary Internet Files

In IE 7: Select Browsing history

For the Check for newer versions of stored pages option, select Automatically

For the amount of Disk space to use, specify at least 1024 to ensure responsive performance


Note: Eikon for Wealth Management stores necessary JavaScript files in the browser cache. Whenever

this cache is cleared, the JavaScript files must be re-downloaded which can cause performance

degradation. It is recommended that users should not delete the browser cache


15

Optimise browser performance

Follow these steps to optimise browser performance:


Select the Advanced tab and set the following options:

Under the Security section, it is very important to de-select (un-check) Do not save encrypted pages to

disk. This saves Eikon for Wealth Management from

having to repeatedly download the same operating

files, which would create performance delays.


Enable printing of displays

Follow these steps so that page printouts will resemble

the onscreen page:


Select the Advanced tab

Under the Printing section, check Print background colors and images


If you have changed any of the browser settings in any of the preceding sections, close and restart the browser before proceeding to the next step!


16

2.3 OPTIMISING PRODUCT PERFORMANCE

This section provides a summary of the key areas that can affect performance, plus further advice and

tips about how to optimise the performance of Eikon for Wealth Management.

ANTI-VIRUS AND ANTI-MALWARE

Many anti-virus or anti-malware products now offer real-time checking of web pages for potential security

threats, which can affect performance. It is recommended to disable real-time webpage checks or to set

up exceptions for URL's accessed by Eikon for Wealth Management specifically, the URL's for static

and streaming content, listed in this document in SECTION 3 Pages 15 and 16. Your IT Support Team

should be able to help with this.

TEMPORARY INTERNET FILES

Many features of Eikon for Wealth Management require files that are downloaded when the user logs on

the system, and are then stored in the browser cache. Here is a summary of four areas that can help to

provide optimised performance:

Configure the browser to always check for the latest version of web pages, as shown in the

section Temporary Internet files

Reserve ample disk space for the browser cache a minimum of 1024K, as described in the

section Temporary Internet files

Remember that users should not delete the browser cache unless there is an overriding

reason to do so. In other words, do not erase the "browsing history" or "temporary Internet files".

Every time the browser cache is cleared, all the required files must be downloaded again when

the service is next accessed, which can result in performance degradation.

Configure the browser to not delete encrypted files from the browser cache, as noted in section

Optimise browser performance. Again, some of these files may be required by Eikon for

Wealth Management, and if they are deleted, they must be downloaded again the next time that

the product is accessed.

NEXT GENERATION PLUGIN

Thomson Reuters Eikon for Wealth Management runs most efficiently when the Java Runtime

Environment (JRE) "next-generation" plug-in is enabled. This is supported in JRE version 1.6.0_10 and

above. Enable this feature in the Java control panel by following the instructions found on Page 6.

IMPORTANT: Browser caching must be enabled in order to see optimised EWM performance, and we strongly recommend having the latest IE browser security updates and patches applied as this can impact performance.


17

STEP 3: CHECK CONNECTIVITY

In order for Thomson Reuters Eikon for Wealth Management to connect successfully to the Thomson

Reuters host, several details of the local environment need to be checked or configured. This is typically

managed by the IT Support Team within your organization.

This section provides the basic information on how to set network firewall/proxy servers to enable

successful connectivity to Eikon for Wealth Management. Please check with your IT team in order to

ensure that the Firewall and Proxy Server requirements described below are met.

FOR COMPREHENSIVE TECHNICAL CONFIGURATION INFORMATION PLEASE CONSULT THE

EIKON NETWORKING GUIDE, AVAILABLE FROM THE CUSTOMER ZONE HERE

BANDWIDTH REQUIREMENTS

Bandwidth usage per user can vary depending on usage profile, but typically consumption is estimated to

be 22 Kbps per user. The minimum site bandwidth is 256 Kbps for the first user and 22Kbps for each

additional user.

PRODUCT URLS AND DNS/FIREWALL/PROXY SERVER IMPLICATIONS

Users of Thomson Reuters Eikon for Wealth Management will need to enable access to the following

domains, depending on the connection type selected.

Internet DNS Server

All Thomson Reuters Hosted deployment servers are able to resolve IP address through local Internet Service Provider (ISP) DNS. The following domains must be selected forwarding:

DNS Authorized DNS Server

Thomson Reuters Service

thomsonreuters.com Internet Thomson Reuters Eikon for Wealth Management, Reuters Insider, Customer Zone

cp.thomsonreuters.net Internet Thomson Reuters Eikon for Wealth Management

reuters.com Internet Customer Zone and some URL link in some news content e.g. pdf.reuters.com, link.reuters.com

force.com Internet Migration tools

trainingportal.us Internet Thomson Reuters E learning

sdn.reuters.com Internet Securitized Derivatives Network

reutersinsider.com Internet Reuters Insider

thomson.112.2o7.net Internet Reuters Insider

salesforce.com Internet Migration Tools

webex.com Internet Remote Support


18

Thomson Reuters Delivery DNS Server

All Thomson Reuters Hosted deployment servers are able to resolve IP address through BT DNS and local Internet Service Provider (ISP) DNS for Customers using BT MPLS Private Network connectivity.

All Thomson Reuters Hosted deployment servers are able to resolve IP addresses through the Delivery Direct eDNS and local Internet Service Provider (ISP) DNS for Customers using Thomson Reuters Delivery Direct connectivity.

Please refer to the Delivery Direct Client DNS Integration Guide for more information,

Note: For customers who opt to use Thomson Reuters Delivery or Thomson Reuters Delivery Direct

ONLY i.e. users have no internet access, some services will not be available. These are shown below as

Internet ISP

The following domains must be selected forwarding:

DNS Authorized DNS Server

Thomson Reuters Service

cp.thomsonreuters.net Extranet DNS Thomson Reuters Eikon for Wealth Manager

extranet.thomsonreuters.biz Extranet DNS Thomson Reuters Eikon for Wealth Manager Customer Zone

thomsonreuters.com Internet ISP Customer Zone Reuters Insider

customer.reuters.com Extranet DNS/ Internet

Customer Zone

force.com Internet ISP Migration tools

reuters.com Internet ISP URL link in some news content, e.g. pdf.reuters.com, link.reuters.com

sdn.reuters.com Internet ISP Securitized Derivatives Network

reutersinsider.com Internet ISP Reuters Insider

thomson.112.2o7.net Internet ISP Reuters Insider

trainingportal.us Internet ISP Thomson Reuters E learning

salesforce.com Internet ISP Migration Tools

webex.com Internet ISP Remote Support

Content Filtering Table

DNS Suffixes Thomson Reuters Service

cp.thomsonreuters.net cp.thomsonreuters.com ia.thomsonreuters.com eikon.thomsonreuters.com eikon.extranet.thomsonreuters.biz cp.extranet.thomsonreuters.biz ia.extranet.thomsonreuters.biz

Thomson Reuters Eikon for Wealth Management


19

customers.reuters.com customers.extranet.thomsonreuters.biz customers.thomsonreuters.com

Customer Zone

eikontest.thomsonreuters.com graphics.thomsonreuters.com

Thomson Reuters Eikon Excel System Test

reuters.com URL link in some news content

sdn.reuters.com Securitized Derivatives Network

force.com salesforce.com

Migration tools (Knowledge network)

insider.thomsonreuters.com reutersinsider.com thomson.112.2o7.net (used for analytic and report of user interactions)

Reuters Insider

training.thomsonreuters.com trainingportal.us

Thomson Reuters E-learning

geotrust.com verisign.com

Certificate Validation

Webex.com Remote Support

Ports used

HTTP (port 80) and HTTPS (port 443) must be enabled for successful connection to the Thomson

Reuters Eikon for Wealth Management service.

What are HTTP persistent connections?

HTTP persistent connections (also called "HTTP connection reuse" or "HTTP keep-alive") re-use the

same TCP connection to send and receive multiple HTTP requests/responses, rather than opening a new

one for every single request/response pair.

The use of persistent connections can greatly improve HTTP performance. The advantages include:

Persistent connections are network friendly they create less network traffic due to less-frequent setting up and tearing down of TCP connections.

They are also faster there is reduced latency on successive requests, due to elimination of the initial TCP handshake.

Persistent connections allow sufficient time for TCP to determine the network's congestion level, and thus to respond appropriately.

The advantages are even more obvious with HTTPS (or HTTP over SSL/TLS). Persistent connections

may reduce the number of costly SSL/TLS handshakes needed to establish security associations, in

addition to the initial TCP connection setup.


20

In HTTP/1.1, persistent connections are the default behavior of any connection. That is, unless otherwise

indicated, the client should assume that the server will maintain a persistent connection even after error

responses from the server. However, the protocol provides a means for the client and server to signal the

closing of a TCP connection.

What makes a connection reusable?

TCP by its nature is a stream-based protocol, so in order to reuse an existing connection; the HTTP

protocol has to have a way to indicate the end of the previous response and the start of the next one.

Thus, it is required that all messages on the connection must have a self-defined message length (i.e.,

one not defined by closure of the connection). Self-demarcation is achieved by either setting the content-

length header, or, in the case of a chunked transfer encoded entity body, starting each chunk with a size

and ending the response body with a special last chunk.

What happens if proxy servers are used?

Since persistent connections apply to only one transport link, it is important that proxy servers correctly

signal persistent or non-persistent connections separately with the clients and the origin servers (or other

proxy servers). From the perspective of an HTTP client or server, as far as persistence connection is

concerned, the presence or absence of proxy servers is transparent.

Authentication

Both products Eikon for Wealth Management and the Eikon Excel add-on support authentication on

the following proxy servers:

FreeProxy

Microsofts Forefront/ISA proxy

NTLM/Basic

Content checking

Content-checking gateways provide proactive security for active Web content. They perform real-time

inspections of streaming data, ActiveX, Java, and scripts, checking for malicious code and protecting

workstations from security threats. Such devices are centrally managed, and can be defined with flexible

security policies for departments and users.

Content checking should not be performed for the domains used by Eikon for Wealth

Management, and should be deactivated if necessary. These domains are listed in section Error!

Reference source not found..

Tightening security

The settings above do not need to be applied globally to the Internet zone only to the Thomson Reuters

domains, e.g., "*.thomsonreuters.com" or "*.extranet.thomsonreuters.biz".


21

APPENDIX 1: ACTIVATING YOUR ACCOUNT

1. Follow the instructions in the welcome e-mail sent to you from Thomson Reuters. Click on the link

provided in the Getting Started Section.

2. Follow the onscreen instructions. Select a password for your username.

3. Make sure your User Details are correct. (You can change them later if you decide they are

incorrect.) Select your Job Role and Market focus.


22

4. It is recommended that the System Test utility is run to ensure that the basic PC configuration is

correct for Eikon for Wealth Management. This is optional, however, and you can proceed to log on

to the product without running the System Test.

Note: Users who are migrating from Reuters Wealth Manager will have their important user data (e.g.

flexsheets, quote lists, alerts, etc.) migrated during the initial login simply follow the onscreen

instructions. New users will be directly connected to the service.

5. First Time Login is now completed. Users are logged in to Thomson Reuters Eikon for Wealth

Management and are presented with a splash screen. The splash screen appears for the first time a

user logs into Eikon for Wealth Management, and provides a high level overview of key features and

workflows, as well as support information. It can also be accessed from the Help menu within the

product at any time.


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APPENDIX 2: CUSTOMER SUPPORT CONTACTS

ONLINE SUPPORT

Helpful online resources are available at:

CONTACT US

Use the Contact Us" option for all support queries.

SALES QUERIES

Your sales representative is your main contact for sales queries.

Resource

Online Product Help From the main EWM toolbar under the Help menu

Thomson Reuters Customer Zone

From the main EWM toolbar under the Help menu

The Thomson Reuters Eikon for

Wealth Management login page

(includes links to Help and Contact Us pages)

http://eikon.thomsonreuters.com/web for Internet

http://eikon.extranet.thomsonreuters.biz/web for Private Network Delivery

EWMGettingStartedGuidev2 17Feb2014

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