In order for Smarsh to establish Bloomberg archiving for your firm you must first complete the following steps:
Work with Smarsh to add Bloomberg archiving to your Smarsh subscription. Once you have worked with Smarsh to add a Bloomberg archiving subscription, the Smarsh Implementation Team will send you an email to establish the service.
Work with Bloomberg to establish a Bloomberg SFTP. Bloomberg will push your Bloomberg data to the SFTP on a daily basis, then Smarsh will access the SFTP to archive the messages and make them accessible within The Archiving Platform.
Allow Smarsh to connect to your Bloomberg SFTP. Bloomberg requires specific steps be taken by the account holder to allow third party access to an SFTP. For detailed steps, see below.
Provide SFTP access details to Smarsh. In order to establish archiving, Smarsh needs to confirm a few details about your Bloomberg account and to verify our connection to your Bloomberg SFTP. Please respond to the Bloomberg implementation email you received and provide the following:
Total number of users Bloomberg has configured to archive to your SFTP site
Bloomberg has announced that they intend to require clients use PGP encryption (for all clients) and SSH authentication (if more than a certain number of IP addresses need to be white-listed, which is the case with Smarsh) effective June 30, 2016. Instructions to enable both SSH authentication and PGP encryption are above.
Because of the technical specifics of both SSH authentication and PGP encryption, it is no longer possible for multiple archiving vendors to connect to the same Bloomberg SFTP. If you need more than one archiving provider to archive your data, you will need a unique Bloomberg SFTP repository for each relationship.
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