THOMSON REUTERS

EIKON FOR WEALTH

MANAGEMENT

GETTING STARTED
CONNECTING TO THE EIKON FOR WEALTH
MANAGEMENT SERVICE
ACCOUNT ACTIVATION
TECHNICAL PREPARATION
SERVICE CONNECTION

Issue: 2.17
Date of Issue: Feb 2014

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

Getting Started

Thomson Reuters Eikon for Wealth Management

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

Getting Started

Thomson Reuters Eikon for Wealth Management

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

3.

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

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.

Getting Started

Thomson Reuters Eikon for Wealth Management

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

Getting Started

Thomson Reuters Eikon for Wealth Management

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

Microsoft Operating System

Java Runtime Environment

Microsoft Office Excel Option

Adobe Flash

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

Getting Started

Thomson Reuters Eikon for Wealth Management

PC SPECIFICATION
The following table lists the processor and memory recommendations for Thomson Reuters Eikon for
Wealth Management.
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

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.
IE 7.0

IE 8.0
32-bit

32-bit

32-bit or 64-bit

Operating System

Edition

Windows XP SP3
Windows Vista SP1 or above
Windows 7 SP1
Enterprise, Professional, Ultimate,
Home Premium

32-bit or 64-bit

Recommended

Browser

Windows 7

IE 8 or 9 32-bit

IE 9.0
32-bit

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

Getting Started

Thomson Reuters Eikon for Wealth Management

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 nextgeneration 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.
6

Getting Started

Thomson Reuters Eikon for Wealth Management

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
th
download on April 12 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

Getting Started

Thomson Reuters Eikon for Wealth Management

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
Windows XP
SP3

Windows Vista SP1

Windows 7

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

Notes
If using Eikon Excel with Windows XP SP2,
install the appropriate Microsoft HotFix as
described in Microsoft Knowledge Base
article 891117.
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 "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.
8

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

10

Getting Started

Thomson Reuters Eikon for Wealth Management

Enabling ActiveX

Select Tools -> Internet Options

Select the Security tab

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
Click OK to save settings

Scripting of Java applets

Select Tools->Internet Options

Select the Security tab

Select the Custom Level option

Enable the following settings from

the list:
For Java permissions, select
Medium or High safety
For Scripting of Java applets,
select Enable
Click OK to save settings

11

Getting Started

Thomson Reuters Eikon for Wealth Management

Additional browser security

Select Tools -> Internet Options

Select the Security tab

Select the Custom Level option

Enable the following settings from the list:

For Automatic prompting for file

downloads, select Enable
For Allow script-initiated windows
without size or position constraints,
select Enable
Click OK to save settings

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.

Select Tools -> Internet Options

Select the Security tab

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.
Click OK to save settings

12

Getting Started

Thomson Reuters Eikon for Wealth Management

Or.Add the site to the Trusted Sites list

This procedure is not necessary if Protected Mode is
disabled.

Select Tools -> Internet Options

Select the Security tab

Click on Sites

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

13

Getting Started

Thomson Reuters Eikon for Wealth Management

OTHER IMPORTANT BROWSER SETTINGS

Set HTTP level
The required HTTP version is 1.1. Follow these steps to
adjust or verify this setting:

Select Tools -> Internet Options

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
Click OK to save settings

Temporary Internet files

The browser should always check for the latest version of
web pages to ensure optimal browser performance.

Select Tools -> Internet Options

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
Click OK to save settings

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

14

Getting Started

Thomson Reuters Eikon for Wealth Management

Optimise browser performance

Follow these steps to optimise browser performance:

Select Tools -> Internet Options

Select the Advanced tab and set the following options:

Under the Security section, it is very important to deselect (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.
Click OK to save settings

Enable printing of displays

Follow these steps so that page printouts will resemble
the onscreen page:

Select Tools -> Internet Options

Select the Advanced tab

Under the Printing section, check Print background

colors and images
Click OK to save settings

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!

15

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

16

Getting Started

Thomson Reuters Eikon for Wealth Management

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
thomsonreuters.com

Authorized DNS
Server
Internet

cp.thomsonreuters.net
reuters.com

Internet
Internet

force.com
trainingportal.us
sdn.reuters.com
reutersinsider.com
thomson.112.2o7.net
salesforce.com
webex.com

Internet
Internet
Internet
Internet
Internet
Internet
Internet

Thomson Reuters Service

Thomson Reuters Eikon for Wealth
Management, Reuters Insider, Customer Zone
Thomson Reuters Eikon for Wealth Management
Customer Zone and some URL link in some news
content e.g. pdf.reuters.com, link.reuters.com
Migration tools
Thomson Reuters E learning
Securitized Derivatives Network
Reuters Insider
Reuters Insider
Migration Tools
Remote Support

17

Getting Started

Thomson Reuters Eikon for Wealth Management

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
cp.thomsonreuters.net
extranet.thomsonreuters.biz

Authorized DNS
Server
Extranet DNS
Extranet DNS

thomsonreuters.com

Internet ISP

customer.reuters.com

Extranet DNS/
Internet
Internet ISP
Internet ISP

force.com
reuters.com
sdn.reuters.com
reutersinsider.com
thomson.112.2o7.net
trainingportal.us
salesforce.com
webex.com
Content Filtering Table
DNS Suffixes
cp.thomsonreuters.net

Internet ISP
Internet ISP
Internet ISP
Internet ISP
Internet ISP
Internet ISP

Thomson Reuters Service

Thomson Reuters Eikon for Wealth Manager
Thomson Reuters Eikon for Wealth Manager
Customer Zone
Customer Zone
Reuters Insider
Customer Zone
Migration tools
URL link in some news content, e.g.
pdf.reuters.com, link.reuters.com
Securitized Derivatives Network
Reuters Insider
Reuters Insider
Thomson Reuters E learning
Migration Tools
Remote Support

Thomson Reuters Service

Thomson Reuters Eikon for Wealth Management

cp.thomsonreuters.com
ia.thomsonreuters.com
eikon.thomsonreuters.com
eikon.extranet.thomsonreuters.biz
cp.extranet.thomsonreuters.biz
ia.extranet.thomsonreuters.biz
18

Getting Started
customers.reuters.com
customers.extranet.thomsonreuters.biz
customers.thomsonreuters.com
eikontest.thomsonreuters.com
graphics.thomsonreuters.com

reuters.com
sdn.reuters.com
force.com
salesforce.com
insider.thomsonreuters.com
reutersinsider.com

Thomson Reuters Eikon for Wealth Management

Customer Zone

Thomson Reuters Eikon Excel System Test

URL link in some news content

Securitized Derivatives Network
Migration tools
(Knowledge network)

Reuters Insider

thomson.112.2o7.net
(used for analytic and report of user interactions)

training.thomsonreuters.com
trainingportal.us
geotrust.com
verisign.com
Webex.com

Thomson Reuters E-learning

Certificate Validation
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.
19

Getting Started

Thomson Reuters Eikon for Wealth Management

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 contentlength 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".

20

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

21

Getting Started

Thomson Reuters Eikon for Wealth Management

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.

22

Getting Started

Thomson Reuters Eikon for Wealth Management

APPENDIX 2: CUSTOMER SUPPORT CONTACTS

ONLINE SUPPORT
Helpful online resources are available at:
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

CONTACT US
Use the Contact Us" option for all support queries.

SALES QUERIES
Your sales representative is your main contact for sales queries.

23