The following steps need to be performed the first time a new user logs into each Bloomberg computer before running the Excel add-in. This is only necessary the first time the user logs in, after that they can begin using the Bloomberg application normally upon login.
- Log into the Bloomberg machine.
- Open Microsoft Excel, wait for it to load completely, then close the program again.
- Go to All Programs > Bloomberg and select Install Office Add-Ins.
- Once the install has completed, open the Bloomberg application and log in.
- Go to All Programs > Bloomberg and run API Environment Diagnostics.
- Run the diagnostics, select Repair after the initial diagnostic completes, then run the diagnostic a second time.
Notes
- These steps are per machine, per user. They will not carry over from one Bloomberg computer to another, or from one user to another on the same Bloomberg machine.
- After running the diagnostics, one of the checks may show a yellow triangle with a message saying “no action required” but this can safely be ignored.
- If the repair in Step 6 doesn’t fix any remaining errors, close the diagnostics window, then go to All Programs > Bloomberg and select the option to stop the API. Reopen and re-run the diagnostics, and the error(s) should be fixed. If not, please submit a ticket to IT Client Services for further troubleshooting.