REFINITIV WORKSPACE IT-MANAGED INSTALLATION GUIDE Workspace 1.16 An LSEG Business | refinitiv.com 2 Version history Merged Windows and Citrix Guides Software Document Summary of Changes version version 1.16 116.01 The Pre-release version of installation guide, which may be subject to change − Minor textual and graphical changes throughout − Updated bandwidth recommendations − Added section on –help parameter − Minor updates to configuration manager section − Updated documentation locations − Updated System Test tool descriptions − Added JSON coding changes to troubleshooting section − Created Known issues appendix 1.15 1.31 − Fixed rendering issues with the System Test screen illustration on page 6. 1.3 − Removed content filtering section. − Minor textual changes. − Corrected note regarding verbosity in the uninstall command lines. − Changes and additions to Configuration Manager section: − Streaming conflation field. − Advanced tab content. − Updated illustrations. − Added Vendor Subservice Definitions document link. − Added About Refinitiv Workspace dialog section. − Added more Operating system tools. − Additions to Troubleshooting: − Added Shared configuration bug section. − Added Using the Video Recorder tool section. 1.14 1.21 − Removed content filtering section. − Amended note regarding --user uninstallation statement being verbose by default. − Updated the Troubleshooting section regarding known issues with automatically generated shared configuration files. − Corrected the introduction to the Log upload troubleshooting section. 1.2 − Minor correction to fix a typographic error for some references to the --sharedconfig parameter. 1.1 − Instructions for running both the standalone and embedded System Test apps − Shared configuration file recommendation for SSO installations − Instructions for running Workspace web access through Internet or private network − Machine installation command lines with --sharedconfig parameters − Expanded explanation of key letters and Office aliases − (Optional) Batch print service − Appendix B - added Export control classification, Data dictionary support, and Local mode support − New Appendix C: System Test - summarizing the tests performed by the app − Appendix E - amended Excel add-ins list, added Customer managed over Internet section − Appendix F - new Embedded Messenger section Refinitiv Workspace IT-Managed Installation Guide Document Version 116.01 3 Contents About this document .............................................................................................................. 5 Intended readership ............................................................................................................ 5 Software releases and obsolescence ................................................................................. 5 Contact information ............................................................................................................ 5 Pre-requisites ........................................................................................................................ 6 Verifying system requirements ........................................................................................... 6 Citrix-specific environments ................................................................................................ 7 Installing Workspace ............................................................................................................. 8 PC installation .................................................................................................................... 8 Workspace Help parameter options .................................................................................... 8 Citrix installation ............................................................................................................... 11 Running Workspace web access ...................................................................................... 13 Uninstalling Workspace ....................................................................................................... 14 Log file location ................................................................................................................ 14 Configuring Workspace ....................................................................................................... 15 Configuration Manager command lines ............................................................................ 15 Setting up config manager ................................................................................................ 15 Converting and modifying an Eikon configuration file ........................................................ 18 Creating a new configuration file manually ....................................................................... 18 Configuring Single Sign On (SSO) for Workspace web access ........................................ 18 Appendix A: Folders and files .............................................................................................. 20 Packages ......................................................................................................................... 20 Server software versions .................................................................................................. 20 Executable files ................................................................................................................ 21 Digital signatures .............................................................................................................. 21 Registry files ..................................................................................................................... 21 Configuration file settings ................................................................................................. 22 Shortcuts .......................................................................................................................... 22 Default folder structures ................................................................................................... 22 Proxies ............................................................................................................................. 24 Appendix B: Software information and support .................................................................... 25 Documentation locations .................................................................................................. 25 Export control classification .............................................................................................. 25 Hosted connection item limits ........................................................................................... 26 About Refinitiv Workspace dialog ..................................................................................... 26 Refinitiv Workspace IT-Managed Installation Guide Document Version 116.01 4 Data dictionary support ..................................................................................................... 27 Local mode support .......................................................................................................... 27 Appendix C: System Test .................................................................................................... 28 System Test types ............................................................................................................ 28 Operating system tools ..................................................................................................... 28 System Test results .......................................................................................................... 30 Prerequisite tests .............................................................................................................. 30 Information tests ............................................................................................................... 31 Network tests .................................................................................................................... 32 Appendix D: Command line statements ............................................................................... 34 Installation statements ...................................................................................................... 34 Uninstallation statements.................................................................................................. 34 Configuration Manager parameters .................................................................................. 35 Workspace executable statements ................................................................................... 35 Appendix E: Settings ........................................................................................................... 36 Networking ....................................................................................................................... 36 Microsoft Office settings ................................................................................................... 38 Customer managed over Internet ..................................................................................... 38 Security ............................................................................................................................ 39 Appendix F: Refinitiv Messenger ......................................................................................... 40 Standalone ......................................................................................................................