Heatmaps Lite Version 3.1 for Bloomberg - Installation Guide


Contents

Contacting NeoVision

Preparing to Install

Running the Heatmaps Setup Program

Running the Heatmaps Application

Using the Heatmaps Online Help

New Features

Contacting NeoVision

This document provides detailed instructions for including NeoVision Heatmaps as a powerful analysis tool in your Bloomberg environment. For more information about any portion of this document or about Heatmaps Pro for Bloomberg, please contact a NeoVision Sales Representative at 1-888-Heatmap (1-888-432-8627) or e-mail hmap@neovision.com

Preparing to Install

This section is provided for the System Administrator or Installation Technician.

System Requirements

Heatmaps software runs on the following computer configuration:

Verifying Bloomberg Information

This section is provided for the System Administrator.

Testing the Datafeed

In order to receive Bloomberg data, you must have a properly configured and authorized connection to BBComm. Always check that BBComm runs locally before installing Heatmaps or starting the Heatmaps application.

To check if BBComm is running and properly configured, run Bloomberg's API Demo program.

  1. On the Windows Task bar, select
    Start > Programs > Bloomberg > API Demo
  2. The apidemo appication should display the message “Program successfully connected to bbcomm.”
  3. Choose Bloomberg > Monitor from the Bloomberg menu bar.
  4. Type a ticker symbol, such as IBM in the Security ID text box.
  5. Click one of yellow squares in the application window that represent yellow keys. For example, click Eqty as Figure 1 shows.
    Figure 1: Click a yellow key in the Bloomberg Real-Time Monitor window.
  6. Click Subscribe. If you are authorized, BBComm data updates on the computer screen, as Figure 2 shows.
    Figure 2: Successful access to Bloomberg data

    If, instead, BBCom issues an error message, the user name that started the computer might not be authorized for The Bloomberg. Correct the Bloomberg user-authorization or contact Bloomberg Technical Support.

Distribution Package Contents

You receive Heatmaps Lite installation software as a self-extracting package. A license accompanies the installation software in a file named license.dat.

Heatmaps Lite is an entry-level product that lets you view a limited number of specially designed Heatmap displays. The displays cannot be edited or altered in the Heatmaps Lite application. You can, however, order Heatmaps for Bloomberg Pro, which enables you to adapt the examples to your needs or to build entirely new Heatmaps specific to your financial needs.

Upgrading to a New Heatmaps Version

Uninstall any previous Heatmaps distributions, as follows.

  1. On your desktop, double-click the My Computer icon.
  2. In the Explorer window for My Computer, double-click Control Panel.
  3. In the Control Panel dialog, click Add/Remove Program.
  4. Click Heatmaps in the Add/Remove Program list and click Change/Remove.
    If the Uninstall program asks any questions, click Yes to All
  5. When the Uninstall program finishes, close the program window, as well as the Control Panel, and My Computer Explorer windows.

You are now ready to install Version 3.1.

Running the Heatmaps Setup Program

You run the Heatmaps Setup program on the same computer that runs The Bloomberg application software.

  1. Log on as Administrator.
  2. Double-click bbhmlite.exe to extract and start the Setup program.

The remainder of this section explains Setup dialogs that ask for information specific to a Heatmaps for Bloomberg application configuration.

Tip: This document does not include instructions for those dialogs that occur in a typical Windows application Setup. For dialogs that this document does not specifically discuss, click Next> to accept the default value and continue.


Figure 3: Specifying License File

In the License File Location dialog (Figure 3), enter or browse for the location of the license.dat file included with the installation package. The example in Figure 3 shows bbhmlite.exe creates a directory called Heatmaps.

Click Next> to continue.


Figure 4: Specifying Database Login

The Database Username Defaults dialog (Figure 4) sets up the login information for any database that a Heatmap will use.

Note: This dialog pertains only to database authorization for Access or Excel files and not to The Bloomberg datafeed user name.

Select either the default, No defaults, prompt at startup or click the radio button labeled System does not use usernames and passwords.

If you choose the No defaults option, the databases shipped with the Heatmaps examples, which do not require a user name or password, will still prompt for username and password. Advise the user to leave these fields blank for example Heatmaps.

Heatmaps Lite does not use proprietary databases. Do not select Use defaults, see next screen.


Figure 5: Bloomberg market reset time

The Bloomberg Market Reset Time dialog shows a default value for the local time of day when date-sensitive information, such as yesterday's closing price, is updated to The Bloomberg.

Bloomberg distinguishes between real-time fields and historical information. The datafeed sends real-time data, such as last trade, to the Heatmaps application as it changes, but does not update historic information unless the Heatmaps application requests it. The Bloomberg Market Reset Time forces a request for historic data.

The installation program provides an opportunity to override the default time. The update of so much information from the datafeed can slow down other work on The Bloomberg. Specify a local time when the markets you monitor are closed. If the user normally shuts down the Heatmaps application at the end of each work day, select a time after Heatmaps shutdown. If the user does not shut down Heatmaps, specify a time, such as after the workday ends, when the user typically does not use The Bloomberg. For example, 03:00 resets the market data a 3 AM.

Use the format HH:MM in military time. For example, to reset data at 7 PM local time, set this field to 19:00.

Click Next> to continue.


Figure 6: Setting refresh rate

In most cases, leave the default value of 2 seconds for the interval at which the datafeed values are refreshed in all open Heatmaps displays.

Valid values range from 1 to 100 seconds. Shorter refresh rates require greater computer resources.

Click Next> to continue.

In the Confirm Installation Options dialog (not shown here), review the options selected during installation. Click Back> to make changes or Next> to complete the installation. The last Setup dialog provides an opportunity to review the readme text file.

Congratulations! You successfully completed the Heatmaps installation and can immediately begin to use the Heatmaps software. See the next section, Running the Heatmaps Application

Running the Heatmaps Application

This section contains the following information, all of which has changed since Heatmaps Lite Version 2.x and 3.0:

Section Intended Reader
Starting Heatmaps for the First Time New and experienced end-users
Using the Heatmaps Online Help All users and the System Administrator.
New Features Experienced users

Starting Heatmaps for the First Time


Figure 7: Starting the Heatmaps Viewer

Refer to Figure 7. You start the Heatmaps application from the standard Windows task bar:

  1. Click Start.
  2. Highlight Programs and NeoVision.
  3. Click Viewer.
  4. When the Heatmaps Viewer application starts, use File > Open in the Viewer menu bar and double-click any Heatmap (.nvg) file that appears in the File Open window.
  5. Use the Help System to assist you in learning to use the sample Heatmap that you open.

Using the Heatmaps Online Help

The Heatmaps Online Help is a self-contained hypertext User Guide.

To get started as a new user, open the online Getting Started document. From the Heatmaps Viewer menu bar, click the Help menu, and then click Getting Started.

To access the complete Heatmaps Online Help system, do any of the following:

In the full Help system, you can find the sections you need from a hierarchical list of contents, an alphabetic index, or using full-text search.

New Features

Version 3.1 of the Heatmaps software adds the following new features to Version 3.0:

  • Integrated NeoVision Datafeed Server automatically starts with the Heatmaps application
  • Contextual button commentary explains how to use the analytic
  • New ways to correlate multiple analytics
  • Sort, group, or load data from Tools menu or Control Panel
  • Find cells by ticker symbol with wildcard support
  • Select relative reference point by color or value
  • Improved popup display presentation
  • Comprehensive redesigned help system.
  • Version 3.0 adds the following: