REFINITIV
WORKSPACE
WEB QUICK START GUIDE
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 2
Version history
This section is optional and will not appear in the table of contents.
Software version
Document version
Summary of Changes
3
Contents
About this document ... 4
In this guide ... 4
Contact information ... 4
Verifying system requirements ... 5
Documentation location ... 5
Signing into Workspace for the first time ... 6
Exclusive sign on ... 6
Signing out ... 6
Experiencing Workspace on the Web ... 7
Key data and tools ... 7
Streaming data limits ... 7
Personalizing access using the bookmarks bar ... 8
Opening a link in a new tab or window ... 8
Copying a link ... 9
Quick access codes ... 10
Browser settings ... 12
Configuring Chrome ... 12
About this document
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 4
About this document
In this guide
This document provides a high-level overview of how to configure and access the browser-based Refinitiv Workspace application (in this document, referred to as Workspace).
Contact information
Verifying system requirements 5
Verifying system requirements
Before using Workspace, ensure that your hardware and software meets the minimum requirements.
Documentation location
Documentation Location(s)
Workspace System Requirements The system requirements documentation is found under the Workspace section of the MyRefinitiv website.
Signing into Workspace for the first time
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 6
Signing into Workspace for the first time
To access Workspace on the Web:1. Click the appropriate link in the following table:
Internet https://workspace.refinitiv.com/web
Private network https://workspace.extranet.refinitiv.biz/web
2. On the Sign In screen, enter your Workspace username and password. 3. Confirm acceptance of the license agreement by:
a. Selecting the I Accept checkbox, then b. Clicking the Accept button.
Note: If you go through the Workspace home page, you can access the browser-based Workspace sign-in screen by clicking the Open in Web button.
Exclusive sign on
You can only sign in to one Workspace session at a time. That is, if you are currently signed into a browser-based Workspace session or a Workspace desktop application session and attempt to start a second session, you are automatically signed out from the first session.
Signing out
To close your Workspace session:
1. Click the user profile menu icon, shown in the right-hand menu bar of Workspace.
Note: This icon may be replaced by your selected user profile avatar image. 2. Select Sign Out from the menu.
Experiencing Workspace on the Web 7
Experiencing Workspace on the Web
Key data and tools
When you are away from the office, Workspace provides a selection of the most important data and tools, tailored to suit your needs.
Explore Cross-asset and country guides Streaming news
Research
Funds and Equity Screeners IndustryApp
Macro Explorer App
Monitor List Monitor
Portfolio Dashboard n Portfolio Intraday Routines
SDR View
SocialMediaMonitor n Watchlist Pulse
Analyze Datastream and interactive charts
Get Alerted Alerts
Read Later Briefcase storage for saving articles and documents for offline viewing
Streaming data limits
Regardless of the number of tabs or windows you have open at the time, Workspace supports up to: • 500 instruments per browser tab, and
• 2,500 different streaming instruments per session
Notes:
• Any instruments that you display beyond the above limits are only displaying a snapshot of the market data.
• If the same streaming instrument is displayed in multiple tabs or windows, it counts as only one instrument.
To retrieve streaming data for additional instruments:
1. Close a tab or window to remove instruments, to drop the total displayed to under the maximum limit.
2. Refresh the page to restore streaming.
Computer performance
Opening a significant number of instruments, beyond the limits outlined above, may impact the performance of your computer.
In this event, do the following:
1. Close a tab or window to remove instruments, reducing the total number of instruments displayed to under the maximum limit.
Experiencing Workspace on the Web
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 8
Personalizing access using the bookmarks bar
You can store and access your favorite news, lists, searches, and so on, using the bookmark features of your browser.
Adding a bookmark
For instance, if you may want to add the main Workspace URL for Internet access to your bookmarks, do the following:
In Chrome In Safari
1. Go to the https://workspace.refinitiv.com/web page. 2. To the right of the address bar, click (Bookmark this
page)
3. Under Folder, choose where to add the bookmark. 4. Click Done.
1. Go to the https://workspace.refinitiv.com/web page. 2. Click the Shareicon in the toolbar, then choose Add
Bookmark.
3. Choose where to add the bookmark. 4. Click Add.
Bookmarking personalized views
As shown in the example below, you can save personalized views by dragging them onto your bookmark toolbar:
Opening a link in a new tab or window
To open a link in a new tab or window:1. Right-click a link or page to open the context menu. 2. Choose the appropriate Open option.
Experiencing Workspace on the Web 9
Copying a link
To share a link or page:1. Right-click an instrument or other linked screen asset to open the context menu. 2. Choose the appropriate Copy option.
Quick access codes
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 10
Quick access codes
Quick access codes are combinations of two to six letters and are associated with an instrument. They allow you to quickly find an app from the application search box, located on the top left of your screen.
You can combine instruments and codes to quickly access specific information about the specified instrument. For example, by entering GOOGL.O BUS in the search box, you can display the business information (BUS) page for Google (GOOGL.O):
The following table lists the quick access codes:
Quick Access Code Short Description C har t C om pany D e a l C om pany Ov e rv ie w C om pet it ors C orporat e A c tions Cre di t D e bt E s tim a te s E v e nt s Fi lings Fund a m e nt a ls Li s t M oni tori n g Mark e t A pps Of fic e rs Ow ner s hi p P ri c e R e s e a rc h a nd N e ws S ocia l Medi a
ARM Starmine Analyst Revision Model X X
BAL Balance Sheet X
BUS Business Info X
CACAL Corporate Actions Calendar X CAPD Capital Change Event Detail X
CAPO Capital Change Overview X
CBOOK Datastream ChartBook X
CC Stock Competitors X
CDSOV CDS Overview X
CDV Company Deals X
CF Cash Flow X
CN Company News X X
CRM Starmine Credit Risk – Combined Model X CRS Starmine Credit Risk – Structural Model X CRSM Starmine Credit Risk – Star Ratio Model X CRT Starmine Credit Risk – Text Mining Model X
CUST Major Customers X
DASH Portfolio Dashboard X
DIVD Dividend Payment Detail X
DIVO Dividend Overview X
DS Debt Structure X
DSCHART Datastream Chart Studio X
Quick access codes 11 Quick Access Code Short Description C har t C om pany D e a l C om pany Ov e rv ie w C om pet it ors C orporat e A c tions Cre di t D e bt E s tim a te s E v e nt s Fi lings Fund a m e nt a ls Li s t M oni tori n g Mark e t A pps Of fic e rs Ow ner s hi p P ri c e R e s e a rc h a nd N e ws S ocia l Medi a
EQ Starmine Earnings Quality Model X
EST Statement View X
ESTD Detailed Estimates X
EV Events X
FIL Filings X
FNOWN Fund Ownership Overview X
FOWN Firm Ownership Summary X
GUID Guidance Summary X
HS Historical Surprise X
IIS Interactive Income Statement X
INC Income Statement X
INSIDERS Insider/Stakeholders X
INTRA Portfolio Intraday X
IR Issuer Ratings X MON Monitor X MYN My News X X NEWS News X X OFF Overview X OFFD Detail X
OFFP People Connections X
OFFREL Corporate Relationships X
OPM Operation Metrics X
OV Overview X
PMO Starmine Price Momentum Model X
PULSE Watchlist Pulse X
RAT Ratio - Key Metrics X
RATO Ratio - Overview X
RATPVR Ratio - Profit/Value/Risk X
REC Recommendations & Target Price X
RES Company Research X X
RTNE Routines X
SC Sector Competitors X
SECN Sector News X X X
SEQ Segments X
SH Starmine Smart Holding X
SIGD Investors Briefs X X
Browser settings
Refinitiv Workspace: Web Quick Start Guide Document Version 1.0 12
Browser settings
Workspace uses cookies to manage the connectivity between the browser and server-side services on the Refinitiv platform. You must configure the security settings for the following sites to ensure that the application works as intended.
Configuring Chrome
To configure security settings in Google Chrome, follow the steps outlined below: 1. Open your Chrome browser.
2. Click the icon and select Settings, which opens the Settings page:
3. Select Privacy and security, then open Site settings:
4. Open Cookies and site data:
5. In the Allow section, click the Add button:
6. Add the following sites, using the Add a site dialog box: • [*.]thomsonreuters.net • [*.]thomsonreuters.com • [*.]thomsonreuters.biz • [*.]refinitiv.net • [*.]refinitiv.com • [*.]refinitiv.biz
Browser settings 13
Configuring Safari
To configure security settings on the Apple Mac in Safari, follow the steps outlined below: 1. Open your Safari app.
2. Click Safari > Preferences.
3. Click the Privacy icon. 4. Check that the Block all cookies
option is unselected.
Legal Information
© Refinitiv 2020. All rights reserved.
Refinitiv does not guarantee that any information contained in this document is and will remain accurate or that use of the information will ensure correct and faultless operation of the relevant service or equipment. Refinitiv, its agents and employees, accepts no liability for any loss or damage resulting from reliance on the information contained in this document.
