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Surrey

  • Fraser Library: Computer #SC-Lib-38 (see floor map). This is a regular library computer with full access to all library databases and programs. There is a sign next to it explaining that researchers needing access to Refinitiv (Thomson Reuters) Eikon + Datastream have priority access.​

Eikon

Step 1: Get the current user ID and password for Eikon

 Ask at the front counter of the library (where you sign the books out) for the current User ID and Password.  

Bring your SFU ID card with you as this database can only be accessed by current SFU students, faculty, and staff.

Note: The password will be changed often. Ask at the library front counter each time you plan to use the database to ensure that you have the current version. 

Step 2: Start Eikon

Go to Refinitiv > Refinitiv Eikon in the computer's list of programs.

Select Refinitiv Eikon from menu

 Step 3: Enter the Eikon ID and password:

Log in, then wait for the workspace to load completely (might take a few minutes).   

Thomson Reuters User ID and Password form

Do not check the "sign me in automatically" box.

Note:  If you get a message saying that the ID you entered is already logged in, double check that you are using the correct ID for your campus.  If you are, then choose the option to log in anyhow.

Done?  

If your research only involves viewing and exporting data from Eikon and doesn't require creating formulas in Excel to extract Eikon or Datastream data, then you can skip the next couple steps and go straight to Closing to learn how to properly log out of the database.

Eikon access via Excel

Step 1: Start Excel

Use the Refinitiv Eikon - Microsoft Excel option available under Refinitiv in the computer's programs.

 Thomson Reuters Eikon Microsoft Excel from the menu

Step 2: Within Excel, log in to the Refinitiv (Thomson Reuters) Add-In

Click on the Refinitiv tab, then on the Sign In link.

Select Sign In under the Thomson Reuters tab

  • No username or password will be required if you have already signed into the Eikon interface.  
      
  • If you have not already logged into Eikon, you will need to obtain the current Eikon/Datastream username and password from the front counter of the library and enter them when prompted. 

Note:  If there isn't a Refinitiv tab when you first open Excel, go to File > Options > Add-Ins  and select Manage COM Add-Ins  from the drop-down box, then click on OK and restart Excel without making any changes.

Done?  

If your research doesn't require creating formulas in Excel to extract Datastream data, then you can skip the next step and go straight to Closing to learn how to properly log out of the database.

Datastream access via Excel

Step 1: Launch and sign in

First make sure you have completed the steps in the "Eikon access via Excel" section above to launch and sign into Excel's Refinitiv Add-In.

If you see a second Add-In for "Refinitiv Datastream" at the top of the Excel screen, then you are already set up to search Datastream.  

If you don't see that second Add-In for Datastream, wait a few minutes, then restart Excel. You may also need to sign in to the Refinitiv Add-In one more time before you can start using both Add-Ins.  

Step 2: If the Datastream Add-In doesn't appear

If the Datastream Add-In doesn't show up after you've gone through the step above, try the following:
Within Excel, go to File > Options > Add-Ins and click on OK  without making any changes. 

           Select Add-ins and then click on ok

Then close and restart Excel.  You should now see both a Refinitiv Eikon tab and a Refinitiv Eikon Datastream tab within Excel. 

Log back into the Refinitiv Add-In one more time (as covered in the Eikon access via Excel section above).  You should now be able to use the templates and data search forms within both Excel apps.

Closing

To close Excel

Step 1: Click on the Refinitiv tab within Excel

Step 2: Click on the arrow next to Online, and

Step 3: Choose the Sign Out option, then exit the program.

Screen capture showing the steps needed to sign out of the Thomson Reuters Eikon Add-In within Excel: Select the Thomson Reuters tab, then click on the arrow next to Online and select Sign Out.

To close Eikon 

Step 1: Go to the orange Eikon icon in the top left corner of the screen

Step 2: Click on the arrow next to Close, and

Step 3: Choose the Shut down option.

 Eikon icon and close and shut down options

If you are given an option to save changes to your workspace, choose Don't Save.

   Click on "don't save"         

Troubleshooting

If you get an error message while logging in, try the following steps first:

Close the program and clear your cache 

Select Refinitiv > Clear Cache from the computer's list of programs.

If prompted, choose the option to keep your Apps cache when clearing other files.

Thomson Reuters Tools, Clear Cache, and Process Viewer

Change your Internet Security options to Medium 

In the program list, go to Control Panel > Internet Options > Security > Internet... and adjust the option to Medium

More help

If you are still not able to log in, call Library Systems at 778-782-4706 or email libhelp@sfu.ca with details about the errors.