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SDC Platinum

System AdministratorÕs Manual


& Installation Guide
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Contents of this document


Y2K Readiness Disclosure Customizing SDC Platinum
Overview Converting Existing SDCWin Users
Client Services and Contact Information Converting Existing SDCWin System Files to SDC-
Equipment and Software Requirements Platinum Format
Login ID and Password Creating/Modifying/Deleting Groups
SDC Platinum Program Group and Icons Copying/Moving/Deleting SDC Platinum User Files
Network vs. Local Installation Customizing Your Company's List of Favorite Data Item
Installing SDC Platinum Online Updates
Installing SDC Platinum from a CD Online Updates via the Web
Installing SDC Platinum from Disks Online Updates via an existing Connection
Getting Started View All Users
Setting up an SDC Platinum Account Adding a New Network Type
Setting up Default User Options Command Line Parameters
Adding/Modifying/Deleting SDC Platinum-
Users

Securities Data Company, a Thomson Financial Services Company


Copyright 1997-1999 Securities Data Company. All rights reserved.
No part of this document may be copied or reproduced without the express written consent of Securities Data Company
SDC Platinum V2.1 Ð Year 2000 Readiness Disclosure
Securities Data Company has investigated the serious impact that the change of the millennium will
have on the SDC Platinum product. Our Year 2000 project team has conducted and documented
an extensive series of Year 2000 compliance tests on SDC Platinum V2.1. These tests where
conducted in our Year 2000 test environment, SDCY2K. SDCY2K is a dedicated testing facility
that mirrors our online production database with the system clock moved ahead one year. In
addition, we have created test data for several of our databases with issue / sale dates extending
into Feb. 29, 2004.

For the sole purpose of assisting clients in their planning for the transition to the Year 2000, SDC
Platinum V2.1 will include the following statement:

SDC Platinum V2.1, when used under normal operating conditions, will not experience
operating difficulty or any loss of functionality when dates before, on, or after January 1, 2000
are encountered. This includes all calculations, data comparisons, data sequencing and
recognition of leap years. It also indicates that any dates displayed and/or printed can be
unambiguously defined.

Therefore, Securities Data Company states that SDC Platinum V2.1 is Year 2000 Compliant.

While all reasonable care has been taken to ensure that SDC Platinum V2.1 is Year 2000
compliant, the above statement does not constitute a warranty or extend the terms of any existing
licensing agreements with Securities Data Company.

If you have any questions or comments regarding SDC PlatinumÕs Year 2000 Compliance, please
contact Jim Tanajewski, Year 2000 Project Manager @ 973.645.9761.

Sincerely,

Jim Tanajewski
Year 2000 Project Manager
Securities Data Company
Overview

This manual will guide you through the basics of the installation, configuration, and setup process for
SDC Platinum software. If you experience any problems with this installation, contact our Client
Services department at the number listed below.
Once you have successfully installed and setup SDC Platinum it is necessary to perform an
Online update. See the section ÒOnline UpdatesÓ to ensure that you are working with the most
up to date data items and codes.

Client Services and Contact Information

Client Services phone number 973.622.5200


Technical Service Desk 973.622.5200, Option 2
Client Services fax number 973.733.2882
Client Services E-mail sdchelp@tfn.com
Sales phone number 212.484.4701

Equipment and Software Requirements


Minimum Requirements
· Windows 95, 98, or NT 4.0 (Service pack 2) Operating
System
· 486DX
· 800X600 or larger display size
· Small fonts
· CD ROM
· 16 MB RAM
· 50 MB free hard drive space
· Modem
Optimal
· Pentium processor
· 64 MB RAM
· Direct Internet Access
· Leased line to SDC (Contact your SDC Account Executive)

SDC Platinum System AdministratorÕs Manual Overview ¥


Login ID and Password
Before you begin the setup procedure, locate your login ID, password,
host, and phone number in the front of this manual. You can also call
your Account Executive at 212.484.4701 for this information.

SDC Platinum Program Group and Icons


After you install Platinum on your computer, the system creates an SDC
Platinum program group with the following icons:

Access Platinum, including complete online help for all the databases.
Note: See APPENDIX B Command Line Parameters, for commands
to automate certain Platinum functions

Access SDCTools, from which you can set up your SDC Platinum
system and communication defaults, perform housekeeping chores, add
users and groups to SDC Platinum, update files.

Network vs. Local Installation


Installing Platinum on your network is essentially the same as installing
on a local drive. The only difference comes up once the software
installation is complete and you are in SDCTools. It specifically
involves the path of the User and Data folders.
Network If installed on a network drive simply path a shortcut icon to the
\Platinum\Bin\Platinum.exe from each desired desktop to give the
workstations access to SDC Platinum.

¥ Overview SDC Platinum System AdministratorÕs Manual


Installing SDC Platinum

Installing SDC Platinum from a CD ROM


Note: This CD may be used for a New installation or as an Upgrade
to a previous version of SDC Platinum only. It is not intended as
an upgrade for SDCWin versions 1.4 or earlier.
1. Load the SDC Platinum CD.
2. The CD has an ÒAutorunÓ feature. Loading the CD in most
PCÕs will automatically start the installation and take you
directly to the Welcome window. If the installation does not
automatically start, you must click on your Windows Start
menu, select Run, and in the Command Line, type D:\Setup
(where D is the CD-ROM drive letter.)
3. The Welcome to SDC Platinum window appears. Click Next.
4. The Choose Destination Location window appears. Accept the
default destination, or click Browse to set a new destination.
Once finished, click Next.
Note: If this install is an UPGRADE to a previous version of SDC
Platinum, simply set the install path to the existing version (e.g.
C:\SDC\Platinum).
5. The Program Folder window appears. Click Next
6. The Start Copying Files window appears. Click Next.
7. SDC Platinum will start copying files to your destination
directory.
8. Once finished, a box will pop up telling you that ÒTo complete
the installation you must now enter your account information,
user initials, and default user options. Click on the Account
Icon to beginÓ Click OK. SDCTools will now open

10. Use SDCTools to finish setting up SDC Platinum as described


in "Getting StartedÓ.
Note: Installing the software is the first half of the process. You must
enter your ID, password, user initials, and connection method to
complete the installation. Without this information, you will not be
able to log into SDC Platinum.
11. Once SDCTools has been configured and closed, click the OK
button to exit the setup.

SDC Platinum System AdministratorÕs Manual Installing SDC Platinum ¥


Installing SDC Platinum from Disks
Note: These disks may be used for a New installation or as an
Upgrade to a previous version of SDC Platinum only. They are not
intended as an upgrade for SDCWin versions 1.4 or earlier.
To install SDC Platinum from disks:
1. Insert SDC Platinum Disk 1.
2. From the Windows 95/98/NT4 Start menu, select Run.
3. In the Command Line, type A:\Setup (where A is the disk drive
letter.) The Welcome to SDC Platinum window appears. Click
on Next.
4. The Choose Destination Location window appears. Accept the
default destination, or click Browse to set a new destination.
Once finished, click on Next.
Note: If this install is an UPGRADE to a previous version of SDC
Platinum, simply set the install path to the existing version (e.g.
C:\SDC\Platinum).
5. The Select Program Folder window appears. Click Next
6. The Start Copying Files window appears. Click Next.
7. SDC Platinum will start copying files to your destination
directory.
8. Once finished, a box will pop up telling you that ÒTo complete
the installation you must now enter your account information,
user initials, and default user options. Click on the Account
Icon to beginÓ Click OK. SDCTools will now open

9. Use SDCTools to finish setting up SDC Platinum as described in


"Getting StartedÓ.
Note: Installing the software is the first half of the process. You must
enter your ID, password, user initials, and connection method to
complete the installation. Without this information, you will not be
able to log into SDC Platinum.
10. Once SDCTools has been configured and closed, click the OK
button to exit the setup.

¥ Installing SDC Platinum SDC Platinum System AdministratorÕs Manual


Getting Started

Setting up an SDC Platinum Account

Important Before you begin the setup procedure, locate your login ID, password,
host, and SDC online phone number (if applicable) on the cover page
of your Quick Start Installation Guide. You can also call your Account
Executive at 212.484.4701 for this information.
You can setup your SDC Platinum account immediately after you install
the software, or at a later time, by double-clicking on the SDCTools
Icon.

To set up your SDC Platinum account:


1. Click on the Account icon, or from the Installation menu choose
Account Setup.
The Account Setup window appears and the Account Details tab is
Account icon
active.

2. In the Login ID text box, type your login ID in all lowercase.


3. In the Password text box, type your password in all lowercase.
For security, your password appears as asterisks ******.
Note: the ID and Password must be in all lowercase for the software
to access our database.
4. Click on the Host down arrow and select the number that
corresponds to the host number provided with your login ID

SDC Platinum System AdministratorÕs Manual Getting Started ¥


and password. For example, if SDC7 is provided, choose
number 7.
5. Select the Administrator Info tab.

6. In the Name text box, type your first and last name.
7. In the Phone text box, type your area code and phone number.
8. Accept or change the paths for the User and Data Folders,
depending on your installation.
Local installation- Accept the default paths for the User and
Data folders.
Network Network Installation- Unless the users have full access (read,
write, execute, and delete) control over the folders listed, the
User and Data Folder paths will have to be manually altered as
follows:
· The User Folder specifies the path to the SDC Platinum
USR folder. This is where all of the users saved personal
sessions will reside. If you have installed SDC Platinum to a
Read Only folder, you must path the USR folder so that the
individual user has full access to it. Since only the
individual user requires access, it may be set to the user's
home directory (eg C:\SDC\PLATINUM\USR). However,
any drive with full rights will do. It is not necessary to
physically move the USR folder. New ones will be created
in the specified path with each users initial login.
· The Data Folder specifies the path to the SDC Platinum
Database (DBF) Folder. This folder must be in a full access
directory common to all users. If you have installed
Platinum to a Read Only folder, you must physically
move the DBF folder to a directory that ALL users have
full access to. You must then type the new DBF path into
the Data Folder field. All users must be able to see the exact
same portion of this drive. If the drive is partitioned in such
a way that each user sees a different portion of this drive,
conflicts will arise.
9. Click the OK button to save your settings and close
the window.

¥ Getting Started SDC Platinum System AdministratorÕs Manual


Setting up Default User Options
SDC Platinum allows you to select defaults for your communications, reports, and
searches. As described below in ÒSetting Default Communications Parameters,Ó you
can use one of four methods to access our online databases: Internet, Direct Dial,
CompuServe, or Leased Line. Your recommended connection choice is listed on the
cover page of your Quick Start Installation Guide, (where the ID and Password are
located) is listed your recommended connection choice. Locate the connection choice
and proceed to the default parameter section for that method.

Setting Default Communications Parameters Ð Internet Access


Internet is the default communications setup for SDC Platinum. Unless you have a
Proxy Server or special security, no adjustments to these settings should be necessary.
If you have a Proxy Server or special security, you may need to create a custom login
script and Network Type. See Appendix A: Adding a Network Type or call our
Client Services -Technical Department at 973.622.5200 Option 2 for assistance.

1. Click on the Options icon and select the Communications tab, or


from the Installation menu choose Default User Options. Setup.
Options icon The Default User Options window appears and the
Communications tab is active.

2. Make sure that your settings match those shown above. (The phone
number is irrelevant)
3. If you use a Telnet port other than 23, enter that number in the
Telnet Port box, otherwise you may leave it blank.
4. Select either the Reports tab, the Searching tab, or Click OK to save
settings and exit the window. If OK is clicked, proceed to ÒAdding
SDC Platinum UsersÓ.

SDC Platinum System AdministratorÕs Manual Getting Started ¥


Setting Default Communications Parameters Ð Direct Dial or
CompuServe Access
1. Click on the Options icon and select the Communications tab, or
from the Installation menu choose Default User Options. Setup.
Options icon The Default User Options window appears and the Communications
tab is active.

2. Click on the Network Type down arrow and select Direct Dial or
CompuServe, depending on which connection mode is listed on the
cover page of your Quick Start Installation Guide.
3. Click on the Connection down arrow and select Modem Attached
Directly.
4. Click on the Phone down arrow and select the number that matches
the phone number supplied on the cover page of your Quick Start
Installation Guide. If there is not an exact match, manually type the
correct phone number in the Phone field (do not type dashes or
parentheses).
Note: If you dial 9 to access an outside line, type 9, in front of the phone
number.
Network 5. Click on the Modem button, then the Quick Modem Configure
button for a list of all modems attached to your p.c. If you have
multiple modems available select the modem you wish to use. Note:
In a Network installation, this step will have to be performed
from the individual workstations via the SDC Platinum Options
button.
6. Click on the Protocol down arrow and select Zmodem if using Direct
Dial. (If using CompuServe, Kermit is chosen. You can not change
this setting)
7. Accept the default Advanced Settings:
Direct Dial = Parity (none), Data Bits (8), and Stop Bits (1).
CompuServe = Parity (even), Data Bits (7), and Stop Bits (1).
8. To change the buffer size, click on the Buffer Size down arrow and
select the size of the communications buffer.

¥ Getting Started SDC Platinum System AdministratorÕs Manual


Note: Larger values produce better throughput from your connection,
so unless necessary leave this value as 16384.
9. To enable flow control, click on the Flow Control button.
The Flow Control window appears.

Note: Hardware flow control lets your hardware determine when data is
ready and is almost always faster than software flow control.
· Click on a Hardware Flow Control option button RTS/CTS or
DTR/DSR if you have a modem with a hardware handshaking
cable (most modems use RTS/CTS. Some older modems use
DTR/DSR).
or
· Click on None to enable Software Flow Control. Accept the
settings or make appropriate changes.
10. Click on OK to save flow control settings and close the window.
11. Select either the Reports tab, the Searching tab, or Click OK to save
settings and exit the window. If OK is clicked, proceed to ÒAdding
SDC Platinum UsersÓ.

SDC Platinum System AdministratorÕs Manual Getting Started ¥


Setting Default Parameters Ð Leased Line
A Leased Line is a direct, high-speed connection between our server and
a Client. Contact your Account Executive at 212.484.4701 for
information on obtaining a Leased Line
1. Click on the Options icon and select the Communications tab, or
from the Installation menu choose Default User Options. Setup.
Options icon The Default User Options window appears and the
Communications tab is active.

2. Click on the Network Type down arrow and select Leased Line
3. Click on the Connection down arrow and select TCP/IP
4. Click on the IP Address down arrow and select the number that
matches the address supplied on the cover page of your Quick Start
Installation Guide.
5. Select either the Reports tab, the Searching tab, or Click OK to
save settings and exit the window. If OK is clicked, proceed to
ÒAdding SDC Platinum UsersÓ.

¥ Getting Started SDC Platinum System AdministratorÕs Manual


Setting Default Report Options
1. From the Installation Menu, select Default User Options.
The User Options dialog box appears.
2. Click on the Reports tab.
3. Enter in or click on the Browse Button to select the default path
to save reports/rankings to.
4. Click on the File Type down arrow to select either .txt or .xls
file type as the default for reports/rankings.
5. Select the Automatic Line Counter Check Box to add the line
counter data item as the first column in all your custom reports.
The line counter item assigns a sequential number to each
transaction on your report.
6. Select the Prompt for Custom Report found in Local
Directory Check Box to have the system prompt the user.
Note: All saved sessions record the full directory path of any custom
reports, or ranks that are used within that session. If a session and it's
related custom files are copied to a new directory, the paths stored in
the session file may no longer be valid. When such a session is
opened, Platinum will first search for the custom files used by that
session. If those files cannot be found, by default Platinum will
prompt the user to confirm that custom files found are correct.
Uncheck the Prompt for Custom Files checkbox if you would like
Platinum to automatically use those files without prompting.
7. Select a different tab in the Default User Options window, or
Click on OK to save settings and exit the window. If OK is
clicked, proceed to ÒAdding SDC Platinum UsersÓ.

SDC Platinum System AdministratorÕs Manual Getting Started ¥


Setting Default Search Options
1. From the Installation Menu, select Default User Options. The
User Options dialog box appears.
2. Click on the Searching tab.
Note: Users are able to keep transactions from all databases in the search
result even when the current search uses a data item that is not applicable
to one or more of the database choices. For example, a current search result
includes deals from US Domestic Common Stock and US Domestic Non
Convertible Debt, then the user chooses to search on the IPO flag. Now the
user can carry over the debt deals to the new search result even though the
IPO Flag data item does not apply to the debt deal type. This search
option lets you choose to either always keep deals from Ònon applicableÓ
deal types, always exclude those deals, or prompt the user to make the
choice as the session is built.
3. Select a different tab or click OK to save settings on all User
Options tabs. Proceed to ÒAdding SDC Platinum UsersÓ.

¥ Getting Started SDC Platinum System AdministratorÕs Manual


Adding/Modifying/Deleting SDC Platinum Users
Network The System Administrator registers all users who have access to SDC
Platinum. The first time a registered user accesses SDC Platinum, the
system automatically creates a directory under the User (USR) Folder
specified in the Account Setup window/Administrator Info tab.

Adding SDC Platinum Users:


1. Click on the Users icon, or from the Users menu choose
Modify User List.
The Select a User window appears with a list of registered users.
Users icon
2. Click on the Add button.
The User Information window appears.

3. In the text boxes, enter information about the user. You must
fill in all requested information for each user.
Note: The initials are what the user is prompted to enter during the
login procedure. The initials are also the name Platinum will
assign to the user's private directory.
4. Click on OK to close the User Information window and save
the data.
5. Click on Close.

SDC Platinum System AdministratorÕs Manual Getting Started ¥


Modifying User Information
To modify user information:
1. Click on the Users icon, or from the Users menu choose
Modify User List.
The Select a User window appears with a list of registered
Users icon
users.
2. Select a user.
3. Click on the Modify button.
The User Information window appears with the selected user.
4. Modify the information about the user.
Network Note: The initials are what the user enters during the login
procedure and are the name of the user's directory.
Changing the initials will create a new user directory
5. Click on OK to close the User Information window and save
the data.
6. Click on Close to close the Select a User window.

Removing SDC Platinum Users


To remove a user's access rights to SDC Platinum:
1. Click on the Users icon, or from the Users menu choose
Modify User List.
The Select a User window appears with a list of registered users.
Users icon
2. Select a user.
3. Click on the Delete button.
A warning appears asking, "Are you sure you want to delete this
user?"
4. Click on OK to delete the user.
5. Click on Close to close the Select a User window.

¥ Getting Started SDC Platinum System AdministratorÕs Manual


Customizing SDC Platinum

Converting Existing SDCWin Users


Note: If you are running any version of SDC Platinum, this step is not
necessary. It is intended for SDCWin version 1.4 and older.
To convert SDCWin users to Platinum:
1. From the Users menu choose Convert Existing Users.
The Convert Existing SDCWin Users window appears.
2. Click on the Drive down arrow, and select the drive where your
old SDCWin software exists.
3. Select the \SDCWin\Userinfo directory.
A list of existing users appears.
4. Select the users to convert.
5. Click on Convert.
Note: All users can convert their own SDCWin Sessions, Reports,
Ranks, and Lists by choosing the Convert Existing SDCWin Files
option from the SDC Platinum Utilities menu

SDC Platinum System AdministratorÕs Manual Customizing SDC Platinum ¥


Converting Existing SDCWin System Files to SDC Platinum
Format
Note: This conversion is not necessary for files created in earlier versions
of SDC Platinum. It is intended for SDCWin version 1.4 and older.
Users can convert existing SDCWin system files at any point while
running SDC Platinum, even before logging in.
To convert SDCWin users to Platinum:
1. Open the Utilities menu from the SDC Platinum menu bar and
choose Convert Existing SDCWin Files. This option will open
a File Manager type window, defaulting to your current
directory (e.g. c:\sdc\platinum\bin).
Note: If you have not yet logged in, you will be prompted to enter valid
user initials.
2. Go to the old SDC usr folder, (e.g. u:\sdcwin\usr) open up the
folder with the appropriate initials, and then open the Ucatalog
folder. Hint: When you place the pointer over the left window, a
yellow box appears telling you to select the old Ucatalog
directory.
3. Check off the file type you wish to convert (Sessions, Reports,
Ranks, or Lists). Highlight the file(s). The Prompt for new
filenames box should have an "X" in it, otherwise files are
given a numeric title. With an "X" in the filename box, you are
prompted to rename EACH file. The file name can be a
maximum of 8 characters. and
4. Click Convert
Note: Sometimes when you try to convert a session, you are also
prompted to convert a rank, report, or list. This is SDC Platinum's way
of telling you that these additional files are used in the session you are
converting.

¥ Customizing SDC Platinum SDC Platinum System AdministratorÕs Manual


Creating/Modifying/Deleting Groups
SDC Platinum allows users to save their system files (e.g., saved
sessions, report formats, and lists of search criteria) to any directory on
their hard drive or on the LAN. Tools enables System Administrators to
manage users' files. System Administrators can define groups that point
to directories on the LAN. Users can save their files to and open their
files from these groups without having to memorize paths to directories.
System Administrators can also assign rights to these groups. For
example, they might assign read only rights to a Company Standards
group so users can open files from this group but never save to and
potentially write over a company's standard file.

Creating a Group
To create a group:
1. Click on the Groups icon, or from the Management menu
choose Groups.
Groups icon The Select a Group window appears with a list of SDC
Platinum groups.
2. Click on the Add button.
The Group Information window appears.

3. Click on the Directory Browse button .


The Select Directory window appears.
Note: To create a new directory, click on the New button, enter the
path and name of the directory, and click on OK.
4. Select a directory and click on OK.
5. In the Group Name text box, enter the name of the new group.
6. If you want the users in the group to have read-only access,
select the Read Only check box.
7. Click on OK to save the info and close the Group Information
window.
8. Click on Close to close the Select a Group window.

SDC Platinum System AdministratorÕs Manual Customizing SDC Platinum ¥


Modifying a Group
To modify a group:
1. Click on the Groups icon, or from the Management menu
choose Groups.
Groups icon The Select a Group window appears with a list of SDC
Platinum groups.
2. Double-click on a group, or select a group and click on the
Modify button.
The Group Information window appears with the selected group.

3. Click on the Directory Browse button .


The Select Directory window appears.
Note: To create a new directory, click on the New button, enter
the path and name of the directory, and click on OK.
4. Select a different directory and click on OK.
5. Select/deselect the Read Only check box.
6. Click on OK to save the modified info and close the Group
Information window.
7. Click on Close to close the Select a Group window.

Removing a Group
To remove a group:
1. Click on the Groups icon, or from the Management menu
choose Groups.
Groups icon The Select a Group window appears with a list of SDC
Platinum groups.
2. Select a group.
3. Click on the Delete button.
A warning appears asking, "Are you sure you want to Delete
this group?"
4. Click on OK to delete the group.
5. Click on Close to close the Select a Group window.

¥ Customizing SDC Platinum SDC Platinum System AdministratorÕs Manual


Copying/Moving/Deleting SDC Platinum User Files
The SDC Platinum File Manager lets you copy, move, and delete files.
You can; for example, copy lists of CUSIPs and SIC codes to your SDC
Platinum directory and do housekeeping chores from within Tools.

Copying/Moving SDC Platinum Files


To copy or move SDC Platinum files from one directory to another:
1. Click on the Explorer icon, or from the Management menu
choose Explorer .
Explorer icon The File Explorer window appears.

2. Select the directory which contains the file(s) to copy/move.


3. Select the type of files to copy/move from the Select Types of
Files drop down menu..
4. Select the files to copy/move.
Note: To select contiguous files, click on the first file, hold down the
Shift key, and click on the last file. To select noncontiguous files, click
on the first file, hold down the Ctrl key, click on the other files.

Click on the Copy button or Cut button to copy or


cut the file(s) to the clipboard.
5. Select the directory to copy/move the file(s) to.

6. Click on the Paste button to paste the files from the


clipboard into the new directory.

SDC Platinum System AdministratorÕs Manual Customizing SDC Platinum ¥


Deleting SDC Platinum Files
To delete SDC Platinum files:
1. Click on the Explorer icon, or from the Management menu
choose File Explorer.
Explorer icon The File Explorer window appears.

2. Click on the Browse for Folder button and select the


directory which contains the file(s) to delete.
or
Click on the Group down arrow, and select the group which
contains the file(s) to delete.
3. Select the type of files to copy/move from the Select Types of
Files drop down menu..
4. Select the file(s) to delete.
Note: To select contiguous files, click on the first file, hold
down the Shift key, and click on the last file. To select
noncontiguous files, click on the first file, hold down the
Ctrl key, click on the other files.

5. Click on the Delete button to delete the file(s).

¥ Customizing SDC Platinum SDC Platinum System AdministratorÕs Manual


Customizing Your Company's List of Favorite Data Items
The SDC Platinum Company Favorites feature lets you create lists of
data items regularly used by your company. One reason for using this
feature is to set companywide standards. For example, SDC Platinum
has about 20 value items. You can select which of those items best fits
your company's definition of value.
To customize your company's list of favorite data items:
1. Click on the Favorite icon, or from the Management menu
choose Setup Company Favorites.
Favorite icon The Select a Database window appears.
2. Click on a database option button.
Note: You can only select one database.
3. Click on the Searching Items or Reporting Items option
button, and click on OK.
The Available Data Items for Company Favorites tab
appears. Checked items are added to the Company Favorites
tab.

4. In the Find text box, type at least three characters of a data item
or code and press Enter.
Notes: The characters can be anywhere in an item description or
code.
You can type more than one word in the Find text box (e.g.,
total fee) and select AND or OR. AND finds data items with all
the words in them (e.g., all data items with the words total and
fee in any order). OR finds data items with any one of the
words in them (e.g., all data items with the word total or the
word fee).
Shortcut: If you know the data item code, you can type the code
in the Find text box. SDC Platinum displays the data item.
SDC Platinum displays a list of all data items containing the
characters.

SDC Platinum System AdministratorÕs Manual Customizing SDC Platinum ¥


5. Double-click on the data items you wish to add to the list of
favorite data items.
6. Click on OK.
7. Click on Done.

¥ Customizing SDC Platinum SDC Platinum System AdministratorÕs Manual


Online Updates

Important Even though this software may have just been installed, the Online Update
is an essential feature and must be performed after the initial installation,
and thereafter at least once a month.

Updates can be performed via an Internet Web site, or through your


existing connection to our server by using Tools.

Performing an Online Update gives you access to the newest data items
offered, and more importantly, ensures that the data contained in your
software corresponds to the data on our server. For example, if two
investment banks merge after we publish this CD-ROM, it would not be
reflected in your software until you execute an Online Update.
Network To execute an Online Update, no one can be logged into SDC Platinum at
any time during the process. You can view all users logged into SDC
Platinum using our View All User's feature, see ÒView All UsersÓ.

SDC Platinum System AdministratorÕs Manual Online Updates ¥


Online Updates via the Web
Note: the Web update is a zipped (compressed) file. You will need a
decompression utility such as Winzip or Pkunzip to decompress the
file after it has been downloaded. There is a direct link from our
Web site to the Winzip Web site to enable you to download an
evaluation version of the software if needed.
To execute an Online Update after opening your Web browser:
1. Go to Location http://www.securitiesdata.com/UPdate.html (case
sensitive).
2. Click on the line ÉSdcwebdata2.zip for v2.0.
3. The Save Download File window appears. Save the .zip file to any
directory above your Bin, DBF, and Library directories. (For easy
access, you can place it directly on your desktop, or on the C drive.)
You can change the name of the .zip file if you wish.
4. Once the .zip file has finished downloading you can exit your
browser.
5. Go to the saved file and open it.

Important If using Winzip, be sure to select the options to Overwrite


Existing Files, and Use Folder Names.
6. The final step is to extract the file. Extract it to the SDC Platinum
folder. (The folder directly above the Bin, DBF, and Library folders)
You will be prompted for a password. Enter the password update98
(case sensitive).The decompression utility will start unzipping the
file and all entries will automatically be copied to the proper
directories.
7. Once extracted, you have completed the Online Update process and
can log into SDC Platinum.
Network If you have a Network installation with the DBF folder located in a
different location, this update will not automatically place the
appropriate files in this folder. It will instead create a second DBF
folder under the main Platinum directory. You will have to manually
copy the files from this folder into the DBF folder Platinum uses.
(path located in SDCTools in Setup/Administrator Info).

¥ Online Updates SDC Platinum System AdministratorÕs Manual


Online Updates via an existing Connection
To execute an Online Update via an existing connection (e.g. direct
dial):
1. Open Tools
2. Click on the Update icon, or from the Update menu choose Update
Update icon Data.
Tools connects to our host using the default communications
parameters.
The system downloads the most current data items, displaying a
Protocol window that tracks your progress, and when it is finished
a message window appears displaying: Online Update Complete!
3. You can now exit Tools and login to SDC Platinum.

SDC Platinum System AdministratorÕs Manual Online Updates ¥


View All Users
This feature is for use with a Network Installation.
Should your Network Online update attempt fail because there are users still
logged into Platinum, this feature provides you with the names of all PCÕs
logged into the software. This feature uses the Computer name listed in the
Identification section of the Network Neighborhood. This feature works best
when all PCÕs have unique-traceable names. If there are PCÕs with the same
computer name this feature will not be able to differentiate them.
Network
1. Open SDCTools.

2. Click the word Users (not the icon) and choose Current Platinum Users.

3. A list of the PCÕs currently logged in appears (including yours since


you are logged into Tools).

4. Contact the users and instruct them to log off Platinum.

5. Repeat the above process until you are the only one logged on.

6. Proceed with the Online Update.

¥ Online Updates SDC Platinum System AdministratorÕs Manual


Adding a New Network Type

The Network Type in your communications setup determines which


login script will be used during the connection process. Adding a new
Network Type allows you to configure SDC Platinum to use a custom
login script.

To create a new login script:


1. Copy an existing script file, such as
\sdc\platinum\bin\isplink.scp, to a new file name of your choice,
myscript.scp for example.
With the help of our Technical Services department, your script
can be edited to accommodate your custom login method.

To add a new Network Type:


1. Click on the Add Net-Type button
The Add a Network Type window appears.
2. Enter a short description for the Network Type and the name of
your newly created script file. Do not add the .scp extension to
this filename, it's automatically added by the software.
If you connect to SDC via a modem, select the Dialup
Connection check box. Leave this check box unchecked if you
are connecting via the Internet or a Leased Line.
3. Click on OK to return to the Default Communications Setup
Window.
After adding a new Network Type you will see that your entry has been
added to the Network Type list. Once you select your Network Type,
SDC Platinum will use your custom script during the login process.

SDC Platinum System AdministratorÕs Manual Adding a New Network Type ·


Command Line Parameters

The following command line parameters can be used to automate certain


processes in SDC Platinum.

To add a command line parameter:


1. Right click on the SDC Platinum shortcut icon.
Select Properties.
The SDC Platinum Properties window appears.
2. Select the Shortcut tab and in the Target field add the
appropriate command line (examples listed below) to the path.

Syntax:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE [initials]
[NOLINK] [NOPRIV] [CONFIG=path]
[TOOLCFG=path] [BILLING=billingcodes]

Example:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE xxx
NOLINK NOPRIV CONFIG=c:\default.ini
TOOLCFG=c:\newtool.ini BILLING=xxx~xxx~xxx

Uses:
Initials: Bypass User Initials Login Prompt
If you add initials as a command line parameter, SDC Platinum
will use these initials and not prompt the user to enter initials
upon login.
Target line would read as follows:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE JPT

NOLINK: Enter SDC Platinum Without Connecting


This parameter causes Platinum to skip the login process and go
directly to the database selection menu. All host processes are
disabled.
Target line would read as follows:

· Command Line Parameters SDC Platinum System AdministratorÕs Manual


C:\SDC\PLATINUM\BIN\PLATINUM.EXE NOLINK
NOPRIV: Unset Database Engine Private Directory Variable
Using this parameter causes Platinum to *not* assign the
Application.PrivateDir variable. Platinum will then check to see
if a C:\TEMP directory exists, and if so the variable will be set
here. Otherwise, the current directory will be used. This should
help users whose windows\temp directory is located on a
network drive, or may be read only.
Target line would read as follows:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE NOPRIV

CONFIG=: Use alternate Options file


Using this parameter allows you to specify the full path,
including filename, of an alternate user options file. You can use
this parameter to set up multiple icons for Platinum where each
icon uses a different method for connecting to SDC, e.g. Internet
Vs Direct Dial. If this file is located in a read-only directory,
users will be unable to change their own user option defaults.
Target line would read as follows:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE CONFIG=path

TOOLCFG=: Use alternate Account Setup file


Using this parameter allows you to specify the full path,
including filename, of an alternate account setup file,
sdctool.ini. You can use this option to set up multiple icons
using different account id's for SDC.
Target line would read as follows:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE TOOLCFG=path

BILLING: Bypass Billing Codes Prompt


Using this parameter allows you to specify a billing string that
will automatically be passed to the SDC host machine. Now
users will never be prompted to enter billing codes. Note: You
must use double quotes if there might be a space within your
billing string.
Target line would read as follows:
C:\SDC\PLATINUM\BIN\PLATINUM.EXE
BILLING=xxx~xxx~xxx.

SDC Platinum System AdministratorÕs Manual Command Line Parameters ·