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   CONFIGURE|Daily Downloads
  
The Daily Downloads page of StarMine Professional allows you to specify and maintain configurations for daily data files that you want StarMine to construct and store on your behalf. The page is designed to guide you through the process of choosing the characteristics of your files and the information that you want to appear in them.

TO CONFIGURE A FILE
  1. Click the New link and enter a name in the Configuration Name text box

  2. In the Stock Set section, you can choose to receive data for all the stocks in the universe for which you have a license by selecting the All Stocks option. You can also choose to receive data on a more limited set by selecting one from the Stock Set dropdown. The available stock sets include both sets defined by StarMine and sets that you have defined.

  3. StarMine updates its databases three times each weekday. The first update to occur each day applies only to stocks from Asia Pacific. The second update to occur each day applies only to stocks from Europe, the Middle East, and Africa. The third update to occur each day applies only to stocks from North America and Latin America. Under File Timing, you choose whether you want a given Daily Downloads file produced after Asian, European, or American stocks are updated. If you choose to receive a file after the Asian update, the data for European, North American, and Latin American stocks will not reflect the most recent activity in those regions. Similarly, if you choose to receive a file after the European update, the data for North American stocks will not reflect the most recent activity in North and Latin America. However, files produced after the Asian update will be available considerably earlier than those produced after the European update, and files produced after the European update will be available considerably earlier than files produced after the American update. Please see your Account Manager for assistance in defining the best configuration for your needs.

  4. The File Format section allows you to define the way the file will be constructed. You can choose whether you want a comma delimited file or a tab delimited file. By default, a new file will include a header name above each column of data. To eliminate this row of headers, uncheck the box for Include Header Record. You can also specify the format in which you want dates to appear for all the date fields in your file.

  5. Under File Name and Storage, you choose whether your file will be zipped. "Gzipped" refers to a next-generation zipping method and is StarMine's preferred method for delivering a zipped file. In this section you can also choose whether you want to include the date in the name of the file that is created. By selecting not to include the date in the filename, you are choosing to have StarMine replace the file each night with a new file of the same name. If you choose to use the date in the filename, you can specify the number of daily files that will be kept for you on the StarMine servers.

  6. Under Configuration Lifespan, selecting the Indefinite option instructs StarMine to produce a daily file for you until you request otherwise. You can also choose to have a daily file produced only until a specified date.

  7. The Fields section allows you to choose the data items that you would like to be included in your daily file. The fields are organized in categories, and for many fields you will also need to specify an estimate type, fiscal period, and/or change period. Descriptions of the available fields can assist you in configuring your file.

    • To include a field in your file, you enter keywords related to the desired field, select it from the list and click the Add/Update button. The fields you include in your file appear in the Fields box below the dropdowns.

    • To remove a field from your file, you select it from the Fields box below the dropdowns and click the Remove button.

    • To change the order fields appear in your file, you move a field up or down within the Fields box by selecting a field and clicking the Move Up or Move Down button.

    • If you are looking to build a configuration that matches a common format, for example "All the fields in the ARM Research Pack", you may utilize the "Field Collections" dropdown located below the Fields list. Selecting a Field Collection and clicking Append will append all fields to which you have permissions and that do not already exist within the Field list.

  8. When you have finished defining the characteristics and fields of your file, press either of the two Save buttons to save your configuration. The name of the configuration will appear in the list at the top of the page.

TO COPY AN EXISTING FILE CONFIGURATION
  1. Click the Copy link to the right of the configuration name you wish to copy.

  2. Give the copied configuration a new name (if desired) and make any other changes you wish to make.

  3. Press Save. The copied configuration will appear with its new name in the list of your configurations at the top of the page.

TO DELETE AN EXISTING FILE CONFIGURATION
  1. Click the Delete link to the right of the configuration name you wish to delete.

  2. Confirm that you want to delete the file configuration.

See glossary for: Stock Set


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