Overview

Summary of Terms

Academic Institution Subscribers
 

  • Up to ten (10) Professional Edition installs.
  • Unlimited Enterprise Edition installations.
  • All installations must be on institutionally owned systems.
  • The CRSP data files and the related software and utilities are licensed for use by “Authorized Users” (faculty, staff and students) only on institutionally owned machines and according to the terms and conditions of the existing CRSP® Standard Data Subscription Agreement between CRSP and you or the subscribing organization with which you are affiliated.

Commercial, Not-For-Profit and Government subscribers
 

  • Either up to five (5) Professional Edition installs; or, but not and
  • One (1) Enterprise Servers with up to five (5) Enterprise Clients.
  • All installations must be on institutionally owned systems.
  • The CRSP data files and the related software and utilities are licensed for use by “Authorized Users” only on institutionally owned machines and according to the terms and conditions of the existing CRSP® Standard Data Subscription Agreement between CRSP and you or the subscribing organization with which you are affiliated.

Components

Sift Enterprise is composed of 4 components, the Query Manager, the Query Engine, Admin Tools and multiple Sift Enterprise Clients.

In this release of Sift Enterprise Edition 4.3.12 the Query Manager, the Query Engine and Admin Tools are installed on a single server.

Query Manager

Query manager is a server process that acts as a “traffic cop” for all Sift Enterprise Client requests. It receives requests from the clients and passes them to the Query Engine for processing. Once the Query Engine completes processing a client request, Query Manager passes the results of that query back to the requesting client.

Query Engine

Query Engine is a server process that executes client queries against your CRSP Stock Database. These queries are received from the Query Manager. When the Query Engine completes a query it passes the results back to the Query Manager who determines which client should receive those results.

Admin Tools

Admin Tools are used to administer your Sift Enterprise environment and control processes after installation. Admin Tools are installed on the server that runs your Query Manager and Query Engine.

Sift Enterprise Client

The Sift Enterprise Client is the User Interface used to develop, submit, and view results of queries requested by your end users. An instance of the Sift Enterprise Client will be installed on each end user’s computer that will access Sift Enterprise Server. The client must be the same version as the server component.

CRSP Stock Database

The CRSP Stock Database to which your organization subscribes must be made available to the server running Sift Enterprise. CRSP recommends that the CRSP Stock Database be installed on the server running Sift Enterprise. As an alternative, the CRSP Stock Database can be made available to the Query Engine via a network share but this significantly decreases Sift Enterprise’s performance. This is further discussed in the section “Determining Your Configuration”. Sift Enterprise supports access to CRSP Stock, CRSP Stock and Index and CRSP Compustat Merged Databases.

Sift Enterprise Environment Operating System Requirements
 

  • Server Operating Systems:
    Windows Server 2008 R2 or 2012 R2
  • Client Operating Systems:
    Windows 7 32-bit and 64-bit, and Windows 8 64-bit

Determining Your Configuration

You have several options in configuring your Sift Enterprise environment. Each can affect the performance of Sift Enterprise.

Location of your CRSP Stock Databases

Since access to CRSP Stock Databases is very I/O intensive, performance can be increased by placing your CRSP Stock Databases on a separate physical disk drive than the drive hosting the Sift Temporary File Folder. The Sift Temporary File Folder is discussed below.

Location of the Sift Enterprise Temporary File Folder

Sift Enterprise uses temporary files to receive query results while Query Engine is processing a query. Once Query Engine completes a query, Query Manager passes those results to the requesting client. By default, Sift Enterprise will store these temporary files in the folder c:\ProgramData\SQE.

Performance of Sift Enterprise is improved when the Temporary File Folder and the CRSP Stock Databases are installed on separate physical disk drives. This is especially apparent when users are running queries that return large amounts of result data. Additionally, there should be ample disk space made available for the Temporary File Folder.

The section titled “How to Change the Location of Temporary Files in the Manager Service” documents how to move the location of the Temporary File Folder after installing Sift Enterprise.

Server used to host Sift Enterprise

The CPU power and memory of the server you use to host Sift Enterprise will affect performance. Additionally, other processes running on that server will affect performance. Generally, CRSP recommends Sift Enterprise be hosted on a dedicated server. However, it is possible that a powerful server hosting other applications with Sift Enterprise may perform better than a less powerful server hosting only Sift Enterprise. Sift Enterprise does multi thread to take advantage of multiple, dual core and hyper threading CPUs.

Number of Threads: The number of threads equates to the number of queries Query Engine will run simultaneously. The Sift Install program initially sets this to 15. If you are running on a powerful server with multiple CPUs you may want to increase this to 25 threads for possible performance improvements. This may be done after the install and is explained in section “How to Change the Number of Threads for Query Engine”.