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Xpressfeed Loader Environment Checklist v5

This document is a checklist for Standard & Poor's Capital IQ Xpressfeed installation that collects information about the technical environment of Healthios including their network topology, database server specifications, database specifics, Xpressfeed Loader engine environment, Xpressfeed package content and special considerations. It confirms that Healthios will use the Xpressfeed Loader on an Amazon Workspace virtual machine with a SQL Server 2014 database and plans to load CIQ estimate and ratings packages via FTP.

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Anila Khwaja
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1K views9 pages

Xpressfeed Loader Environment Checklist v5

This document is a checklist for Standard & Poor's Capital IQ Xpressfeed installation that collects information about the technical environment of Healthios including their network topology, database server specifications, database specifics, Xpressfeed Loader engine environment, Xpressfeed package content and special considerations. It confirms that Healthios will use the Xpressfeed Loader on an Amazon Workspace virtual machine with a SQL Server 2014 database and plans to load CIQ estimate and ratings packages via FTP.

Uploaded by

Anila Khwaja
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 9

Xpressfeed Loader v5 & Database Environment Checklist

Thank you for your interest in Standard & Poors Capital IQ Xpressfeed.
To ensure a successful installation and evaluation experience, please provide this information about your
technical data environment. Your Applications Consultant will review your responses before initiating your
installation and configuration process and can also help clarify any questions listed below.
Additional information for Xpressfeed and the Xpressfeed Loader is available on our website,
http://support.standardandpoors.com/xpressfeed.
Company Name
Technical Contact

Healthios
Laura Mckevitt

Phone

847 530 2192

email

lmckevitt@healthios.com

Xpressfeed General Checklist


1. Do you currently utilize the Xpressfeed Loader?

Yes

No

a. Will you be using virtual machines (VMs)?

Yes

No

b. Will you be using cloud computing technologies?

Yes

No

c. Will your engine run on the same machine as your database?

Yes

No

If not, will both machines be on the same subnet?

Yes

No

a. If not, does your firewall provide access?

Yes

No

Yes

No

a. If so, please specify version:

2. Please help us understand your general network topology:

i.

d. Do you plan to run the Xpressfeed Loader Engine


as a Service?
3.

Anything else we should know about your internal network environments?


a. If so, please specify:

This will be hosted on Amazon Workspace

Page 1 of 9

Xpressfeed Database Server Environment


4. What operating system (O/S) will the database system reside on?
Windows
Windows 8*
Windows Server 2012**
Windows Server 2008
Windows 7
Windows Server 2003***
* This O/S version validated with version 5.4 and higher.
**This O/S version validated with version 5.2 and higher.
*** This O/S version NOT validated with version 5.3 and higher.

Linux (64 bit required)


Linux Distribution:

Ubuntu
Other:

Red Hat

openSUSE

CentOS

Other
Other O/S, please specify:

5. CPUs available
a. CPU Type:

Intel Xeon CPU E5-2670 - 64-bit OS

b. Total CPU Core Count:

c. CPU Speed:

50 GB
6. Specify amount of memory currently available (in GBs):
a. If required, could additional memory be added?

Yes

7. How much FREE disk space is currently available (in GBs)?


47.5
a. If required, could additional disk capacity be added?

Yes

No

GB
No

8. Specify the type of physical storage used by your database server system:
SAN (storage area network)
NAS (network attached storage)
Internal HDD or Backplane (SAS, SATA, SCSI, IDE)
Other, please specify:

Page 2 of 9

Xpressfeed Database(s) - Database Specifics


9. Do you host other databases on the Xpressfeed database Server?

Yes

No

10. Do you plan to load into multiple Xpressfeed Target databases?

Yes

No

11. Do you plan to install your Control database on the same database
server as your Target database(s)?

Yes

No

Highly recommended: Create Control database separate from Target


database(s).
12. Which database(s) do you use?
MS SQL Server 2014**
MS SQL Server 2012
MS SQL Server 2008 (R2)
MS SQL Server 2008
MS SQL Server 2005*
Oracle 12c**
Oracle 11g (Release 2)
Oracle 11g
Other, please specify:

* This database version not validated beginning with version 5.5.


** This database version validated beginning with version 5.4.

a. If SQL Server, indicate the SQL Server Service Pack (SP) last applied:
i.

Is SQL Server Management Studio available on this system?


No

ii.

Is SQL Server Configuration Manager available on this system?

iii.

Does this database have Service Broker enabled?


No

Yes

a. If not, can it be?


No

Yes

iv.

Is default schema (dbo) used?


a. If not, what schema
b. Are multiple schemas desired?

v.

Yes
Yes

No

Yes

No

Yes

No

Which database authentication method(s) is used?


SQL Server Authentication (preferred)
SQL Server Windows Authentication

b. If Oracle, indicate the Oracle version/patchset (e.g.,10.2.0.7) being used:


i.

Is an Oracle Client available on this system?

Yes

Page 3 of 9

No

ii. Is TNS resolution used?

Yes

No

iii. Is RAC (Real Application Clusters) used?

Yes

No

iv. Can you grant execute on DBMS_AQ?

Yes

No

v.

Yes

No

13. Will any proprietary/custom tables also reside in your database?

Yes

No

14. Is an outsourced database hosting service used?

Yes

No

Can you grant execute on DBMS_AQADM?

vi. What type of compression is used?


Basic Compression
Uncompressed

Xpressfeed Loader Engine Environment


15. What operating system (O/S) will the Loader application reside on?
Windows (64 bit required)
Windows 8*
Windows Server 2012**
Windows Server 2008
Windows 7
Windows Server 2003***
* This O/S version validated with version 5.4 and higher.
**This O/S version validated with version 5.2 and higher.
*** This O/S version NOT validated with version 5.3 and higher.

Note: Windows Server O/S requires Desktop Experience with version 5.3 and higher.
Linux (64 bit required)
Linux Distribution:

Ubuntu
Other:

Red Hat

openSUSE

CentOS

Other
Other O/S, please specify:

16. If Linux O/S selected:


a. Do you have an experienced Linux System Administrator to assist
with the environment setup?

Yes

No

b. Do you plan to run the Loader GUI from the Linux machine?

Yes

No

If Yes:
Linux Desktop Environments:

GNOME
Other:

KDE

Page 4 of 9

Windows System Desktop Management (X or X11)


o

X forwarding NOT SUPPORTED

X Windows System Desktop Management (X or X11) REQUIRED

Desktop GUI Library versions REQUIRED for Loader 5.3+ GUI Activity Log Tab
functionality

GNOME Desktop - GTK+2.18 and higher GUI Library


KDE Desktop QT GUI Library

17. What is the last applied O/S Service Pack (SP) or patch
version?

18. What is the regional setting or locale being used on this system?
English (United States)

Japanese

Chinese (Simplified)

Korean

Chinese (Traditional)

French Swiss

Other, please specify:

19. Do you want/need to be able to utilize an external scheduler?

Yes

No

20. CPUs available


a. CPU Type:

b. Total CPU Core Count:

c. CPU Speed:

21. Specify amount of memory currently available (in


GBs):

a. If required, could additional memory be added?


22. Specify amount of FREE disk space currently available: (in
GBs):
a. If required, could additional disk capacity be added?

Yes

No

Yes

No

23. Specify the type of physical storage used by your Loader application system:
Internal HDD
External high-speed HDD
Backplane (SAS, SATA, SCSI, IDE)
Other, please specify:

24. Are you using file system encryption software?

Yes

No

25. Are you using file system compression software?

Yes

No

Page 5 of 9

26. Are you using file system indexing software?

Yes

No

27. Is any software used for automatic system shutdowns/restarts?

Yes

No

Page 6 of 9

28. Does your email require use of a proxy?

Yes

No

a. What is the Email Proxy type?


SMTP
POP3
Other, please specify:

29. What type of access method will be used for the Xpressfeed data packages?
Xpressfeed Loader FTP access
Xpressfeed Loader running Local Load mode (requires manual FTP)
30. What is your preferred FTP connection type?
FTP Active
FTP Passive
SFTP
31. Does your environment require use of an FTP proxy?

Yes

No

32. Will this be a ClariFI installation?

Yes

No

33. Are you loading using SPAN?

Yes

No

Yes

No

a. If so, what is the FTP Proxy type?


SOCKS4
SOCKS5
HTTP
Other, please specify:

Xpressfeed Package Content and Special Considerations

CIQ Estimate Packages


CIQ Ratings Packages
34. Are you loading any of the following large package content?
EDX
CIQ Estimate Revisions Package
CIQ Estimate Consensus Package
Finl Latest Packages (Latest Financials)
Finl Premium Packages (Premium Financials)
Ownership Packages

Page 7 of 9

Compustat
MSCI Packages

Page 8 of 9

For Internal Use Only


Applications Consultant:
Date Reviewed:
CSE Approval Date:

Installation / Upgrade Date:


XF Loader Version:
XF CIQ FTP Account Info.:
XF CStat FTP Account Info.:
ClariFI Modelstation Use:

Yes

No

ClariFI Version:

Page 9 of 9

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