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  • 1. GTA CSMAR® Series Research Database System (.NET Version) User Guide www.gtadata.com
  • 2. Content USER LICENSE AGREEMENT_______________________________2 FOREWORD_______________________________________________3 CHAPTER 1 INTRODUCTION TO THE CSMAR.NET__________5 SECTION 1 HOW TO USE THIS GUIDE________________________________5 1. TARGET USERS_______________________________________________5 2. COMPONENTS OF THIS GUIDE_____________________________________5 3. CONVENTIONS________________________________________________5 SECTION 2 FUNCTIONS__________________________________________5 CHAPTER 2 INSTALLATION OF THE CSMAR.NET SYSTEM__7 SECTION 1 INSTALLATION REQUIREMENTS____________________________7 1. Hardware Requirement________________________________________7 2. Software Requirement_________________________________________7 SECTION 2 INSTALLATION PROCEDURE_______________________________8 1. STANDALONE VERSION__________________________________________9 2. NETWORK VERSION____________________________________________18 1. SERVER END_______________________________________________18 2. CLIENT END_______________________________________________24 CHAPTER 3 HOW TO USE CSMAR DATABASE TOOL_________30 1. Introduction_______________________________________________30 2. Database Management________________________________________30 3. Display existing database______________________________________32 4. ATTACH CSMAR DATABASE_____________________________________33 5. AUTO REPAIR________________________________________________37 6. DELETE DATABASER___________________________________________38 2
  • 3. CHAPTER 4 FREQUENTLY ASKED QUESTIONS____________38 User License Agreement Statement of Copyright and All Other Rights CSMAR® Series Research Database System (CSMAR® system), which consists of software and databases, is designed and developed by GTA Information Technology Limited (GTA IT Co., Ltd.). All rights of the CSMAR® system and its related files are vested in the GTA IT Co., Ltd. Such rights are protected under the national "Copyright Laws" and "Trademark Laws" of the People's Republic of China, and under the provisions of the International Copyrights Agreement. Users of the CSMAR® System may not delete the Statement of Copyright from the system. Users of the CSMAR® System must guarantee that all authorized installed copies of the system (in part or whole) carry the Statement of Copyright; users must also agree to prevent any unauthorized reproduction of the CSMAR® System, or any of its files. Unauthorized copying or distribution of the content of the CSMAR® System or any of its files, in part or whole, will be liable to prosecution. Statement on User License Agreement The two parties to this User License Agreement are the User - individual or organizational - of the Database, and GTA Information Technology Company Limited (GTA IT Co., Ltd.). Before using the Database, the User must accept the Agreement by endorsing it. In case of objections to the Agreement, the User should not use this Database. Instead, the software, with its seal intact, should be returned together with a written declaration to GTA IT Co., Ltd., within 30 days. Terms of the License Agreement The User acknowledges that GTA IT Co., Ltd. has spent considerable effort, time, and money in developing the CSMAR® System. The User, under pledge of this Agreement, is not to transfer or sell, or make available, the CSMAR® System, in part or whole, to any third party. Under this Agreement, the right to use the CSMAR® System is granted to the User only. The User must agree and guarantee that all necessary and appropriate precautions will be taken to protect the copyright and all other rights of the CSMAR® System and its data. 3
  • 4. The User must inform all its users regarding the copyright of this CSMAR® System and this User License Agreement. The User must also request all its users to abide by the copyright declaration, and all the clauses contained in this Agreement. Before the expiration of the User License Agreement, the User agrees to be held liable for all the obligations and responsibilities stipulated in the Agreement. After-sale Guarantee GTA IT Co., Ltd. guarantees that the CSMAR® System and its medium of storage will run without defects under normal circumstances. Should there be any defects (to be verified by GTA IT Co., Ltd.) within 90 days of purchase, GTA IT Co., Ltd. will undertake all obligations to provide a replacement for the CSMAR® System. The CSMAR® System thus replaced will be guaranteed for the remaining time of the original 90-day guarantee, or for 30 days whichever is longer. GTA IT Co., Ltd. will not be liable for defects caused by accidents, errors on the part of the User, or by failure to use the CSMAR® System in accordance with the instructions provided. Termination of the User License Should the User violate any clause stipulated in this Agreement, GTA IT Co., Ltd. can terminate the User License at any time and with immediate effect. Upon termination of the User License, the User must immediately destroy all copies of the CSMAR® System and its files, or return them to GTA IT Co., Ltd. Governing Laws of the Agreement Copyright Law and Trademark Law of the People's Republic of China, and International Copyright Agreement. Disclaimer GTA IT Co., Ltd. makes its best endeavours to provide the User with data that are reliable and accurate. However, GTA IT Co., Ltd. cannot guarantee the total accuracy or completeness of such data. Under no circumstances will GTA IT Co., Ltd. be held liable for any profit loss, damage (whether direct or indirect, extraordinary or accidental, unavoidable or occasional), or expense arising from the use of the data provided. GTA IT Co., Ltd. makes its best endeavours to update the CSMAR® System as often as possible. However, GTA IT Co., Ltd. assumes no liability or responsibility for any loss caused by the data provided with regard to timeliness or "recentness". In case of errors in the CSMAR® System or its files, the User should try to notify GTA IT Co., Ltd. immediately; GTA IT Co., Ltd. will do its best to rectify such errors in the next update of the CSMAR® System. In case of questions concerning this Agreement, please contact: GTA Information Technology Company Limited Address: 18th Floor, Zhongshen Building, 7003 Beihuan Avenue, Shenzhen, P. R. China 4
  • 5. Postal Code: 518034 Telephone: 86-755-8394 0081 Fax: 86-755-8394 0070 E-mail: gta@gtadata.com Website: www.gtadata.com Foreword Along with the vigorous development of the Chinese stock market, the need for empirical research on the China stock market is accelerated. However, comparing with the well-developed overseas stock market researches, domestic academic market research is fewer and indigent. Among them, incomplete and inaccurate data, fussy program of data extract and export are the main reasons for preventing the development of the China stock market research. In order to conquer these obstacles and promote research on the Chinese stock market, GTA IT Co., Ltd. designed and developed CSMAR® Series Research Database System (CSMAR System) on the basis of existing number of large and accurate databases. CSMAR ® system is a large retrieval system which can load all GTA databases, such as CSMAR® China Stock Market Trading Database, CSMAR® China Stock Market Financial Database, CSMAR® China Stock Market Financial Database - Financial Ratios, China Fund Market Research Database, China Bond Market Research Database, China Futures Market Research Database, China Stock Market IPO Research Database (A Share), China Stock Market IPO Research Database (B Share), China Stock Market Cash and Stock Dividends Research Database, China Stock Market Rights Offering and Seasoned New Issue Research Database, China Stock Market M & A, Asset Restructuring Research Database, China Stock Market Corporate Governance Research Database, etc. The user-friendly interface of CSMAR® system enables users to access and analyse the needed data easily, rapidly and accurately. GTA IT Co., Ltd. offers daily, weekly, monthly, quarterly and annual update of data according to the characteristics of each database and users' requirement to ensure the continuity and timeliness of the database. On the basis of the previous standalone version, .Net version offers good solutions for questions raised by users, and provides interfaces of different styles, as well as more convenient search mode. We hope that the release of the CSMAR.NET will not only lead to accelerated and quality development of empirical research on the Chinese stock market, but also add more breadth and depth to Chinese financial market research activities, which will enhance the structured development of the financial market. GTA Information Technology Company Limited 5
  • 6. PChapter 1 Introduction to the CSMAR.NET Section 1 How to Use this Guide 1.Target Users Target users of the Database include finance and accounting academics of education institutions, individuals and organizations engaged in Chinese financial market research, and the research departments of investment banks, finance institutes, and stock brokerage firms. 2. Components of this Guide This Guide comprises five parts. They are : User License Agreement and Foreword Statement of Copyright and all other rights; Statement on User License Agreement; Terms of the License Agreement; After-sale Guarantee; Termination of the User License; Governing Laws of the Agreement; and Disclaimer. Chapter 1 Introduction to the CSMAR.NET An overview of CSMAR®.NET system. Chapter 2 Installation of the CSMAR.NET Installation procedure of CSMAR®.NET system. Chapter 3 How to use CSMAR Database Tool Functions of database tool and how to attach CSMAR® Series Research Database. Chapter 4 FAQs Answers to the most frequently asked questions. 3. Conventions For simplicity and consistency, this guide uses the following conventions (taking the right-handed as an example). Convention Implication Click A single click on a mouse button (usually the left button) Double-click Tapping a mouse button (usually the left button) twice in rapid succession Right-click A single click on a mouse button (usually the right button). Right-click opens a shortcut menu. 6
  • 7. Section 2 Functions The .NET version of CSMAR® Series Research Database System (CSMAR® system) is a database retrieval and analytical system developed by GTA IT Co., Ltd., which can quickly and conveniently import all GTA databases. The launch of CSMAR® system will totally resolve the problem of fussy data extract and export program. You can retrieve the needed data fast by only tapping the mouse button The functions are briefly described as follows, ● Select Data User can precisely locate the needed data by securities, date, data field and criteria. The retrieval mode is more flexible and convenient. ● View Data After requesting the data, you can browse loaded data immediately, and don't need to wait until the retrieval is completed. ● Data Export After requesting data, users can immediately export them into an .xls (Excel) file, a comma- delimited text (CSV) file, a .txt (text) file or a dbf (Foxpro) file, facilitating the follow-up research. ● Online Upgrade The software and database products are provided with update and upgrade. CSMAR system can be timely upgraded into a system with stronger function and more convenient use. 7
  • 8. Chapter 2 Installation of The Csmar.NET System Section 1 Installation Requirements 1.Hardware Requirement The hardware requirements of installing and running CSMAR system is as following, Hardware Minimum Configuration Recommended Configuration PC Intel Pentium or compatible PC, 600 MHz or above CPU: Pentium VI 1GHz or above Memory For Microsoft Windows XP and Windows 2003 Server, 128 MB 512M (RAM) is required For Windows 2000, the minimum requirement is 128 MB Hard Disk CSMAR® SYSTEM (Standalone version) requires 50 MB or 5G of available hard Space above, plus additional 500 MB to 5000 MB which depends on disk space or above which CSMAR database you purchased. CSMAR® SYSTEM (Network Version) (SQL Server excluded) needs 50 MB, plus additional 500MB to 5000 MB which depends on the CSMAR database you purchased. Display Display and Display Adapter supporting 800x600, 256 colour or 1024 x 768 high above colors or above, 32M true colors Driver CD-ROM driver (needed for installing CSMAR System with ® CD-ROM) 2.Software Requirement Operating System Before installing the CSMAR System, be sure that one of the following operating systems has been installed, Windows Server 2003 Standard Edition, Windows Server 2003 Enterprise Edition, Windows Server 2003 Datacenter Edition, Windows Server 2003 Web Edition. Windows 2000 Server, Windows 2000 Advanced Server, Windows 2000 Datacenter Server. Windows XP Professional, Windows XP Home Edition. 8
  • 9. Windows 2000 Professional. Database System: Network version (Server Side): SQL Server 2000 Enterprise Edition Standalone Version: MSDE (Microsoft SQL Server Desktop Engine) Notes: Windows NT 4.0, Windows Millennium Edition and Windows 98 do not support MSDE (SP4) and Microsoft .net framework, and therefore can not install the Standalone version or Network version (Server Side) of CSMAR® System. 3.Notes of Software Installation  If the system's "local security policy" is set to "Do not allow installation", the installation of CSMAR System may fail. 1. Please check if the local security policy (Windows 2000) is set to "Unsigned non-driver installation behaviour" (Control Panel→Administrative Tools→Local Security Policy→Local Policies→Safety Option→Unsigned non-driver installation behaviour). 2. If "Do not allow installation" is selected, please change the setting to "silently succeed" before installing MSDE 2000 SP4. This setting can be reverted to the original setting after installation, if necessary. Notes: "Do not allow installation" is not a default setting of these security policies.  CSMAR® SYSTEM must install Microsoft .NET Framework 1.1, which is a running environment of new generation application freely released by Microsoft company. Section 2 Installation Procedure Standalone version: Please ensure that you have imported data before running CSMAR System (Standalone version) (please refer to “1. Standalone Version”). As for the data import, please refer to “Chapter 3 How to use CSMAR Database Tool”. Network Version: Please confirm that you have installed the Network Version (Server Side) software before running (please refer to “2. Network Version”). As for the installation of server side, please refer to “Server Side”. After completing installation, run CSMAR System (Client Side). Click "File" menu and select "Connect Server" option, the "Connect Server" window will pop up. Enter the name of SQL server (Client Side). 9
  • 10. 1. Standalone Version 1) The contents of installation disk of the CSMAR® System (Standalone version) is as following. 2) Insert installation disk into CD- ROM drive and the installer will run automatically. AutoRun interface will pop up. Notes If the installer does not run automatically, please double click AutoRun.exe in the Autorun directory of F disk (suppose your installation disk is F disk), and the installer will run. 10
  • 11. 3) Click "Install MSDE" button, the installation program will guide you through the rest of the installation process of Microsoft SQL Server Desktop Engine (Instead, you can directly click and run MSDE.EXE in the disk). a) Initial interface is as follows, 11
  • 12. b) Install MSDE with instance name, i.e. GTA_DATANET. During the installation of MSDE, if the system asks you to restart your computer (as below), please select "No" button and restart it manually later. After the installation is completed, if the "CSMAR Database Tools" fails to import data, please restart your computer. 12
  • 13. c) MSED service will be started automatically after the completion of MSDE installation. The Standalone version requires using MSDE as the data engine. If your system fails to install MSDE, the System will be unable to read the CSMAR data. Please check whether your PC configuration satisfies the installation requirements (for CSMAR SYSTEM and Microsoft MSDE). d) Installation is completed. Notes If you want to uninstall MSDE, please click Start > Settings > Control Panel, select “Add/ Remove Programs”, and then select “Microsoft SQL Server Desktop Engine (GTA_DATANET)”. 13
  • 14. 4) Click “Install CSMAR SYSTEM (Standalone Version)” button, the installation program will guide you through the rest of the installation process (Instead, you can directly click and run SETUP.EXE in the disk). 5) Click "Next". Please read the User License Agreement carefully, and then click accept. 14
  • 15. 6) Click "Next". Enter your username, company name and serial No. (can be found on the CD box) 15
  • 16. 7) Click "Next" to select the installation directory. 8) Click "Next", then the installation confirmation dialog will pop up. 16
  • 17. 9) Click "Install" button, as follows, 10) Install Microsoft .Net Framework. The whole process may takes 1 to 8 minutes, depending on hardware configuration. 11) Install MDAC. The whole process may takes 1 to 3 minutes, depending on hardware configuration. 12) Installation is completed. 17
  • 18. By now, you have installed CSMAR® system (Standalone Version) successfully. Welcome to CSMAR® system. Notes Please import data before running CSMAR System (Standalone Version). For detailed procedures, please see " Chapter 3 How to use CSMAR Database Tool". 18
  • 19. 2. Network Version (1) Server End Contents of installation disk of CSMAR® System Network Version (Sever End) is as follows Insert installation disk into CD-ROM driver and the installer will run automatically. AutoRun interface will pop up. Notes If the installer fails to run automatically, please double click AutoRun.exe in the installation disk and the installer will run. 19
  • 20. 2) Click “Install GTA Tools (required)” button to install CSMAR database tool (Instead, you can directly click and run DATAMGR.EXE in the disk). 20
  • 21. 3) Click "Next". Please read the User License Agreement carefully, and then click accept. 4) Click "Next" to select the installation directory. 21
  • 22. 5) Click "Next", then the installation confirmation dialog will pop up. 22
  • 23. 6) Click "Install" button, as follows, 7) Install Microsoft .Net Framework. The whole process may takes 1 to 8 minutes, depending on hardware configuration. 8) Install MDAC. The whole process may takes 1 to 3 minutes, depending on hardware configuration. 9) Installation is completed. 23
  • 24. By now, you have installed CSMAR Database Tool successfully. Welcome to employ CSMAR Database Tool to attach CSMAR® database (Please refer to Chapter 3 How to use CSMAR Database Tool). Notes If you want to run CSMAR System at server side, please click the “Install CSMAR SYSTEM (choosen)” button on the AutoRun interface to install CSMAR System software (Instead, you can directly click and run SETUP.EXE in the disk). 24
  • 25. (2) Client End 1) Contents of installation disk of CSMAR® System Network Version (Client Side) is as follows 2) Insert installation disk into CD-ROM driver and the installer will run automatically. AutoRun interface will pop up. Notes If the installer fails to run automatically, please double click AutoRun.exe in the installation disk and the installer will run. 25
  • 26. 3) As above, click “Install CSMAR SYSTEM (Client Side)” button, the installation program will guide you through the rest of the installation process (Instead, you can directly click and run SETUP.EXE in the disk). 26
  • 27. 4) Click "Next". Please read the User License Agreement carefully, and then click accept. 27
  • 28. 5) Click "Next" to select the installation directory. 6) Click "Next", then the installation confirmation dialog will pop up. 28
  • 29. 7) Click "Install" button, as follows, 8) Install Microsoft .Net Framework. The whole process may takes 1 to 8 minutes, depending on hardware configuration. 9) Install MDAC. The whole process may takes 1 to 3 minutes, depending on hardware configuration. 29
  • 30. 10) Installation is completed. By now, you have installed CSMAR® system Network Version (Client End) successfully. Welcome to CSMAR® system. Notes Please confirm that you have installed the Network Version (Server End) before running the Network Version (Client End) software. As for the installation of server side, please refer to “Server Side”. After completing installation, run CSMAR System (Client End). Click "File" menu and select "Connect Server" option, the "Connect Server" window will pop up. Enter the name of SQL server (Server End). 30
  • 31. Chapter 3 How to use CSMAR Database Tool 1. Introduction CSMAR Database Tool facilitates user to manage CSMAR databases, whose main functions are to connect database server, display existing CSMAR database, attach CSMAR database and delete existing CSMAR database. The details will be illustrated below 2. Database Management Click “CSMAR Database Tool” (Double click the icon of “CSMAR Database Tool”, or click Start > Programs > GTA SOFT > CSMAR SYSTEM 3.1 > CSMAR Database Tool), to connect database server. Notes As below, please select the server name, that is, the PC’s name followed by SQL instance name. For standalone version, select “GTA-WWLGTA_DATANET”, as Figure 1 or Figure 1-1. For Network Version, there are two cases, as follows, As Figure 1, select “GTA-WWL” (only PC’s name, indicating that the default instance name is selected during the installation of SQL Server 2000); As Figure 1-1, select “GTA-ZMJSQLDATA” (indicating that the instance name is defined during the installation of SQL Server 2000). Figure 1 31
  • 32. Figure 1-1 Select Server and click the “Connect” button to import the index (GTA_INDEX.GTA). Figure 2 Click the “OK” button to enter the interface of attaching database. 32
  • 33. Figure 3 As Figure 1, enter a server path to the “Select Server” input box. Or click to view the drop- down list and select a Local SQL or MSDE path. If you use ID of system administrator or system administration member to login the operating system, please use Window identification ID to connect server, or designated identification ID of SQL Server. (Notes: User of Standalone version, please directly use the default Window identification ID to connect server). Since the main function of CSMAR database tool is for adding, updating or deleting of CSMAR database, which can only be used on PCs that installed SQL server or MSDE. While other functions such as “Auto Repair” does not limit to PCs that installed SQL server or MSDE. Powe 3. Display existing database If connection is successful, the interface will show which CSMAR databases have been installed. 33
  • 34. Figure 4 4.Attach CSMAR database User needs to add new CSMAR database first. Click the button, and the below window will pop up. 34
  • 35. Figure 5 Click the button. Figure 6 Select data files, and then click the “Open” button. Notes 500 MB of Available hard disk space is required, which depends on the CSMAR database you purchased. Please ensure that the disk of database file has enough available space. 35
  • 36. Figure 7 The data file will be added to the database list, as below. 36
  • 37. Figure 8 Click the button, and attaching schedule will be shown as below. 37
  • 38. Figure 9 To change the path, please click the button. Figure 10 5.Auto Repair After database is attached or deleted, click the button, and then the GTA_INDEX will be updated according to the CSMAR databases that are installed in the server, so as to correctly reflect which CSMAR databases have been installed 38
  • 39. 6.Delete Database Click the button, and then click “Yes” to delete the selected database. Chapter 4 Frequently Asked Questions Q: Under the Window XP operating system, after installing service pack (SP2), why there is a MSDE error message when during installing CSMAR. NET? A: Because Windows XP user has installed MSDE after installing SP2. Please ignore the message and continue. Q: I Failed to connect the database server, how to cope with this problem? A: Please confirm that SQLSP4 is correctly installed in the database server. (1) Please ensure that the database server you entered is correct. You’d better use IP address. (2) Run under command prompt: telnet followed by IP address of database server, 1433 (the default port of SQL Server installation is usually 1433. If two SQL Server instances are installed in one server, the other instance will enable another port. As for details, please inquire the network system administrator or database administrator). The connection failure usually results from the network problem, which can be solved by customer system administrator. (3) Please check the firewall setting of client side, if any, and ensure that 2411 port is opened. The firewall setting of Windows XP or above is as follows, 39
  • 40. As above, right click My Network Places > Properties > Advanced > Settings > Exceptions > Add Port. Q: I Failed to attach CSMAR database, how to cope with this problem? A: Please delete CSMAR data in the instance, if any, and ensure that all database files have unique names in the directory, and then attach CSMAR data. Otherwise, you may fail to attach database. Copyrights 2005, ShenZhen GTA Information Technology CO., LTD. All rights reserved. 40

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