Difference between revisions of "Vital Signs Upgrade to 1.5"
>Jeremyb (→From 1.4) |
>Jeremyb (→From 1.4) |
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| Line 28: | Line 28: | ||
*Transaction_Analysis.qvw | *Transaction_Analysis.qvw | ||
*Loan_Application.qvw | *Loan_Application.qvw | ||
| + | |||
Copy the extracted presentation level documents into v15_vitalsigns/YOURCU/ | Copy the extracted presentation level documents into v15_vitalsigns/YOURCU/ | ||
| Line 34: | Line 35: | ||
*Load_Qvd_MBR_SHARE_LOAN.qvw | *Load_Qvd_MBR_SHARE_LOAN.qvw | ||
| + | |||
Copy the extracted HIST load level qvw file into v15_vitalsigns/YOURCU/data/hist/ | Copy the extracted HIST load level qvw file into v15_vitalsigns/YOURCU/data/hist/ | ||
*Load_Qvd_Hist.qvw | *Load_Qvd_Hist.qvw | ||
| + | |||
Copy extracted read level qvw files into v15_vitalsigns/YOURCU/data/ | Copy extracted read level qvw files into v15_vitalsigns/YOURCU/data/ | ||
| Line 51: | Line 54: | ||
*Read_Qvd_Loan_Application | *Read_Qvd_Loan_Application | ||
*Reload_Qvd_Fix_ChgOff | *Reload_Qvd_Fix_ChgOff | ||
| + | |||
Copy extracted config files into v15_vitalsigns/YOURCU/data/config/ | Copy extracted config files into v15_vitalsigns/YOURCU/data/config/ | ||
| Line 57: | Line 61: | ||
---Make sure vUseAcctXref = 1 | ---Make sure vUseAcctXref = 1 | ||
---Make sure that vReportFrequencies exists : Daily, Weekly, Monthly | ---Make sure that vReportFrequencies exists : Daily, Weekly, Monthly | ||
| − | -- Save vitalsigns-samp.xls to vitalsigns.xls | + | --Save vitalsigns-samp.xls to vitalsigns.xls |
| + | Carefully merge membership_analysis.xls with membership_analysis-samp.xls | ||
| + | -Save membership_analysis-temp.xls to membership_analysis.xls | ||
| + | Carefully merge documentdistribution.xls with documentdistribution-samp.xls | ||
| + | -Save documentdistribution-samp.xls to documentdistribution.xls | ||
Revision as of 00:41, 9 January 2013
Contents
Summary
Instructions for Upgrading to 1.5 from older releases
From 1.1
From 1.2
From 1.3
From 1.4
Windows
Login to the Windows server as the vitalsigns administrator
Make a copy of the current vitalsigns directory and rename it : v15_vitalsigns
Extract the 1.5 Vitalsigns zip files
Copy the extracted bin files to v15_vitalsigns/bin/
Open the following presentation level application in 2 QlikView windows (1.5 extracts and current 1.4 copies in v15_vitalsigns). Compare the bookmarks/reports/Custom Charts. Export/Import any custom reports/bookmarks to the new Qvw files, copy any Custom Charts to the new Qvw files :
- Daily_Membership_Summary.qvw
- Weekly_Membership_Summary.qvw
- Monthly_Membership_Summary.qvw
- Membership_Analysis_by_ACCOUNT.qvw
- Transaction_Analysis.qvw
- Loan_Application.qvw
Copy the extracted presentation level documents into v15_vitalsigns/YOURCU/
Copy the extracted MBRSHLN load level qvw file into v15_vitalsigns/YOURCU/data/mbrshln/
- Load_Qvd_MBR_SHARE_LOAN.qvw
Copy the extracted HIST load level qvw file into v15_vitalsigns/YOURCU/data/hist/
- Load_Qvd_Hist.qvw
Copy extracted read level qvw files into v15_vitalsigns/YOURCU/data/
- Read_Qvd_Membership_Analysis
- Read_Qvd_Membership_Analysis_by_ACCOUNT
- Read_Qvd_Monthly_Membership_Summary
- Delete Read_Qvd_Daily_Membership_Summary and Read_Qvd_Weekly_Membership_Summary
- Copy Read_Qvd_Monthly_Membership_Summary twice and rename copies:
- Read_Qvd_Daily_Membership_Summary
- Read_Qvd_Weekly_Membership_Summary
- Read_Qvd_Transaction_Analysis
- Read_Qvd_Loan_Application
- Reload_Qvd_Fix_ChgOff
Copy extracted config files into v15_vitalsigns/YOURCU/data/config/
-Carefully merge vitalsigns.xls with vitalsigns-samp.xls
--In the vitalsigns.xls on the GlobalVars sheet
---Make sure vUseAcctXref = 1
---Make sure that vReportFrequencies exists : Daily, Weekly, Monthly
--Save vitalsigns-samp.xls to vitalsigns.xls
Carefully merge membership_analysis.xls with membership_analysis-samp.xls
-Save membership_analysis-temp.xls to membership_analysis.xls
Carefully merge documentdistribution.xls with documentdistribution-samp.xls
-Save documentdistribution-samp.xls to documentdistribution.xls
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