Vital Signs Upgrade to 1.5

Summary

Instructions for Upgrading to 1.5 from 1.4

Staged Upgrade

Windows

Setup Staging Directory

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

Carefully merge VS_BRANCH_INFO.xls with the VS_BRANCH_INFO-samp.xls

• Save VS_BRANCH_INFO-samp.xls to VS_BRANCH_INFO.xls
• BranchReassign.xls
  • If this files doesn't exist, review the Vital Signs-v15 - Transaction Analysis Setup.pdf
  • Rename BranchReassign.xls BranchReassign-temp.xls until you have all of the Branch Numbers for the Credit Union and their corresponding drawer numbers (Including Virtual Branches)
  • Get a list of the Branch numbers and associated drawer numbers for the CU
    • Virtual Branches are supported as well - A Virtual Branch is a Branch number that does not exist in Spectrum but can be assigned to real drawer numbers and tracked in Transaction Analysis
  • Important - If BranchReassign.xls is found without being completely filled out, any matching drawer numbers with a 0 branch will be dropped from Vital Signs. It is VERY important to get all of the branch information correct the first time. It is important to also list reserved drawer numbers that can potentially be assigned to a branch in the future.

Copy Data_Change-samp.xls as Data_Change.xls

Patch QVD Files

NOTE : The following patch qvw files can be launched in 2 separate QlikView x64 applications and run at the same time. NOTE : If you need to patch a few days, place these qvd files in their own qvd directory after renaming the current qvd directory, patch the files and then merge them with the other patch qvds before going live.

Append SH_CHGOFF_FLAG and LN_CHGOFF_FLAG fields to existing 1.4 SHFILE and LNFILE qvd files

• Open and Reload v15_vitalsigns/YOURCU/data/Reload_Qvd_Fix_ChgOff.qvw

Append missing TRAN-DATE field to HISTCCYYMMDD.qvd files

• Open and Reload v15_vitalsigns/YOURCU/data/Reload_Qvd_Fix_Hist_Tran_Date.qvw
• This should not be run at the same time as the Reload_Qvd_Fix_Hist_Distinct.qvw

Append Hist_Distinct field to HISTCCYYMMDD.qvd files

• Reload_Qvd_Fix_Hist_Distinct.qvw

Verify Data Integrity

Membership_Analysis_by_ACCOUNT

• Open v15_vitalsigns/YOURCU/data/Read_Qvd_Membership_Analysis.qvw
  • Click File->Reload
  • Save the document when it has finished reloading

• Open v15_vitalsigns/YOURCU/data/Read_Qvd_Membership_Analysis_by_ACCOUNT.qvw
  • Click Filed->Reload
  • Save the document when it has finished reloading

• Open v15_vitalsigns/YOURCU/Membership_Analysis_by_ACCOUNT.qvw
  • Click File->Reload
  • Save the document when it has finished reloading
  • Keep this document open to compare with the Production Document
  • When reloading Membership_Analysis_by_ACCOUNT for the very first time do the following:
    • Select the Mbr Select tab
    • Click the "Clear and Set all to Open" button
    • Select the Current Date in the upper left
    • Right click the Date select box and click properties and browse to the General Tab
    • Enable the "Always 1 selected" option, hit OK
    • Save the document.

• Open vitalsigns/YOURCU/Membership_Analysis_by_ACCOUNT.qvw and verify the same date is selected in the upper left as the v15 document
• Compare the totals at the bottom of the Mbr Select Sheet with the totals from the v15 document

• Look at the Mbr Attributes as well to make sure things look as they should
  • If attributes are missing, click Settings->Variable Overview
    • Find the variable named InitMacro and change the value from 0 to 1
    • Note : This may be set to 1 in later 1.5 versions
    • Press OK
    • Browse to the Overview Sheet and click the button labeled "Post Reload (Local Access Only)"
    • Verify that the Attributes now look correct
    • Click Settings->Variable Overview and set InitMacro back to 0
    • Hit Clear
    • Select the Mbr Select Sheet
    • Save the document

HPUX

Login as the askplus user

Copy the vsdata directory to vsdata-bkup-YYYYMMDD

cd /ASKPLUS
cp -Rp vsdata vsdata-v14

Check to see what version of Askplus the client is running.

		
/ASKPLUS/askplus

If pre 8.2.3 then modify the vsdata/jobs/JVS* files to call /ASKPLUS/askplus e8051 NOTE: It is highly recommended to upgrade to Askplus e.8.3.3 or later to fix a critical update bug

Place the new Spectrum_Data_Change file for the specific CPU type (Itanium/PA-Risc) in /ASKPLUS

• datachng.sl (.so for Itanium)
• (owner askplus:users and executable)

Confirm that the /VSJOBS symbolic link exists :

Example:

$ ls /VSJOBS
JVSLOAD_GLDATA      JVSLOAD_HIST        JVSLOAD_MBRSHLN     JVSLOAD_PSCU
JVSLOAD_GLDATA.old  JVSLOAD_HIST.old    JVSLOAD_NEWHIST     JVSRELOAD
JVSLOAD_GLDATA.txt  JVSLOAD_HIST.txt    JVSLOAD_OANR

If the /VSJOBS symbolic link does not exist, login as root and create it :

ln -s /ASKPLUS/vsdata/jobs /VSJOBS

Update the Directory and Temp paths in /ASKPLUS/vsrvtcp.ini to new larger volume paths for the vsdata_ profiles

NOTE : This should only be necessary for a site upgrading from an original 1.4 install

Example :

[vsdata_live]
login=bolive
Directory=/var/summit/spectrum/LIVE/vsdata
TEMP=/var/summit/spectrum/LIVE/vsdata/temp
EQ_DBSERVER=localhost:eloq-LIVE
script_path=/ASKPLUS/vsdata/scripts
custom_path=/ASKPLUS/vsdata/custom/live
Vmgr=/ASKPLUS/vsdata/custom/live/vmgr

Check for custom attributes in the /ASKPLUS/vsdata/scripts/VSCALC-CUSTOM-ATTR file

• If they exist, make a note to not overwrite the existing VSCALC-CUSTOM-ATTR when bringing over the new scripts directory files

Verify the following macros in /ASKPLUS/vsdata/custom/live/vsmacdef

• If site uses OANR

Macro VS-EXTRACT-OANR = 1

• If the site has visa info in Spectrum

Macro VS-EXTRACT-VISAINFO = 1

• If the site uses lender

Macro VS-EXTRACT-LOANAP = 1

Add the following macros in /ASKPLUS/vsdata/custom/live/vsmacdef under Macro VS-CHGOFF-LOAN

	
** Added for Trial Balance extracts:
Macro VS-TRBAL-SHARE    = (SHARE-FILE.BALANCE <> 0 OR SHARE-FILE.CONTROL-FLAGS(21) <> " ")
Macro VS-TRBAL-LOAN     = (LOAN-FILE.BALANCE <> 0 OR LOAN-FILE.CREDIT-LIM > 0)

*** Use the following macros if you want to include non-zero escrow balance loans in the trial bal chart
*** - The macros with the same names (below) MUST be disabled with comments.
*Macro VS-TRBAL-INC-ESCTOTS = 1
*Macro VS-TRBAL-ESCROW-LINK = link l1, account splice "-" splice !format("99", suffix) :: esctots.acct-sfx-key
*Macro VS-TRBAL-ESCROW-MBR = (!range((LOAN-ADDENDUM.BALANCE <> 0, $MISSING), "1/"))
*Macro VS-TRBAL-ESCROW-LN = (ESCTOTS.ESCROW_BALANCE <> 0, $MISSING)

*** Use the following macros if zero balance escrow loans Should NOT be included
*** - The macros with the same names (above) MUST be disabled with comments.
Macro VS-TRBAL-INC-ESCTOTS = 0
Macro VS-TRBAL-ESCROW-LINK = * No Link
Macro VS-TRBAL-ESCROW-MBR = ($FALSE)
Macro VS-TRBAL-ESCROW-LN = ($FALSE)

Verify vmgr and vmgr_eom are opening:

dfiles;
loanap.loanap;

Links should be :

Links:
REG = MEMBRS.MEMBER-FILE, MEMBRS.SHARE-FILE,
MEMBER-FILE.ACCOUNT :: SHARE-FILE.ACCOUNT;

SFX0 = MEMBRS.MEMBER-FILE, MEMBRS.SHARE-FILE,
MEMBER-FILE.ACCOUNT :: SHARE-FILE.ACCOUNT FORWARDS COUNT=1;

Loan_Application changes to /ASKPLUS/vsdata/vsreload.ini

• If the CU uses lender, uncomment the loanap read and presentation level tasks in the [MBRSHLN_Daily] group

[MBRSHLN_Daily]
...
#task15=Read_Qvd_Loan_Application
task16=Read_Qvd_Data_Change
task21=Membership_Analysis_by_ACCOUNT
task22=Membership_Analysis_by_SSN
task23=Daily_Membership_Summary
#task24=Loan_Application
task25=Spectrum_Data_Change

Edit vsdata/vitalsigns.ini and add the following

FTP_SECURE=No
FTP_PROTOCOL=TLSv1
FTP_PASV=Yes
FTP_VERBOSE=No
VS_WORKPATH=/var/summit/spectrum/LIVE

Copy new v15 UNIX files into vsdata

• custom/live/ files into /ASKPLUS/vsdata/custom/live
  • Do NOT overwrite ATTRFILE or any ifiles that are used in ATTRFILE
• jobs/ into /ASKPLUS/vsdata/jobs
• scripts/ into /ASKPLUS/vsdata/scripts

Going Live

Windows

Login to Windows as the Vital Signs admin user

Open Task Manager and end the process named python.exe *32 - This is the Vital Signs Listener

Open the Administrative Tools->Services window and stop the QlikView Server services

Open Windows Explorer and browse to the vitalsigns directory

Copy the bin directory to v14-bin

Change directory into YOURCU/data

Create a folder v14-Presentation-Level

Copy all of the vitalsigns/YOURCU/ qvw files into vitalsigns/YOURCU/data/v14-Presentation-Level

Create a directory named v14-Read-Level

Copy all of the vitalsigns/YOURCU/data/*.qvw files into vitalsigns/YOURCU/data/v14-Read-Level/

Copy config to v14-config

Copy mbrshln to v14-mbrshln

Copy hist to v14-hist

Copy all of the files from v15_vitalsigns/YOURCU/data/config/ to vitalsigns/YOURCU/data/config/

Copy all of the Read Level documents from v15_vitalsigns/YOURCU/data/mbrshln/ to vitalsigns/YOURCU/data/mbrshln/

Copy all of the Read Level qvw files from v15_vitalsigns/YOURCU/data/hist/ to vitalsigns/YOURCU/data/hist/

Copy all of the Read Level qvw files from v15_vitalsigns/YOURCU/data/ to vitalsigns/YOURCU/data/

Copy all of the Presentation Level qvw files from v15_vitalsigns/YOURCU/ to vitalsigns/YOURCU/

Rename the directory vitalsigns/YOURCU/data/qvd to v14-qvd

Cut the v15_vitalsigns/YOURCU/data/qvd to vitalsigns/YOURCU/data/

Browse to vitalsigns/YOURCU/data/config and double click start_vsigns_srv.vbs - (Starts the Vital Signs listener so manual tests can be seen communicating)

HPUX

Gather the latest CMNDFILE

login as bolive
/VSJOBS/JVSLOAD_HIST CMNDFILE=1

Extract the past 30 days of Datachange information for Spectrum_Data_Change where CCYYMMDD is 60 days ago

login as bolive
/VSJOBS/JVSLOAD_HIST CCYYMMDD TYPE=DC DAYS=10 LOOP=3

Test run the nightly jobs

login as bolive
/VSJOBS/JVSLOAD_HIST

login bolive
/VSJOBS/JVSLOAD_MBRSHLN

UC4

Modify the UC4 jobs to use the new symbolic link and to cd to new path as shown here :

Daily Jobs
  HIST DAILY
    ##Run nightly- between 12:01 and 1 am.
    ##Login as bolive
    set -e
    cd /var/summit/spectrum/LIVE
    /VSJOBS/JVSLOAD_HIST
			
  MEMBERSHIP_ANALYSIS
    ##Run nightly – prior to 5am
    ##Do not run on days when the EOM job (see below) is scheduled
    ##Login as bolive
    set -e
    cd /var/summit/spectrum/LIVE
    /VSJOBS/JVSLOAD_MBRSHLN


Month End Jobs
  MEMBERSHIP_ANALYSIS
    ##Run after report databases have been created
    ##Login as bolive
    set -e
    cd /var/summit/spectrum/LIVE
    /VSJOBS/JVSLOAD_MBRSHLN eom &YYYYMMDD
    #Where &YYYYMMDD is a UC4 variable containing the last day of the month being
    #closed

Note: There is no need to have your job plans pause and wait for completion of these jobs before
continuing with the next step