Difference between revisions of "Vital Signs"

From Vital Soft Wiki
Jump to: navigation, search
>Jeremyb
 
(74 intermediate revisions by 4 users not shown)
Line 5: Line 5:
 
{|
 
{|
 
|-
 
|-
−
|style="width: 45%; background-color: #C0C0C0;color: white;"| '''About'''
+
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''About'''
 
|-
 
|-
 
|style="padding-left:20px;"|[[What is Vital Signs?]]
 
|style="padding-left:20px;"|[[What is Vital Signs?]]
 
|-
 
|-
−
|style="padding-left:20px;"|[[Latest Release Information]]
+
|style="padding-left:20px;"|[[Latest Release Information]]
−
+
                        |-
−
+
                        |style="padding-left:20px;"| [[Spectrum Release 2015.2.0]]
 +
|-
 +
|style="padding-left:20px;"|[[Vital Signs - How To Videos]]
 +
 
 +
 +
                        |-
 +
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''Releases'''
 +
                        <!--|-
 +
|style="padding-left:20px;"| [[Vital Signs 1.5]]-->
 +
                        |-
 +
|style="padding-left:20px;"| [[Vital Signs 1.6]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Vital Signs 1.7]]
 +
 
 +
 
 +
|-
 +
|style="width: 40%; background-color: #C0C0C0;color: white;"|'''Frequently Asked Questions'''
 +
|-
 +
|style="padding-left:20px;"| [[Vital_Signs_FAQ#Upgrading_from_QlikView_Version_11_to_12|Upgrading from QlikView Version 11 to 12]]
 +
|-
 +
|style="padding-left:20px;"| [[Vital_Signs_FAQ#Changing_the_Windows_Server_IP_Address|Changing the Windows IP Address]]
 +
|-
 +
|style="padding-left:20px;"| [[Vital_Signs_FAQ#Changing_the_FTP_Credentials|Modifying Windows FTP Credentials]]
 +
|-
 +
|style="padding-left:20px;"| [[Vital_Signs_FAQ#UC4_stdlist_Errors|UC4 Stdlist Errors]]
 +
|-
 +
|style="padding-left:20px;"| View all [[Vital Signs FAQ]]
 +
 
 +
 
 +
|-
 +
|style="width: 40%; background-color: #C0C0C0;color: white;"|'''Marketing Campaigns'''
 +
|-
 +
|style="padding-left:20px;"| [[Campaign Fundamentals]]
 +
|-
 +
|style="padding-left:20px;"| [[Configuring Campaigns]]
 +
|-
 +
|style="padding-left:20px;"| [[Automated Wave Campaigns]]
 +
|-
 +
|style="padding-left:20px;"| [[Tracking Campaign Results]]
 +
 
 +
 
 +
|-
 +
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''Document Distribution'''
 +
                        |-
 +
|style="padding-left:20px;"| [[Setting up Document Distribution]]
 +
                              |-
 +
                              |style="padding-left:30px;"| [[Excel Template Reports]]
 +
                              |-
 +
                              |style="padding-left:30px;"| [[Simple Exports]]
 +
                              |-
 +
                              |style="padding-left:30px;"| [[QlikView PDF Reports]]
 +
                              |-
 +
                              |style="padding-left:30px;"| [[DocumentDistribution.xls]]
 +
                              |-
 +
                              |style="padding-left:30px;"| [[Defining a Selection]]
 +
                              |-
 +
      |style="padding-left:20px;"| [[Data Change Fields]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Loan App Fields]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Membership Analysis Fields]]
 +
                        |-
 +
                        |style="padding-left:20px;"| [[Membership Analysis Dimensions]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Transaction Analysis Fields]]
 +
 
 +
 
 
|-
 
|-
 
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''How to Guides'''
 
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''How to Guides'''
 
|-
 
|-
 
|style="padding-left:20px;"| [[Vital Signs New Install]]                       
 
|style="padding-left:20px;"| [[Vital Signs New Install]]                       
−
|-
+
<!--|-
−
|style="padding-left:20px;"| [[Vital Signs Upgrade to 1.5]]                      
+
|style="padding-left:20px;"| [[Vital Signs Upgrade to 1.5]]-->
 +
                        |-
 +
|style="padding-left:20px;"| [[Vital Signs Upgrade to 1.6]]
 
                         |-
 
                         |-
 
                         |style="padding-left:20px;"| [[Vital Signs HPUX Server Migration]]
 
                         |style="padding-left:20px;"| [[Vital Signs HPUX Server Migration]]
Line 24: Line 92:
 
|-
 
|-
 
|style="padding-left:20px;"| [[Creating Custom Attributes]]
 
|style="padding-left:20px;"| [[Creating Custom Attributes]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Reconciling to the Trial Balance]]
 
                         |-
 
                         |-
 
|style="padding-left:20px;"| [[Cleaning Up Old QVD Files]]
 
|style="padding-left:20px;"| [[Cleaning Up Old QVD Files]]
−
 
+
                        |-
 +
|style="padding-left:20px;"| [[Adding a New Frequency for Document Distribution]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Setup Secure File Transfers over FTPes ]]
 +
                        |-
 +
|style="padding-left:20px;"| [[Update QlikView Server with new Cals]]
 
|-
 
|-
−
|style="width: 40%; background-color: #C0C0C0;color: white;"| '''Frequently Asked Questions'''
+
                        |style="padding-left:20px;"| [[Adding A New Branch to Vital Signs]]
−
|-
 
−
|style="padding-left:20px;"| [https://wiki.vital-soft.com/index.php?title=Vital_Signs_FAQ#Changing_the_Windows_Server_IP_Address Changing the Windows IP Address]
 
−
|-
 
−
|style="padding-left:20px;"| [https://wiki.vital-soft.com/index.php?title=Vital_Signs_FAQ#Changing_the_FTP_Credentials Modifying Windows FTP Credentials]
 
−
|-
 
−
|style="padding-left:20px;"| [https://wiki.vital-soft.com/index.php?title=Vital_Signs_FAQ#UC4_-_RPC_Listener_Error UC4 - RPC Listener error]
 
−
|-
 
−
|style="padding-left:20px;"| View all [[Vital Signs FAQ]]
 
−
 
 
|}  
 
|}  
 
 
Line 43: Line 109:
 
{|
 
{|
 
|-
 
|-
−
|style="width: 50%; background-color: #C0C0C0;color: white;"| '''Setup and Configuration'''
+
|style="width: 40%; background-color: #C0C0C0;color: white;"|'''Setup and Configuration - Quick Links'''
−
 
 
 
|-
 
|-
−
|style="padding-left:20px;"| [[HPUX]]
+
|style="padding-left:20px;"|<br />'''HPUX:'''
−
 
 
                                         |-
 
                                         |-
−
|style="padding-left:30px;"|[[HPUX Configuration Files]]
+
|style="padding-left:30px;"|System Configuration:  [[vitalsigns.ini]]
 +
                                        |-
 +
|style="padding-left:30px;"|Reload Schedule:  [[vsreload.ini]]
 +
                                        |-
 +
|style="padding-left:30px;"|Extract Definitions:  [[Vital Signs Macro Definitions|vsmacdef]]
 
|-
 
|-
−
|style="padding-left:30px;"|[[Member Attributes]]
+
|style="padding-left:30px;"|Member Attributes:  [[Member Attributes|ATTRFILE]]  
 +
|-
 +
|style="padding-left:20px;"|<br />'''Python Installation:'''
 
|-
 
|-
−
|style="padding-left:30px;"|[[Extract Definitions]]
+
|style="padding-left:30px;"|<u>HPUX:</u>
−
 
+
|-
 +
|style="padding-left:40px;"| [[Installing_Python_on_HPUX]]
 +
|-
 +
|style="padding-left:40px;"| [[Installing_the_Configobj_Python_Module]]
 +
|-
 +
|style="padding-left:30px;"|<u>Windows:</u>
 +
|-
 +
|style="padding-left:40px;"| [[Installing_Python_on_Windows]]
 +
|-
 +
|style="padding-left:40px;"| [[Installing_the_Pyparsing_Python_Module]]
 
|-
 
|-
−
|style="padding-left:20px;"| [https://wiki.vital-soft.com/index.php?title=Vital_Signs_New_Install#UC4_Job_Setup UC4 Jobs]
+
|style="padding-left:20px;"|<br />'''UC4 Schedule:'''
 +
|-
 +
|style="padding-left:30px;"| [[Vital_Signs_New_Install#UC4_Job_Setup|UC4 Job Setup]]
 
|-
 
|-
−
|style="padding-left:20px;"| [[Windows Server]]
+
|style="padding-left:20px;"|<br />'''Windows Server:'''
−
|-
 
−
|style="padding-left:30px;"|[[Windows Configuration Files]]
 
−
|-
 
−
|style="padding-left:20px;"| [[Windows Client]]
 
−
 
−
 
−
|-
 
−
|style="width: 50%; background-color: #C0C0C0;color: white;"| '''Document Distribution'''
 
−
                    |-
 
−
|style="padding-left:20px;"| [[Setting up Document Distribution]]
 
−
                    |-
 
−
                                        |style="padding-left:20px;"| [[DocumentDistribution.xls]]
 
−
                    |-
 
−
|style="padding-left:20px;"| [[Data Change Fields]]
 
−
                    |-
 
−
|style="padding-left:20px;"| [[Loan App Fields]]
 
−
                    |-
 
−
|style="padding-left:20px;"| [[Membership Analysis Fields]]
 
−
                    |-
 
−
                                        |style="padding-left:20px;"| [[Membership Analysis Dimensions]]
 
−
                    |-
 
−
|style="padding-left:20px;"| [[Transaction Analysis Fields]]
 
−
 
 
−
 
−
|-
 
−
|style="width: 50%; background-color: #C0C0C0;color: white;"| '''Applications'''
 
 
|-
 
|-
−
|style="padding-left:20px;"|[[Membership Analysis]]
+
|style="padding-left:30px;"|<u>General Setup:</u>
 +
                                        |-
 +
|style="padding-left:40px;"|[[vsigns_srv.ini]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[start_vsigns_srv.vbs]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[documentdistribution.xls]]
 +
                                        |-
 +
        |style="padding-left:40px;"|[[vitalsigns.xls]]
 
|-
 
|-
−
|style="padding-left:20px;"|[[Membership Summary]]
+
|style="padding-left:30px;"|<br /><u>Membership Documents:</u>
 +
                                        |-
 +
|style="padding-left:40px;"|[[membership_analysis.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[Share Types & Products|SHXREF File]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[Loan Types & Products|LNXREF File]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[ziptable.xls]]
 
|-
 
|-
−
|style="padding-left:20px;"|[[Transaction Analysis]]
+
|style="padding-left:30px;"|<br /><u>Transaction Documents:</u>
 +
                                        |-
 +
|style="padding-left:40px;"|[[Transaction Configuration Overview|Configuration Overview]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[vs_branch_info.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[brinfoCCYYMMDD.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[tc_tellers.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[tc_codes.xls]]
 +
 
 
|-
 
|-
−
|style="padding-left:20px;"|[[Loan Application]]
+
|style="padding-left:30px;"|<br /><u>Other Documents:</u>
 +
                                        |-
 +
|style="padding-left:40px;"|[[data_change.xls]]
 
|-
 
|-
−
|style="padding-left:20px;"|[[Spectrum Data Change]]
+
|style="padding-left:30px;"|<br /><u>Obsolete Files:</u>
 +
                                        |-
 +
|style="padding-left:40px;"|[[Brclosed.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[validssn.xls]]
 +
                                        |-
 +
|style="padding-left:40px;"|[[volume_targets.xls]]
 
|}
 
|}
 
|}
 
|}

Latest revision as of 21:37, 2 November 2022

About
What is Vital Signs?
Latest Release Information
Spectrum Release 2015.2.0
Vital Signs - How To Videos


Releases
Vital Signs 1.6
Vital Signs 1.7


Frequently Asked Questions
Upgrading from QlikView Version 11 to 12
Changing the Windows IP Address
Modifying Windows FTP Credentials
UC4 Stdlist Errors
View all Vital Signs FAQ


Marketing Campaigns
Campaign Fundamentals
Configuring Campaigns
Automated Wave Campaigns
Tracking Campaign Results


Document Distribution
Setting up Document Distribution
Excel Template Reports
Simple Exports
QlikView PDF Reports
DocumentDistribution.xls
Defining a Selection
Data Change Fields
Loan App Fields
Membership Analysis Fields
Membership Analysis Dimensions
Transaction Analysis Fields


How to Guides
Vital Signs New Install
Vital Signs Upgrade to 1.6
Vital Signs HPUX Server Migration
Running HPUX Jobs Manually
Creating Custom Attributes
Reconciling to the Trial Balance
Cleaning Up Old QVD Files
Adding a New Frequency for Document Distribution
Setup Secure File Transfers over FTPes
Update QlikView Server with new Cals
Adding A New Branch to Vital Signs
Setup and Configuration - Quick Links

HPUX:
System Configuration: vitalsigns.ini
Reload Schedule: vsreload.ini
Extract Definitions: vsmacdef
Member Attributes: ATTRFILE

Python Installation:
HPUX:
Installing_Python_on_HPUX
Installing_the_Configobj_Python_Module
Windows:
Installing_Python_on_Windows
Installing_the_Pyparsing_Python_Module

UC4 Schedule:
UC4 Job Setup

Windows Server:
General Setup:
vsigns_srv.ini
start_vsigns_srv.vbs
documentdistribution.xls
vitalsigns.xls

Membership Documents:
membership_analysis.xls
SHXREF File
LNXREF File
ziptable.xls

Transaction Documents:
Configuration Overview
vs_branch_info.xls
brinfoCCYYMMDD.xls
tc_tellers.xls
tc_codes.xls

Other Documents:
data_change.xls

Obsolete Files:
Brclosed.xls
validssn.xls
volume_targets.xls
Retrieved from "https://wiki.vital-soft.com/index.php?title=Vital_Signs&oldid=3550"