Windows Configuration Changes

Vital Signs 1.7 - Windows Configuration Changes

Depending on the version of Vital Signs currently installed, some of these changes may have already been made.

Local Bin Directory

In revision 1889 (April 2015) a new local bin directory was added (X:/vitalsigns/CUNAME/bin).

If the directory does not exist, follow these steps:

• Create X:/vitalsigns/CUNAME/bin
• Move the following files must to this location

• vsigns_srv.ini (moved from data/config)
• start_vsigns_srv.vbs (moved from data/config)

(Edit this file to update the path to the ini file that you moved in the previous step)

Local Bin Custom Directory

In revision 1916 (Nov 2015), the bin/custom directory was moved to CUNAME/bin/custom.

If the custom directory does not exist, follow these steps:

• Create X:/vitalsigns/CUNAME/bin/custom

• Move all custom bin files previously located in: X:/vitalsigns/bin/custom to this location

(The X:/vitalsigns/bin/custom directory should be removed after moving the files.)

Framework Configuration Changes

• Add (verify) the following settings in vsigns_srv.ini:
• If you are upgrading to Qlik 11 you must change the setting for QV_UNICODE shown below.

INI Key Field (Note)	Default Value	Purpose
QV_UNICODE	UTF-16LE	For Qlik versions 10 and earlier, use UTF-8.
QVD_DELETE_OK	N	Set this to "Y" to enable deleting old QVD files with JVSCLEANUP.
HIST_QVD_NDAYS	1000	Number of days of raw HIST QVDs to keep. Minimum is 400 days (roughly 13 months).
MBR_QVD_NDAYS	1000	Number of days of raw MBRSHLN QVDs to keep. Minimum is 400 days (roughly 13 months).
MBR_QVD_NMTHENDS	60	Number of monthend days of raw MBRSHLN QVDs to keep. Minimum is 25 monthend days.

Vitalsigns.xls

• Verify the settings on the Membership tab, you will probably need to add:

VS_VARNAME	VS_VARVALUE	Purpose
vLoadCampaignMonths	12	Number of prior months to load campaign data
vMbrCustomSelect1	Custom Select Group 1	Title that appears above the first custom select group for Members
vMbrCustomSelect2	Custom Select Group 2	Title that appears above the second custom select group for Members
vShCustomSelect1	Custom Select Group 1	Title that appears above the first custom select group for Deposits
vShCustomSelect2	Custom Select Group 2	Title that appears above the second custom select group for Deposits
vLnCustomSelect1	Custom Select Group 1	Title that appears above the first custom select group for Loans
vLnCustomSelect2	Custom Select Group 2	Title that appears above the second custom select group for Loans

• On the Transaction worksheet:

• Rename vTR_Exclude_Cmnd as vTR_Exclude_M_Cmnd (Monetary)
• Add a new entry called vTR_Exclude_NM_Cmnd (Non-Monetary).

• Copy the LoadMbrData and NewLoans worksheets from the sample config file.

Membership_Analysis.xls

Using Membership_Analysis-samp.xls as your guide:

• Add the IM_SORT column to the Ranges tab.

This column can be used to provide custom sorting to over-ride the IM_DESC column which is the default sort.

• Add any new ranges that do not exist in the current file:

PRODCNT_TIERS

LN_TERMS_TIERS

• On the Dimensions tab:

Verify that the sort for LN_CREDIT_TIER_DESC is set to: =LN_CREDIT_TIER_DESC_SORT

(It should be listed near the bottom of the page, however, it is optional and might not be listed. Previous (incorrect value) was Ascii.)

• Compare the items listed in the 'Fields tab of the current file to the sample file
• Add any new or missing fields, for example:

LN_CFLAGS

LN_FILE_ADV_DATE

LN_MTD_PRIN

LN_REST_FLAG_1 to LN_REST_FLAG_20 (5, 11 & 12 should already exist)

MBR_CFLAGS

MBR_E_MAIL (Calculated value to trim and set to lower case)

MBR_REST_FLAG_1 to MBR_REST_FLAG_20 (11 & 12 should already exist)

SH_CFLAGS

SH_REST_FLAG_1 to SH_REST_FLAG_20

Plus any others you may find.

• Copy the Control Flags tab from the sample workbook.

Using the sample, update the appropriate flag definitions for your CU

All flags defined here will appear on the corresponding Select page of the Membership_Analysis document.

• Copy the Custom Select tab from the sample workbook.

Using the sample, update with fields you want to appear in the custom selection area of the select

All fields entered here will appear in one of the two custom select areas on the corresponding Select page of the Membership_Analysis document.

Services.xls

• Using Services-samp.xls as a guide, create a Services.xls file to track control-flag based services.
• After creating/modifying Services.xls, re-create the CFMASTR QVD files as follows:

• Run Qlik
• Open CUNAME/data/ReLoad_Qvd_Create_CF_Mstr.qvw
• Reload the document by clicking File > Reload

Document Distribution

• DocumentDistribution.xls

Add the new columns from the sample file, or merge report requests into the sample file.

• FileCreatePath (Daily, Weekly, Monthly)
• EmailLinkPath (Daily, Weekly, Monthly)

Presentation Documents

• Membership_Analysis_by_ACCOUNT

After refreshing the document, login to the server and click the Post Reload button to update Attributes, Control Flags and Custom Selections.

Select Current Date in the top left corner, then right-click Properties and choose Only One selected value. Click OK.

• Membership_Summary (Daily, Weekly, Monthly)

If you received new copies of these documents from Vital Soft, or if you made changes to your attribute definitions...

After refreshing the document, login to the server and click the Post Reload button to update Member Attributes.

• The following step is only necessary if you did NOT receive new presentation documents from Vital Soft as part of this update.

• In revision 1918 (Nov 2015) changes were made to the Main.txt module which must be copied into each presentation document.

Verify your existing presentation documents:

• While logged into the server, run Qlik
• Open Membership_Analysis_by_ACCOUNT
• Click Edit > Module, scroll to the top and verify the comment.

If the revision (line 4) is less than 1918, follow the steps below.

' =================================================================
' Module_Main - Version 1.7:
' (c) Copyright 2007-2015 Vital Soft, Inc.
' $Revision: 1918 $
' =================================================================

Update all of the presentation documents with the new module code.

• In each of the QVW files in the main vitalsigns/CUNAME folder, you will need to add new text to the "Module" window.

• Open vitalsigns/bin/module/Main.txt
• Copy all the text in the file. (Ctrl-A, Ctrl-C)
• Run Qlik, and repeat the following steps for each presentation document:

• Open the document
• Click Tools > Edit Module...
• Replace the existing code with the main.txt code that you copied. (Ctrl-A, Del, Ctrl-V)

(The revision should now display 1919.)

• Click Check
• If there are no errors, click OK.

(Errors means that the copy/paste was bad.)

• Save the document

• Special instructions for View_Log_File.qvw

• The contents of the module file ReadLogFile.txt must also be pasted in the Edit > Module window after the Main.txt code has been added.

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