Difference between revisions of "Vital Signs Upgrade to 1.5"

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>Jeremyb
(Created page with "== 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 ...")
 
>Jeremyb
(→‎From 1.4)
Line 20: Line 20:
 
Copy the extracted bin files to v15_vitalsigns/bin/
 
Copy the extracted bin files to v15_vitalsigns/bin/
  
−
Open the following presentation level application in 2 QlikView windows and compare the bookmarks/reports/Custom Charts
+
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 :
−
 
 
−
Export any custom reports/bookmarks to an easy access location
 
−
Copy any Custom Charts between Qvw files :
 
  
 
*Daily_Membership_Summary.qvw
 
*Daily_Membership_Summary.qvw
Line 33: Line 30:
  
 
Copy the extracted presentation level documents into v15_vitalsigns/YOURCU/
 
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
 +
 +
  
  

Revision as of 00:38, 9 January 2013

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




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Going Live

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