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

• 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_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.

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.

Presentation Documents

• 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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