Vital Signs New Install

Overview

The following information is a step by step guide for a successful installation of Vital Signs.

Pre Install Check List

Provide Vital Soft with Contacts For

• Project Lead
• VPN Access
• HPUX/UC4 Installation and Setup
• Windows Server Installation and Setup

Windows Server Requirements

• Vital Signs Windows Server Recommendations

• Windows Server Firewall Settings

Share and Loan Product Grouping

• shxrefCCYYMMDD.xls
• lnxrefCCYYMMDD.xls

Supported HPUX Systems

• HPUX PA-Risc 11.11
• HPUX PA-Risc/ITANIUM 11.23
• HPUX PA-Risc/ITANIUM 11.31

Credit Union Specific Customization

• CU Customization
• Custom Attributes

Install Check List

HPUX

• HPUX Python Install
• Python configobj module Install
• /VSJOBS symbolic link
• /ASKPLUS/vsdata/vitalsigns.ini configured with proper FTP information

Windows

• Python 32bit
• Pyparsing Python Module
• Microsoft Excel 2007 or later (Open Office Calc will limit Document Distribution Functionality)
• IIS 7+ / FTP 7.5+ (FTPes is currently only supported with FileZilla Server)
• .NET Framework 3.5+
• Sftp client (winscp, filezilla, etc..) for HPUX script transfers (optional)
• Qlikview Client
• Qlikview Server
• vitalsigns.zip unzipped to vitalsigns directory

Post Install Configuration

• Membership Analysis Initial Setup

• Transaction Analysis Initial Setup

Transaction Analysis Initial Run

• Extract 23 months of History Data

   login bolive
   cd /var/summit/spectrum/LIVE
   
   # Extract CMNDFILE
   /VSJOBS/JVSLOAD_HIST CMNDFILE=1
   
   # Extract 360 days of History data from 2 years ago 
   # Replace YYYYMMDD with 2 years ago to the current date
   /VSJOBS/JVSLOAD_HIST YYYYMMDD DAYS=30 LOOP=12
   
   # Extract the final year of History data
   /VSJOBS/JVSLOAD_HIST DAYS=30 LOOP=12
   
   # Extract the remaining days  (JVSLOAD_HIST default to extracting 30 days from the last extract Date held in HISTLOG)
   /VSJOBS/JVSLOAD_HIST

Membership Analysis Initial Run

• Extract Prior EOM (Note replace YYYYMMDD with the prior EOM date)

   login bolive
   cd /var/summit/spectrum/LIVE
   /VSJOBS/JVSLOAD_MBRSHLN EOM YYYYMMDD

• Extract Current Day

   login bolive
   cd /var/summit/spectrum/LIVE
   /VSJOBS/JVSLOAD_MBRSHLN

UC4 Job Setup

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

Daily Jobs

   ## HIST DAILY
   ## Run nightly- between 12:01 and 1 am, including weekends
   ## Should be run prior to the MEMBERSHIP_ANALYSIS DAILY
   ## Login as bolive
   set -e
   cd /var/summit/spectrum/LIVE
   /VSJOBS/JVSLOAD_HIST

   ## MEMBERSHIP_ANALYSIS DAILY
   ## Run nightly – after JVSLOAD_HIST and 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

EOM Job

   ## MEMBERSHIP_ANALYSIS EOM
   ## 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

UC4 Error Alerts

   #Main Vital Signs Errors
   serious error occurred while processing
   Errors found in log.  Printing last 20 lines

   #Vital Signs Listener Error
   Error xmlrpc exception

   #FTP Errors
   Unable to connect
   Unable to login
   Error in uploading the remote file.