Vital Signs Upgrade to 1.5

Summary

Instructions for Upgrading to 1.5 from older releases

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

Carefully merge membership_analysis.xls with membership_analysis-samp.xls

• Save membership_analysis-temp.xls to membership_analysis.xls

Carefully merge documentdistribution.xls with documentdistribution-samp.xls

• Save documentdistribution-samp.xls to documentdistribution.xls

Carefully merge VS_BRANCH_INFO.xls with the VS_BRANCH_INFO-samp.xls

• Save VS_BRANCH_INFO-samp.xls to VS_BRANCH_INFO.xls
• BranchReassign.xls
  • If this files doesn't exist, review the Vital Signs-v15 - Transaction Analysis Setup.pdf
  • Rename BranchReassign.xls BranchReassign-temp.xls until you have all of the Branch Numbers for the Credit Union and their corresponding drawer numbers (Including Virtual Branches)
  • Get a list of the Branch numbers and associated drawer numbers for the CU
    • Virtual Branches are supported as well - A Virtual Branch is a Branch number that does not exist in Spectrum but can be assigned to real drawer numbers and tracked in Transaction Analysis
  • Important - If BranchReassign.xls is found without being completely filled out, any matching drawer numbers with a 0 branch will be dropped from Vital Signs. It is VERY important to get all of the branch information correct the first time. It is important to also list reserved drawer numbers that can potentially be assigned to a branch in the future.

Copy Data_Change-samp.xls as Data_Change.xls

Patch QVD Files Append SH_CHGOFF_FLAG and LN_CHGOFF_FLAG fields to existing 1.4 SHFILE and LNFILE qvd files

• Open and Reload v15_vitalsigns/YOURCU/data/Reload_Qvd_Fix_ChgOff.qvw

Append missing TRAN-DATE field to HISTCCYYMMDD.qvd files

• Open and Reload v15_vitalsigns/YOURCU/data/Reload_Qvd_Fix_Hist_Tran_Date.qvw

Verify Data Integrity Membership_Analysis_by_ACCOUNT

• Open v15_vitalsigns/YOURCU/data/Read_Qvd_Membership_Analysis.qvw
  • Click File->Reload
  • Save the document when it has finished reloading

• Open v15_vitalsigns/YOURCU/data/Read_Qvd_Membership_Analysis_by_ACCOUNT.qvw
  • Click Filed->Reload
  • Save the document when it has finished reloading

• Open v15_vitalsigns/YOURCU/Membership_Analysis_by_ACCOUNT.qvw
  • Click File->Reload
  • Save the document when it has finished reloading
  • Keep this document open to compare with the Production Document
  • When reloading Membership_Analysis_by_ACCOUNT for the very first time do the following:
    • Select the Mbr Select tab
    • Click the "Clear and Set all to Open" button
    • Select the Current Date in the upper left
    • Right click the Date select box and click properties and browse to the General Tab
    • Enable the "Always 1 selected" option, hit OK
    • Save the document.

• Open vitalsigns/YOURCU/Membership_Analysis_by_ACCOUNT.qvw and verify the same date is selected in the upper left as the v15 document
• Compare the totals at the bottom of the Mbr Select Sheet with the totals from the v15 document

• Look at the Mbr Attributes as well to make sure things look as they should
  • If attributes are missing, click Settings->Variable Overview
    • Find the variable named InitMacro and change the value from 0 to 1
    • Note : This may be set to 1 in later 1.5 versions
    • Press OK
    • Browse to the Overview Sheet and click the button labeled "Post Reload (Local Access Only)"
    • Verify that the Attributes now look correct
    • Click Settings->Variable Overview and set InitMacro back to 0
    • Hit Clear
    • Select the Mbr Select Sheet
    • Save the document

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