Vital Signs New Install

Overview

The following information is a step by step overview of the installation process of Vital Signs.

HPUX Server Requirements

OS

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

Software

• Python 2.7
• Python configObj Library
• AskPlus 8.3.3 or later

Windows Server Requirements

The Windows server does all of the heavy lifting for Vital Signs after the data has been extracted from Eloquence.

OS / Hardware

• Vital Signs Windows Server Recommendations

Software

• .NET 4.0 framework
• IIS FTP Server
• QlikView Server x64
• QlikView Client x64
• Python 2.7
• Open Office Calc / Excel 2007 or later
  • The Vital Signs Document Distribution module is not supported by Open Office. Excel 2007 or newer is required.
  • Note : Office 2010/2012 require the following changes for Document Distribution to generate xls/xlsx files : Vital_Signs_FAQ#GetExcelWorkbookObj

Initial Meeting

After purchasing Vital Signs you will receive an email requesting to schedule a meeting between Vital Soft and the individuals who will be overseeing the Vital Signs project. During this initial meeting the contact information for the following will be requested by Vital Soft :

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

Configuration Meeting

Credit Union Specific Customization

• CU Customization
• Custom Attributes

Share and Loan Product Grouping

• shxrefCCYYMMDD.xls
• lnxrefCCYYMMDD.xls

Installation

HPUX

Installing Python on HPUX

Installing the Configobj Python Module

Installing Vital Signs on HPUX

Windows Server x64

Installing Python on Windows

Installing the Pyparsing Python Module

Installing Qlikview Client x64

Installing Qlikview Server x64

Installing Vital Signs on Windows

Setup Vital Signs Listener Task

Post Install Configuration

Membership Analysis Initial Setup

Transaction Analysis Initial Setup

Transaction Analysis Initial Run

Extract 24 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

Trial Balance Reconciliation

The Trial Balance Reconciliation chart is designed to help reconcile the Share and Loan counts & balances to the Spectrum Trial Balance report (PGNTB - Member Trial Balance)

The chart can be found in the Membership_Analysis_by_ACCOUNT document under the Member Charts tab

The chart data is affected by the following Configuration Files in vitalsigns\YOURCU\data\config

• VitalSigns.xls
  • Contains the variables to exclude specific shares and loans (vTB_Exclude_LoanAction, vTB_Exclude_Collateral and vTB_Exclude_DescAbrv)

• Membership_Analysis.xls
  • Contains the balance ranges used in this chart on the Ranges sheet (TRIAL-BAL)

The chart is divided into two main sections: Balance by Account and Balance by Suffix

Balance by Account

Balance ranges are calculated based on the total balance for each member account. These totals should tie back to the Summit Trial Balance.

Balance by Suffix

Balance ranges are determined by the individual suffix balance.

Closed Suffixes: All CLOSED suffixes that qualify for the trial balance

Closed shares qualify if the balance is non zero, or if the suffix is a share draft account

Closed loans qualify if the balance is non zero, or if the credit limit is greater than zero

Excluded Suffixes: All OPEN suffixes that do NOT qualify for the trial balance

These are shown this section with negative counts and balances

These are ALSO included in the Open Suffixes section

Open Suffixes: All OPEN suffixes

This total should match the Vital Signs Open Share/Loan totals on the status bar

Shares Breakdown Criteria

Included:

• Balance <> 0
• Share Draft Acconts (CF(21) <> " ")

Excluded:

• Charged Off shares
• Desc Abrv = $(vTB_Exclude_DescAbrv)

Loans Breakdown Criteria

Included:

• Balance <> 0
• Credit Limit > 0

Excluded:

• Charged Off loans
• Action = O,T,A
• Collateral = $(vTB_Exclude_Collateral)

Trial Balance Reconciliation Askplus Queries

Shares Count and Balance by Suffix

Use the following query in Askplus to match to the Share Count and Balance in the Vital Signs Trial Balance Reconciliation chart

Note: "COS" can be modified to reflect the vTB_Exclude_DescAbrv list found in vitalsigns.xls

open membrs.report;

FIND PRIMARY=SHARE-FILE;
SHARE-FILE.DESC-ABRV <> "COS" AND
(SHARE-FILE.BALANCE <> 0 OR SHARE-FILE.CONTROL-FLAGS(21) <> " ")
END

REPORT
TF1, SHARE-FILE.ACCOUNT, TAB1, COUNT
TF1, SHARE-FILE.BALANCE, TAB2, ADD
END

Loans Count and Balance by Suffix

Use the following query in Askplus to match to the Loan Count and Balance in the Vital Signs Trial Balance Reconciliation chart

Note: "O","T","A" can be modified to reflect the vTB_Exclude_LoanAction list found in vitalsigns.xls

open membrs.report;

FIND PRIMARY=LOAN-FILE;
LOAN-FILE.ACTION <> "O","T","A" AND
(LOAN-FILE.BALANCE <> 0 OR
 LOAN-FILE.CREDIT-LIM > 0)
END

REPORT
TF1, LOAN-FILE.ACCOUNT, TAB1, COUNT
TF1, LOAN-FILE.BALANCE, TAB2, ADD
END

Note: If the Loan counts and balances are higher in Vital Signs compared to PMANSTAT or Askplus Queries, use the following to find other Actions to add to vTB_Exclude_LoanAction in vitalsigns.xls :

FIND PRIMARY=LOAN-FILE;
LOAN-FILE.ACTION <> "D","O","T","A" AND
(LOAN-FILE.BALANCE <> 0 OR
 LOAN-FILE.CREDIT-LIM > 0)
END

REPORT
S1, ACTION
T1, ACTION, TAB1
T1, ACCOUNT, TAB2, COUNT
END

What to look for if the Open Shares Count or Balance is lower than the Vital Signs status bar

Check for duplicate Shares in Vital Signs

• Login to the Windows server as the Vital Signs admin user and open the Membership_Analysis_by_ACCOUNT locally
• Click the Custom Charts tab
• Right click the grey area and create a chart, choose straight table
• Add SH_ACCOUNT and SH_SUFFIX as the dimensions
• Add =count(SH_SUFFIX) as an expression
• Click Finish
• Double click the top right column Header =count(SH_SUFFIX)
• Double click it one more time to sort it descending
• If you see counts of 2 for many suffixes, check the SHXREFCCYYMMDD.xls for duplicate values in Column A
• If you see counts greater than 2 for suffix 00 please contact support@vital-soft.com

What to look for if the Open Loans Count or Balance is lower than the Vital Signs status bar

Check for duplicate Loans in Vital Signs

• Login to the Windows server as the Vital Signs admin user and open the Membership_Analysis_by_ACCOUNT locally
• Click the Custom Charts tab
• Right click the grey area and create a chart, choose straight table
• Add LN_ACCOUNT and LN_SUFFIX as the dimensions
• Add =count(LN_SUFFIX) as an expression
• Click Finish
• Double click the top right column Header =count(LN_SUFFIX)
• Double click it one more time to sort it descending
• If you see counts of 2 for many suffixes, check the LNXREFCCYYMMDD.xls for duplicate values in Column A

Membership Totals Reconciliation

Open Deposit Count and Balance

Use the following query in Askplus to match to the Open Shares Count and Balance in the Membership_Analysis_by_ACCOUNT status bar

Note: In the example below, replace the macros %VS-ACTIVE-SHARE and %VS-CHGOFF-SHARE with the matching criteria found in the /ASKPLUS/vsdata/custom/live/vsmacdef

open membrs.report;

FIND PRIMARY=SHARE-FILE;
%VS-ACTIVE-SHARE AND
NOT (%VS-CHGOFF-SHARE)
END

REPORT
TF1, SHARE-FILE.ACCOUNT, TAB1, COUNT
TF1, SHARE-FILE.BALANCE, TAB2, ADD
END

Open Loan Count and Balance

Use the following query in Askplus to match to the Open Loans Count and Balance

Note: In the example below, replace the macros %VS-OPEN-LOAN and %VS-CHGOFF-LOAN with the matching criteria found in the /ASKPLUS/vsdata/custom/live/vsmacdef. %VS-OPEN-LOAN will contain the macro %VS-ACTIVE-LOAN which should also be replaced by the criteria found in vsmacdef.

open membrs.report;

FIND PRIMARY=LOAN-FILE;
%VS-OPEN-LOAN AND
NOT (%VS-CHGOFF-LOAN)
END

REPORT
TF1, LOAN-FILE.ACCOUNT, TAB1, COUNT
TF1, LOAN-FILE.BALANCE, TAB2, ADD
END

Restore/Extract Prior EOM Report Databases

Step 1

Choose where the desired data will be restored into (eloq-TEST or eloq-TRAIN)

Enter this location into the /ASKPLUS/vsrvtcp.ini file by doing the following:

Login to HPUX as the askplus user

Edit /ASKPLUS/vsrvtcp.ini

At the end of the file, you will find the [vsdata_live_restore] section, modify "EQ_DBSERVER" to the correct value example :

[vsdata_live_restore]
login=bolive
Directory=/var/summit/spectrum/LIVE/vsdata
TEMP=/var/summit/spectrum/LIVE/vsdata/temp
EQ_DBSERVER=localhost:eloq-TEST
script_path=/ASKPLUS/vsdata/scripts
custom_path=/ASKPLUS/vsdata/custom/live
Vmgr=/ASKPLUS/vsdata/custom/live/vmgr_eom

Step 2 - (Required only during INITIAL Setup/Extract for Vital Signs)

Restore the year end membrs.report and membr2.report databases to the Eloquence instance you selected in step 1.

Run the extracts for the year end that was restored in step 2

Login as bolive
cd /var/summit/spectrum/LIVE
run /VSJOBS/JVSLOAD_MBRSHLN restore 20101231

Step 3 - (Optional)

Restore any prior month end membrs.report and membr2.report databases to the Eloquence instance you selected in step 1.

Run the extracts for the month end that was restored:

Login as bolive
cd /var/summit/spectrum/LIVE
/VSJOBS/JVSLOAD_MBRSHLN restore 20110131

Repeat step 3 for all the months that you want to load

Step 4

Process the new EOM extracts to the Vital Signs documents on the Windows Server

– login bolive – cd /var/summit/spectrum/LIVE – /VSJOBS/JVSRELOAD MBRSHLN_Monthly YYYYMMDD – YYYYMMDD must be the most recent month end extract or most recent month end available on the Windows Server hosting Vital Signs

Once the RELOAD has completed your new data will be available to view in Vital Signs.

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

HISTORY Extract

The HISTORY extract job should run every day after midnight. There is no special end of month version of the history job.

   ## HIST - DAILY
   ## Run nightly- between 12:01 and 1 am, including weekends
   ## Login as bolive
   set -e
   /VSJOBS/JVSLOAD_HIST

MEMBER/SHARE/LOAN Extract

The daily job should run every night, except at month-end. Generally should be scheduled to run after midnight, but can be run anytime after CU close.

   ## MBRSHLN - DAILY
   ## Run nightly – should be scheduled to complete prior to 6am
   ## Do NOT run on the Vital Signs EOM
   ## Login as bolive
   set -e
   /VSJOBS/JVSLOAD_MBRSHLN

At month-end, a special version of the job must be run specifying the EOM parm and the date. This job will read the REPORT database, so it must be run after the report database has been updated. The daily MBRSHLN extract should not be run at month-end.

   ## MBRSHLN - EOM
   ## Run on the Vital Signs EOM after report databases have been created
   ## Login as bolive
   set -e
   /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.

Schedule Training

Once Vital Signs has been installed, configured and is running nightly, the initial Training via Webinar can be scheduled. Contact training@vital-soft.com for more information.