Vital Signs New Install

Overview

The Vital Signs install can be broken into 3 distinct phases; Pre Install, Install and Post Install. The following Check Lists will guide your installation of Vital Signs through these 3 phases.

The Pre Install phase encompasses gathering the information of Credit Union defined attributes and extract criteria to make data more meaningful. It also includes the information on Windows Server requirements, HPUX Server requirements and establishing with Vital Soft key contacts for the project.

The Install phase encompasses the setup of software on the HPUX and Windows servers

The Post Install phase encompasses all of the configuration for the different Applications to fine tune the product

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

Share and Loan Product Grouping

• shxrefCCYYMMDD.xls
• lnxrefCCYYMMDD.xls

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 Full 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 Check List

• Membership Analysis Configuration Files
• Transaction Analysis Configuration Files
• Spectrum Data Change Configuration Files
• Loan Application Configuration Files