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

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