Difference between revisions of "Windows Configuration Changes"

From Vital Soft Wiki
Jump to: navigation, search
>Johno
(Membership_Analysis.xls)
>Johno
(Membership_Analysis.xls)
Line 65: Line 65:
  
 
:* On the '''Dimensions''' tab:
 
:* On the '''Dimensions''' tab:
:: Verify that the sort for LN_CREDIT_TIER_DESC is set to:  ''=LN_CREDIT_TIER_DESC_SORT''
+
:: Verify that the sort for '''LN_CREDIT_TIER_DESC''' is set to:  ''=LN_CREDIT_TIER_DESC_SORT''
 
:: (It should be listed near the bottom of the page, however, it is optional and might not be listed.  Previous (incorrect value) was Ascii.)
 
:: (It should be listed near the bottom of the page, however, it is optional and might not be listed.  Previous (incorrect value) was Ascii.)
  

Revision as of 19:48, 25 April 2016

Vital Signs 1.7 - Windows Configuration Changes

Depending on the version of Vital Signs currently installed, some of these changes may have already been made.

Local Bin Directory

In revision 1889 (April 2015) a new local bin directory was added (X:/vitalsigns/CUNAME/bin).

If the directory does not exist, follow these steps:

  • Create X:/vitalsigns/CUNAME/bin
  • Move the following files must to this location
  • vsigns_srv.ini (moved from data/config)
  • start_vsigns_srv.vbs (moved from data/config)
(Edit this file to update the path to the ini file that you moved in the previous step)

Local Bin Custom Directory

In revision 1916 (Nov 2015), the bin/custom directory was moved to CUNAME/bin/custom.

If the custom directory does not exist, follow these steps:

  • Create X:/vitalsigns/CUNAME/bin/custom
  • Move all custom bin files previously located in: X:/vitalsigns/bin/custom to this location
(The X:/vitalsigns/bin/custom directory should be removed after moving the files.)

Framework Configuration Changes

  • Add (verify) the following settings in vsigns_srv.ini:
  • If you are upgrading to Qlik 11 you must change the setting for QV_UNICODE shown below.
INI Key Field (Note) Default Value Purpose
QV_UNICODE UTF-16LE For Qlik versions 10 and earlier, use UTF-8.
QVD_DELETE_OK N Set this to "Y" to enable deleting old QVD files with JVSCLEANUP.
HIST_QVD_NDAYS 1000 Number of days of raw HIST QVDs to keep. Minimum is 400 days (roughly 13 months).
MBR_QVD_NDAYS 1000 Number of days of raw MBRSHLN QVDs to keep. Minimum is 400 days (roughly 13 months).
MBR_QVD_NMTHENDS 60 Number of monthend days of raw MBRSHLN QVDs to keep. Minimum is 25 monthend days.

Vitalsigns.xls

  • Copy the LoadMbrData and NewLoans worksheets from the sample config file.

Membership_Analysis.xls

Using Membership_Analysis-samp.xls as your guide:

  • Add the IM_SORT column to the Ranges tab.
This column can be used to provide custom sorting to over-ride the IM_DESC column which is the default sort.
  • Add any new ranges that do not exist in the current file:
PRODCNT_TIERS
LN_TERMS_TIERS
  • On the Dimensions tab:
Verify that the sort for LN_CREDIT_TIER_DESC is set to: =LN_CREDIT_TIER_DESC_SORT
(It should be listed near the bottom of the page, however, it is optional and might not be listed. Previous (incorrect value) was Ascii.)
  • Compare the items listed in the 'Fields tab of the current file to the sample file
  • Add any new or missing fields, for example:
LN_CFLAGS
LN_FILE_ADV_DATE
LN_MTD_PRIN
LN_REST_FLAG_1 to LN_REST_FLAG_20 (5, 11 & 12 should already exist)
MBR_CFLAGS
MBR_REST_FLAG_1 to MBR_REST_FLAG_20 (11 & 12 should already exist)
SH_CFLAGS
SH_REST_FLAG_1 to SH_REST_FLAG_20
Plus any others you may find.

Services.xls

  • Using Services-samp.xls as a guide, create a Services.xls file to track control-flag based services.
  • After creating/modifying Services.xls, re-create the CFMASTR QVD files as follows:
  • Run Qlik
  • Open CUNAME/data/ReLoad_Qvd_Create_CF_Mstr.qvw
  • Reload the document by clicking File > Reload

Document Distribution

  • DocumentDistribution.xls
Add the new columns from the sample file, or merge report requests into the sample file.

Presentation Documents

  • The following step is only necessary if you did not receive new presentation documents from Vital Soft as part of this update.
  • In revision 1918 (Nov 2015) changes were made to the Main.txt module which must be copied into each presentation document.
Verify your existing presentation documents:
  • While logged into the server, run Qlik
  • Open Membership_Analysis_by_ACCOUNT
  • Click Edit > Module, scroll to the top and verify the comment.
If the revision (line 4) is less than 1918, follow the steps below.
' =================================================================
' Module_Main - Version 1.7:
' (c) Copyright 2007-2015 Vital Soft, Inc.
' $Revision: 1918 $
' =================================================================
Update all of the presentation documents with the new module code.
  • In each of the QVW files in the main vitalsigns/CUNAME folder, you will need to add new text to the "Module" window.
  • Open vitalsigns/bin/module/Main.txt
  • Copy all the text in the file. (Ctrl-A, Ctrl-C)
  • Run Qlik, and repeat the following steps for each presentation document:
  • Open the document
  • Click Tools > Edit Module...
  • Replace the existing code with the main.txt code that you copied. (Ctrl-A, Del, Ctrl-V)
(The revision should now display 1919.)
  • Click Check
  • If there are no errors, click OK.
(Errors means that the copy/paste was bad.)
  • Save the document
  • Special instructions for View_Log_File.qvw
  • The contents of the module file ReadLogFile.txt must also be pasted in the Edit > Module window after the Main.txt code has been added.

Back ...