Plasma Harvester - Upgrade Instructions 1.4 -> 1.5.1

To upgrade Plasma Harvester, use the Plasma Harvester - Upgrade package in PlatformManager. In order to keep the existing configuration, it will upload only Calculation Logics. The remaining changes must be done manually according to instructions below.

In this section:

Update Price Parameters

Plasma_Harvester_SequenceControlTable

Plasma_KPI_Audit

Plasma_KPI_Distributor_SequenceControlTable

Plasma_KPI_Refresher

Plasma_Quotes_Harvester_Audit

Plasma_Quotes_Harvester_Mapping

Plasma_Quotes_Harvester_Validator

Plasma_Quotes_KPIs

Plasma_Transactions_Harvester_Audit

Plasma_Transactions_Harvester_Mapping

Plasma_Transactions_Harvester_Validator

Update PA objects

Data Sources

Quote_Harvester -> Plasma_Quotes_Harvester

1. Navigate to PriceAnalyzer > Data Manager > Data Sources.

2. Select "Quote_Harvester" and click "Export XLSX". Once the file is downloaded, open it.

3. Edit the "Name" column in the "<meta>" sheet:

   1. Before: Quote_Harvester

   2. After: Plasma_Quotes_Harvester

4. Edit the "Meta" column in the "<meta>" sheet. Make these changes:

   1. uniqueName

      • Before: Quote_Harvester

      • After: Plasma_Quotes_Harvester

   2. label

      • Before:Quote_Harvester

      • After: Plasma_Quotes_Harvester

   3. Find and edit the “UniqueID” field column:

      • label: UniqueID -> UniqueId

      • name: UniqueID -> UniqueId

5. Edit the “UniqueID” column in the “Quote_Harvester” sheet:

   1. UniqueID → UniqueId

6. Save the changes.

7. In PriceAnalyzer > Data Sources select "Import", then select the file that you modified. Wait a moment for the import to finish and verify that the changes were imported correctly.

8. Old unused Data Source should not be removed in case a rollback becomes necessary.

Harvester -> Plasma_Transactions_Harvester

1. Navigate to PriceAnalyzer > Data Manager > Data Sources.

2. Select "Harvester" and click "Export XLSX". Once the file is downloaded, open it.

3. Edit the "Name" column in the "<meta>" sheet.

   1. Before: Harvester

   2. After: Plasma_Transactions_Harvester

4. Edit the "Meta" column in the "<meta>" sheet. Make these changes:

   1. uniqueName

      • Before: Harvester

      • After: Plasma_Transactions_Harvester

   2. label

      • Before: Harvester

      • After: Plasma_Transactions_Harvester

5. Save the changes.

6. In PriceAnalyzer > Data Sources select "Import", then select the file that you modified. Wait a moment for the import to finish and verify that the changes were imported correctly.

7. Old unused Data Source should not be removed in case a rollback becomes necessary.

Datamarts

Quote_Harvester -> Plasma_Quotes_Harvester

1. Click “Add Datamart”.

   • Name: Plasma_Quotes_Harvester

   • Label: Plasma_Quotes_Harvester

2. Open the newly added Datamart.

3. Click “Import & Export”, paste the contents of the “Plasma_Quotes_Harvester_Datamart.txt” file to the popup window and click “Apply”.

4. Click “Deploy” to deploy the changes.

5. Copy data from the “Quote_Harvester” Datamart to the new one.

6. Old unused Datamart should not be removed in case a rollback becomes necessary.

Quote_Validations -> Plasma_Quotes_Validations

1. Click “Add Datamart”.

   • Name: Plasma_Quotes_Validations

   • Label: Plasma_Quotes_Validations

2. Open the newly added Datamart.

3. Click “Import & Export”, paste the contents of the “Plasma_Quotes_Validations_Datamart.txt” to the popup window and click “Apply”.

4. Click “Deploy” to deploy the changes.

5. Copy data from the “Quote_Validations ” Datamart to the new one.

6. Old unused Datamart should not be removed in case a rollback becomes necessary.

Harvester -> Plasma_Transactions_Harvester

1. Click “Add Datamart”.

   • Name: Plasma_Transactions_Harvester

   • Label: Plasma_Transactions_Harvester

2. Open the newly added Datamart.

3. Click “Import & Export”, paste the contents of the “Plasma_Transactions_Harvester_Datamart.txt” to the popup window and click “Apply”.

4. Click “Deploy” to deploy the changes.

5. Copy data from the “Harvester ” Datamart to the new one.

6. Old unused Datamart should not be removed in case a rollback becomes necessary.

TX_Validations -> Plasma_Transactions_Validations

1. Click “Add Datamart”.

   • Name: Plasma_Transactions_Validations

   • Label: Plasma_Transactions_Validations

2. Open the newly added Datamart.

3. Click “Import & Export”, paste the contents of the “Plasma_Transactions_Validations_Datamart.txt” to the popup window and click “Apply”.

4. Click “Deploy” to deploy the changes.

5. Copy data from the “TX_Validations ” Datamart to the new one.

6. Old unused Datamart should not be removed in case a rollback becomes necessary.

Plasma_Transactions_Validations_Datamart.txtPlasma_Transactions_Harvester_Datamart.txtPlasma_Quotes_Validations_Datamart.txtPlasma_Quotes_Harvester_Datamart.txt

Data Loads

1. Navigate to PriceAnalyzer >Data Manager > Data Loads.

2. Click "Import & Export".

   • Copy contents of the "Harvester_DL_Import.txt" file and paste them to the input field.

   • Uncheck "Include schedules?".

   • Click Apply.

3. New DataLoads should be uploaded. They will replace:

   • DM.Quote_Validations/Calculation/Quote_Validator -> DM.Plasma_Quotes_Validations/Calculation/Plasma_Quotes_Validator

   • DM.TX_Validations/Calculation/TX_Validator -> DM.Plasma_Transactions_Validations/Calculation/Plasma_Transactions_Validator

   • DMDS.Quote_Harvester/Calculation/Quote_Harvester -> DMDS>Plasma_Quotes_Harvester/Calculation/Plasma_Harvester

   • DMDS.Harvester/Calculation/Harvester -> DMDS.Plasma_Transactions_Harvester/Calculation/Plasma_Harvester

4. Old unused DLs should not be removed because they still store execution history.

Harvester_DL_Import.txt

Update Calculation Flows

1. Navigate to Configuration > System Configuration > Calculation Flows.

2. Create a new Calcualtion Flow:

   • Name: Plasma_KPI_Distributor_Sequencer

   • Add a new Flow Item:

     • Name: Sequencer

     • Periodic: true

     • TimeUnit: Minute

     • Number of Time Units: 5

     • Logic Name: Plasma_KPI_Distributor_Sequencer

3. Create a new Calcualtion Flow:

   • Name: Plasma_KPI_Distributor_Sequencer_Reset

   • Add a new Flow Item:

     • Name: Reset

     • Periodic: false

     • TimeUnit: Day

     • Number of Time Units: 1

     • Logic Name: Plasma_KPI_Distributor_Sequencer_Reset

4. Create a new Calcualtion Flow:

   • Name: Plasma_KPI_Refresher

   • Add a new Flow Item:

     • Name: Refresher

     • Periodic: true

     • TimeUnit: Hour

     • Number of Time Units: 1

     • Logic Name: Plasma_KPI_Refresher

5. Deploy new Calculation Flows.

Update Calculated Field Sets

1. Navigate to Configuration > Calculated Field Sets.

2. Create a new CFS:

   • Click the "Add" button:

     • Label: Plasma_Quotes_KPI_Distributor

     • Target date: 2016-01-01

   • Click "Add", select the new CFS and click "Configure".

   • Source selection:

     • Source type: Parameter

     • Parameter: Plasma_Quotes_Harvester_Mapping

     • Add a filter:

       • IsActive?

       • equals(match case)

       • Y

   • Calculation Setup:

     • Calculation logic: Plasma_KPI_Distributor

     • Filter:

       • KPI Type: Quote

   • Click "Save".

3. Create a new CFS.

   • Click the "Add" button:

     • Label: Plasma_Transactions_KPI_Distributor

     • Target date: 2016-01-01

   • Click "Add", select the new CFS and click "Configure".

   • Source selection:

     • Source type: Parameter

     • Parameter: Plasma_Transactions_Harvester_Mapping

     • Add a filter:

       • IsActive?

       • equals(match case)

       • Y

   • Calculation Setup:

     • Calculation logic: Plasma_KPI_Distributor

     • Filter:

       • KPI Type: Transaction

   • Click "Save".