CRA Wiz and Fair Lending Wiz 7.2: 2017 Mapping Data

Transcription

1 CRA Wiz and Fair Lending Wiz 7.2: 2017 Mapping Data Release Notes and Installation Instructions August 2017 Wolters Kluwer 130 Turner Street Building 3, 4th Floor Waltham, MA Wolters Kluwer

2 Table of Contents Overview... 3 Data source... 3 Who should install... 3 Prerequisites... 3 Required permissions... 3 Required free space... 3 Approximate install time... 4 Confirming installation... 4 Installation Instructions... 5 Welcome Screen... 6 Choose Destination Location Screen... 7 Ready to Install Screen Setup Status Screen Setup Complete Screen Note about Data Installed in Client/Server Environment

3 Overview This update allows users to incorporate mapping data into their CRA Wiz and Fair Lending Wiz reporting and analysis Map Data includes the following updates: 2015 ACS Census tract boundaries (for use with 2017 data) 2016 MSA boundaries 2016 County boundaries New Street Layer Low Income Tracts New Street Layer Mod Income Tracts Data source US Census TIGER Data Who should install Any client licensed for Mapping Data should install this update. To determine if you are licensed for Mapping Data, go to the System Maintenance screen and select License and Access Management. Prerequisites CRA Wiz and Fair Lending Wiz 7.2 or higher is required to install mapping data. To check your CRA Wiz and Fair Lending Wiz version, go to the program menu bar and select Help > About CRA Wiz. Build numbers starting with 72 are acceptable. Required permissions Wolters Kluwer recommends that the user running the install has Windows administrator login credentials. Required free space Region Required space (in gigabytes) Western 3.7GB Southeast 4.3GB Southwest 2.6GB Northeast 2.1GB Midwest 1.7GB Central 2.5GB U.S. 17.2GB 3

4 Approximate install time Region Approx. Install Time Western 7 minutes Southeast 9 minutes Southwest 6 minutes Northeast 6 minutes Midwest 4 minutes Central 5 minutes U.S minutes Confirming installation Once the installation is complete, you can verify the installation by opening up the location where you installed the 2017 Mapping Data to and confirming that the WKFS.MWS file has a modified date of 06/13/2017. Please note that you can also verify that the 2017 Mapping Data is being used in the application by launching the Mapper within CRA Wiz clicking Map Layer Control at the top and confirming that the 2017 Street Layers have been added. Note: The CRA Wiz and Fair Lending Wiz build number (as found in Help > About CRA Wiz) is not updated by the 2017 Mapping Data installer. 4

5 Installation Instructions To install 2017 Mapping Data, follow these steps: 1. Download the installer package. 2. Extract the contents of the compressed download file. 3. Double-click the Setup.exe file. The installer displays the Welcome screen. Follow the procedures for each of the following screens. 5

6 Welcome Screen Click the Next button: The software displays the Choose Destination Location screen. 6

7 Choose Destination Location Screen You use the Choose Destination Location screen to select the location (local or network) where you want to install mapping data. To select an installation location, follow these steps: 1. Do one of the following: Click the Next button to install the map data to the default directory. If you want to install the mapping data to a location other than the default directory, follow these steps: a. Click the Change button: 4 The installer displays the Choose Folder dialog box: 7

8 b. Use Path: field or the Drives drop-down list box to select an alternate installation location. c. Click the OK button. The installer makes the Choose Data Destination screen the active screen. Note: The software displays the new file path in the display area noted below: 2. Click the Next button. Important: If you selected a local destination to install mapping data, the installer displays the following message: 8

9 Do one of the following: If you intended to install mapping data locally, click the Yes button. If you wanted to install mapping data to a networked location, click the No button and then repeat Steps 1, a., b., and c. If you do not know the correct file path for your Mapping Data, please contact Wolters Kluwer Technical Support at ( , option 1), and they will assist in determining the correct Mapping Data path. The software displays the Ready to Install screen. 9

10 Ready to Install Screen To begin installing the data sets, click the Install button: The installer displays the Setup Status screen. 10

11 Setup Status Screen The Setup Status screen displays a progress bar that reports the progress of the installation: When installation is complete, the installer displays the Setup Complete screen. 11

12 Setup Complete Screen Click the Finish button: Installation is complete. 12

13 Note about Data Installed in Client/Server Environment If you have installed Mapping Data in a Client/Server environment, Wolters Kluwer recommends updating the Mapping Data path to a share folder (i.e instead of the drive letter where the data was installed on the server), using the Data and Application Mapping section of the CRA Wiz and Fair Lending Wiz System Maintenance screen (as seen below). Please note that the windows account of the CRA Wiz users that utilize the Mapper should have Full Control permissions over the share folder. Before: After: Important: Please note that if you do not have access to CRA Wiz and Fair Lending Wiz you can update the mapping data path by modifying the Mapping Data path in the dbo.elementlocations table located in the Objectstore database: 13

14 Wolters Kluwer 130 Turner Street Building 3, 4th Floor Waltham, MA Wolters Kluwer