...

See the Microsoft Windows Help and Support documentation for more information on folder security permissions.

Framework Folder Structure

Non-Administrative User Network Permissions

Bin

None

Data\

Read

Data\Spellcheck

Read/Write

Documentation

Read

Image

Read

jobFiles

Read/Write

Log

Read/Write

MailMerge

Read/Write

Report

Read

ReportServer

Read/Write

Service

Read/Write

Setup

Read

Specification

Read

Temp

Read/Write

Tools

Read

Triggers

Read

Upgrade

Read/Write

Step 5 - Backup Framework ECM Database

...

The following procedure upgrades the Framework ECM database. If a failure in the Framework ECM Database Upgrade occurs, this could be due to the size of the database which may exceed the backup component limit of 2GBs of data. If the upgrade initially fails during the backup phase, a command line switch can be added to the Upgrade executable file which will skip the automated backup process. This is detailed in the section Framework ECM 6.3.0 Database Upgrade (for Large Databases) below.

Tip: If during the upgrade process 'Not Responding' appears in the title bar of the Framework Upgrade software, this is due to the system performing very long and CPU-intensive calculations. This message will disappear once the upgrade has been completed.

Framework ECM 7.0.0 Database Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade6_3_0_[xx]\ECM\
  3. Double-click the FworkUpgrade.exe file. A Database Backup confirmation prompt will be displayed.
  4. Click Yes to confirm that a manual backup of the Framework ECM database has been performed (if a manual backup has not been performed, see Step 5 - Backup Framework ECM Database). The Start Upgrade confirmation prompt will be displayed.
  5. Click Yes to perform the upgrade.
  6. If the upgrade was successful, a successfully completed message prompt will be displayed.
  7. Click OK.
  8. Click Close.

Framework ECM 7.0.0 Database Upgrade (For Large Databases)

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade6_3_0_[xx]\ECM\
  3. Right-click on FworkECMUpgrade.exe and select Create Shortcut. A shortcut to the executable will be created.
  4. Right-click on the new shortcut and select Properties. The Properties dialog will be displayed.
  5. On the Shortcut tab, edit the Target field and include the command line switch -skipBackup at the end of the line. The target should look similar to the following:
     "C:\Framework\Upgrade\Upgrade6_3_0_[xx]\ECM\FworkECMUpgrade.exe" -skipBackup
  6. Click the OK button. The Properties dialog will close.

Critical: An upgrade must NEVER be run without a backup being taken. If the backup is going to be skipped in the Upgrade process, it is essential that a manual backup is taken first. See Step 5 - Backup Framework ECM Database.

After creating a new shortcut with the command line switch, re-run the Database Upgrade using the new shortcut. 

Tip: If during the upgrade process 'Not Responding' appears in the title bar of the Framework Upgrade software, this is due to the system performing very long and CPU-intensive calculations. This message will disappear once the upgrade has been completed.

Framework ECM 7.0.0 Database Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade6Upgrade7_30_0_[xx]\ECM\Double-click the newly created shortcut file. A Continue Upgrade dialog \ECM\
  3. Double-click the FworkUpgrade.exe file. A Database Backup confirmation prompt will be displayed.
  4. Click Yes to confirm that a manual backup of the Framework ECM database has been performed (if a manual backup has not been performed, see Step 5 - Backup Framework ECM Database). The Start Upgrade confirmation prompt will be displayed.Click the Yes button. The Database Upgrade dialog appears
  5. .Click Yes to perform the upgrade.
  6. If the upgrade was successful you will receive , a successfully completed message prompt will be displayed.
  7. Click the Click OK button.Click the 
  8. Click Close button.

Unsuccessful Database Upgrade

If the database was unsuccessful, restore the backup database file. Refer to your Microsoft SQL Server documentation for more information.

.

Step 7 - Upgrade Sentinel Protection Installer

...

Framework ECM - Production Management

 

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Search for a job number

File > Select

 

Search for an address

File > Search

 

View Client Overview

Client > Overview

 

View File Screen

Client > File

 

View Job Overview

Client > Overview

 

View Workflow Overview

Production > Workflow > Overview

 

View Pre-Administration Overview

Production > Pre-Administration > Overview

 

View Administration Overview - Pop up view entity - Pop up for diary appointment - Use a jump to

Production > Administration > Overview

 

View Permit Overview

Production > Administration > Permit > Overview

 

View Construction Overview - Pop up view entity - Pop up for diary appointment - Use a jump to

Production > Construction > Overview

 

View Claims Screen

Production > Construction > Progress Claims

 

View Maintenance Overview

Production > Maintenance > Maintenance Overview

 

View Maintenance Request Screen

Production > Maintenance > Requests

 

View Document Overview

Document > Document Overview

 

View Tender screen - View Tender

Document > Tender

 

View VPB Browser

Document > Browse Variation Price Book

 

View Job Diary

Diary > Client / Job Diary

 

Search for a free time

Diary > Search for a free time

 

View Day Diary - Select different day

Diary > Day View

 

View Comments

CRM > Comments

 

Run Workflow Analysis

Tools > Workflow Tools > Personal Work Flow Analysis

 

Run a workflow report

File > Reports

 

Framework ECM - Land Management

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Land Management

 

 

Search for an address

File > Search

 

View all screens via sidebar

 

 

Use keyboard shortcuts for some screens

Ctrl S, Ctrl L, F4, F7

 

Framework ECM - Administration

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Administration

 

 

View all screens via sidebar

 

 

Framework ECM - Security

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Security

 

 

View all screens via sidebar

 

 

View a User dialog

Security > User

 

Framework ECM - Report Management

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Report Management

 

 

View all screens via sidebar

 

 

Framework ECM - Variation Price Book

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Variation Price Book

 

 

View all screens via sidebar

 

 

Select a Version

VPB > Versions

 

Framework ECM - Client And Contact Management

Screen / View

Menu Path

Completed

Start Framework

 

 

Log in as a user other than a super-user

 

 

Select the Framework Explorer

 

 

Select Client and Contact Management

 

 

Search for a client

File > Search / F4

 

View all screens via sidebar

 

 

Additional Support Software

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