The following guide is designed to upgrade Framework Sales Advice Management. 

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Framework Sales Advice Management must be upgraded on ALL systems that are currently running the application

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Pre-Requisite Checklist

• Complete the Pre-Requisite Checklist Overview.
• Complete the Environment Setup Checklist Overview.
• The Framework ECM Upgrade must be complete.
• Read the Sales Advice Management - Deployment Considerations.

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1. Open SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 (or above) > SQL Server Management Studio).
2. Connect to the required server.
3. In the Object Explorer pane, expand: [server name] > Databases
4. Right-click on the Framework Sales Advice Master Management database (e.g., FworkSQLSAMaster) and select Tasks > Back Up. The Back Up Database (General Page) dialog will be displayed.

5. Specify a Name and Destination for the backup file, if different from the default name and destination details.
   

   Info

   Write down the name and destination details

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6. Select the Options page.
7. Tick: Overwrite all existing backup sets
8. Tick: Verify backup when finished
9. Click the OK button. The backup will be performed to the selected destination.
10. Click the OK button to close the message prompt.
11. Close SQL Server Management Studio.
12. Browse to the backup location (as detailed in Point 5 above).
13. Copy the backup file to a secure location.

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1.  A typical example is to backup the database file (.bak file) to the following folder location: \[fw folder]\Service\fworkSAMasterBackup_[todaysDate]

Backup Framework Sales Advice Management Database

1. Open SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 (or above) > SQL Server Management Studio).
2. Connect to the required server.
3. In the Object Explorer pane, expand: [server name] > Databases
4. Right-click on the Framework Sales Advice Management database (e.g., FworkSQLSalesAdvice) and select Tasks > Back Up. The Back Up Database (General Page) dialog will be displayed.

5. Specify a Name and Destination for the backup file, if different from the default name and destination details.

   info

   
   Write down the name and destination details

   . 

6. Select the Options page.
7. Tick: Overwrite all existing backup sets
8. Tick: Verify backup when finished
9. Click the OK button. The backup will be performed to the selected destination.
10. Click the OK button to close the message prompt.
11. Close SQL Server Management Studio.
12. Browse to the backup location (as detailed in Point 5 above).
13. Copy the backup file to a secure location.

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1.  A typical example is to backup the database file (.bak file) to the following folder location: \[fwfolder]\Service\fworkSalesAdvice_[todaysDate]

Step 3 - Upgrade Framework Sales Advice Management Database

The following procedure upgrades the Framework Sales Advice Management database(s).

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If during the upgrade process 'Not Responding' appears in the title bar of the Framework Sales Advice Management 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

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Framework Sales Advice Management 7.1.1 Master Database Upgrade

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Framework Sales Advice Management 7.1.0.01 Upgrade

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Framework Sales Advice Management 7.1.1 Database Upgrade

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Framework Sales Advice Management 7.1.0.01 Upgrade

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1. Start Framework Sales Advice Management (Start > All Programs > Insula Software > Framework Sales Advice Management).

   TipDouble-click the Framework Sales Advice Management desktop icon

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2. Log on to the system.

Step 7 - User Acceptance Tests

The following is a list of view only tests that must be performed after upgrading the application.

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These tests must be performed:
- Hosted Environments: After the first workstation/client system has been upgraded.
- Local Deployments: On every system that Framework Sales Advice Management was upgraded

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