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Article Index
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The following guide is designed to upgrade the Framework ECM database and software.
Pre-Requisite Checklist
Framework Upgrade v7.2.0.26 must first be installed prior to upgrading to v8.0
Ensure the Framework v8 Pre-Requisites Checklist are actioned prior to commencing the following upgrade.
Complete the Pre-Requisite Checklist.
Complete the Environment Setup Checklist.Framework Upgrade v7.2.0.26 must first be installed prior to upgrading to v8.0
Step 1 - Shutdown Framework ECM
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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
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Open Framework Configuration Utility (Start > All Programs > Insula Software > Framework Configuration Utility)
Logon to the system.
Select the Shutdown tab.
Under the Framework Availability group, click the Restart Now button.
Click the OK button.
Next steps - After you have upgraded Framework to v8 follow the Framework Entitlements guides to enable Entitlements.
Step 10 - Test Framework ECM
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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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Remote Support (for Insula Software and your own IT support team).
Testing of all system components including mail merge and email integration.
Next steps - After you have upgraded Framework to v8 follow the Framework Entitlements guides to enable Entitlements.