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Pre-Requisite Checklist
Complete the Prethe Pre-Requisite Checklist Overview.
Complete the Environment the Environment Setup Checklist Overview.
The Framework ECM Upgrade must be complete.
Read the Sales Advice Management - Deployment Considerations.
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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 Sales Advice Availability group, enter the Sales Advice Management shutdown details.
Click the Shutdown Sales Advice button.
Click the OK button.
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| Warning |
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CRITICAL - This MUST be performed on the server that hosts the Framework Sales Advice Management database. |
The following procedure upgrades the Framework Sales Advice Management database(s).
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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Uninstall The Existing Version Of Framework Sales Advice Management
In Microsoft Windows XP
Open Add or Remove Programs (Start > Control Panel > Add or Remove Programs). The Add or Remove Programs dialog will be displayed.
From the Currently Installed Programs list, select the previous version of Framework Sales Advice Management.
Click the Remove button. The application will be removed.
In Microsoft Windows Vista/Windows 7
Open Uninstall a Program (Start > Control Panel > Uninstall a Program). The Uninstall or Change a Program list will be displayed.
Select the previous version of Framework Sales Advice Management.
Click the Uninstall button. The application will be removed.
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Open Windows Explorer.
Browse to: \[fw folder]\Setup\Framework Sales Advice Management\v7.2v8\Setup\
Double-click Framework Sales Advice Management.msi and follow the on-screen prompts.
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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 Sales Advice Availability group, click the Restart Now button.
Click the OK button.
Step 7 - Switching Framework to Entitlements
Refer to Switching Framework to Entitlements before proceeding to Step
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8.
Step
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8 - Test Framework Sales Advice Management
On all systems running Framework Sales Advice Management:
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Start Framework Sales Advice Management (Start > All Programs > Insula Software > Framework Sales Advice Management).
Double-click the Framework Sales Advice Management desktop icon.Log on to the system.
Step
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9 - User Acceptance Tests
The following is a list of view only tests that must be performed after upgrading the application.
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
Screen / View | Menu Path | Completed |
|---|---|---|
Start Framework Sales Advice Management | ||
Log in as a user other than a super-user | ||
Go to Client List Screen - Toggle 'Show All?' to Yes - Select a client | Client > List | |
View the Sales Advice screen | Client > Sales Advice | |
View all screens via Menu bar | ||
View all screens via Sidebar |
Step
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10 - Re-Synchronise Framework Sales Advice Management
To fully confirm the connectivity between Framework Sales Advice Management and Framework, it is highly recommended that data be synchronised between the two applications.
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