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Important: This step can be skipped if Core Components v16.0 is already installed.

Uninstall - Existing Version Of Core Components

On all systems running Framework ECM:

Microsoft Windows XP

  1. Open Add or Remove Programs (Start > Control Panel > Add or Remove Programs). The Add or Remove Programs dialog will be displayed.
  2. From the Currently Installed Programs list, select the older version Insula Core Components.
  3. Click Remove. The application will be removed.
  4. Close the dialog.

Microsoft Windows Vista/Windows 7

  1. Open Uninstall a Program (Start > Control Panel > Uninstall a Program). The Uninstall or Change a Program list will be displayed.
  2. Select the older version Insula Core Components.
  3. Click Uninstall. The application will be removed.
  4. Close the screen.

Install - New Version Of Core Components

Note: If installing on Microsoft Windows Vista or above, the User Account Control (UAC) Consent prompt may be displayed during the installation.

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Either double-click setup.exe or Insula Core Components v16.0.0.msi. The Insula Software Core Components Welcome dialog will be displayed.

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For this process, see Install Insula Core Components.

Step 9 - Update Framework ECM

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Framework ECM - Production Management

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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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