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Restores the Framework ECM, Licence, and Service Microsoft SQL Server databases.
Tip: The following database restorations are based on Insula Software's recommended settings.

Restore Database - FworkSQLECM

  1. Open Microsoft SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > SQL Server Management Studio).
  2. Connect to the required server.
  3. Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.
  4. In the To Database field, enter the Framework Database Name.

Example: FworkSQLECM

  1. In the From Device field, click the Browse button. The Specify Backup dialog will be displayed.
  2. Click the Add button. The Locate Backup File dialog will be displayed.
  3. Select the folder and file location of the backed up Framework database.

    Example: A typical example of the backed up Framework database location is: \[fw folder]\Service\fwBackup_[Date]

  4. Click the OK button. The Locate Backup File dialog will close.
  5. Click the OK button. The Specify Backup dialog will close.
  6. In the Restore column, tick the backup to be restored.
  7. Select the Options tab.
  8. In the Restore the database file as list, click the Framework Database Name (i.e., FworkSQLECM) Browse button. The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.
  9. Select the folder location where the database will be restored to.

    Example: \[fw folder]\Data\DataMSSQL\In the File Name field, enter the file name: FworkSQLECM.mdf

  10. Click the OK button.
  11. In the Restore the database file as list, click the Framework Database Name Log (i.e., FworkSQLECM_log) Browse button. The Locate Database Filesdialog will be displayed.
    OR
    Use the default file location.
  12. Select the folder location where the database will be restored to.

    Example: \[fw folder]\Data\DataMSSQL\

  13. In the File Name field, enter the file name: FworkSQLECM_log.ldf
  14. Click the OK button.
  15. Click the OK button. The database restoration will be performed.
  16. Close Microsoft SQL Server Management Studio.

Restore Database - Framework Licence

...

  1. Start Framework ECM (Start > All Programs > Insula Software > Framework).

    Tip:
    Double-click the Framework ECM desktop icon.

  2. If this is the first installation of Framework ECM or a manual update of the Framework Licence database has not been performed, the Framework Licence Database Validation prompt will be displayed.

    Note:
    If the Framework Licence Database Validation prompt is not displayed, skip to Log in.

  3. Click the Yes button to validate the Framework installation. The Update Licence dialog will be displayed.
    OR
    Click the No button to cancel the process.
    OR
    Click the Cancel button to cancel the process.

  4. Browse to the location of the Framework Licence Zip

    Tip: The file is typically located in the \\[fw folder]\Service\02 - Upgrade Data\ folder with the filename FrameworkLicence.zip.

  5. Select the file and click the Open The validation will be performed.
  6. Log on to the system.


Step 11 - User Acceptance Tests

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

Important: This step is ONLY required if Framework ECM is being installed on the server.

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