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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
- Open Microsoft SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > SQL Server Management Studio).
- Connect to the required server.
- Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.
- In the To Database field, enter the Framework Database Name.
Example: FworkSQLECM
- In the From Device field, click the Browse button. The Specify Backup dialog will be displayed.
- Click the Add button. The Locate Backup File dialog will be displayed.
- 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] - Click the OK button. The Locate Backup File dialog will close.
- Click the OK button. The Specify Backup dialog will close.
- In the Restore column, tick the backup to be restored.
- Select the Options tab.
- 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. - 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 - Click the OK button.
- 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. - 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_log.ldf
- Click the OK button.
- Click the OK button. The database restoration will be performed.
- Close Microsoft SQL Server Management Studio.
Restore Database - Framework Licence
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- Start Framework ECM (Start > All Programs > Insula Software > Framework).
Tip: Double-click the Framework ECM desktop icon. - 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. - 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. - 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. - Select the file and click the Open The validation will be performed.
- 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 |