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Installs the Sentinel Hardware Licence Key security software.Critical:

Warning

The Sentinel Hardware Licence Key is plugged in to the server during Step 6. Please DO NOT plug the Sentinel Hardware Licence Key into the server prior to installing the Sentinel Protection Installer drivers.

Install - Sentinel Protection Installer

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Note: The following list of software may have been installed on your system using Microsoft Windows Updates.

  • Microsoft DotNet (see the Appendix topic Install Microsoft DotNet 3.5 (on page 412))
  • Microsoft Windows Installer (see the Appendix topic Install Microsoft Windows Installer 4.5 (on page 413))Microsoft Powershell (see the Appendix topic Install
  • Microsoft Powershell 1.0 (on page 414))

Install - Microsoft SQL Server 2008 (Express Edition With Advanced Services)

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Provide Framework with the connection to read and write from the database.

Warning

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 Microsoft 64-Bit Operating Systems include two ODBC Data Source Administrator executable files.

Depending on the operating system, use the following to open the correct ODBC Data Source:

On 32-Bit Operating Systems: Use either:

Start Menu > Control Panel > Administrative Tools > Data Sources (ODBC)
OR
\\%SystemRoot%\system32\odbcad32.exe (e.g., C:\Windows\system32\odbcad32.exe).

On 64-Bit Operating System: Use:

\\%SystemRoot%\SysWOW64\odbcad32.exe (e.g., C:\Windows\SysWOW64\odbcad32.exe).

ODBC DSN Configuration - Framework ECM

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Insert the USB Sentinel Hardware Licence Key into a free USB port on the back of the server.

Warning

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After inserting the Sentinel Hardware Licence Key, please restart the server.

Step 7 - Install Core Components

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  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Setup\\Insula Software Core Components\v15v16.0x\
  3. Double-click setup.exe. The Insula Software Core Components installation will begin.
  4. Click the Next The Licence Agreement step will be displayed.
  5. Select I accept the terms in the licence agreement.
  6. Click the Next The Customer Information step will be displayed.
  7. Enter User Name and Organisation
  8. Select Anyone who uses this computer (all users).
  9. Click the Next The Setup Type step will be displayed.
  10. Select Complete.
  11. Click the Next The Ready To Install the Program step will be displayed.
  12. Click the Install button to begin the installation.
  13. Click the Finish button to complete the installation.

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  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Setup\Framework ECM\vx.x.x\Setup\ (where x.x.x refers to the latest version of Framework ECM).
  3. Double-click Framework ECM.msi. The Welcome step will be displayed.
  4. Click Next . The Licence Agreement step will be displayed.
  5. Select I accept the terms in the licence agreement.
  6. Click Next. The Customer Information step will be displayed.
  7. Enter User Name and Organisation details.
  8. Select Anyone who uses this computer (all users).
  9. Click Next. The Setup Type step will be displayed.
  10. Select Complete.
  11. Click Next. The Ready To Install the Program step will be displayed.
  12. Click Install to begin the installation.
  13. Click Finish to complete the installation.

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  1. Open the Framework Configuration Utility (Start > All Programs > Insula Software > Framework Configuration Utility). The Security Log On dialog will be displayed.
  2. Log on to the system using the Username and Password supplied on the Software Licence Certificate.
  3. Select the Key
    Tip: For more information about the Framework Configuration Utility, see (on page 1).
  4. Enter the following information:
    • Licence Server Name: The licence server name stored in the licence database.
    • Licence DSN Name: The licence database name stored in the licence database.
    • Key Server Name: The IP address or host name of the machine on the network, where the Sentinel Hardware Licence Key is located.
    • Key Code (decimal): The security code of the Sentinel Hardware Licence Key.
  5. Click Save. The yellow coloured fields will populate.
  6. Select the Folders
  7. Enter the relevant drive letters or UNC path, as required, for the following fields:
    • Drive Letter
    • Client Files
    • Land Files
    • Job Files
    • Purchase Order Files
    • ECM (inc. drive & path)
    • Product/Design (inc. drive & path)
    • OH&S (inc. drive & path)
    • Quality (inc. drive & path)
      Tip: This is typically based on the drive letter or UNC path mapped in Step 3 - Implement Framework Product Suite Files
  8. Click Save.
  9. Click OK. The Framework Configuration Utility will close.

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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