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Allow access to the server's mapped Framework drive.
Important:
- - It is recommended that a mapped drive be added to the network login script.
- - If a mapped network drive is already available to the shared Framework drive, proceed to Step 2.
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- Open Windows Explorer.
- From the Tools menu, select Map Network Drive.... The Map Network Drive dialog appears.
Note: In Windows Vista or Windows 7, if the Tools menu is not visible, press the Alt - Using the drop-down menu, select a suitable drive letter (i.e., W:\ drive).
Tip: This is the drive letter created in the Environment Setup Checklist (see Step 3 - Implement Framework) - Product Suite Files (on page 63)).
- Click the .. button. The Browse For Folder dialog is displayed.
- Browse to the [server name] and select the shared folder Framework.
- Click the Click OK
- Tick: Reconnect at logon
- Click the Finish
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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) 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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- Open Windows Explorer.
- Browse to: \[fw folder]\Setup\\Insula Software Core Components\v15v16.0x\
- Double-click setup.exe. The Insula Software Core Components installation will begin.
- Click the Next The Licence Agreement step will be displayed.
- Select I accept the terms in the licence agreement.
- Click the Next The Customer Information step will be displayed.
- Enter User Name and Organisation
- Select Anyone who uses this computer (all users).
- Click the Next The Setup Type step will be displayed.
- Select Complete.
- Click the Next The Ready To Install the Program step will be displayed.
- Click the Install button to begin the installation.
- Click the Finish button to complete the installation.
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- Open the Framework Configuration Utility (Start > All Programs > Insula Software > Framework Configuration Utility). The Security Log On dialog will be displayed.
- Log on to the system using the Username and Password supplied on the Software Licence Certificate.
- Select the Key
Tip: For more information about the Framework Configuration Utility, see (on page 1). - 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.
- Click Save. The yellow coloured fields will populate.
- Select the Folders
- Enter the relevant drive letters or UNC paths, 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
- Click Save.
- 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 |