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It is also possible to combine both, supporting the often complex issues of connectivity, geography, etc. Insula Software recommends a hosted environment, where practicable.

ProcessHosted (Recommended)Local
Simpler administration of system data (VPB, Templates, Products, etc.)Yes

No

Managed backup of dataYesNo
Ability for the office to monitor system usage, leads, and dataYesNo
Live Sales Advice Document editing by Sales EstimatorsYesNo

Protection of corporate data (salespeople leave, theft, etc.)

YesNo

Product data can be instantly updated (solves out of date price books, templates, etc.)

YesNo

Can be used 24/7 without connectivity

NoYes

Reduced / No thin-client / Citrix licensing costs

NoYes

Higher ongoing IT support costs (every machine must be upgraded individually, etc.)

NoYes

Deployment Requirements

The following outlines the IT infrastructure requirements for each deployment option.

Hosted (Recommended)Local
  • Thin client licences for sales staff
  • Reliable connectivity from all display/sales locations (VPN, Logins, etc.)
  • Sufficient server hardware resources to support additional users
  • Reliable connectivity with reasonable bandwidth for synchronising on the LAN/WAN
  • Local backup solution
  • Sufficient IT support resources to address increased tech support, local installs, upgrades and database administration/maintenance
  • Maintain an asset register of Sales Advice licenses (Sentinel keys)
  • Implement strict procedures on insisting sales people regularly synchronise and keep all local data up-to-date
  • Implement strict policies on local backups and protecting corporate data held locally
  • A remote access solution to provide remote support (e.g., VNC)

Sales Advice Management - Implementing Network File Permissions

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See the Microsoft Windows Help and Support documentation for more information on folder security permissions.

Framework Folder StructureNon-Administrative User Network Permissions
BinNone
DataRead
Data\%All Other Database Sub-Folders%None
Data\SpellcheckRead/Write
DocsRead
ImageRead
LogRead/Write
MailMergeRead/Write
ReportRead
ServiceRead/Write
SetupRead
SpecificationRead
TempRead/Write
UpgradeRead/Write


Step 1 - Restore Databases

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Provide Framework Sales Advice Management with the connection to read and write from the database.Critical:

Warning

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 Sales Advice

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Important: This step is not required if Framework Sales Advice Management was NOT installed on the server.

Screen/ViewMenu PathCompleted
Start Framework Sales Advice Management

Log in as a user other than a super-user

Go to Client List Screen
- Toggle 'Show All?' to Yes
- Select a client		Client > List
View the Sales Advice screenClient > Sales Advice
View all screens via menu bar

View all screens via sidebar