The following guide is designed to install the Framework Sales Advice Management database and the Framework Sales Advice Management software on the server.Important:

Pre-Requisite Checklist

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1. Remote Access for Framework Sales Advice Management users.
2. Allows Insula Software the ability to run as a remote user to better support your Framework Sales Advice Management installation.

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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.

   Info
   title Example

   :

   FworkSQLSA

   
   

5. In the From Device field, click the Browse The Specify Backup dialog will be displayed.
6. Click the Add The Locate Backup File dialog will be displayed.
7. Select the folder and file location of the Microsoft SQL Server backup file.
   • Typical Folder: \[fw folder]\Service\01 - Default Data\
   • Typical File: bak
8. Click the OK The Locate Backup File dialog will close.
9. Click the OK The Specify Backup dialog will close.
10. In the Restore column, tick the backup to be restored.
11. Select the Options
12. In the Restore the database file as list, click the Browse button for the Framework Sales Advice database (i.e., FworkSQLSA). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

13. Select the folder location where the database will be restored to.
    

    Info
    title Example

    :

    \[fw folder]\Data\DataMSSQL\

    
    

14. In the File Name field, enter the file name: mdf
15. Click the OK
16. In the Restore the database file as list, click the Browse button for the Framework Sales Advice database log (i.e., FworkSQLSA_log). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

17. Select the folder location where the database will be restored to.

    Info
    title Example

    :

    \[fw folder]\Data\DataMSSQL\

    
    

18. In the File Name field, enter the file name: ldf
19. Click the OK
20. Click the OK The database restoration will be performed.
21. Close Microsoft SQL Server Management Studio.

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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.

   Info
   title Example

   :

   FworkSQLSAMaster

   
   

5. In the From Device field, click the Browse The Specify Backup dialog will be displayed.
6. Click the Add The Locate Backup File dialog will be displayed.
7. Select the folder and file location of the Microsoft SQL Server backup file.
   • Typical Folder: \[fw folder]\Service\01 - Default Data\
   • Typical File: bak
8. Click the OK The Locate Backup File dialog will close.
9. Click the OK The Specify Backup dialog will close.
10. In the Restore column, tick the backup to be restored.
11. Select the Options
12. In the Restore the database file as list, click the Browse button for the Framework Sales Advice Master database (i.e., FworkSQLSAMaster). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

13. Select the folder location where the database will be restored to.

    Info
    title Example

    :

    \[fw folder]\Data\DataMSSQL\

    
    

14. In the File Name field, enter the file name: mdf
15. Click the OK
16. In the Restore the database file as list, click the Browse button for the Framework Sales Advice Master database log (i.e., FworkSQLSAMaster_log). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

17. Select the folder location where the database will be restored to.

    Info
    title Example

    :

    \[fw folder]\Data\DataMSSQL\

    
    

18. In the File Name field, enter the file name: ldf
19. Click the OK
20. Click the OK The database restoration will be performed.
21. Close Microsoft SQL Server Management Studio.

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ODBC DSN Configuration - Framework Sales Advice

1. Open Data Sources (ODBC).
2. Select the System DSN
3. Click the Add The Create New Data Source dialog will be displayed.
4. Select SQL Native Client for the SQL Server version being used.
5. Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.
6. Enter the following details:
   • Name: FworkSQLSA
   • Description (optional): Enter a description for the database connection. For example, Framework Sales Advice.

   • Server: Select the SQL Server from the Server drop-down list.
     OR
     Enter the SQL Server name.

     Info

     Note:

     If there is an error following Step 8, change the server name above to: \[server name]\SQLEXPRESS

     
     

7. Click the Next
8. Click the Next
9. Tick Change the default database to.
10. From the drop-down list select: FworkSQLSA
11. Click the Next
12. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
13. Click the Test Data Source...
14. If successful, click the OK
15. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
16. Click the OK The Data Sources (ODBC) dialog will close.

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1. Open Data Sources (ODBC).
2. Select the System DSN
3. Click the Add The Create New Data Source dialog will be displayed.
4. Select SQL Native Client 10.0.
5. Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.
6. Enter the following details:
   • Name: FworkSQLSAMaster
   • Description (optional): Enter a description for the database connection. For example, Framework Sales Advice Master.

   • Server: Select the SQL Server from the Server drop-down list.
     OR
     Enter the SQL Server name.

     Info

     Note:

     If there is an error following Step 8, change the server name above to: \[server name]\SQLEXPRESS

     
     

7. Click the Next
8. Click the Next
9. Tick Change the default database to.
10. From the drop-down list select: FworkSQLSAMaster
11. Click the Next
12. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
13. Click the Test Data Source...
14. If successful, click the OK
15. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
16. Click the OK The Data Sources (ODBC) dialog will close.

Step 3 - Install Framework Sales Advice Management

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1. Open Windows Explorer.
2. Browse to: \[fw folder]\Setup\Framework Sales Advice Management\vx.x.x\Setup\ (where x.x.x refers to the latest version of Framework Sales Advice Management).
3. Double-click Framework Sales Advice Management.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
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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Start - Framework Sales Advice Management

1. Start Framework Sales Advice Management (Start > All Programs > Insula Software > Framework Sales Advice Management).

   Tip:

   Tip
   Double-click the Framework Sales Advice Management desktop icon.

   
   

2. Log on to the system.

Step 5 - User Acceptance Tests

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

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