Versions Compared

Version Old Version 2 New Version 3
Changes made by

Julie Doyle-Whitelock

Julie Doyle-Whitelock

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The following guide is designed to upgrade Framework Sales Advice Management.

...

Info
Framework Sales Advice Management must be upgraded on ALL systems that are currently running the application.

Pre-Requisite Checklist

...

In preparation for the upgrade, all databases associated with Framework Sales Advice Management MUST be backed up.

...

Warning
titleCRITICAL

- The 6.3.0 database upgrade process includes an automatic database backup procedure, however some tables may be skipped due to size. Therefore, it is HIGHLY recommended that this procedure is performed.
- This MUST be performed on the system(s) that host a Framework Sales Advice Management database(s). 

Backup Framework Sales Advice Management Master Database

  1. Open SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > SQL Server Management Studio).
  2. Connect to the required server.
  3. In the Object Explorer pane, expand: [server name] > Databases
  4. Right-click on the Framework Sales Advice Master Management database (e.g., FworkSQLSAMaster) and select Tasks > Back Up. The Back Up Database (General Page) dialog will be displayed.

  5. Specify a Name and Destination for the backup file, if different from the default name and destination details.

    Info
    Note: Write
    Write down the name and destination details.

     


  6. Select the Options page.
  7. Tick: Overwrite all existing backup sets
  8. Tick: Verify backup when finished
  9. Click the OK button. The backup will be performed to the selected destination.
  10. Click the OK button to close the message prompt.
  11. Close SQL Server Management Studio.
  12. Browse to the backup location (as detailed in Point 5 above).
  13. Copy the backup file to a secure location.
Info
titleExample

...

A typical example is to backup the database file (.bak file) to the following folder location: \[fw folder]\Service\fworkSAMasterBackup_[todaysDate]

Backup Framework Sales Advice Management Database

  1. Open SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > SQL Server Management Studio).
  2. Connect to the required server.
  3. In the Object Explorer pane, expand: [server name] > Databases
  4. Right-click on the Framework Sales Advice Management database (e.g., FworkSQLSalesAdvice) and select Tasks > Back Up. The Back Up Database (General Page) dialog will be displayed.

  5. Specify a Name and Destination for the backup file, if different from the default name and destination details.

    Note: Write
    Info
    Write down the name and destination details.

     


  6. Select the Options page.
  7. Tick: Overwrite all existing backup sets
  8. Tick: Verify backup when finished
  9. Click the OK button. The backup will be performed to the selected destination.
  10. Click the OK button to close the message prompt.
  11. Close SQL Server Management Studio.
  12. Browse to the backup location (as detailed in Point 5 above).
  13. Copy the backup file to a secure location.
Info
titleExample

...

A typical example is to backup the database file (.bak file) to the following folder location: \[fwfolder]\Service\fworkSalesAdvice_[todaysDate]

Step 3 - Upgrade Framework Sales Advice Management Database

...

Warning
titleCRITICAL

- This MUST be performed on the server that hosts the Framework Sales Advice Management database. 
- The system where the data is being upgraded MUST be set with Australian regional settings.
- The Framework Sales Advice Management database must have previously been upgraded to v6.3.0. Contact your Framework administrator if you are not running the Framework Sales Advice Management v6.3.0 database.

The following procedure upgrades the Framework Sales Advice Management database(s).

Tip

...

If during the upgrade process 'Not Responding' appears in the title bar of the Framework Sales Advice Management Upgrade software, this is due to the system performing very long and CPU-intensive calculations. This message will disappear once the upgrade has been completed.

Framework Sales Advice Management 7.0.0 Master Database Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade7_0_0_[xx]\SalesAdvice\
  3. Double-click the FworkSAMasterUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.

  4. Click Yes to perform the upgrade.

    Info
    Note: -
    The first step in the upgrade procedure will take a backup of the upgraded tables and store the tables in a Microsoft Access database file (backup.mdb). This will be stored under a time-stamped folder indicating the date and time of the upgrade. For example, Backup 20120912_105719. This folder can be deleted once the upgrade has been completed.

     


  5. If the upgrade was successful, a successfully completed message prompt will be displayed.
  6. Click OK.
  7. Click Close.

...

Framework Sales Advice Management 7.0.0 Database Upgrade

Info

...

This upgrade can be skipped if your organisation does not use a separate Sales Advice database.
  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade7_0_0_[xx]\SalesAdvice\
  3. Double-click the FworkSAUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.

  4. Click Yes to perform the upgrade.

    Info
    Note: -
    The first step in the upgrade procedure will take a backup of the upgraded tables and store the tables in a Microsoft Access database file (backup.mdb). This will be stored under a time-stamped folder indicating the date and time of the upgrade. For example, Backup 20120912_105719. This folder can be deleted once the upgrade has been completed.

     


  5. If the upgrade was successful, a successfully completed message prompt will be displayed.
  6. Click OK.
  7. Click Close.

...

Start Framework Sales Advice Management

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

    Tip
    Tip: Double

    Double-click the Framework Sales Advice Management desktop icon.


  2. Log on to the system.


Step 7 - User Acceptance Tests

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

Info

...

These tests must be performed:
- Hosted Environments: After the first workstation/client system has been upgraded.
- Local Deployments: On every system that Framework Sales Advice Management was upgraded.


Screen / View

Menu Path

Completed

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 screen

Client > Sales Advice

 


View all screens via Menu bar

 

 



View all screens via Sidebar

 

 




Step 8 - Re-Synchronise Framework Sales Advice Management

...