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

Warning

The installation of Framework Sales Advice Management on the server should only be performed once.

Pre-Requisite Checklist

...

Warning

Insula Software recommends installing Framework Sales Advice Management on the server as it allows:

  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.

...

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Product data can be instantly updated (solves out of date price books, templates, etc.)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

...

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

...

  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
    titleExample
    :
    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
    titleExample
    :
    \[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
    titleExample
    :
    \[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.

...

  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
    titleExample
    :
    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
    titleExample
    :
    \[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
    titleExample
    :
    \[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.

...

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

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

  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.

      Note:
      Info
      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.

...

  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

...

Warning

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


Info

...

If installing on Microsoft Windows Vista or above, the User Account Control (UAC) Consent prompt may be displayed during the installation.
  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.

...

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.Important:

Warning

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