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The following is required on the web server that will host the Framework SupplierConnect Web Portal software:Important:

• Microsoft Windows Server 2005 2008 or above.
• Microsoft IIS Version 5 or above.
• An SSL website created for the Web Portal Software under Internet Information Services (IIS), accessible to clients requiring access to the Framework product Suite Web Portal Software website (SSL is recommended for improved security).
• Framework Web Portal Software specific IIS website configuration changes (password control).
• PHP v5.3.xx (standard binary installation).
• Framework Product Suite Web Portal Software specific PHP configuration changes.
• Framework Product Suite Web Portal Software configuration file changes (for correct Framework DSN).
• Microsoft SQL Server 2005, 2008, 2008 R2, 2012, 2014 or 20122016.
• ODBC DSN for the Framework ECM database.
• ODBC DSN for the Framework Licence database.
• ODBC DSN(s) for the Framework Web Portal Software site configuration database(s).

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During the installation of Microsoft SQL Server (MSSQL) 2005 2008 or 2008 above on your server, Insula Software recommended installing MSSQL in Mixed Mode Authentication. If Microsoft SQL Server was already installed prior to Framework or was installed in Windows Authentication Mode only, it needs to be configured in Mixed Mode Authentication (SQL Server and Windows Authentication Mode) to run the Framework Product Suite Web Portal Software.Important:

Configure Microsoft SQL Server For Mixed Mode Authentication

Note: This process is the same for MSSQL 2005 and 2008.

On the SQL server:

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 the server and select Properties. The Server Properties dialog will be displayed.
4. From the sidebar, select Security.
5. Change the Server Authentication to SQL Server and Windows Authentication Mode.
6. Click the OK A message prompt will be displayed.
7. Click the OK
8. Close Microsoft SQL Server Management Studio.

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This applies to the SQL database server where the Framework databases reside.

...

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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. Expand: [Server Name] > Security
4. Right-click Logins and select New Login. The Login - New dialog will be displayed.
   
   
   
   
5. In the Login Name field, enter: FworkPortalUser
6. Tick: SQL Server authentication
7. In the Password field, enter: P@ssword

8. In the Confirm Password field, enter: P@ssword
   

   Important:

   Warning
   Ensure a record is kept of the username and password entered as they will be required in upcoming steps.

   
   

9. From the Default database drop-down list, select: master
10. From the sidebar, select User Mapping.
    
    
    
    
11. From the Users Mapped to This Login list, tick the required Framework database(s).
12. For the FworkSQLECM and FworkSQLLic databases, ensure the following two items are ticked in the Database role membership for: [framework database] list:
    • db_owner
    • public
13. Click the OK button.
14. Close Microsoft SQL Server Management Studio.

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Different versions exist for different operating systems and, in general, an operating system's IIS cannot be updated to a newer edition.Important:

IIS is a Microsoft Windows Component that is installed using the Add/Remove Programs (in Windows XP) and Programs and Features (Windows Vista and Windows 7).

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PHP is a computer scripting language designed to help produce dynamic web pages. The Framework Product Suite Web Portal software uses PHP to create the website and to connect the website to the required Framework databases.Important:

1. Unzip PHP to the folder: C:\php (on the target machine).
   
   
   
   
2. In the C:\php folder, rename the ini-recommended file to be php.ini.

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Install - Microsoft SQL Server Driver For PHP

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1. Open Windows Explorer.
2. Browse to: \[fw folder]\Setup\Database - MSSQL\Microsoft SQL Server Driver for PHP\
3. Double-click the setup file. The Microsoft SQL Server Driver for PHP installation will begin.
4. Click the Yes The File Extraction step will be displayed.
5. Enter a location to extract the files (e.g., C:\phpext\). If the folder does not exist, confirm the folder creation. The files will be extracted.
6. Browse to the extracted file location (e.g., C:\phpext\).
7. Copy the following files:
   • dll
   • dll
8. Browse to: \php\ext\
9. Paste the files into the C:\php\ext\ folder.

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Step 02d - PHP Configuration

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1. Open Windows Explorer.
2. Browse to the location of the ini file (typically: C:\php\).
3. Edit the ini file.

4. Update the following settings:
   

   Note:

   
   

   Info
   The following default settings may be different to those listed depending on the PHP version (the following information is based on PHP 5.2.11).

   
   

1. Find the Windows Extensions section of the ini file.
2. Add the following extensions:
   • ;extension=php_sqlsrv.dll (including the leading semi-colon(;))
   • ;extension=php_sqlsrv_ts.dll (including the leading semi-colon(;))
   • extension=ixed\ixed.win
3. Uncomment the following extension (by removing the leading semi-colon (;)):
   • extension=php_gd2.dll
4. Save the ini file.
5. Close the ini file.

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To configure the Firewall Ports, please consult your Microsoft documentation for more information.

Step 03 - Configure ODBC DSN Connection

Provides Framework SupplierConnect Portal with the connection to read and write from the database.Critical:

ODBC DSN Configuration - Framework

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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 Server 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: FworkSQLECM_Portal
   • Description (optional): Enter a description for the database connection. For example, Framework SupplierConnect Portal.
   • Server: Select the SQL Server from the Server drop-down list.
     OR
     Enter the SQL Server name.
7. Click the Next
   
   
   
   
8. Select With SQL Server authentication using a login ID and password entered by the user.
9. In the Login Name field, enter: FworkPortalUser
10. In the Password field, enter: P@ssword
11. Click the Next
    
    
    
    
12. Tick Change the default database to.

13. From the drop-down list select, select the Framework ECM SQL Database.

    Note:

    Info
    This is typically FworkSQLECM

    
    

14. Click the Next
15. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
16. Click the Test Data Source...
17. If successful, click the OK
18. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
19. 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 Server 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: FworkSQLLic_Portal
   • Description (optional): Enter a description for the database connection. For example, Framework SupplierConnect Licence Portal.
   • Server: Select the SQL Server from the Server drop-down list.
     OR
     Enter the SQL Server name.
7. Click the Next
   
   
   
   
8. Select With SQL Server authentication using a login ID and password entered by the user.
9. In the Login Name field, enter: FworkPortalUser
10. In the Password field, enter: P@ssword
11. Click the Next
    
    
    
    
12. Tick Change the default database to.

13. From the drop-down list select, select the Framework Licence SQL Database.

    Info

    Note:

    This is typically FworkSQLLic

    
    

14. Click the Next
15. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
16. Click the Test Data Source...
17. If successful, click the OK
18. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
19. Click the OK The Data Sources (ODBC) dialog will close.

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• Complete the Web Portal Pre-Requisite Checklist
• Complete the Web Portal Environment Checklist.

Step 04a - Copy Ixed File

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The ixed file contains decompile scripts for the Framework SupplierConnect Portal.

1. Open Windows Explorer.
2. Browse to: \[fw folder]\Setup\Framework SupplierConnect Portal\Ixed\
3. Right-click on the win file and select Copy.
4. Browse to: C:\php\ext\ folder and select Paste.

...

...

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Step 04b - Implement Framework SupplierConnect Files

Copies the Framework SupplierConnect Portal files to the web server.

1. Open Windows Explorer.
2. Browse to: \[fw folder]\Setup\Framework SupplierConnect Portal\WebSiteFiles\
3. Select and copy all of the files and folders contained in the WebSiteFiles
4. Browse to: x:\inetpub\wwwroot\[portalWebsiteFolder]\
   Where:
   • x is the local target drive, and
   • [portalWebsiteFolder] is the folder name of the web portal software (e.g., supplierconnectportal, scp, etc.).
5. Paste the files and folders into the [portalWebsiteFolder], overwriting any files in the process.

The folder structure should look like:

x:\inetpub\wwwroot\[portalWebsiteFolder]\design
x:\inetpub\wwwroot\[portalWebsiteFolder]\feedback
x:\inetpub\wwwroot\[portalWebsiteFolder]\help
x:\inetpub\wwwroot\[portalWebsiteFolder]\home
x:\inetpub\wwwroot\[portalWebsiteFolder]\images\banner
x:\inetpub\wwwroot\[portalWebsiteFolder]\images\common
x:\inetpub\wwwroot\[portalWebsiteFolder]\images\header
x:\inetpub\wwwroot\[portalWebsiteFolder]\images\title
x:\inetpub\wwwroot\[portalWebsiteFolder]\inc_files
x:\inetpub\wwwroot\[portalWebsiteFolder]\my_details
x:\inetpub\wwwroot\[portalWebsiteFolder]\notifications
x:\inetpub\wwwroot\[portalWebsiteFolder]\orders
x:\inetpub\wwwroot\[portalWebsiteFolder]\response
x:\inetpub\wwwroot\[portalWebsiteFolder]\sessions

Step 04c - Installation - Folder Permissions

The following folders must have their security permissions updated for the following group or user names:

Where:
- x is the local target drive, and
- [portalWebsiteFolder] is the folder name of the Web Portal software (e.g., SupplierConnect.).

Step 04d - Portal Configuration

Configures the logon and configuration files for the Framework SupplierConnect Portal.

Configure Config.php File

1. Open Windows Explorer.
2. Browse to: x:\Inetpub\wwwroot\[portalWebsiteFolder]\inc_files\
   Where:
   - x is the local target drive, and
   - [portalWebsiteFolder] is the folder name of the web portal software (e.g., SupplierConnect).
3. Right-click on php and select Open With....
   When opening the following files, untick Always use the selected program to open this kind of file.
4. From the Open With... dialog, select Notepad. This opens the file for editing.
5. Find the text $dsn = "[Insert DSN]";
   • Replace [Insert DSN] with FworkSQLECM_Portal.
6. Find the text $user = "";
   • Within the inverted commas, enter FworkPortalUser.
     Example: $user = "FworkPortalUser";
7. Find the text $pass= "";
   • Within the inverted commas, enter P@ssword.
     Example: $pass= "P@ssword";
8. Find the text $footer = "Copyright Framework Homes";
   • Replace Copyright Framework Homes with your organisation's copyright details.
     Example: Copyright Acme Homes. All Rights Reserved.
9. Save the file and close Windows Notepad.

Step 04e - Configure Internet Information Services

Proceed to the next step if a Framework portal has already been configured and working on the same server.

IIS (Internet Information Services) is a set of Internet-based services for servers using Microsoft Windows. IIS assists in configuring websites. Your organisation may already be configured for IIS depending on if the organisation currently runs any web-based software or runs their own website from their local servers.

Different versions exist for different operating systems and, in general, an operating system's IIS cannot be updated to a newer edition.

The implications of the following settings should be carefully considered as a part of the overall web server/site installation and security.

IIS is a Microsoft Windows Component that is installed using the Add/Remove Programs (in Windows XP) and Programs and Features (Windows Vista / Windows 7 / Windows 8).

The following guide details the steps required for IIS 7.5.

Configure IIS 7.5

1. Open IIS 7.5.
2. From the Connections list, expand: [server_name] > Sites.
3. Highlight Default Web Site, ensuring that the Features View is selected.
4. Open Handler Mappings.
5. From the Actions list (on the right-hand side of the screen), click Add Module Mapping. The Add Module Mapping dialog will be displayed.
   
   Image Modified
   
   
6. Enter the following details:
   • Request Path: *.php
   • Module: From the drop-down list, select FastCgiModule
     If FastCGIModule is not available, ensure CGI has been installed.
   • Executable: Using the browse button, browse to the location of the php-cgi.exe file.
   • Name: PHP
7. Click Request Restrictions.... The Mapping tab of the Request Restrictions dialog will be displayed.
   
   Image Modified
   
   
8. Edit the following details:
   • Ensure Invoke handler only if request is mapped to: is selected.
   • Click File or folder.
9. Select the Verbs.
   
   Image Modified
   
   
10. Ensure that All verbs is selected.
11. Select the Access tab.
    
    Image Modified
    
    
12. Ensure that Script is selected
13. Click OK.
14. Click OK.

Step 04f - Installation - Test Framework SupplierConnect Portal

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Public folders, or an archive equivalent, must be setup for archive/audit tracking of all Logistics notifications. Public folders are optional but HIGHLY recommended as they provide invaluable information from a support perspective (both internally for the business and externally for Insula Software. Public folders can have standing rules to auto-delete old notifications (e.g., after 1 to 3 months).Note:

Three public folders are recommended:

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Install Logistics Desktop on a server for the purposes of notification monitoring.

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Step 07a - Install Logistics Desktop

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• exe: Service installer.
• exe: Applications as service utility.

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Installation

1. Open the Run dialog (Start menu > Run).

2. Enter: \\path\instsrv "Framework Logistics Desktop Monitor" \\path\srvany.exe
   

   Info
   title Example

   :

   c:\instsrv "Framework Logistics Desktop Monitor" c:\srvany.exe

   
   

3. Open the Services screen (Control Panel > Administrative Tools > Services).
4. Right-click Framework Logistics Desktop Monitor and select Properties. The Framework Logistics Desktop Monitor Properties (Local Computer) dialog will be displayed.
5. On the General tab, ensure Startup Type is set to Automatic.
6. On the Log On tab, ensure This account is ticked.
   • Click the Browse button to find the user created in Step 06 - Logistics Desktop Monitor User and Mailbox Setup
   • In the Password field enter the user's password.
   • In the Confirm password field enter the user's password.
   • Click the OK The dialog will close.
7. Close the Services screen.

Specifying Framework Logistics Desktop Monitor As The Application To Start

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1. Open the Run dialog (Start > Run).
2. Enter: Regedit. The Registry Editor will be displayed.
3. Browse to: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Framework Logistics Desktop Monitor
4. From the Edit menu, select New then Key.
5. Enter Parameters as the new key name.
6. Right-click the Parameters key and select New then String Value.
7. Enter Application as the new string value name.
8. Right-click on Application and select ... The Edit String dialog will be displayed.

9. In the Value Data field, enter the full path to the Framework Logistics Desktop executable (including the extension and switch).

   Info
   title Example

   :

   C:\Program Files\Insula Group Pty Ltd\Logistics Desktop\Bin\FworkCstLDesktop.exe /Monitor

   
   

10. Click the OK
11. Close the Registry Editor.

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1. Open the Services screen (Control Panel > Administrative Tools > Services).
2. Right-click Framework Logistics Desktop Monitor and select Properties. The Framework Logistics Desktop Monitor Properties (Local Computer) dialog will be displayed.
3. On the General tab, ensure Startup Type is set to Disabled.
4. Click the OK The dialog will close.
5. Close the Services screen.

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To Remove The Framework Logistics Desktop Monitor Service:

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Step 08 - Install Microsoft Outlook

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On the server running Logistics Desktop Monitor, install Microsoft Outlook (2003, 2007, or 2010). After Microsoft Outlook is installed, logon to Microsoft Windows as the user created in Step 06 - Logistics Desktop Monitor User and Mailbox Setup and configure Outlook for that user.

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1. From the Administration menu, select CRM then Email Template.
2. From the Category list, select Construction Logistics.
3. From the Email Template Level, select Default.
4. Click the Email A shadow will appear around the list to indicate it is selected.
5. Click the New The Email dialog will be displayed.

6. Enter a name and reference name for the email template.

   Info
   title Example

   :

   Logistics - Called or Logistics - Called Off

   
   

7. Click the OK The dialog will close.
8. Click the Email Template A shadow will appear around the list to indicate it is selected.
9. Click the New The General tab of the Email Template dialog will be displayed.

10. Enter a subject heading.

    Info
    title Example
    Example: Release for Delivery or Cancel Delivery.

    
    

11. Enter the HTML email code.
12. Tip: Use the Insert Field button to enter Framework fields into the HTML code. Use the Preview tab to preview an email template.
13. When completed, click the OK

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Preferences in Framework ECM needs to be configured.Important:

Update Notification Preferences

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1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Notifications.

Update Configuration - Logistics Desktop Preferences

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1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Configuration - Logistics Desktop.

Update Configuration - Logistics Tablet Preferences

...

1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Configuration - Logistics Tablet.

Update Notification Emails Preferences

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1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Notification Emails.

Update Supplier Reminders Preferences

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1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Supplier Reminders.

Update Notification Email Delivery Preferences

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1. Open the Security module (File > Module > Security).
2. From the Security menu, select Preference.
3. Expand Framework Construction Logistics > SupplierConnect Portal > Notification Email Delivery.

Step 11 - Enable Supplier Entities For Notifications

...

1. Open Framework ECM.
2. Open the Administration module (File > Module > Administration).
3. From the Administration menu, select Entity then Entity. The Entity screen will be displayed.

4. From the Entity Roles list, select a supplier. The Entities list will be updated.

   Info
   title Example

   :

   Brick Supplier.

   
   

5. From the Entities list, select a supplier.
6. Click the Edit The General tab of the Company Details dialog will be displayed.
7. Select the Profiles
8. In the Notifications group, toggle the Email field from No to Yes.
9. Click the OK The supplier will now be enabled for notifications via email.Tip: