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Comment: Reverted from v. 7

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

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

Pre-Requisite Checklist

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

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Backup Framework Sales Advice Management Master Database

  1. Open SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 >  (or above) > 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.

    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.

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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 >  (or above) > 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.

    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.

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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

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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

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v7.

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0.0. Contact your Framework administrator if you are not running the Framework Sales Advice Management

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 v7.

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0.0 database.

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

Tip

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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.

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1.

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1 Master Database Upgrade

Info
This is a two-step process:

Framework Sales Advice Management 7.1.0.01 Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\

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  1. Upgrade_v7_

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  1. 1_0_

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  1. 01\SalesAdvice\
  2. Double-click the FworkSAMasterUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.
  3. Click Yes to perform the upgrade.

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  1. If the upgrade was successful, a successfully completed message prompt will be displayed.
  2. Click OK.
  3. Click Close.

Backup Framework Sales Advice Management Database

Following the instructions in Step 2, create a separate backup of the database at this point.

Framework Sales Advice Management 7.1.1.03 Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade_v7_1_1_03\SalesAdvice\
  3. Double-click the FworkSAMasterUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.
  4. Click Yes to perform the upgrade.
  5. If the upgrade was successful, a successfully completed message prompt will be displayed.
  6. Click OK.
  7. Click Close.

Unsuccessful Database Upgrade

If the database upgrade was unsuccessful, restore the backup database file. Refer to your Microsoft SQL Server documentation for more information.

Framework Sales Advice Management 7.

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1.

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1 Database Upgrade

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Info
This is a two-step process:

Framework Sales Advice Management 7.1.0.01 Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\

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  1. Upgrade_v7_

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  1. 1_0_

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  1. 01\SalesAdvice\
  2. Double-click the FworkSAUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.
  3. Click Yes to perform the upgrade.

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  1. If the upgrade was successful, a successfully completed message prompt will be displayed.
  2. Click OK.
  3. Click Close.

Framework Sales Advice Management 7.1.1.03 Upgrade

  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Upgrade\Upgrade_v7_1_1_03\SalesAdvice\
  3. Double-click the FworkSAUpgrade.exe file. The Start Upgrade confirmation prompt will be displayed.
  4. Click Yes to perform the upgrade.
  5. If the upgrade was successful, a successfully completed message prompt will be displayed.
  6. Click OK.
  7. Click Close.

Unsuccessful Database Upgrade

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  1. Open Windows Explorer.
  2. Browse to: \[fw folder]\Setup\Framework Sales Advice Management\v67.31\Setup\
  3. Double-click Framework Sales Advice Management.msi and follow the on-screen prompts.

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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: Double
    Tip

    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

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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

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