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The topics contain information for internal IT staff responsible for the deployment of the Framework Product Suite and its integration into internal systems and business processes.
Step 1 - Contact Insula
Review Insula’s updated compatibility page - Operating System / SQL Server Compatibility.
Contact Insula requesting to move to Entitlements Licensing for Framework v8.
Insula will setup Entitlements and will provide the end user licensee details.
Note: This will include the following: Portal username and password, end user licensee ID, a List of enabled entitlements and the locking code.
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(Proceed to Step 4 if you are not switching to Entitlement)
Step 2 - Install the Entitlement LAN Service (Replacement of Sentinel Key)
Setup and configure the LAN service on local machine - Installing the Entitlement LAN Service
Step 3 - Sync Entitlements
Sync entitlements and ensure licenses are active - Register Entitlements
Step 4 - Determine Applications To Upgrade
Whilst all applications are included on the Framework Product Suite FTP, Insula Software's hardware and software licence settings determine which applications and modules can be used by an organisation.
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Application | Required |
|---|---|
ECM | |
Administration | |
Advanced Register Management | |
Logistics Desktop | |
Logistics Tablet | |
Integration | |
MyNewHome | |
Sales Advice Management | |
Specification Management | |
VPB Browser |
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5 - Update The Sentinel Hardware Licence Key
Update Sentinel Hardware Licence Key
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| Warning |
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This file will be used during the Framework ECM upgrade. |
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6 - Inform Insula Software Of Upgrade
Please inform Insula Software five (5) working days prior to performing the upgrade so that support resources can be made available should you run into any difficulties that require immediate assistance.
To inform Insula Software about the upgrade, send an email to support@frameworkecm.com.au.
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7 - Schedule Upgrade
The upgrade MUST be performed outside of office hours to ensure there are no users connected to the servers. This will ensure there is no downtime for staff.
| Warning |
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For large sites, Insula Software HIGHLY recommends that the upgrade be performed on a weekend. |
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8 - Schedule Tablet PC Collection
| Warning |
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This step is ONLY required if your organisation uses Framework Logistics Tablet. |
Tablet PCs must be made available on the day/evening prior to the upgrade to allow the synchronising of all Tablet PC data before upgrading.
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9 - Ensure Sufficient Privileges
On any system being upgraded (including servers, Tablet PCs, and workstations), the user performing the upgrade must have sufficient privileges to uninstall and reinstall applications (e.g., administrator privileges).
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10 - Managing The Upgrade For Staff
Upgrading any software can affect business processes and consequently the way that an organisation's staff performs their roles.
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Software User Guide: The User Guide is available from the Help menu (Help > Contents).
Review Release Notes: A full review of the release notes should be performed to determine how the changes affect your business. Disseminate the information contained in the release notes to all affected staff. The release notes are available to all staff via the Help menu in all Framework Product Suite applications (Help > Release Notes).
Inform Staff of the New Version: If an update or upgrade is to be performed, inform staff before and after the installation.
Consider Education and Training: Education and staff training for new features of the software is highly recommended.
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11 - Ensure Availability Of The Framework Product Suite Upgrade
Ensure you can access the Framework Product Suite Software Upgrade on FTP.
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12 - Check Current Framework Product Suite Version
Before upgrading ANY Framework Product Suite application to v7.1.1v8, ensure that ALL Framework Product Suite applications that your organisation is currently using have been upgraded to v7.0.0.If your organisation is not currently using v7.0.0, contact Insula Software26.
| Warning |
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Critical The 78.1.1 0 upgrade is a two-step process. Refer to the sequence in Upgrade Sequence to 7.1.1. |
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13 - Test All Customised Reports
Any customised report files must be validated by you (where required) to work with this version of Framework. The review of all reports must be completed BEFORE commencing the upgrade to Framework Product Suite.
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For assistance with reports and report compatibility, contact Insula Software.
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14 - Upgrade Third Party Software
Framework clients often employ in-house or externally developed systems and processes that may rely on Framework data.
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For assistance with test environments and/or confirming non-Framework software, process, and reporting compatibility, contact Insula Software.
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15 - Proceed With Environment Setup Checklist
Proceed to the Framework Product Suite's Environment Setup Checklist.