Framework ECM Upgrade v8

Framework V8 Upgrade Guide 

Step 1 - Shutdown Framework ECM 

Before proceeding with the upgrade, Framework ECM needs to be shut down so that no user can access the system during the upgrade period. 

Shutting down Framework ECM logs users out of the system in an orderly fashion. 

1. Open Framework Configuration Utility (Start > All Programs > Insula Software > Framework Configuration Utility) 

1. Logon to the system. 

1. Select the Shutdown tab.
    

1. In the Framework Shutdown group, change the Shutdown? field from No to Yes. 

1. Enter the shutdown details. 

1. Click the Shutdown Framework button. 

1. Click the OK button. 

Step 2 - Close Framework Connections 

It is a requirement for the Framework Product Suite Upgrade to be successful that all connections to the Framework database be cleared. Please refer to your Microsoft SQL Server documentation for more information on this process. 

Step 3 - Implement Framework Product Suite Files 

It is a requirement that all Framework Product Suite files are implemented on your server to the [fw folder]. (Do not install yet) 

On the system that contains the [fw folder]: 

1. Connect to ftp://ftp.insulagroup.com.au/ 

1. Select the relevant application folders until the required application and version are located. 

1. Select the Framework APP X.X.XXXX.zip to download. 

1. Place the files locally created \[fw folder]\Setup\Framework [APP]\v8\Setup\ folders. 

Step 4 - Configure Folder And File Permissions 

The Framework Folders require different access permissions depending on the folder. The following table displays the list of Framework folders and the network permissions required for each. Network permissions are rules associated with a shared resource on a network, such as a file, folder, or printer. These permissions can be assigned to groups, global groups, or individual users. 

The available Microsoft Windows folder security permissions include:  

• Full Control 

• Modify 

• Read & Execute 

• List Folder Contents 

• Read 

• Write 

• Special Permissions 

See the Microsoft Windows Help and Support documentation for more information on folder security permissions. 

Important for 2020 onwards... 

From Framework 2020 (v7.2) the Configuration Path details are managed through Framework ECM Security Preferences.  

These will need to be set at Default level prior to upgrade of subsequent versions. 

Step 5 - Backup Framework ECM Database 

The following topic will back up your Framework ECM Database. This procedure is based on Microsoft SQL Server 2008 (or above). 

Backup Framework ECM Database 

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

1. Connect to the required server. 

1. In the Object Explorer pane, expand: [server name] > Databases 

1. Right-click on the Framework ECM database (e.g., FworkSQLECM) and select Tasks > Back Up. The Back Up Database (General Page) dialog will be displayed. 

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

1. Select the Options page. 

1. Tick: Overwrite all existing backup sets 

1. Tick: Verify backup when finished 

1. Click the OK button. The backup will be performed to the selected destination. 

1. Click the OK button to close the message prompt. 

1. Close SQL Server Management Studio. 

1. Browse to the backup location (as detailed in Point 5 above). 

1. Copy the backup file to a secure location. A typical example is to backup the database file (.bak file) to the following folder location: \[fw folder]\Service\fwBackup_[todaysDate] 

Step 6 - Upgrade Framework ECM Database 

Running the Upgrade: 

• This

MUST be performed on either a workstation or server with ODBC DSN connections to the FworkECM database.  

• This

MUST be performed on either a workstation or a server with Insula Core Components installed e.g 16.0.x. 

• The easiest/safest check for the above is running Framework ECM from where you intend to run the upgrade file from; if Framework ECM launches successfully, you can proceed. 

• The system where the data is being upgraded 

MUST be set with Australian regional settings. 

The following procedure upgrades the Framework ECM database. If during the upgrade process 'Not Responding' appears in the title bar of the Framework 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 ECM 8 Database Upgrade 

Framework ECM 8.x.x.x Upgrade 

(Please note Database will need to be upgraded to V7.2.0.26 before proceeding) 

1. Open Windows Explorer. 

1. Browse to: \[fw folder]\Upgrade\Upgrade_v8_x_x_x\ECM\ 

1. Double-click the FworkECMUpgrade.exe file. A Database Backup confirmation prompt will be displayed. 

1. Click Yes to confirm that a manual backup of the Framework ECM database has been performed (if a manual backup has not been performed, see Step 5 - Backup Framework ECM Database). The Start Upgrade confirmation prompt will be displayed. 

1. Click Yes to perform the upgrade. 

1. If the upgrade was successful, a successfully completed message prompt will be displayed. 

1. Click OK. 

1. Click Close. 

Backup Framework ECM Database 

Following the instructions in Step 5, create a separate backup of the database at this point. 

Database Administration Command Line 

By default, there are database administration functions that will be performed during the ECM Upgrade to improve database performance. 

This includes shrinking the database log files and updating database statistics. 

To disable these functions, a command line switch can be used. 

1. Open Windows Explorer. 

1. Browse to: \[fw folder]\Upgrade\Upgrade_v8[_X_X_xx]\ECM\ 

1. Right-click on FworkECMUpgrade.exe and select Create Shortcut. A shortcut to the executable will be created. 

1. Right-click on the new shortcut and select Properties. The Properties dialog will be displayed. 

1. On the Shortcut tab, edit the Target field and include the command line switch -skipDBAdmin at the end of the line. The target should look similar to the following: 
    "C:\Framework\Upgrade\Upgrade_v8[_X_X_xx]\ECM\FworkECMUpgrade.exe" -skipDBAdmin 

1. Click the OK button. The Properties dialog will close. 

After creating a new shortcut with the command line switch, run the Database Upgrade using the new shortcut. 

Unsuccessful Database Upgrade 

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

Step 7 - Upgrade Sentinel Protection Installer 

Upgrades the Sentinel Hardware Licence Key security software. 

This step can be skipped if Sentinel Protection Installer is already installed. 

Upgrade - Sentinel Protection Installer 

Note: If installing on Windows Vista or Windows 7, the User Account Control (UAC) Consent prompt may be displayed. 

1. Open Windows Explorer. 

1. Browse to: \[fw folder]\Setup\Sentinel Protection Installer\v7.6.5\ 

1. Double-click setup.exe. The Sentinel Protection Installer Upgrade will begin and the Confirm Upgrade dialog will be displayed. 

1. Click the Upgrade button. The Welcome dialog will be displayed. 

1. Click the Next. The Licence Agreement will be displayed. 

1. Select I accept the terms in the licence agreement. 

1. Click the Next button. The Setup Type dialog will be displayed. 

1. Select Complete. 

1. Click the Next button. The Ready To Install the Program dialog will be displayed. 

1. Click the Install button to begin the installation. 
    

If Windows Firewall is detected, click the Yes button. 

1. Click the Finish button. 

Step 8 - Update Core Components 

Installs a set of common software tools used by Framework ECM. 

This step can be skipped if Core Components v16.0.2 or greater is already installed. 

For this process, see Install Insula Core Components. 

Step 9 - Update Framework ECM 

On ALL systems running Framework ECM: 

Uninstall the Existing Version of Framework ECM 

In Microsoft Windows 10/Windows 11 

1. Open Uninstall a Program (Start > Control Panel > Uninstall a Program). The Uninstall or Change a Program list will be displayed. 

1. Select the previous version of Framework ECM. 

1. Click the Uninstall button. The application will be removed. 

Install the Latest Version of Framework ECM 

1. Open Windows Explorer. 

1. Browse to: \[fw folder]\Setup\Framework ECM\v7.0\Setup\ 

1. Double-click Framework ECM.msi and follow the on-screen prompts. 

Step 10 - Restart Framework ECM 

After finishing the database and system upgrade, Framework ECM needs to be restarted so that users can access the system. 

1. Open Framework Configuration Utility (Start > All Programs > Insula Software > Framework Configuration Utility) 

1. Logon to the system. 

1. Select the Shutdown tab. 

1. Under the Framework Availability group, click the Restart Now button. 

1. Click the OK button. 

Step 11 - Test Framework ECM 

On all systems running Framework ECM: 

Start Framework ECM 

1. Start Framework ECM (Start > All Programs > Insula Software > Framework). 

1. If this is the first installation of Framework ECM or a manual update of the Framework Licence database has not been performed, the Framework Licence Database Validation prompt will be displayed. 
 
   If the Framework Licence Database Validation prompt is not displayed, skip to  Point 6 

1. Click the Yes button to validate the Framework installation. The Update Licence dialog will be displayed. 

1. Browse to the location of the Framework Licence Zip file. The file is typically located in the \\[fw folder]\Service\02 - Upgrade Data\ folder with the filename FrameworkLicence.zip 

1. Select the file and click the Open button. The validation will be performed. 

1. Log on to the system. 

Step 12 - User Acceptance Tests 

The following is a list of view only User Acceptance Tests (UATs) that must be performed after upgrading the application. 
 
These tests must be performed after the first workstation/client system has been upgraded 

Framework ECM - Production Management 
 
 

Framework ECM - Land Management 

Framework ECM - Administration 

Framework ECM - Security 

Framework ECM - Report Management 

Framework ECM - Variation Price Book 

Framework ECM - Client And Contact Management