he following guide is designed to upgrade the Framework ECM database and software.
Pre-Requisite Checklist
- Complete the Pre-Requisite Checklist Overview.
- Complete the Environment Setup Checklist Overview.
Upgrade Checklist
The following steps are required to upgrade Framework ECM.
Step 1 - Shutdown Framework ECM
Step 2 - Close Framework Connections
Step 3 - Implement Framework Product Suite Files
Step 4 - Configure Folder and File Permissions
Step 5 - Backup Framework ECM Database
Step 6 - Upgrade Framework ECM Database
Step 7 - Upgrade Sentinel Protection Installer
Step 8 - Update Core Components
Step 9 - Update Framework ECM
Step 10 - Restart Framework ECM
Step 11 - Test Framework ECM
Step 12 - User Acceptance Tests
Additional Support Software
If upgrading the Framework Product Suite on the server, consider installing Microsoft Office as this assists with:
- Remote Support (for Insula Software and your own IT support team).
- Testing of all system components including mail merge and email integration.