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Framework Installation : MyNewHome Web Portal Analysis

Framework Installation : MyNewHome Web Portal Analysis


Article Index

 

The following analysis outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration of the Framework MyNewHome Portal software.

Step 1 - Workstation Requirements

The Framework MyNewHome Administration application is used to configure all aspects of the Framework MyNewHome website. This application should be installed for users responsible for maintaining the configuration of the Framework MyNewHome website.

Step 2 - MyNewHome Site Details

Each question should be considered and the answers recorded. The answers will be required when installing and configuring Framework MyNewHome.

Builders are free to use the MyNewHome name however this name cannot be offered exclusively to any one builder.

 

Analysis Question

Response

Analysis Question

Response

Site Name
[The name of the MNH site as seen by the builder's clients]



e.g.
A builder called Acme Constructions might choose to implement Framework MNH as MyAcmeHome.



Site Login
[Will the client login be integrated into the builder's website or be   dedicated MyNewHome login page?]

Dedicated Page
Integrated


e.g.
MyAcmeHome



Page Footer Text
[The footer text that every MNH page displays.]




e.g.
Ownership/Copyright details



Step 3 - MyNewHome Site Map / Configuration

The following table lists all web pages that make up the Framework MyNewHome Web Portal. Use this table to consider the appearance, content, and customisation requirements of each page. Specifically:

  • Review each page and decide on its inclusion in the site (pages can be suppressed using preferences).

  • Decide if any custom browser captions should be used.

  • Decide if any custom page banners should be used.

  • Decide if any custom page introduction text should be used.

System Area

Primary Page

 Secondary Page

Include?

Custom Caption?

Custom Banner?

Introductory Text?

System Area

Primary Page

 Secondary Page

Include?

Custom Caption?

Custom Banner?

Introductory Text?

Logon

User Select



Yes







Home Page





Yes





N/A

b

My Details















Update Client













Update Contact











My Land













My House















Image Zoom











Important Dates













Current Status











Keep In Touch

Messages

Compose Message













Reply













Inbox













Sent Items













Deleted Items











Appointments













Comments











Gallery



Gallery Zoom











My New Home













Drawings













On-Site Photos













Scanned Documents











Documents

Letters













Tenders















View Tender











Contract















View Contract











Colour Selection















View Colour











Variations















View Variation











Progress Claims













Delays











Contacts



Compose Message











Company Details













My Sales Team

Salesperson













Display Centre











My Administration Team

Administrator













Colour Consultant













Tender Presenter













Contract Presenter











My Construction Team

Construction Manager













Construction Supervisor











My Maintenance Team

Maintenance Administrator













Maintenance Supervisor









Help

Frequently Asked Questions













Web Site Help











Step 4 - Website Actions

The Framework MyNewHome website provides several important functions to clients, enabling them to interact directly with the builder and with Framework itself. The following client actions should be discussed and their availability determined.

The following actions are defined in the Framework MyNewHome application. For more information on installing Framework MyNewHome, see Framework MyNewHome Installation.

  1. Open Framework MyHewHome.

  2. Login to the system.

  3. Open the Preferences screen (MyNewHome > Preferences)

  4. From the Preference Groups list, expand Actions.

  5. Edit the following, as required.

    By default, all of the following preferences are enabled

Auditing

Action

Allow Action?

Action

Allow Action?

Enable Basic Auditing



Enable Detailed Auditing



My Details

Action

Allow Action?

Action

Allow Action?

Enable Client Update



Enable Contact Update



Documents

Action

Allow Action?

Action

Allow Action?

Enable Approval of Colour



Enable Cancellation of Colour



Enable Approval of Variations



Enable Cancellation of Variations



Email Administrator



Email Client



Contacts

Action

Allow Action?

Action

Allow Action?

Email Salesperson



Email Administrator



Email Colour Consultant



Email Tender Presenter



Email Contract Presenter



Email Construction Manager



Email Construction Supervisor



Email Maintenance Administrator



Email Maintenance Manager



Email Maintenance Supervisor



Step 5 - Important Dates

The Important Dates page in Framework MyNewHome is the site's implementation of a work flow model that lists all major and minor stages of a job's path through the construction process. It is important to verify the stages to be included in the site, their preferred name that will make sense to clients, and the Framework field that will be retrieved to indicate that the stage is complete.

Minimum Web Site Content Requirements

Assuming that there was no customisation to be done to the standard Framework MyNewHome page captions, introductory text, etc., the following items are required to be prepared and implemented by the builder:

  • News items (including date, title, description).

  • Determination of work flow model (the major and minor stages to be shown to the client and what Framework field data each stage will display).

  • Work flow stage descriptions (both short and full descriptions are required for every stage).

  • Work flow stage requirements of you (details of what the builder requires of the client for every stage).

  • House type descriptions.

  • Gallery of images for every house type (multiple images where possible).

  • Gallery of images for each façade (by house type if possible).

  • Gallery of drawings for every house type (multiple images where possible).

Step 6 - Website Content Collection/Creation

The Framework MyNewHome application is used to configure all aspects of a Framework MyNewHome website. It is expected that all content and configuration will be done by the builder using this application. This will ensure that all aspects of site management are understood by internal staff and can be easily administered.

Existing content that is already available should be collected and collated into Framework MyNewHome. New content to be created, such as artwork, should be considered as early as possible to ensure that it is available for the launch of the site. If required, Insula Software can assist with the collection and/or creation of content.

Artwork

Website Artwork

There are several areas of MyNewHome where artwork is displayed, as either part of the site itself, or in the content displayed for a particular client/job. The following table outlines artwork dimensions required in each area of MyNewHome.

System Area

Description

Image Dimensions
(width x height) in Pixels

System Area

Description

Image Dimensions
(width x height) in Pixels

Page Banner

The banner graphic displayed at the top of each page under the toolbar.

745 x 75

My House

Stock single image of the job’s house type.

250 x 170

Gallery Thumbnail

Small image thumbnail of gallery items for house, drawings, etc.

80 x 50

Gallery Full Size

Full size image of gallery items for house, drawings, etc.

When creating a full size image, a thumbnail should also be prepared



520 x 350

Contact Photos

Photos of the company, display centre, and staff.

250 x 170

Banner Artwork

The most significant artwork to be created for the Framework MyNewHome website are the page banners. This allows the builder to customise potentially every page with specific images, text, and themes as a user navigates the site.

When determining page banner artwork requirements, consider the following issues:

  • Will there be only one banner for the entire site or will there be a different banner for each section (toolbar option)?

  • Will there be a different banner for each page (toolbar/sidebar option combination)?

  • Is the company logo required in the banner?

  • Is the company name required in the banner?

  • Is the name/logo of the Framework MyNewHome section required in the banner?

  • Is the name/logo of the Framework MyNewHome page required in the banner?

  • Are there colour/style themes to be maintained through the site in each banner?

  • Where Insula Software is to create artwork for Framework MyNewHome, clear instructions on these issues must be provided along will all necessary artwork source materials.

Step 7 - Framework Data Review

The following lists the data from Framework that is displayed directly to clients using the Framework MyNewHome website. This data should be carefully reviewed to ensure it is appropriate for display to clients.

  • Diary appointment descriptions.

  • Diary staff names.

  • Diary locations.

  • Comment department names.

Step 8 - Framework Database Server Configuration

Each Framework MyNewHome website is dynamically configured and controlled at runtime by a configuration database. Like current Framework Product Suite databases, the Framework MyNewHome configuration databases should be created on the database server.

Database Server Requirements

  • Add additional Microsoft SQL Server databases for each Framework MyNewHome configuration database.

Step 9 - Framework Application Configuration

Single User Setup Of Web Users

Clients must be a valid web user to use the Framework MyNewHome Web Portal. Framework MyNewHome Web Portal users are setup in Framework ECM.

  1. Open Framework ECM.

  2. Open the MyNewHome screen (CRM > MyNewHome)

  3. Select (Press F3) or search (Press F4) for a valid user.


     

  4. On the Accounts tab, select the New The Web User dialog will be displayed.




  5. Enter the details, as required.

  6. Click the OK

The information entered into the Web User can now be sent to clients.

Bulk User Setup Of Web Users

If you require assistance with bulk creation of MyNewHome Web Portal users, please Contact Insula Software.