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Installation

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Appendix

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The following guide is designed to install the Framework Sales Advice Management database and the Framework Sales Advice Management software on the server.

The installation of Framework Sales Advice Management on the server should only be performed once.

Pre-Requisite Checklist

Insula Software recommends installing Framework Sales Advice Management on the server as it allows:

  1. Remote Access for Framework Sales Advice Management users.

  2. Allows Insula Software the ability to run as a remote user to better support your Framework Sales Advice Management installation.

  • Check the Server System Requirements.

  • Complete the Pre-Requisite Checklist.

  • Complete the Environment Setup Checklist.

  • Check the Sales Advice Management - Deployment Considerations.

  • Check the Sales Advice Management - Implementing Network File Permissions.

Sales Advice Management - Deployment Considerations

Framework Sales Advice Management can be deployed in two distinct ways:

  • Hosted Installation

  • Local Installation

It is also possible to combine both, supporting the often complex issues of connectivity, geography, etc. Insula Software recommends a hosted environment, where practicable.

Process

Hosted (Recommended)

Local

Simpler administration of system data (VPB, Templates, Products, etc.)

Yes

No

Managed backup of data

Yes

No

Ability for the office to monitor system usage, leads, and data

Yes

No

Live Sales Advice Document editing by Sales Estimators

Yes

No

Protection of corporate data (salespeople leave, theft, etc.)

Yes

No

Product data can be instantly updated (solves out of date price books, templates, etc.)

Yes

No

Can be used 24/7 without connectivity

No

Yes

Reduced / No thin-client / Citrix licensing costs

No

Yes

Higher ongoing IT support costs (every machine must be upgraded individually, etc.)

No

Yes

Deployment Requirements

The following outlines the IT infrastructure requirements for each deployment option.

Hosted (Recommended)

Local

  • Thin client licences for sales staff

  • Reliable connectivity from all display/sales locations (VPN, Logins, etc.)

  • Sufficient server hardware resources to support additional users

  • Reliable connectivity with reasonable bandwidth for synchronising on the LAN/WAN

  • Local backup solution

  • Sufficient IT support resources to address increased tech support, local installs, upgrades and database administration/maintenance

  • Maintain an asset register of Sales Advice licenses (Sentinel keys)

  • Implement strict procedures on insisting sales people regularly synchronise and keep all local data up-to-date

  • Implement strict policies on local backups and protecting corporate data held locally

  • A remote access solution to provide remote support (e.g., VNC)

Sales Advice Management - Implementing Network File Permissions

The following table displays the list of Framework folders and the network permissions required for each of the folders.

These permissions are not exclusive and additional Microsoft Windows permissions should also be set accordingly. The table below only relates to the read and write permissions required by Framework. Network permissions are rules associated with a shared resource on a network, such as a file, directory, 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.

Framework Folder Structure

Non-Administrative User Network Permissions

Bin

None

Data

Read

Data\%All Other Database Sub-Folders%

None

Data\Spellcheck

Read/Write

Docs

Read

Image

Read

Log

Read/Write

MailMerge

Read/Write

Report

Read

Service

Read/Write

Setup

Read

Specification

Read

Temp

Read/Write

Upgrade

Read/Write

Step 1 - Restore Databases

Restores the Framework Sales Advice Management and Framework Sales Advice Management Master Microsoft SQL Server 2008 databases.

The following instructions relate to installations that contain the dual Sales Advice Management database method (employing both a Sales Advice and Sales Advice Master databases). Please consult with Insula Software for the best Framework Sales Advice Management implementation option based on your requirements.

Tip: The following database restorations are based on Insula Software's recommended settings.

Restore Database - Framework Sales Advice

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

  2. Connect to the required server.

  3. Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.

  4. In the To Database field, enter the Framework Database Name e.g. FworkSQLSA.

  5. In the From Device field, click the Browse The Specify Backup dialog will be displayed.

  6. Click the Add The Locate Backup File dialog will be displayed.

  7. Select the folder and file location of the Microsoft SQL Server backup file.

    • Typical Folder: \[fw folder]\Service\01 - Default Data\

    • Typical File: bak

  8. Click the OK The Locate Backup File dialog will close.

  9. Click the OK The Specify Backup dialog will close.

  10. In the Restore column, tick the backup to be restored.

  11. Select the Options

  12. In the Restore the database file as list, click the Browse button for the Framework Sales Advice database (i.e., FworkSQLSA). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

  13. Select the folder location where the database will be restored to. e.g. \[fw folder]\Data\DataMSSQL\

  14. In the File Name field, enter the file name: mdf

  15. Click the OK

  16. In the Restore the database file as list, click the Browse button for the Framework Sales Advice database log (i.e., FworkSQLSA_log). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

  17. Select the folder location where the database will be restored to e.g. \[fw folder]\Data\DataMSSQL\.

  18. In the File Name field, enter the file name: ldf

  19. Click the OK

  20. Click the OK The database restoration will be performed.

  21. Close Microsoft SQL Server Management Studio.

Restore Database - Framework Sales Advice Master

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

  2. Connect to the required server.

  3. Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.

  4. In the To Database field, enter the Framework Database Name e.g. FworkSQLSAMaster.

  5. In the From Device field, click the Browse The Specify Backup dialog will be displayed.

  6. Click the Add The Locate Backup File dialog will be displayed.

  7. Select the folder and file location of the Microsoft SQL Server backup file.

    • Typical Folder: \[fw folder]\Service\01 - Default Data\

    • Typical File: bak

  8. Click the OK The Locate Backup File dialog will close.

  9. Click the OK The Specify Backup dialog will close.

  10. In the Restore column, tick the backup to be restored.

  11. Select the Options

  12. In the Restore the database file as list, click the Browse button for the Framework Sales Advice Master database (i.e., FworkSQLSAMaster). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

  13. Select the folder location where the database will be restored to e.g. \[fw folder]\Data\DataMSSQL\.

  14. In the File Name field, enter the file name: mdf

  15. Click the OK

  16. In the Restore the database file as list, click the Browse button for the Framework Sales Advice Master database log (i.e., FworkSQLSAMaster_log). The Locate Database Files dialog will be displayed.
    OR
    Use the default file location.

  17. Select the folder location where the database will be restored to e.g. \[fw folder]\Data\DataMSSQL\.

  18. In the File Name field, enter the file name: ldf

  19. Click the OK

  20. Click the OK The database restoration will be performed.

  21. Close Microsoft SQL Server Management Studio.

Step 2 - ODBC DSN Configuration

Provide Framework Sales Advice Management with the connection to read and write from the database.

Microsoft 64-Bit Operating Systems include two ODBC Data Source Administrator executable files.

Depending on the operating system, use the following to open the correct ODBC Data Source:

On 32-Bit Operating Systems: Use either:
Start Menu > Control Panel > Administrative Tools > Data Sources (ODBC)
OR
\\%SystemRoot%\system32\odbcad32.exe (e.g., C:\Windows\system32\odbcad32.exe).

On 64-Bit Operating System: Use:
\\%SystemRoot%\SysWOW64\odbcad32.exe (e.g., C:\Windows\SysWOW64\odbcad32.exe).

ODBC DSN Configuration - Framework Sales Advice

  1. Open Data Sources (ODBC).

  2. Select the System DSN

  3. Click the Add The Create New Data Source dialog will be displayed.

  4. Select SQL Native Client for the SQL Server version being used.

  5. Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.

  6. Enter the following details:

    • Name: FworkSQLSA

    • Description (optional): Enter a description for the database connection. For example, Framework Sales Advice.

    • Server: Select the SQL Server from the Server drop-down list.
      OR
      Enter the SQL Server name.
      If there is an error following Step 8, change the server name above to: \[server name]\SQLEXPRESS.

  7. Click the Next

  8. Click the Next

  9. Tick Change the default database to.

  10. From the drop-down list select: FworkSQLSA

  11. Click the Next

  12. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.

  13. Click the Test Data Source...

  14. If successful, click the OK

  15. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.

  16. Click the OK The Data Sources (ODBC) dialog will close.

ODBC DSN Configuration - Framework Sales Advice Master

  1. Open Data Sources (ODBC).

  2. Select the System DSN

  3. Click the Add The Create New Data Source dialog will be displayed.

  4. Select SQL Native Client 10.0.

  5. Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.

  6. Enter the following details:

    • Name: FworkSQLSAMaster

    • Description (optional): Enter a description for the database connection. For example, Framework Sales Advice Master.

    • Server: Select the SQL Server from the Server drop-down list.
      OR
      Enter the SQL Server name.
      If there is an error following Step 8, change the server name above to: \[server name]\SQLEXPRESS.

  7. Click the Next

  8. Click the Next

  9. Tick Change the default database to.

  10. From the drop-down list select: FworkSQLSAMaster

  11. Click the Next

  12. Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.

  13. Click the Test Data Source...

  14. If successful, click the OK

  15. Click the OK The ODBC Microsoft SQL Server Setup dialog will close.

  16. Click the OK The Data Sources (ODBC) dialog will close.

Step 3 - Install Framework Sales Advice Management

This step is not required if Framework Sales Advice Management is NOT being installed on the server.

  1. Open Windows Explorer.

  2. Browse to: \[fw folder]\Setup\Framework Sales Advice Management\vx.x.x\Setup\ (where x.x.x refers to the latest version of Framework Sales Advice Management).

  3. Double-click Framework Sales Advice Management.msi. The Welcome step will be displayed.

  4. Click Next . The Licence Agreement step will be displayed.

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

  6. Click Next. The Customer Information step will be displayed.

  7. Enter User Name and Organisation

  8. Select Anyone who uses this computer (all users).

  9. Click Next. The Setup Type step will be displayed.

  10. Select Complete.

  11. Click Next. The Ready To Install the Program step will be displayed.

  12. Click Install to begin the installation.

  13. Click Finish to complete the installation.

Step 4 - Test Framework Sales Advice Management

Start - Framework Sales Advice Management

  1. Start Framework Sales Advice Management (Start > All Programs > Insula Software > Framework Sales Advice Management).

  2. Log on to the system.

Step 5 - User Acceptance Tests

The following is a list of view only tests that should be performed after installing the application.

This step is not required if Framework Sales Advice Management was NOT installed on the server.

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






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