Framework Sales Advice : Client Installation

The following guide is designed to install Framework Sales Advice Management on client workstations.

Pre-Requisite Checklist

• Check the Workstation System Requirements

• Complete the Server Installation.

Step 1 - Install Microsoft SQL Server Native Client

Installs the native client for Microsoft SQL Server. This driver allows the client workstation to connect to the Microsoft SQL Server.

Install - Microsoft SQL Native Client

1. Open Windows Explorer.

2. Browse to: \[fw folder]\Setup\Database - MSSQL\Microsoft - SQL Server Native Client Driver\ 
   
   Install the correct Microsoft SQL Server Native Client Driver based on the version of Microsoft SQL Server installed on the server.

3. Double-click the relevant setup file. The Microsoft SQL Server Native Client installation will begin.

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

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

6. Click the Next The Registration Information step will be displayed.

7. Enter the registration details.

8. Click the Next The Feature Selection step will be displayed.

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

10. Click the Install button to begin the installation.

11. Click the Finish button to complete the installation.

Step 2 - ODBC DSN Configuration

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

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 (for Distributed installs of Sales Advice ONLY)

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
    Note: if you are only using a single Sales Advice database (and no 'master' database) then this data source should also point to the FworkSQLSA database

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 Core Components

Installs a set of common software tools used by the Framework Product Suite.

1. Open Windows Explorer.

2. Browse to: \[fw folder]\Setup\Insula Software Core Components\v16.X.XX\

3. Double-click exe. The Insula Software Components installation will begin.

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

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

6. Click the 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 the Next The Setup Type step will be displayed.

10. Select Complete.

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

12. Click the Install button to begin the installation.

13. Click the Finish button to complete the installation.

Step 4 - 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 5 - 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 6 - User Acceptance Tests

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