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Framework Upgrade v7.1: Client

Framework Upgrade v7.1: Client

Owned by Matthew Garrett
Last updated: Nov 26, 2021
4 min read

Article Index

The following guide is designed to upgrade the Framework ECM on client workstations.

Pre-Requisite Checklist

Step 1 - Update Core Components

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

This step can be skipped if Core Components v16.0.02 or greater is already installed.

 

For this process, see Install Insula Core Components.

Step 2 - Install Framework ECM

On ALL systems running Framework ECM:

Uninstall The Existing Version Of Framework ECM

In Microsoft Windows XP

  1. Open Add or Remove Programs (Start > Control Panel > Add or Remove Programs). The Add or Remove Programs dialog will be displayed.

  2. From the Currently Installed Programs list, select the previous version of Framework ECM.

  3. Click the Remove button. The application will be removed.

In Microsoft Windows Vista/Windows 7

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

  2. Select the previous version of Framework ECM.

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

Install The Latest Version Of Framework ECM

  1. Open Windows Explorer.

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

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

Step 3 - Test Framework ECM

Tests the installation of Framework ECM.

Start Framework ECM

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

  2. 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.

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

  4. 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

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

  6. Log on to the system.

Step 4 - 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

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Search for a job number

File > Select



Search for an address

File > Search



View Client Overview

Client > Overview



View File Screen

Client > File



View Job Overview

Client > Overview



View Workflow Overview

Production > Workflow > Overview



View Pre-Administration Overview

Production > Pre-Administration > Overview



View Administration Overview - Pop up view entity - Pop up for diary appointment - Use a jump to

Production > Administration > Overview



View Permit Overview

Production > Administration > Permit > Overview



View Construction Overview - Pop up view entity - Pop up for diary appointment - Use a jump to

Production > Construction > Overview



View Claims Screen

Production > Construction > Progress Claims



View Maintenance Overview

Production > Maintenance > Maintenance Overview



View Maintenance Request Screen

Production > Maintenance > Requests



View Document Overview

Document > Document Overview



View Tender screen - View Tender

Document > Tender



View VPB Browser

Document > Browse Variation Price Book



View Job Diary

Diary > Client / Job Diary



Search for a free time

Diary > Search for a free time



View Day Diary - Select different day

Diary > Day View



View Comments

CRM > Comments



Run Workflow Analysis

Tools > Workflow Tools > Personal Work Flow Analysis



Run a workflow report

File > Reports



Framework ECM - Land Management

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Land Management





Search for an address

File > Search



View all screens via sidebar





Use keyboard shortcuts for some screens

Ctrl S, Ctrl L, F4, F7



Framework ECM - Administration

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Administration





View all screens via sidebar





Framework ECM - Security

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Security





View all screens via sidebar





View a User dialog

Security > User



Framework ECM - Report Management

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Report Management





View all screens via sidebar





Framework ECM - Variation Price Book

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Variation Price Book





View all screens via sidebar





Select a Version

VPB > Versions



Framework ECM - Client And Contact Management

Screen / View

Menu Path

Completed

Screen / View

Menu Path

Completed

Start Framework





Log in as a user other than a super-user





Select the Framework Explorer





Select Client and Contact Management





Search for a client

File > Search / F4



View all screens via sidebar