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.

If Microsoft SQL Native Client is already installed, proceed to Step 2 - ODBC DSN Configuration. If unsure, re-install the software.

Install - Microsoft SQL Native Client

Open Windows Explorer.
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.
Double-click the relevant setup file. The Microsoft SQL Server Native Client installation will begin.
Click the Next The Licence Agreement step will be displayed.
Select I accept the terms in the licence agreement.
Click the Next The Registration Information step will be displayed.
Enter the registration details.
Click the Next The Feature Selection step will be displayed.
Click the Next The Ready To Install the Program step will be displayed.
Click the Install button to begin the installation.
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.

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

Open Data Sources (ODBC).
Select the System DSN
Click the Add The Create New Data Source dialog will be displayed.
Select SQL Native Client for the SQL Server version being used.
Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.
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
Click the Next
Click the Next
Tick Change the default database to.
From the drop-down list select: FworkSQLSA
Click the Next
Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
Click the Test Data Source...
If successful, click the OK
Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
Click the OK The Data Sources (ODBC) dialog will close.

ODBC DSN Configuration - Framework Sales Advice Master

Open Data Sources (ODBC).
Select the System DSN
Click the Add The Create New Data Source dialog will be displayed.
Select SQL Native Client 10.0.
Click the Finish The Create a New Data Source to SQL Server dialog will be displayed.
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
Click the Next
Click the Next
Tick Change the default database to.
From the drop-down list select: FworkSQLSAMaster

If your installation does not use a FworkSQLSAMaster database, select the FworkSQLSA database in this step.
Click the Next
Click the Finish The ODBC Microsoft SQL Server Setup dialog will be displayed.
Click the Test Data Source...
If successful, click the OK
Click the OK The ODBC Microsoft SQL Server Setup dialog will close.
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.

If installing on Microsoft Windows Vista or above, the User Account Control (UAC) Consent prompt may be displayed.

Open Windows Explorer.
Browse to: \[fw folder]\Setup\Insula Software Core Components\v16.X.XX\
Double-click exe. The Insula Software Components installation will begin.
Click the Next The Licence Agreement step will be displayed.
Select I accept the terms in the licence agreement.
Click the Next The Customer Information step will be displayed.
Enter User Name and Organisation
Select Anyone who uses this computer (all users).
Click the Next The Setup Type step will be displayed.
Select Complete.
Click the Next The Ready To Install the Program step will be displayed.
Click the Install button to begin the installation.
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.

If installing on Microsoft Windows Vista or above, the User Account Control (UAC) Consent prompt may be displayed during the installation.

Open Windows Explorer.
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).
Double-click Framework Sales Advice Management.msi. The Welcome step will be displayed.
Click Next . The Licence Agreement step will be displayed.
Select I accept the terms in the licence agreement.
Click Next. The Customer Information step will be displayed.
Enter User Name and Organisation
Select Anyone who uses this computer (all users).
Click Next. The Setup Type step will be displayed.
Select Complete.
Click Next. The Ready To Install the Program step will be displayed.
Click Install to begin the installation.
Click Finish to complete the installation.

Step 5 - Test Framework Sales Advice Management

Start - Framework Sales Advice Management

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

Double-click the Framework Sales Advice Management desktop icon.
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.

These tests should only be performed after the first installation of Framework Sales Advice Management.

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

Browser not supported