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

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

Email Configuration

Analysis Questions	Response
Email Server Name (Integration emails are sent via this server)
Email Server IP Address
Contact Person (IT contact person's name and email address)
Do emails sent to this server HAVE to be from a valid user? (To ensure emails are not rejected)
If Yes, what is the valid user email address?
Is security needed to send emails to this server? (To ensure emails are not rejected)
If Yes, what is the: Username: Password:
Internal Staff Email Address (Who will receive log emails)
Internal Public Folder Email Address (A public folder to store emails)
Insula Software Support Archive	integrationsupport@insulagroup.com.au

Databuild Configuration

Analysis Questions	Response
Databuild Server Name (Server where the Databuild database is installed)
Databuild Server IP Address
Databuild Version Number
Databuild Database Type MS-Access MS-SQL
Databuild Job Database Name (what is the data referred to?)
Databuild System Database Name (what is the data referred to?)
Native Folder (e.g., C:\Data\Databuild\)
Database File Name (e.g., dbwjob.mdb)
Database File Name (e.g., dbwsys.mdb)
Databuild Security User Account (Job Database): - Username (e.g., ODBC) - Password (e.g., secure)
Databuild Security User Account (System Database): - Username (e.g., ODBC) - Password (e.g., secure)

Databuild Claims Invoicing

Analysis Questions	Response
Accounts Receivable (AR) Managers (contact person's name and email address)
Invoicing Staff/Contact People (name(s) and email address(es))
Are they all based in the same location?
Do staff run Databuild via Thin Clients (e.g., Citrix, etc.)?
What is the Schedule of Claims?
Do you have multiple Claim Schedules/Templates? (e.g., HIA Contract; Payment on Completion)
When are Post Contract Variations Invoiced? Amortised into the contract stages before going to site As they are raised/approved When going to site When the work on the location is complete At the end of the job with the Final Claim
When are Building Variations Invoiced? As they are raised/approved When the work on the location is complete At the end of the job with the Final Claim
Are invoices created daily or weekly? If weekly, which day?
Are claims invoiced based on construction stage forecasts?
Invoice Number Format Job Number/Claim Number. Job Number - Claim Number.
Are Invoice Numbers sequential?
Databuild General Ledger Account Code (GLac)
Claims Rounding Method? Whole Dollars (Standard) Nearest 5 Cents No Rounding

Databuild Claims Receipting

Analysis Questions

Response

Receipting Staff/Contact People

(name(s) and email address(es))

Are Receipt Numbers entered into Databuild?

If yes, which field?

Cash Receipt ID - 'TPMT'

Configuring The GLac Code

The GLac code is the General Ledger Account code. This is used to classify the claim type and is viewable from the Claims screen in Databuild (Posting > Claim). It is a drop down list labelled as GL. The list may have many codes to choose from; typically it would be the code for construction. Once identified, this code should be discussed with the client to ensure the correct one is being selected.

If there is no access to Databuild, it can also be found in the GLAccounts table in the Job database.

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