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Framework Upgrade v8.0: Client

Framework Upgrade v8.0: Client

Owned by Peter Nikolic
Last updated: Oct 09, 2023 by Jillian (Unlicensed)
4 min read

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 v16.0.05 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

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

  1. Select the previous version of Framework ECM.

  2. 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\v8.x.xx\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).
    Double-click the Framework ECM desktop icon

  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