Maximizer Installation or Upgrade on an Existing SQL Server
Requirements
- Maximizer CRM setup files have been downloaded and unzipped.
- Maximizer Customer ID, PSN (Product Serial Number), PLN (Product License Number) at the ready.
If its brand new machine which will host the Maximizer Web access, then install all of your IIS components before you continue with these steps AND open Windows Firewall Port 5508 outbound.
Procedure
- Drop Ma Config database from your SQL Server.
This is Maximizer system database and will be reinstalled upon the installation of Maximizer
- Run the Maximizer setup file as admin and proceed with custom install and deselect the Database components.
You are going to connect with your existing SQL Server
- Let Maximizer connect with your new MS SQL Server.
- Once the installation is completed, Install and activate the Product License Numbers ( PLN).
- Next Activate the PLN's by selecting the following:
- Maximizer Desktop Administrator Module
- Utilities
- Install Multi-User License.
- If you don’t see your address books at login page, Launch Maximizer Desktop Administrator Module
Next Select:
- File
- New Address Book
- Give a name to your MS SQL server in the database server drop-down list
- Provide the MASTER/SA OR Windows login to connect with SQL server.
You will perform the steps i) multiple times if you have multiple databases.
- Next, to complete the upgrade of Maximizer take the following steps:
Select:
- Maximizer Desktop Admin Module
- Utilities
- Upgrade Maximizer
- Select the last option from the upgrade listing
- Pick your database
- Input MASTER user id and password
- When asked to create a backup - Select "No"
- Synchronize your Maximizer user with SQL Server:
To Synchronize Maximizer with the SQL Server go to:
- Maximizer Desktop Administrator
- Utilities
- System Configurations
- Synchronize
- Launch your Maximizer Web access using browser and login to Address Books/ Databases and ensure that everything is working as expected.
