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  Reference #  
090205-000001
  Product  
Maximizer
  Maximizer CRM 10
  Category  
Installation
  Install
  Date Updated  
02/16/2009 10:52 AM

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  Maximizer CRM 10.5 R2 - Series 1905
  Question
 

Maximizer CRM 10.5 R2 - Series 1905

This article provides information regarding Maximizer CRM 10.5 R2 - Series 1905

On this page
Applicability
Overview
Two versions of the Maximizer ODBC Driver File
ActiveX Component Download in Reporter
MaxExchange Remote Network Disconnection
Printing Calendar Books from Windows XP
Resolving Database Conversion Errors
WinFax 10 and Windows 2000 Merge to Fax
Using Email in Maximizer with Outlook XP or Higher
WebControls Installed with Customer and Partner Access
Outlook Appointments Spanning Multiple Days
Number of Entries Visible in Favorite Lists
Blackberry Emulation Mode Setting
Escona Tutorial Passwords
Pop-up Blocker Issue with Web Access Sites
Appointment Synchronization
Checking Database Size Before Upgrading Address Books
Macros and Windows Vista
Viewing Email in Maximizer Web Access
XML Import/Export of Email Messages
Maximizer IIS Components and Windows 2008 Server
SMTP Server with TLS in Maximizer Web Access
Download
Install Instructions
Post Install Instructions
MaxExchange Synchronization Server 10.5 R2
MaxMobile 10.5 R2
Upgrade to MaxMobile 10.5 R2 for BlackBerry
MaxMobile CRM 10.5 for Windows Mobile Smartphone/Pocket PC
MaxSync 10.5 for Microsoft Exchange
MaxMobile Wireless Synchronization Server 10.5 R2
Maximizer CRM Customization Suite 10.5 R2
Accounting Link 10.5 for QuickBooks (Canadian, US and UK)
Accounting Link 10.5 R2 for QuickBooks (Australian)
Accounting Link 10.5 for Microsoft Dynamics GP
Accounting Link 10.5 for Sage Accounts 50
MaxLink 10.5 for Palm OS
Maximizer CRM 10.5 Group Edition and Maximizer CRM 10.5 Professional Edition with Maximizer CRM Knowledge Base Add-on

Applicability

This release applies to the following releases:
  • Maximizer CRM 10.5 - Series 1840
It applies to the following editions:
  • Maximizer CRM 10.5 - Enterprise Edition
  • Maximizer CRM 10.5 - Professional Edition
  • Maximizer CRM 10.5 - Group Edition
Top

Overview

This article provides information that is not described in the Maximizer documentation.

Two versions of the Maximizer ODBC Driver File

There are two versions of the Maximizer ODBC driver .dll file:

..\Program Files\Common Files\Maximizer\MxzBtr32.dll
..\Program Files\Common Files\Maximizer\MxzBtr32NonIndexed.dll

The default version of the .dll is indexed and works with DAO. The alternate version of the .dll is non-indexed and works with Microsoft Access. Microsoft Access requires the non-indexed version of the .dll because of an issue with MsJet40.dll.
  • MxzBtr32.dll
    This is the default ODBC file, which contains indexing information.
  • MxzBtr32NonIndexed.dll
    If Microsoft Access gives you an "Invalid argument" error when you attempt to link to Maximizer ODBC tables, you need to use the non-indexed version of the Maximizer ODBC driver instead of the default indexed version. To use this file, first rename MxzBtr32.dll to MxzBtr32indexed.dll, and then rename MxzBtr32NonIndexed.dll to MxzBtr32.dll. You will then be using the non-indexed version of the Maximizer ODBC driver, and you can use it to link to ODBC tables in Microsoft Access.

ActiveX Component Download in Reporter

When you first view a report using Maximizer Reporter, you will be prompted by a "Security Warning" to download the "Crystal Report Viewer for ActiveX". Click "Yes" when you see this message. Once this ActiveX component is downloaded, you will not be prompted with this message again.

MaxExchange Remote Network Disconnection

An issue occurs when a remote user (MaxExchange Remote) connects to a network database, then exits Maximizer and disconnects from the network without first logging out of the database. The next time the user opens Maximizer and does not log into the network, the computer appears to freeze. What is actually occurring is that Maximizer is attempting to connect to the network database. An error message appears after the timeout period has lapsed. To solve this issue, a remote user must log out of the database before exiting Maximizer.

Printing Calendar Books from Windows XP

There are some calendar book setups that may cause an error message to occur when printing. For example, the Day-Timer Continuous B (Jr.) Wire-Bound Pocket (2-3/8 x 5 in.) setup may cause the error to occur. This issue is related to only specific printer drivers.

Resolving Database Conversion Errors

If Administrator produces an error during conversion, it's possible this is due to stored procedures in your database that have a null owner. To resolve this problem, execute the script 'ToolsRemoveNullOwnerSPs.sql' installed in the Dbscripts\Sqlserver folder in your Maximizer installed folder, and then perform the conversion again.

WinFax 10 and Windows 2000 Merge to Fax

When performing mail merges to fax using WinFax 10 with Windows 2000, a problem may occur where all faxes do not get sent. To resolve this problem, go to the Advanced tab in WinFax properties and choose the "Print directly to printer" option rather than using the "Spool print documents so program finishes printing faster" option.

Using Email in Maximizer with Outlook XP or Higher

When you are using Outlook XP or higher as your default email client, you may encounter the following issues:
  • Email remains in your Outbox when an email is sent from Maximizer using the Maximizer compose dialog box.
  • Clicking the Deliver button in Maximizer does not deliver incoming email. Clicking the Send/Receive button in Outlook does deliver the email messages.
  • Double-clicking an email in Maximizer does not open the email.
  • Replying to an email using Outlook's dialog box does not send the email and it then appears in your Inbox.
The resolution to all of these issues is to have Outlook open when using email functionality in Maximizer. You must also click the Send/Receive button as described for the second issue listed here to deliver email messages in Maximizer.

WebControls Installed with Customer and Partner Access

The Microsoft Internet Explorer WebControls application is installed with Customer and Partner Access, and is available from the Windows Start menu.

Outlook Appointments Spanning Multiple Days

When synchronized appointments created in Outlook, which span over multiple days, Maximizer displays only the date when the appointment was started in the Appointment dialog box and Calendar window. Maximizer does not support multiple-day appointments.

Number of Entries Visible in Favorite Lists

If you delete an Address Book entry, the number of entries visible in affected Favorite Lists may not be accurate. Also, all entries may not be visible to the logged-in user depending on entry ownership.

Blackberry Emulation Mode Setting

In order to support multi-line text controls on a Blackberry in emulation mode, the browser settings must be set to Microsoft Internet Explorer or Microsoft Pocket Internet Explorer.

Escona Tutorial Passwords

In version 9.5, passwords in the Escona Tutorial sample Address Book were changed from "password" to "maximizer". As a result, passwords may need to be synchronized after installing the sample database.

To synchronize passwords, follow these steps:
  1. Open the Escona Tutorial Address Book in Administrator.
  2. Select Utilities > System Configurations.
  3. Click the Synchronize button.

Pop-up Blocker Issue with Web Access Sites

If script errors appear when using web access sites with Windows XP, Windows 2003, or Windows Vista, follow these steps to resolve the issue:
  1. In Internet Explorer, open any web access site login page.
  2. Select the web access site URL from the Address Bar and copy it to the clipboard (CTRL-C).
  3. Select "Internet Options" from the Tools menu.
  4. Click on the Privacy tab.
  5. If the "Block pop-ups" is checked, click on Settings, paste the web access site URL into the text box, click Add, and then Close.

Appointment Synchronization

If you are using Microsoft Outlook or MaxSync for Microsoft Exchange synchronization for your appointments, after upgrading an Address Book, the first synchronization may take longer than usual. This is due to the changes for appointments in this release.

Checking Database Size Before Upgrading Address Books

The maximum database size for the workgroup database engine (Microsoft SQL Server Express) is 4GB. You can use the Database Sizing Estimator tool, which is launched during installation, to estimate the upgraded database sizes of affected Address Books and ensure that this limitation is not exceeded.

Macros and Windows Vista

If your computer is running Windows Vista, you cannot record or run Maximizer macros. Please visit the Maximizer Knowledge Base (www.maximizer.com/knowledgebase) for updates on this issue.

Viewing Email in Maximizer Web Access

A MAPI client (Microsoft Outlook) must be installed on the server and users must have the MAPI client (Microsoft Outlook) set as the default mail client in order to view email messages from the Documents window of an entry in Maximizer Web Access.

XML Import/Export of Email Messages

When importing or exporting data using XML, email messages saved in the Documents tab are not imported/exported.

Maximizer IIS Components and Windows 2008 Server

If you are using Windows 2008 Server, you must enable the .NET Framework feature in order to install Maximizer IIS components.

To enable the .NET Framework feature, follow these steps:
  1. In the Control Panel, open Programs and Features.
  2. Click on the Turn Windows features on or off option.
  3. Click on Features and then click Add Features.
  4. Select the Microsoft .NET Framework feature.
  5. Click OK.

SMTP Server with TLS in Maximizer Web Access

If you are using a SMTP email server with TLS in Maximizer Web Access, you must ensure the following:
  1. The "Start Basic Authentication works after TLS" option in Microsoft Exchange (or the equivalent option in other programs) is not selected.
  2. The SMTP server uses a different port from SSL. By default, Maximizer uses port number 25 for the SMTP server.
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  Answer
 

Download

Filename
Size
MaxCRM105R2.exe
54.0 MB

Note that the Maximizer CRM 10.5 R2 download is a patch.

Top

Install Instructions

Apply this release (patch) to all computers running Maximizer CRM 10.5 and MaxExchange Remote 10.5. It is strongly suggested to upgrade the Maximizer CRM 10.5 Server first and then upgrade the workstations.

It is strongly recommended that all machines run the latest and same version of the software, however, you can choose to update the server components first and then update all the workstations at a later time.

To download and install this release automatically using Live Update (if available):

  1. In Maximizer or Administrator, select Help > Maximizer Live Update.
  2. Select the update to download and install (Maximizer CRM 10.5 R2).
  3. Follow the on-screen instructions.
  4. If you are not installing the release automatically using Live Update, follow the instructions below.

To install this release:

  1. Close all applications.
  2. If Maximizer CRM 10.5 or MaxExchange Remote 10.5 is running, shut down the applications.
  3. Open Windows Explorer, and browse to the release file (MaxCRM105R2.exe).
  4. Double-click the file.
  5. Follow the on-screen instructions to complete the installation.
Top

Post Install Instructions

View the post install instructions for any Maximizer add-on components you are using.

MaxExchange Synchronization Server 10.5 R2
MaxMobile 10.5 R2
Upgrade to MaxMobile 10.5 R2 for BlackBerry
MaxMobile CRM 10.5 for Windows Mobile Smartphone/Pocket PC
MaxSync 10.5 for Microsoft Exchange
MaxMobile Wireless Synchronization Server 10.5 R2
Maximizer CRM Customization Suite 10.5 R2
Accounting Link 10.5 for QuickBooks (Canadian, US and UK)
Accounting Link 10.5 R2 for QuickBooks (Australian)
Accounting Link 10.5 for Microsoft Dynamics GP
Accounting Link 10.5 for Sage Accounts 50
MaxLink 10.5 for Palm OS
Maximizer CRM 10.5 Group Edition and Maximizer CRM 10.5 Professional Edition with Maximizer CRM Knowledge Base Add-on

MaxExchange Synchronization Server 10.5 R2

If you are also running MaxExchange Synchronization Server 10.5:

Install MaxExchange Synchronization Server 10.5 R2. Please click on the below link for more information:

MaxExchange Synchronization Server 10.5 R2

MaxMobile 10.5 R2

If you are upgrading to MaxMobile 10.5 R2 for Blackberry

Install MaxMobile 10.5 R2 for Blackberry. Please click on the following link for more information:

MaxMobile 10.5 R2 for Blackberry

If you are using MaxMobile 10.5 for Windows Mobile Smartphone or MaxMobile 10.5 for Windows Mobile Pocket PC

If you are using MaxMobile 10.5 for Windows Mobile Smartphone or MaxMobile 10.5 for Windows Mobile Pocket PC, continue using it since there is no R2 update for MaxMobile 10.5 for Windows Mobile Smartphone or MaxMobile 10.5 for Windows Mobile Pocket PC.

MaxMobile Wireless Synchronization Server 10.5 R2

Instructions on how to update to MaxMobile Wireless Synchronization Server 10.5 R2:

  1. Apply the Maximizer CRM 10.5 R2 patch to update Maximizer CRM 10.5 on the computer where MaxMobile Wireless Synchronization Server 10.5 is installed.
  2. Uninstall MaxMobile Wireless Synchronization Server 10.5.
  3. Install MaxMobile Wireless Synchronization Server 10.5 R2.
  4. On the workstations where MaxMobile 10.5 is already installed, apply the Maximizer CRM 10.5 R2 patch followed by uninstalling MaxMobile 10.5 for BlackBerry and installing MaxMobile 10.5 R2 for BlackBerry as described in the MaxMobile 10.5 R2 for Blackberry article.
Filename
Size
MobileSync_10.5_R2.exe
6.27 MB

For more information on installing MaxMobile Wireless Synchronization Server 10.5 R2, please see the MaxMobile Wireless Synchronization Server Getting Started Guide.

MaxSync 10.5 for Microsoft Exchange

If you are using MaxSync 10.5 for Microsoft Exchange,

  1. On the computer where MaxSync 10.5 for Microsoft Exchange is installed, make sure Maximizer CRM 10.5 is also installed.
  2. Stop the MaxSync Service.
  3. Apply the Maximizer CRM 10.5 R2 patch to update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 in the computer where MaxSync is installed.
  4. Start the MaxSync Service.

Maximizer CRM Customization Suite 10.5 R2

If you are using Maximizer CRM Customization Suite 10.5,

  1. In the computer where Maximizer CRM 10.5 and Maximizer CRM Customization Suite 10.5 are installed, uninstall Maximizer CRM Customization Suite 10.5.
  2. Update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  3. Install Maximizer CRM Customization Suite 10.5 R2.
  4. The Interface Customization tool can now be used.
Filename
Size
CustomizationSuite_10.5_R2.exe
36.94 MB

Accounting Link 10.5 for QuickBooks (Canadian, US and UK)

If you are using Accounting Link 10.5 for QuickBooks,

  1. Update Maximizer CRM 10.5 to Maximizer 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Continue using Accounting Link 10.5 for QuickBooks.

Accounting Link 10.5 R2 for QuickBooks (Australian)

If you are using Accounting Link 10.5 for QuickBooks - Australian,

  1. Uninstall Accounting Link 10.5 for QuickBooks.
  2. Update Maximizer CRM 10.5 to Maximizer 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  3. Install Accounting Link 10.5 R2 for QuickBooks (Australian).
Filename
Size
AccountingLinkQB_10.5_R2.exe
111.71 MB

Accounting Link 10.5 for Microsoft Dynamics GP

If you are using Accounting Link 10.5 for Microsoft Dynamics GP,

  1. On the computer where Maximizer CRM 10.5 and Accounting Link 10.5 for Microsoft Dynamics GP are installed, update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Continue using Accounting Link 10.5 for Microsoft Dynamics GP.

Accounting Link 10.5 for Sage Accounts 50

If you are using Accounting Link 10.5 for Sage Accounts 50,

  1. On the computer where Maximizer CRM 10.5 and Accounting Link 10.5 for Sage Accounts 50 are installed, update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Continue using Accounting Link 10.5 for Sage Accounts 50.

MaxLink 10.5 for Palm OS

If you are using MaxLink 10.5 for Palm OS,

  1. Update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Continue using MaxLink 10.5 for Palm OS.

For more information on installing MaxLink 10.5 for Palm OS, please see the MaxLink 10.5 for Palm OS Getting Started Guide.

Maximizer CRM 10.5 Group Edition and Maximizer CRM 10.5 Professional Edition with Maximizer CRM Knowledge Base Add-on

If you have already installed the Maximizer CRM Knowledge Base Add-on,

  1. Update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Continue using the Maximizer CRM Knowledge Base Add-on.

If you have not installed the Maximizer CRM Knowledge Base Add-on,

  1. Update Maximizer CRM 10.5 to Maximizer CRM 10.5 R2 via the Maximizer CRM 10.5 R2 patch.
  2. Install the Maximizer CRM Knowledge Base Add-on.
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