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Maximizer Installation and Database Upgrade

Patrick Wong
  • Updated

    Installing Maximizer

    This is a general outline for installing Maximizer CRM for On-Premise version 2019 and later.

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    		 If you are upgrading from a version of Maximizer that is 2017 or earlier, please speak to your Account Manager. Maximizer Software always recommends installing the latest version.

     

    Prerequisite

    You will need the following items before installation can begin:

    • Your customer number.
    • Your product serial number.
    • Your product license number(s).
    • The instanace name of your SQL Server (eg. SERVER1\INSTANCE). 
      • If you are using the default instance, use just the server name. (eg. SERVER1).
      • Your SQL Server's database security must be set to "SQL Server and Windows Authentication mode".
      •  You will need the SQL login credentials for sa -- or a login that has the same security privileges as sa (server role must be set to sysadmin), without restrictions from IT policies.
    • The name of your IIS server
      • It is recommended that your IIS server be configured to use SSL and include a valid and current web certificate.
      • You should identify the DNS name your workstations will be using the access Maximizer. This DNS name will be specified during the installation.
         

    Installation

    Obtain the download the link to the installation file. This link was sent by your Account Manager. The resulting file is a Zip file.
     

    Unzip the installation file into a directory.

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    		 Make sure the Zip file is Unblocked. Right-click the Zip file, select Properties and make sure "Unblock" is checked. 

     

    Find and run the Setup.exe file.

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    		 For a comprehensive document on installing the latest release of On-Premise Maximizer CRM, please contact your Account Manager.

     

    Activating your Installation and Installing your licenses

    1. Launch the Desktop Administrator Module. On your server, select Start > Maximizer > Administrator.
      1. You may be prompted to activate your Maximizer installation. Confirm the default values and complete the activation process.
    2. Dismiss any login prompts or dialogs that appear.
    3. Select Utilities > Instal Multi-User License.
    4. Enter your PLN into the appropriate fields and click Install.
    5. Click Activate.
    6. Confirm the message that appears.
    7. Close the dialog.

     

    Upgrading your database


    After the installation is complete, if you have databases from earlier Maximizer versions, you'll need to upgrade them using the Desktop Administrator module.

    1. Launch the Desktop Administrator Module. Select Start > Maximizer > Administrator.
    2. Dismiss any prompts or dialogs that appear.
    3. Select File > Open Address Book.
    4. Select your database and click Open.
    5. Confirm that you receive a prompt, requesting that you upgrade your database. Close the message.
    6. Select Utilities > Upgrade ...
    7. Select the approparite menu option, depending on the version of your database.
      1. If you are upgrading from version 2019 or 2020, you'll need to run both "Upgrade Maximizer CRM V2019 / V2020 Database..." and "Upgrade Maximizer CRM V2021 and newer Database..."
      2. If you are upgrading from version 2021, you only need to run "Upgrade Maximizer CRM V2021 and newer Database..."

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