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Maximizer Installation and Database Upgrade

Patrick Wong
  • Updated

    This is a general article on installing Maximizer and upgrading databases on your own.

    Almost all the instructions here assume you have the knowledge and experience maintaining SQL Server, IIS and Windows servers. If your experience is limited, or you need assistance with these instructions, it is highly recommend you contact Maximizer Professional Services, via your Account Manager.

     

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    		 The tips and recommendations outlined in this article are meant for system administrators with intimate knowledge of their servers! A recommendated alternative is to contact Maximizer's Professional Services team to complete the installation and upgrade for you.

     

    Summary of Tips

    This is a brief list of tips when installing Maximizer and upgrading your databases. These tips are meant for IT professionals:

    • Have your customer-specific credentials ready (ie. Customer Number, Product Serial Number, Product License Numbers)
    • Identify the servers on which Maximizer will be installed.
    • Unblock the Zip file.
    • Run Setup.exe as local administrator.
    • Specify "sa" and its corresponding password, when prompted to connect to your SQL Server.

     

    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 version 2017 or earlier, you will require Maximizer Professional Services to complete the upgrade for you. 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:

    • A backup of all databases you plan to upgrade.
    • Your customer number.
    • Your product serial number.
    • Your product license number(s).
    • The version of Maximizer your database is currently in.
    • 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.
      • Make sure the IIS server has the following server roles installed:

         
      •  Make sure the IIS server has the following features installed:

     

    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. 

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

     

    Unzip the installation file into a directory. Within this directory, browse to the /MaxCRM/ folder, then find and run the Setup.exe file.

    Right-click the Setup.exe file and select Run As Administrator.

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    		 It is highly recommended that you run Setup.exe as a local administrator. Other Windows users, including Domian Administrators, likely won't have the necessary rights to install files and run scripts required to successfully complete the installation.
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    		 For a comprehensive document on installing the latest release of On-Premise Maximizer CRM, please contact your Account Manager.

     

    Checking your installation

    Immediately after the installation of Maximizer, check the following areas on your servers.

    Maximizer

    Use File Explorer to open the directory where Maximizer files are located. Unless you changed the installation directory during installation, this is located in C:\Program Files (x86)\Maximizer\.

    In the Logs sub-directory, locate the Maximizer.log file. 

    This log file recorded all activities during the installation. Review the contents for any errors that occurred during the installation.

    SQL Server

    Check your SQL Server. In SQL Management Studio, connect to your server using a login with a "sysamin" server role.

    • In the MaConfig database, verify that there are 11 tables.
    • Verify that the SQL logins MATOKEN, MACONFIG and maximizer_system are installed.

    IIS

    Immediately after your installation, open the IIS Manager.

    • Verify that the Maximizer 64bit application pool has 8 applications attached. 
    • Verify that the Maximizer 32bit application pool has 2 applications attached.
    • For the website where you installed Maximizer, verify that your Bindings

     

    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.

     

    Setting up Logging

    To effectively track the activites during a database upgrade, you need to enable logging by updating the Windows Registry:

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    1. Browse/Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\WOW642Node\Maximizer Software\Maximizer\Modules.
    2. Create a new Key under Modules called MACC.
    3. Create a new Key under MACC called EventLogSettings.
    4. Add the 6 settings outlined in the screenshot.

     

    Running the Upgrade

    1. Back up your Maximizer databases in SQL Management Studio.
      1. We highly recommend you use SQL Server's own backup system.
    2. Launch the Desktop Administrator Module. Select Start > Maximizer > Administrator.
    3. Dismiss any prompts or dialogs that appear.
    4. Select File > Open Address Book.
    5. Select your database and click Open.
    6. Confirm that you receive a prompt, requesting that you upgrade your database. Close the message.
    7. Select Utilities > Upgrade ...
      1. 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...", in that order.
        2. If you are upgrading from version 2021, you only need to run "Upgrade Maximizer CRM V2021 and newer Database..."

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