maximizer-installation-or-upgrade-on-existing-sql-server

Prerequisites

1. You have downloaded the Maximizer CRM installer (typically; a Zip file).
2. You have extracted the Maximizer CRM  setup files into a directory.
3. You have the following items readily available:
   1. Your Maximizer Customer ID;
   2. Your Maximizer PSN (Product Serial Number).
   3. Your PLNs (Product License Numbers).

For new servers hosting Maximizer; install all relevant IIS components before beginning the installation

If your database and IIS are on separate servers; open port 5508 on both servers for bi-directional network traffic.

Procedure

1. Delete the MaConfig database from your SQL Server if it exists.
   This is a Maximizer system database and will be re-created upon the installation of Maximizer
2. Run the Maximizer setup file as Administrator and proceed with custom install and deselect the Database components.

1. Let Maximizer connect with your new MS SQL Server.
2. Once the installation is completed; Install and activate the Product License Numbers ( PLN).
3. Next Activate the PLN's by selecting the following:

• Maximizer Desktop Administrator Module
• Utilities
• Install Multi-User License.

1. 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.

1. 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"

1. Synchronize your Maximizer user with SQL Server:

Maximizer CRM version 2020 and newer have switched to a token-based security model using OAuth . The following section is DEPRECATED.