Upgrading Maximizer on a SQL Server

Requirements

1. Maximizer CRM setup files have been downloaded and unzipped.
2. Maximizer Customer ID, PSN (Product Serial Number), PLN (Product License Number) at the ready.

Procedure

1. Make a backup copy of all your production databases except the MaConfig database

    

   The MaConfig Database is a Maximizer system database and will be reinstalled upon the installation of Maximizer

    

2. Save these copies to a location on the network so you can move them to new server.

3. Restore your backup of the databases on the new SQL Server using SQL Management Studio (SSMS).
4. If this server/machine is going to host Maximizer Web Components (Maximizer Web Access), Install all of the IIS components on the new Server. Additionally, Open Port 5508 in Windows Firewall
5. Install all the IIS components on new server. If this machine is going to host Maximizer Web components (Maximizer Web Access) as-well. Open Port 5508 in Windows Firewall outbound to address Global Edit feature of Maximizer.
6. Add Windows firewall incoming exception for Port 1433 TCP and 1434 UDP for the SQL Server.
   

    

   If any port other than default ports 80 or 443 for Maximizer web access then have them excluded as well.

    

7. Run the setup file as admin and proceed with custom install. Deselect the Database components.
   
   SQL Server is installed at this point
8. Connect Maximizer your new MS SQL Server. Once the installation is completed, install the Product License Numbers (PLN) and activate.
   1. In the Desktop Administrator Module; select Utilities > Install Multi-User License.

Adding your Address Book

1. Launch Maximizer Desktop Administrator Module.
2. Select File > New Address Book
3. Enter the name of your SQL Server instance in the Database Server drop-down field.
4. Enter the your SQL Server SA password to connect to your SQL Server.
5. Select Employ Existing Maximizer Database, then choose the Maximizer database you wish to connect.
6. Wait until the process is complete.
   1. Your MASTER user's password is reset to CONTROL.

Upgrading your Address Book

1. Launch Maximizer Desktop Admin module.
   1. If the Open Address Book window appears, click Cancel.
2. Select Utilities > Upgrade Maximizer....
   1. The last option of this menu is the one that will upgrade your database.
3. Select the database you wish to upgrade and click OK.
4. Enter MASTER for the user name and its corresponding password and click OK.
5. When prompted to create a backup; select No.

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