CABC Installation Guide Maximizer CRM 12 Entrepreneur Edition

Transcription

1 CABC Installation Guide Maximizer CRM 12 Entrepreneur Edition CABC Ltd PO Box 162 Newbury Berkshire RG14 1AS Document Version: 1.2 Dated: 05/04/2012

2 Purpose of this Document This document has been prepared by CABC Technical Support as a guide to installing Maximizer CRM 12 Entrepreneur Edition. If you follow the instructions within this document you will end up with a fully functioning Maximizer CRM 12 Entrepreneur Edition installation. This document also contains instructions for upgrading a previously existing Pervasive Database ( the kind of database used with Maximizer Professional versions 7, 8 or 9) to a Maximizer CRM 12 SQL Express Database. If you are running a version of Maximizer older than version 7 your database may require additional assistance to fully upgrade, if this is the case then you should contact CABC to discuss your options. The instructions in this document have been tested by CABC on fresh installs of Windows 7, however all computers vary in their configuration due to the variety of software used. CABC cannot guarantee that this guide will be suitable for all environments. If you require assistance beyond the scope of this document CABC offers a range of consultancy and support services, please contact our sales team on to discuss your options. 2 P a g e

3 Using this Guide This document contains several procedures, depending on your circumstance you may need to follow one or more of these procedures. Please see the table below. Your Goal Procedures to Follow Install Maximizer CRM 12 Demo 1 Install Maximizer CRM 12 Licensed Copy 1 Upgrade From a Previous Version 1, 2 Upgrade a Trial Copy to a Full License 3 Tasks When Adding Network Users 4 & 5 Contents Purpose of this Document... 2 Using this Guide... 3 Installation Requirements... 4 Common Questions Surrounding Installation... 5 Procedure 1. Installing Maximizer... 6 Procedure 2. Upgrade Data from older version of Maximizer Procedure 3. Upgrading a Trial Copy to a Full License Procedure 4. Installing a Multi User License Procedure 5. Connecting to a Shared Address Book Over The Network P a g e

4 Installation Requirements If you intend to upgrade from a version 9 (or older) version of Maximizer and you have a very large database to upgrade, then it is advisable to analyse the size of the database to ensure that it is within the limits. The SQL Server 2008 Express edition engine that Maximizer CRM 12 uses has a maximum allowed database size of 10gb. It should be noted that 10gb is considered to be a very large database, and so this will not be of concern to most users. If you have any doubt please contact us for advice. To install Maximizer CRM 12 Entrepreneur Edition your system must meet the following minimum specification: Microsoft Windows XP Home and Professional (32bit & 64bit editions) Microsoft Windows Server 2003 Standard & Enterprise (32bit & 64bit Editions) Microsoft Windows Server 2008 Standard & Enterprise (32bit & 64bit Editions) Microsoft Windows Vista Home, Business, Ultimate & Enterprise (32bit & 64bit Editions) Microsoft Windows 7 Home, Business, Ultimate & Enterprise (32bit & 64bit Editions) Please note that Windows Vista Home Basic, Windows Vista Home Premium and Windows 7 Home are ONLY supported on standalone installations and NOT when using multi user workgroup installations of this product. All operating systems must be fully updated with the latest service packs and hot fixes installed. For a definitive list of supported operating systems please refer to the Supported Operating Systems link on this web page products/ (Please pay attention to the footnotes there, as some Windows editions are not compatible with Maximizer Entrepreneur Edition) Microsoft Office 2003 & 2007 (with latest service packs and updates) & 2010 (32 bit only) Microsoft Outlook 2003, 2007, 2010 (32 bit only) Windows Live Mail (limited support) Microsoft Exchange 2003, 2007 (SP1), 2010 Microsoft Internet Explorer version 8 or 9 4 P a g e

5 Common Questions Surrounding Installation Q. I run Windows Vista/Windows 7 and at each stage in the installation Windows asks me to confirm my actions, must I do this? A. Yes, Windows Vista/Windows 7 incorporates something called User Access Control which means a user must verify all attempts to access the system. Q. The installation will not run, it returns an error saying I have insufficient rights. A. You must be a PC administrator to install the software, please ensure you have the correct rights. Q. The installation will not run, it returns an error saying insufficient disk space. A. There is not enough space on the computer to install the software, clear some space on the drive you have selected and then run the installation again, or change the options to install on a drive where there is more space available. Q. I am upgrading from a previous version of Maximizer on the same computer, do I have to remove it first? A. No. You should leave the existing copy of Maximizer & the Pervasive Database Engine installed on the PC, this allows the new version of Maximizer to read the address book list for you. Q. I am installing Maximizer CRM 12 Entrepreneur Edition on a new computer, which files do I need to copy from my old PC? A. If you open the old (9 or older) version of Maximizer and click File>>Open Address Book, then highlight the database you want to move over and click Browse this will open a Windows Explorer that shows you the files that make up the database, you will need to copy all these files to a location on the new PC. We would recommend you copy these files to an easy to find location such as C:\Maximizer Backups\[Name of Address Book]. If you are on Version 10 or 11, use Maximizer s Quick Backup on the File Menu to create a database.bak file and move it to the new PC. Q. I am installing Maximizer CRM 12 Entrepreneur Edition on a new computer, do I need to install anything from the old version (9 or older) of Maximizer onto the new computer? A. Yes. In order to upgrade an old Pervasive system you will need to install the Pervasive Database Engine, this can be located in the following folder on your previous Maximizer CD (assuming D: is the drive letter assigned to your CD drive) D:\Max\3RDPARTY\Pervasive\wge\. Then run the setup program and perform a complete install of Pervasive. Again under windows Vista this software must be installed & run under Administrative permissions. Q. I have upgraded my system and now cannot open the database as I do not know my password. A. Maximizer CRM 12 automatically enables security on databases, any account that does not have a password (or where the password is password ) will now have a password of maximizer. The MASTER user will have a default password of control. 5 P a g e

6 Procedure 1. Installing Maximizer Step 1. If you are installing from a download run the downloaded file to unpack its contents to a disk folder. Select a path on your computer where the CD Contents will be created using the Browse button, or by typing in the path e.g. C:\kits\Max12CD. Click Unzip to start the unpacking process. After the unpacking completes, click OK. If the checkbox for When done unzipping open: \.autorun.exe is ticked the Maximizer installation will start at the screen shown below) Alternatively insert the Maximizer CRM 12 Entrepreneur Edition CD into the computer, the installation will start automatically. If not then find and run the Autorun.exe application on the CD, or in the folder where you extracted the downloaded kit. You should arrive at the screen shown below: Click on Install Maximizer CRM. 6 P a g e

7 There will be a slight pause as the system reads the files and runs the installation process for prerequisite components used by Maximizer CRM. In some cases you may be told that a reboot is required. If this occurs, click Yes. Wait for the reboot and login to your computer again. Then wait a short while to see if the install program restarts itself. If the restart is not automatic (as sometimes happens) restart the installation from your CD (as described above) by running Autorun.exe and selecting Install Maximizer CRM again. Depending on the age of your computer this may happen once, twice or not at all. Step 2. Next you will see the welcome screen setup telling you that you are about to start the Maximizer CRM 12 Entrepreneur Edition setup process. This screen should appear like this: Click the Next button to continue the setup process. Next you will see a screen asking you to agree to the EULA (End User License Agreement) before continuing the installation, from this screen you can print a copy of the EULA for future reference should you require it. Click Yes to continue. 7 P a g e

8 Step 3. After agreeing to the EULA you will be prompted to enter your registration information. Your Customer Number and Product Serial Number is included in your license documentation and must be entered at this point along with all fields marked with *. If you are installing a copy of the software for evaluation purposes then simply leave the Customer Number field blank and use this test Product Serial Number it will install a 15 day trial copy. Click Next when you are done. (You can turn this trial into a full edition later by applying your Customer Number and Product Serial Number with procedure 4) Sometimes at this point you may be informed that a reboot is required. If this happens reboot the PC and restart by running Autorun.exe and re selecting Install Maximizer CRM as described above. Step 4. You must now decide between installing a completely standalone system, or one that will interact with other PCs in your network where Maximizer is (or will be) installed. For a completely standalone system choose Single User For a system where several PCs will access the same database, one of the PCs must be nominated as the Host. You should install this one first. Choose Multiple Users host. To install a PC which will access the Host choose Multiple User Client Workstation 8 P a g e

9 Step 5. You will now be asked to choose two folders, first the software destination location. As long as you are happy with the default installation location you can simply click Next again. If you want Maximizer to be installed to a different drive or location then you should click Browse on the second screen and choose an alternative location. Once you are happy with the destination location click Next. The next screen will ask you to select an Application Data Location. Again if you are happy with the default location, just click Next. Otherwise click Browse and choose an alternative location. Step 6. After choosing the installation location you will be prompted to select the type of installation you want to carry out. At this point you should choose Custom and then click Next. 9 P a g e

10 At this point Maximizer will detect if you have Microsoft Outlook and Word installed. Ensure the appropriate checkboxes are ticked and click Next to install the integration features. Step 7. The next screen will ask you to choose the features of Maximizer CRM 12 Entrepreneur Edition that you wish to install. We suggest you un tick the Maximizer Companion Applications as this option installs a small program called Max Alarm which in our experience is rarely used. You can find details about these programs in the Help file within Maximizer and you may add them later if you so wish. The features selected should now look like this list. Ensure the SQL Server Management Studio Express option is ticked for Standalone and Host installations. The Database options will not be offered for a Client Workstation installation. (see Step 4 above). Click the Next button again and allow the installation to proceed to the Select Options screen Step 8. We suggest you tick both options. Click Next to continue to the penultimate screen. 10 P a g e

11 The penultimate screen allows you to review the options you have already set and to go back and change them before committing to the install. If you have followed the steps in this guide then simply click Next otherwise I would suggest you just spend a minute or two to verify all the settings are as you want them before continuing. The final screen you may be presented with will ask you to select an installation location for the Microsoft SQL Server 2008 Express Edition components. Unless you have a specific requirement to have the SQL Server installed on a different disk drive we would suggest leaving the settings as they are and click Next. 11 P a g e

12 The installation routine will run through the installation of Maximizer and SQL Server 2008 Express onto your computer. This will take a while during which many screens will appear and disappear automatically. When the installation is complete you will see a screen like the one shown below, click Finish. Congratulations! Your Maximizer CRM 12 Entrepreneur Edition installation is now complete. 12 P a g e

13 Procedure 2. Upgrade Data from an older version of Maximizer In this Procedure you will go through the process of upgrading your data from a previous version of Maximizer. Please note that this process cannot be undone and, once upgraded, the data cannot be opened with previous versions of the software. Step 1. The database upgrade is managed via the Maximizer Administrator program, to start this program click Start, then All Programs, then Maximizer CRM, choose Administrator. (see below) Once loaded the Administrator program will ask you to select a database to log into, at this point click the Cancel button. Then choose the Utilities menu and click on the Upgrade Maximize Database option. You will be prompted to shut down all Maximizer Modules before starting. Ensure that all Maximizer programs (except for the Administrator you have just started) are closed and then click Yes. 13 P a g e

14 Step 2. You will then be presented with an Open Address Book dialogue box, this dialogue should show you either the list of Address Books from your previous installation of Maximizer (if it was installed on this PC and if the configuration files are still there) or it will show you a list containing only the demo database(s) installed by Maximizer. If the database you wish to upgrade is listed here then you should simply select it and click Open, you will then be asked to log in as the MASTER user (the default password is CONTROL if you have not updated this password or used security on the database previously) once you have done this you can skip to Step 3 of this Procedure. If the database you wish to upgrade is not listed here then click Browse. Clicking Browse will bring up a Browse for Folder dialogue box, use this to locate the folder on your computer that contains your previous Maximizer Database and then click ok. You will now be asked to enter a name for the database to be upgraded to (this is how it will appear in the new Maximizer address book list), in Maximizer version 12 it is now possible to put spaces in the name of an address book. You should enter a name for the address book and click ok. 14 P a g e

15 The system will then perform some file activity and request the MASTER password (the default password is CONTROL if you have not updated this password or used security on the database previously). Step 3. You will now be prompted to choose the options for document conversion. Under Maximizer CRM 12 Entrepreneur Edition the system is limited to a 10gb database size, if your database contains lots of documents and is close to 8gb in size then it is recommended that you allow the upgrade routine to extract these documents, you will need to set a location for program to extract the files to, if you are going to have multiple users on your Maximizer system then it is highly recommended that you use a UNC path (\\[computer name]\[shared folder name]) to reference the location. If your system makes heavy use of embedded documents you may wish to consider Maximizer CRM 12 Professional or Enterprise edition instead as they will better manage large databases with lots of documents. After you have set the document conversion options and clicked Ok the system will run through the update/conversion process, this may take some time and will involve various boxes appearing on the screen (example below). 15 P a g e

16 Finally once all the upgrade scripts have finished you will see the following two alerts pop up one after another. At this point the data is upgraded and accessible in Maximizer CRM 12 Entrepreneur Edition. Congratulations. You have upgraded your database. 16 P a g e

17 Procedure 3. Upgrading a Trial Copy to a Full License In this procedure you will find out how to upgrade a trial copy of Maximizer CRM 12 Entrepreneur Edition after receiving your license documentation from Maximizer Software. Step 1. Start the Maximizer CRM 12 software on your computer, you should be presented with a screen as shown here. Now click the Upgrade button. Step 2. On the screen titled Upgrade Maximizer Now you should choose Enter existing Product Serial Number and click Upgrade You should now make sure that you have your Maximizer CRM 12 License Documentation available. On the Upgrade screen you will be asked to enter your Customer number and Product serial number exactly as it appears on your license documentation and click Finish The Maximizer system will now run the Upgrade Process, this may take several minutes. 17 P a g e

18 Once finished the upgrade process will show you the following screen to confirm that the upgrade has completed successfully. 18 P a g e

19 Procedure 4. Installing a Multi User License and Activation Before you can connect multiple users to the same Address Book you must install additional licenses on the computer which currently has the Address Book on it (the Host computer). To install the Multi User License start the Maximizer Administrator Program and log in, then click File and choose Close Address Book. Next click Utilities and choose Install Multi User License. You will now see a screen that shows you the current licenses you have installed and allows for the input of a new license. Ensure that you have selected the computer which acts as the license server. This will normally be the computer nominated as the Host. Look on your License Document for the Product License Number, this number will follow this format (numbers provided for illustration only): MAXRT Enter your license number in the boxes shown below and click the Install License button. 19 P a g e

20 When you have installed the License(s) an Activate button will appear next to the Close button. Click Activate to begin the activation process. Provided you have entered valid keys you will now see this message. Congratulations, you have successfully activated Maximizer and all installed licenses 20 P a g e

21 Procedure 5. Connecting to a Shared Address Book Over The Network This procedure will take you through the process of connecting to a database on a different computer, this is how a workgroup installation allows sharing of data between multiple users. Before you carry out this procedure you must have already installed Maximizer CRM 12 Entrepreneur Edition on the computer where you will host the shared Address Book (see Procedure 1, Step 4). You must also have applied the additional user license(s) on that host computer (see Procedure 4). In addition to the above requirements you must also have switched off the Windows Firewall on all computers involved or setup the Windows Firewall to allow Maximizer & SQL Server Express Edition to communicate unhindered. Go to the computer that you wish to use to connect to the host computer. Install Maximizer CRM 12 choosing the Multiple Users Client Workstation option (see Procedure 1). When the install is complete, start the Maximizer CRM 12 program and click the Maximizer button (the logo in the upper left of the screen) and select Connect to Address Book. Click the arrow to the right of the box next to Server: and choose the name of the computer which hosts the Maximizer Address Book that you wish to access. Once you have selected this address book (in this case the SampleDatabase Address Book on the computer called HVMAX12) click the Open button. After a brief pause you should receive a message telling you the Address Book has been connected. 21 P a g e

22 Now click the Maximizer button again and then click Open Address Book and you should see the newly connected Address Book in the list of available Address Books (see below), simply highlight it and click open. At this point you will need to supply a username and password to log into the Address Book. Congratulations, you have now connected to your network shared Address Book. Please note that the shared Address Book will only be available as long as the host computer is turned on (the one named before the \ in the SQL Server section of Location of Address book: above, in this example HVMAX12). 22 P a g e