CABC Installation Guide Maximizer CRM 10 Entrepreneur Edition

Transcription

CABC Installation Guide
Maximizer CRM 10 Entrepreneur Edition
CABC Ltd
PO Box 162
Newbury
Berkshire
RG14 1AS
01635 570970
Document Version:
Dated:
1.0
26/06/2008
Purpose of this Document
This document has been prepared by CABC Technical Support as a guide to installing Maximizer CRM
10 Entrepreneur Edition. If you follow the instructions within this document you will end up with a
fully functioning Maximizer CRM 10 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 10 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 test by CABC on fresh installs of Windows XP, 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 01635 570970 to discuss your options.
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©2008 CABC Ltd All Rights Reserved
http://www.cabc.co.uk
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
Install Maximizer CRM 10 Demo
Install Maximizer CRM 10 Licensed Copy
Upgrade From a Previous Version
Upgrade a Trial Copy to a Full License
Tasks When Adding Network Users
Procedures to Follow
1
1
1, 2, 3
4
5&6
Contents
Purpose of this Document ...................................................................................................................2
Using this Guide ..................................................................................................................................3
Installation Requirements ...................................................................................................................4
Common Questions Surrounding Installation .....................................................................................5
Procedure 1. Installing the Maximizer Client .....................................................................................6
Procedure 2. Run the Database Upgrade Size Estimator Before Upgrading Data ...........................11
Procedure 3. Upgrade Data from Maximizer Professional v7, 8 or 9...............................................13
Procedure 4. Upgrading a Trial Copy to a Full License ......................................................................17
Procedure 5. Installing a Multi User License .....................................................................................19
Procedure 6. Connecting to a Shared Address Book Over The Network ..........................................21
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Installation Requirements
To install Maximizer CRM 10 Entrepreneur Edition your system must meet the following minimum
specification:
Microsoft Windows 2000 Pro, Server, Advanced Server
Microsoft Windows XP Home and Professional (32bit & 64bit editions)
Microsoft Windows XP Tablet PC Version
Microsoft Windows Server 2003 Standard & Enterprise (32bit & 64 Editions)
Microsoft Windows Vista Home, Business, Ultimate & Enterprise (32bit & 64 Editions)
(Please note that Windows Vista Home Basic and Windows Vista Home Premium are ONLY
supported on stand alone installations and NOT when using multi-user workgroup installations of
this product).
(Please note that all operating systems must be fully updated with the latest service packs and hot
fixes installed)
Microsoft Office 2000, 2002(XP), 2003 & 2007 (with latest service packs and updates)
Microsoft Outlook (i) 2000, 2002 (XP), 2003, 2007
Microsoft Outlook Express 6.0
Microsoft Exchange 2000, 2003, 2007 (SP1)
Lotus Notes/Domino(ii) 5.0, 6.0, 6.5, 7.0
GroupWise 5.0, 6.0, 6.5, 7.0
i) The Outlook Add-in is only supported on computers running Outlook 2002 (XP) or later
ii) Supports plain text email only
Microsoft Internet Explorer 6.0 or Microsoft Internet Explorer 7.0. (Please note that only Internet
Explorer is supported in Maximizer CRM 10 Entrepreneur Edition)
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Common Questions Surrounding Installation
Q. I run Windows Vista and at each stage in the installation Windows asks me to confirm my
actions, must I do this?
A. Yes, Windows Vista 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 an 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 10 Entrepreneur Edition on a new computer, which files do I
need to copy from my old PC?
A. If you open the old 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].
Q. I am installing Maximizer CRM 10 Entrepreneur Edition on a new computer, do I need to install
anything from the old version 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 10 automatically enables security on databases, any account that does not have a
password or who s password used to be password will likely have its login details reset to have a
password of maximizer , the MASTER user will have a default password of control .
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Procedure 1. Installing the Maximizer Client
Step 1.
In this Procedure you will insert the Maximizer CRM 10 Entrepreneur Edition CD into the computer
and go through the installation of certain pre-requisites that need to be installed prior to Maximizer
10 & SQL 2005 Express Edition being installed.
The first thing you should do is insert the Maximizer CRM 10 Entrepreneur Edition CD into your
computers CD or DVD drive and allow it to auto play. You should see a screen as shown below:
Click on Install Maximizer CRM Entrepreneur Edition . There will be a slight pause as the system
reads the CD and then you should be greeted by the following screens.
After these have run through the setup program will do some further configuration and you will see
a screen like this:
Once the setup program has configured all the components you are ready to move on.
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Step 2.
A welcome screen setup telling you that you are about to start the Maximizer CRM 10 Entrepreneur
Edition setup process will load after the various components have been configured. This screen
should appear like this:
Click the Next button to continue the setup process, at this point 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.
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Step 3.
After agreeing to the EULA you will be
prompted to enter your registration
information and your PSN (Product Serial
Number).
Your PSN is included on your license
documentation and must be entered at
this point along with at least your first
and last names.
If you are installing a copy of the software
for evaluation purposes the simply leave
the PSN field blank and it will install a 15
day trial copy. Click Next when you are done.
Step 4.
You will now be shown the release notes (you should click Next again) and be asked to choose an
installation location. (See below)
As long as you are happy with the default installation location you can simply click Next again. If
you want Maximizer installed to a different drive or location then you should click Browse on the
second screen and choose the location you would like to install to. Once you are happy with the
destination location click Next .
The next screen (shown to the right) will ask
you to select an Application Data Location,
for ease of locating it we recommend that
you reset this location to c:\ Program
Files\ Maximizer\ MaxData, as shown below.
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Step 5.
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 . The next screen
will ask you to confirm the Office Integration Components you want to install, this is largely a matter
of personal choice but we would suggest that you leave the defaults as they are and simply click
Next again.
The next screen will ask you to choose the features of Maximizer CRM 10 Entrepreneur Edition you
wish to install. We suggest you remove the Maximizer Companion Applications as this option
installs two small programs called Max Alarm and Max Finder which are in our experience rarely
used. You can find detail on these programs in the Help file within Maximizer and if you feel you
would like to have them available after installation you can modify the existing Maximizer
installation and re-add the components.
The features selected should now look like this list (note that the Maximizer Companion
Applications is now not ticked):
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Step 6.
Click the Next button again and allow the
installation to proceed to the Select Options
screen, we would suggest leaving these options on
their defaults and clicking Next again to continue
to the penultimate screen.
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 will be presented with will
ask you to select an installation location for the
Microsoft SQL Server 2005 Express Edition,
again unless you have a specific requirement to
have the SQL Server installed on a different
drive we would suggest leaving the settings as
they are and click Next .
The installation routine will run through the
installation of Maximizer and SQL Server 2005
Express onto your computer. This may take a
while. When the installation is complete you will
see a screen like the one shown to the left, click
finish. Congratulations your Maximizer CRM 10
Entrepreneur Edition installation is now complete.
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Procedure 2. Run the Database Upgrade Size Estimator Before Upgrading
Data
In this Procedure you will run the Database Size Estimator to give you an idea of how large your
database will be after upgrading to SQL. This is an important consideration as the SQL Server 2005
Express edition engine that Maximizer uses has a maximum allowed database size of 4gb.
Step 1.
Start the Database Upgrade Size Estimator as shown below.
Step 2.
You will now see a screen that offers you various
options for selecting a database to estimate the size
of. (see right)
If you have installed Maximizer 10 over a previous
Maximizer installation you will see a list of old
databases in this list. Select the one you wish to
estimate the update size for and click Estimate .
If you are installing on a new computer you will see
an empty list.
To select a database for upgrade size estimation that is
not in this list you simply need to click the Browse
button and locate the database you wish to estimate
the upgrade size of.
Once you have selected the folder click the Ok button.
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After a brief delay (may be longer on systems with lots of data) as it processes the data the program
will give you a report estimating the size of the database after conversion.
If the result of this report indicates that your database will be at or above 3gb in size we would
recommend that you consider the Maximizer CRM 10 Professional or Enterprise edition instead as
they will better manage large databases.
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Procedure 3. Upgrade Data from Maximizer Professional v7, 8 or 9
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 data cannot be opened in
previous versions of the software.
Step 1.
The database upgrade is managed via the Maximizer Administrator program, to start this program
click Start>>Programs>>Maximizer CRM>>Administrator. (see below)
Once loaded this program will ask you to select a database to log into, at the point click the cancel
button and then in the Administrator program itself choose the Utilities menu and click on
Upgrade Maximizer Address Book .
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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 .
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 being up a Browse for Folder dialogue box (as shown), 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 10 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.
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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
10 Entrepreneur Edition the system is limited to a
4gb database size, if your database contains lots of
documents and is close to 3gb 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]) as a location.
If your system makes heavy use of embedded
document you may wish to consider Maximizer
CRM 10 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).
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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 10 Entrepreneur
Edition.
Congratulations. You have upgraded your database.
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Procedure 4. Upgrading a Trial Copy to a Full License
In this procedure you will find out how to upgrade a trial copy of Maximizer CRM 10 Entrepreneur
Edition after receiving your license documentation from Maximizer Software.
Step 1.
Start the Maximizer CRM 10 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 .
You should now make sure that you have you Maximizer
CRM 10 License Documentation available.
On the Upgrade screen you will be
asked to enter a Customer Number and a
Product Serial Number, enter the
Customer Number (1100049900) exactly
as shown in the screen shot and the
Product Serial Number exactly as it
appears on your license documentation.
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The Maximizer system will now run the Upgrade Process, this may take several minutes, while it is
running the screen will look like this:
Once finished the upgrade process will show you the following screen to confirm that the upgrade
has completed successfully.
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Procedure 5. Installing a Multi User License
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.
To install the Multi User License start the Maximizer Administrator Program and log in, then click
File>>Close Address Book.
Next click Utilities>>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.
Look on your License Document for the Product License Number, this number will follow this format
(numbers provided for illustration only): 11111-2222222222222222-3333-MAXRT
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Enter your license number in the boxes shown below and click the Install License button.
Provided you have entered a valid Key you will now see this message.
Follow the instructions on the above alert box, once finished you licenses are installed and ready for
use.
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Procedure 6. 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 installed Maximizer CRM 10 Entrepreneur Edition
on the computer you want to connect to your shared Address Book. You must also have applied the
additional user license(s) on the computer which will be hosting the Address book.
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.
To make the connection you start the Maximizer CRM 10 program and click File>>Connect to
Address Book.
You will now see a screen showing a list of Available Address Books on the selected Server. Click the
arrow to the right of the box next to Server: and choose the name of the computer which has the
Maximizer Address Book you wish to access on it.
Once you have selected this address book (in this case the Escona Tutorial Address Book on the
computer called Aura) click the Open button.
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After a brief pause you should receive a message telling you the Address Book has been connected.
Now click File>>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 up your network shared Address Book.
Please note that the shared Address Book will only be available as long as the host computer (the one
named before the \ in the SQL Server section of Location of Address book: above) is turned on.
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CABC Installation Guide Maximizer CRM 10 Entrepreneur Edition

Transcription

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