Maximizer CRM Administrator’s Guide

Maximizer CRM 2017

Administrator's Guide

for Enterprise Edition

Published By

Notice of Copyright

Published by Maximizer Software Inc. Copyright ?1988-2016 All rights reserved.

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Product names mentioned in this document may be trademarks or registered trademarks of Maximizer Software Inc. or other hardware, software, or service providers and are used herein for identification purposes only.

Applicability

This document applies to Maximizer CRM 2017 software.

Maximizer Software Address Information

Corporate Headquarters Americas

Maximizer Services Inc. 208 West 1st Avenue Vancouver, BC V5Y 3T2 Canada Phone +1 604 601 8000 Fax +1 604 601 8001 Support +1 888 745 4645 Email info@ Website Knowledge Base knowledgebase

Europe, Middle East, and Africa

Maximizer Software Ltd. 1 The Courtyard, Eastern Road Bracknell, Berkshire RG12 2XB United Kingdom Phone +44 (0) 1344 766 900 Email enquiries@ Website uk

Australia/New Zealand

Maximizer Software Solutions Pty. Ltd. Level 1, Suite 14, 32 Delhi Road North Ryde, New South Wales 2113 Australia Phone +61 (0) 2 9957 2011 Email info.anz@ Website au

Contents

Contents i

Chapter 1 Chapter 2 Chapter 3

Introduction ............................................................................1 Maximizer System Requirements .................................................................2

Maximizer CRM Enterprise Edition System Requirements ..................2 Maximizer CRM Modules and Components ................................................4 Sample Address Books ..................................................................................5 Network Configuration ................................................................................6 Related Documentation................................................................................7

Setting Up Microsoft SQL Server ...........................................9 Planning the Installation ............................................................................10 Installing Microsoft SQL Server ..................................................................10

Installing a Database Server ................................................................11 Full-Text Search Component of SQL Server ...............................................13

Using Full-Text Search in Maximizer ...................................................13 File Types Available for Full-Text Search .............................................14 Enabling Full-Text Search in Existing Address Books .........................15 Removing Full-Text Search Catalogs from Address Books.................17

Configuring Microsoft Internet Information Server (IIS) ..19 Maximizer Components Requiring Microsoft IIS.......................................20 Virtual Directories .......................................................................................20 Web Server Permissions ..............................................................................21 Changing the Anonymous Web Access Account.......................................21 Setting Up the Maximizer IIS Production Environment ............................22

Load Balancing .....................................................................................22 Demilitarized Zone (DMZ) ...................................................................24 Microsoft IIS Account Configuration..........................................................25 Standalone Servers...............................................................................25 Microsoft IIS on Windows Server 2008 or 2012 .........................................26 Microsoft IIS on 64-Bit Operating Systems.................................................28 Enabling 32-Bit Applications in Windows Server 2008 or 2012 ........28 Microsoft IIS for Windows Authentication ................................................29 IIS for Windows Authentication in Windows Server 2008 or 2012 ...29 Setting File and Directory Permissions .......................................................31 Adding Support for File Types ....................................................................32

ii Maximizer CRM 2017

Administrator's Guide

Chapter 4 Chapter 5

Installing Maximizer.............................................................33 Installation Checklist ...................................................................................34

Servers Required for Maximizer Installations .....................................35 Verifying SQL Connectivity ..................................................................37 Verifying Network Connectivity ..........................................................39 Third-Party Components Installed with Maximizer...................................41 Windows Login Account Rights Required for Installation........................42 Shared Folders and Permissions..................................................................43 Upgrading from a Previous Version of Maximizer ....................................44 Removing Maximizer ...........................................................................44 Installation Order of Maximizer Components ...........................................46 Installing Maximizer CRM Server................................................................47 Installing Maximizer Components for Microsoft IIS...........................54 Setting Full Permissions to the Maximizer Web Access Temp Folder56 Installing Maximizer Companion Applications..........................................58 Installing Microsoft Office Integration for Maximizer Web Access ..58 Adding and Removing Maximizer CRM Components...............................59 Full-Text Search Component of SQL Server................................................60 Using Full-Text Search in Maximizer ...................................................60 File Types Available for Full-Text Search .............................................61 Starting the Full-Text Search Service ...................................................62 Enabling Full-Text Search in Existing Address Books .........................62 Removing Full-Text Search Catalogs from Address Books .................64 Installing Licenses ........................................................................................66 Installing a License ...............................................................................66 Applying a License ...............................................................................67 Viewing Applied and In-Use Licenses..................................................67 Activating Maximizer ..................................................................................68 Where to Go from Here... ...........................................................................69

Creating or Upgrading Address Books................................71 What is Administrator? ...............................................................................72 Creating Address Books ..............................................................................74

Checklist: Setting Up an Address Book ...............................................74 Creating an Address Book ...................................................................75 Deleting Address Books ..............................................................................77 Removing an Address Book .................................................................77 Deleting a Maximizer Database ..........................................................77 Maximizer System Login Accounts .............................................................79 Passwords..............................................................................................79 Changing the MASTER User Password .......................................................80 Employing an Existing Address Book .........................................................82 Upgrading or Converting an Address Book...............................................83 Upgrading a Maximizer Enterprise SQL Database .............................83

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