Installing Maximizer CRM Server
IMPORTANT NOTE FOR CONFIGURATIONS RUNNING THE MAXIMIZER APPLICATION SERVER AND MICROSOFT IIS SERVER
ON THE SAME MACHINE:
In a typical Maximizer CRM environment, the Maximizer application server and Microsoft IIS server are on two separate machines, and you must run the Maximizer CRM Server setup once on each machine:
• First install Maximizer Server on the Maximizer application server machine, using the Maximizer CRM Server disc.
• Then install Maximizer Components for Microsoft IIS on the Microsoft IIS server machine, using the Maximizer CRM Server disc.
However, if your Maximizer application server and Microsoft IIS server are running on the SAME machine, do not attempt to run the Maximizer CRM Server installation twice on the same machine.
Instead, select both options in step 7 of the following procedure.
➤ To install Maximizer
Close all programs running on the computer.
Insert the Maximizer CRM Server disc. (The server and workstation versions are on separate discs.)The setup starts automatically.
If the setup doesn’t start automatically, you can start it manually by running setup.exe from the MaxEnt folder of the disc (e.g., \MaxEnt\setup.exe).
Select Install Maximizer CRM Server.The InstallShield Wizard starts.
Click Next to begin the installation.
Read the license agreement, and click Yes to continue.
Enter your Product Serial Number, First name, and Last name into the required fields, and click Next.
Select Maximizer Server, and click Next.NOTE: If you are installing Maximizer Server on the machine that is also your IIS Server, you must select both Maximizer Server and Maximizer Components for Microsoft IIS now to install them both on the machine.
To install Dashboard components for IIS, select Maximizer Server.
Do not change any default share names, file names, file locations, folder names, or folder locations after installing Maximizer. If you want to use names and locations other than the defaults, change them during the installation.
Click Next to install Maximizer Server components to the default location.– or –
Click Browse, select a destination folder, and click Next.
Click Next to use the default folder for shared configuration information.– or –
Click Browse, select a local shared folder, and click Next.
Maximizer creates the“Maximizer” folder on the drive where the Windows operating system is installed. If your Windows operating system is not on the C drive, the path will have a different drive letter.
By default, Maximizer setup creates the folder ...\All Users\Application Data\Maximizer on the server, and it creates two shared subfolders called AddrBks and SvrShare.
These folders must be shared on the network so other PCs can access to resources installed to this location. The default Share name of AddrBks is “MxData”, and the default Share name of SvrShare is “MxServer”.
Select a setup type, and click Next.Typical installs a default set of server software, such as Windows services, server-side software, and drivers. It also installs a default set of Maximizer user applications on the server. Maximizer recommends that you select the Typical installation, unless you have a specific reason not to.
Custom enables you to select specific Maximizer modules to install. You can select virtually any combination of server software and user applications you want. Select this option only if you have a specific reason to alter the default Maximizer installation provided by the Typical installation. If you would like to install additional components, click the + to expand the selection. Additional components available through the custom installation includes MaxExchange Remote.
To install Dashboard components for IIS, select Custom.
If you have Microsoft Outlook or Microsoft Word installed on this computer, the wizard prompts you to integrate either orboth of those applications with Maximizer. Select which applications to integrate, and click Next.
(This step applies to Typical installations only.) Select which sample Address Books to install.
(This step applies to Custom Installations only.) Select which features to install on the server, and click Next.
(This step applies to the Corel WordPerfect Integration option only.) If the setup cannot locate Corel WordPerfect Office on the computer, it prompts you to provide the path to these files and folders. Click Browse to select the correct paths, and click Next.
(The next 3 steps apply only if you selected Maximizer Components for Microsoft IIS in step 7.) The installationprompts you to enter the name of your HTTP Server. Enter the name, and click Next.
Specify the Website for the Maximizer Components for Microsoft IIS settings, and click Next.If you choose to use an existing website, select the website from the drop down. Its identities are displayed in the website identities area.
If you choose to create a new website, enter the description, TCP port, IP address, and Host Header value.
Specify the name of the virtual directory for each of the web access sites, select Enabled for each site you want to enable, and click Next.
Specify your SMTP Server settings, and click Next.
The SMTP Server is used by theMaximizer Email Service. If your ISP requires authentication, you must select the
Outgoing mail server requires authentication checkbox and enter the User name and Password of a valid account.
Not all of these checkboxes may be available, depending on which installation options you selected.
Select any of the following options, and then click Next:Create Maximizer desktop shortcut – This option creates an icon on the Windows desktop that runs Maximizer when you double-click it.
Create Maximizer Start Menu shortcut – This option creates a shortcut to Maximizer on the Windows Start menu.
Create MaxExchange desktop shortcut – This option is available only if you selected the Custom installation option and then selected the MaxExchange Remote option. It creates a shortcut icon for MaxExchange on the Windows desktop.
Creating the Maximizer Workstation setup files causes the Maximizer Server installation to take much longer. Select this option only if necessary. For more information, see “Installing Maximizer CRM Workstation over the Network” on page 51.Create Maximizer workstation setup files – This option creates a set of setup files on the Maximizer Server. If you choose to create these setup files, you can install Maximizer Workstation on any computer by connecting to the Maximizer Server over the network and running this setup—no installation disc is required.
This folder must be shared and available to all network users who need these files to install Maximizer CRM Workstation.
(This step applies to the Create Maximizer workstation setup files option only.) Select a location to install the workstation setup files, or use the default location, and click Next.
Review the installation settings, and click Next.
Select a location to install the database components or use the default location, and click Next.
The wizard displays an installation progress indicator. After the installation is complete, click OK to close the message box.The installation prompts you to restart your computer.
Click Finish to close the wizard and restart the computer.
After the computer restarts, log into Windows using an administrator account. This step is required to complete the installation.Maximizer CRM Server is now installed.
If you are installing Maximizer CRM Server, and your Microsoft IIS server is on a different machine, install Maximizer
Components for Microsoft IIS on your Microsoft IIS machine, from the Maximizer CRM Server disc, as described in the following section.