New installations of Maximizer CRM 10 will automatically create a MASTER user with the default password of "CONTROL". If you upgrade an Address Book from a previous version that has a different password for MASTER, you can log into this Address Book by entering "CONTROL" when first prompted for a password. At this point you are prompted for a second password, and you should enter the previous password from your upgraded Address Book. To avoid being prompted twice when logging in, simply change your MASTER password to "CONTROL".  After verifying that you are no longer prompted twice, you may change the password to whatever you desire. This will synchronize all of the passwords - you now will be able to login normally.

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• This move will unify our offerings on a single database platform.  With Microsoft SQL Server being the de facto standard database on Microsoft Windows platforms, making it our single database engine of choice makes the most sense to us, and to our customers.
• Integrators can now write one version of customization (programs that interact with Maximizer Enterprise, add-ons or hooks, reports, etc.) and be confident that they will run in any Maximizer CRM environment. In the previous versions, two customizations (one for Pervasive and the other for SQL) were often necessary, particularly in situations where MaxExchange synchronization was involved.
• In the past, we had a lot of interest from our customers inquiring about support for Microsoft SQL Server Express.  With this move, Microsoft SQL Server Express is finally officially supported.
• We are now truly on a single database platform.  In previous versions, in the deployment of our Microsoft SQL Server products, additional installation of Pervasive engine was often required.  We have received many requests to have a pure Microsoft SQL environment.  This move has allowed us to completely remove our dependency on the Pervasive database engine.
• Last but not the least, by streamlining our development and support efforts to one single database platform, we will be able to make better use of our resources. As a result, our R&D team will be able to develop a more functional and higher quality product and our Support team will be able to provide our customers and partners better support.

It is important to recognize that Microsoft SQL Server Express is completely embedded into our products.  Regular users should not notice its existence at all.  Therefore, they should not even be aware of this database engine change.

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Customers running Pervasive Workgroup versions of Maximizer Enterprise product should upgrade to Maximizer CRM 10 Group Edition, which runs on Microsoft SQL Server Express.

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Customers running Pervasive Client/Server versions of Maximizer Enterprise product should upgrade to Maximizer CRM 10 Professional Edition, which runs on Microsoft SQL Server.

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Maximizer had used Microsoft SQL Server in the Maximizer Enterprise products for close to 10 years.  In recent years, the SQL products represent nearly half of our gross revenue.  Our R&D team is very experienced and knowledgeable in working with Microsoft SQL Server.  Being the de facto standard database on Windows platform, Microsoft SQL Server is both stable and performs extremely well compared to other databases.  We are confident that Microsoft SQL Server Express will serve us as well as Microsoft SQL Server.

The following are some sample results from our benchmark testing comparing the performance of Maximizer when using Microsoft SQL Server 2005 Express and the Pervasive Workgroup Engine:

Our benchmark results have shown that most database actions performed by Microsoft SQL Server Express are either as fast as, or faster than the Pervasive Workgroup engine.

Another interesting fact we found during our tests is that the Pervasive Workgroup engine (45 MB) uses more memory than SQL Server 2005 Express (39 MB).

With Microsoft SQL Server being the one and only database engine we support, it will allow us to focus our effort in continuing improvement and optimization of our products to work even better with this leading Windows platform database engine in the coming years.

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In Version 9, the workstation system requirements are:

• Minimum 350 MHz Pentium II (or equivalent) processor; 1.6GHz or faster processor recommended
• Minimum 256 MB RAM; 512 MB RAM recommended
• Minimum 500 MB of available hard disk space; 800 MB recommended

In Version 10, the workstation system requirements are:

• Minimum 600 MHz Pentium III (or equivalent) processor; 1.6GHz or faster processor recommended
• Minimum 512 MB RAM; 1GB RAM recommended
• Minimum 1000 MB of available hard disk space; 2000 MB recommended

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Microsoft SQL Server Express has a number of limitations including only single CPU support and a maximum memory usage of 1 GB.  Please see the following URL for a complete list of limitations of Microsoft SQL Server Express:
http://www.microsoft.com/sql/prodinfo/features/compare-features.mspx

The other limitation that may affect Maximizer customers is the database size limit of 4 GB.  This means any user with Address Books larger than 4 GB will not be able to use Maximizer CRM 10 Group Edition.

However, we are confident that very few customers will run into this limitation, as 4 GB is a lot of storage space for storing data.

To put this into perspective, let’s examine some real world numbers:

• On average, most records in the Maximizer database should contain less than 200 bytes of data.  Based on this average, 4 GB can store up to 20 million records.
• Some record types are more likely bigger than 200 bytes - e.g. Notes.  Let’s say the average is 1000 bytes per record (i.e. 1000 chars per note), you can store up to 4 million records in 4GB.

The only other record type with potentially much bigger record size is documents.  If you have a database that is larger than 4 GB (most likely caused by large documents), there are other questions and answers on this FAQ that specifically discuss how to deal with such database.

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You should consider upgrading to Professional Edition or Enterprise Edition:

• When you have more than 15 Maximizer users in your network.
• When you foresee that your database size will exceed the 4GB limitation.
• Or, if you feel your requirements exceed some of the other limitations of SQL Server Express:
  www.microsoft.com/sql/prodinfo/features/compare-features.mspx
• And of course, when you require some of the advanced functionality available in Maximizer CRM 10 Professional Edition and Enterprise Edition.

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The fact that the database backend is Microsoft SQL Server Express is completely transparent to the user.  The database upgrade process closely resembles how the upgrades are being handled in Version 9.  After installing Maximizer CRM 10 Group Edition, simply open the old Pervasive Address Book, and you will be prompted to upgrade.  Then, follow the instructions on screen to proceed.  As part of the database upgrade process, the program will prompt you to convert embedded documents to become linked documents.  If your database size is well below 4 GB, you should ignore this screen and press OK.

Each time you upgrade Address Books from previous versions of Maximizer or Maximizer Enterprise into Maximizer CRM 10 Group Edition, you may notice irregularities in passwords for any User Ids which exist both in the newly upgraded Address Book and the pre-existing Address Book(s) (MASTER is a good example).

If the password for a common User ID is different for the newly upgraded Address Book than for pre-existing ones, you will initially be required to login twice for the newly upgraded Address Book. The FIRST password you should use is the password for the pre-existing Address Book(s), you will then be prompted for a second password and should enter the password for the newly upgraded Address Book. To permanently resolve this you can then change the password for the common User ID in the newly upgraded Address Book to be the same as the pre-existing password. From this point on, all password changes will automatically by written for all common User IDs to all existing Address Books.

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During installation of Maximizer CRM 10 Group Edition, the installation will first prompt the user to check the sizes of their databases before proceeding with the installation.  This will give the user a chance to identify the potential issue before upgrading, and abort the installation at that point.

This database size check utility is also available as a standalone software program for checking existing databases prior to purchasing the upgrade.

If you have a database that is over 4 GB, the most likely reason is the number and sizes of documents stored in the Address Book.  In such situation, you have the following options:

• Abort the installation, go back to your old version of Maximizer Enterprise and use the built-in functionality to backup the original database, then purge documents and notes by date until the database size is below 4 GB.  After that, install Maximizer CRM 10 Group Edition and proceed with upgrading all your databases.
• Proceed with installation, and deal with the documents during the Address Book upgrade process.  Instead of storing the documents in the database, you may choose to store them as files in the file system.  In such case, only the paths to the document files are needed to be stored in the database.  As part of the database upgrade process, when you open the existing Address Book database in Maximizer CRM 10 Group Edition, you will be prompted to upgrade and given the option to convert embedded documents to linked documents based on size.  Adjust the size parameter until your converted database size become less than 4 GB.
• Upgrade to Maximizer CRM 10 Professional Edition or Enterprise Edition, which runs on Microsoft SQL Server version.
• Contact our technical support for further assistance.

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Every time Maximizer CRM 10 Group Edition is started, it will perform a check on the size of the database.  A warning message will appear if the database being opened is close to the 4GB limit.

Maximizer CRM 10 Group Edition Administrator also provides a new feature to allow users to convert embedded documents to linked documents based on size.  You may use this feature to reduce your database size as necessary.

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• Reduce the size of the synchronized remote Address Book by filtering documents by size, date, etc.
• Upgrade to run Microsoft SQL Server with the MaxExchange Remote.
• Contact our Technical Support team for further assistance.

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This message will only appear if you are dealing with a Maximizer Enterprise database from previous versions and the Pervasive Workgroup engine is no longer installed on the machine. To resolve this, install the Pervasive Workgroup engine on the computer by following the instructions here:
http://www.maximizer.com/support/maxcrm/maxcrm10-pervasive.html

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No.  Maximizer CRM 10 Group Edition is designed and priced for small workgroups with 15 users or less.  We believe that Microsoft SQL Server Express will provide sufficient performance for this target audience.  If you have higher requirements, you should upgrade to either Maximizer CRM 10 Professional Edition or Maximizer CRM 10 Enterprise Edition.

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Yes, Microsoft SQL Server Express is supported on Maximizer CRM 10 Professional Edition or Enterprise Edition.  Keep in mind that the performance limitation of Microsoft SQL Express will limit the number of users the system can support.

To use Microsoft SQL Server Express with Maximizer CRM 10 Professional Edition or Enterprise Edition, you must pre-install Microsoft SQL Server Express prior to installing Maximizer, and then proceed with using the Microsoft SQL Express server as your database server.  Selecting the SQL Express component in our Installation’s Custom option will not be enough, as this option installs a special instance of Microsoft SQL Server Express that can only be used by Maximizer when it is installed as a MaxExchange Remote or when email transfer functionality is used.

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Maximizer CRM Group Edition uses the Microsoft SQL Server Express database engine. With Maximizer CRM Professional Edition or Enterprise Edition, you are recommended to upgrade the SQL Express database (i.e. Maximizer Instance) to use a full Microsoft SQL Server version instead.  Here are the steps:

1. Uninstall the Maximizer CRM Group Edition Server and all the Workstations.
2. Install the new SQL Server on either the same machine or another machine.
3. Use the Microsoft SQL Server Management Studio to connect to the existing MAXIMIZER SQL Server Instance (<machine name>\MAXIMIZER).
4. Detach the MaConfig database and all your Maximizer CRM databases.
5. If your new MS SQL Server is on a different machine, copy the MaConfig database files and Maximizer CRM database files to the new Server.
6. Use the Microsoft SQL Server Management Studio to connect to the new MS SQL Server. Attach the MaConfig database and all your Maximizer CRM databases to the new Microsoft SQL Server.
7. Install Maximizer CRM Professional Edition or Enterprise Edition Server and when prompted, select the new Microsoft SQL Server and use your preferred Authentication method. 
8. Setup the Maximizer CRM workstations as you normally would.
9. Apply the new Professional/Enterprise Edition licenses.
10. If you are not using Email Transfer functionality and your machine is not setup as a MaxExchange Remote, you may consider uninstalling the Microsoft SQL Server Express instance from your machine.

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By default, a MaxExchange Remote is always installed with a Micrsoft SQL Server Express database engine, which has some limitations.  To overcome these limitations, one may consider upgrading Maximizer to use an installation of Microsoft SQL Server on the local machine.  There are 2 ways to do this:

A) If you intend to use this Microsoft SQL Server only by the same Remote machine:

1. First, install the MaxExchange Remote Workstation as normal.
2. Use the following command to install Microsoft SQL Server:

                                 setup.exe SKUUPGRADE=1.

During installation of Microsoft SQL Server, specify the Maximizer SQL Server instance (<machine name>\MAXIMIZER).

1. Login as Administrator of your OS and change the Microsoft SQL Server "SA" password.

Note: The advantage of this installation method is that you will only need
one instance of Microsoft SQL Server without a separate Microsoft SQL Server
Express instance on the same machine.

B) If you intend to share this Microsoft SQL Server in the Remote Workgroup:

1. First install the Microsoft SQL Server
2. Run the Maximizer CRM Server installation. 
3. During installation, select Custom install option. When given options of features to include, make sure to select to install the MaxExchange Remote.

NOTE: A SQL Server Express instance will still be installed for packet handling, but the Remote database will be on the Microsoft SQL Server you have installed.

Note that Windows Authentication for Microsoft SQL Server is not supported on MaxExchange
Remotes. Therefore, when you installation Microsoft SQL Server, do not attempt to use
this authentication option.

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Similar to method A) in the previous question, you have to use the following command to install and upgrade to Microsoft SQL Server:

      setup.exe SKUUPGRADE=1

In the Micrsoft SQL Server installation wizard screens, specify the Maximizer SQL Server instance (<machine name>\MAXIMIZER). Once installation is completed, you should
consider setting "SA" password by doing so when logged in as Administrator of the OS.

Note that Windows Authentication for Microsoft SQL Server is not supported on MaxExchange Remotes. Therefore, when you install Microsoft SQL Server, do not attempt to use this authentication option.

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Each time you upgrade Address Books from previous versions of Maximizer or Maximizer Enterprise into Maximizer CRM 10, you may notice irregularities in passwords for any User Ids which exist both in the newly upgraded Address Book and the pre-existing Address Book(s) (MASTER is a good example).

If the password for a common User ID is different for the newly upgraded Address Book than for pre-existing ones, you will initially be required to login twice for the newly upgraded Address Book. The FIRST password you should use is the password for the pre-existing Address Book(s), you will then be prompted for a second password and should enter the password for the newly upgraded Address Book. To permanently resolve this you can then change the password for the common User ID in the newly upgraded Address Book to be the same as the pre-existing password. From this point on, all password changes will automatically by written for all common User IDs to all existing Address Books.

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