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MaxExchangeMaxExchange
Install and Configuration
Background InformationBackground Information
Major changes to MaxExchange for SQL versions: Switch to SQL Server Express database engine Support for the Administrator Role Support for synchronization of multiple Address
Books from a single MaxExchange Server Support for Windows Authentication mode and
Single Sign On (SSO) Support for mixed mode upgrade
General ChangesGeneral Changes
Sending of Remote packet, purging of Backup folder, and updating of the last processed date field during each remote processing cycle.
Packet size to exact standards, no over sizing.
Refresh purges all outbox packets eliminating packet redundancy and saving download time.
Configuration moved from Registry to the MACONFIG table
General ChangesGeneral Changes
Support for Remotes to connect to synchronize to more then one database
Support to suspend synchronization of a Remote
SPDM logs are now named after the database Database_name_log to accommodate multiple database synch
SQL Server ExpressSQL Server Express
The Application Server installation will always install an instance of SQL Express called \Maximizer
During the Application Server install the users selects the SQL installation that will house the Maximizer database, you are not forced to use SQL Express.
Confidential Information
SQL Server/ExpressSQL Server/Express
Incoming Packet Processing in SQLIncoming Packet Processing in SQL
Outgoing Packet Creation using SQLOutgoing Packet Creation using SQL
Packet files are now created using SQL BCP
A single packet is first created in the outbox.
When the packet is complete it is compressed, encrypted and separated into sub-packets to the exact size specification as set in the remote’s configuration.
The packet in the backup folder is the full size of the main packet, there is no breaking the packet into smaller sub packets in the backup folder.
Outbox Processing ActivityOutbox Processing Activity
There is little indication of processing and packet creation during processing in the outbox.
A single packet is first created as data and is loaded from the database (Using BCP from SQL)
A single Mex files protects the packet file as data is loaded.
Click F5 to see the packet grow in size as the data is loaded
Outbox Processing Activity (cont’d)Outbox Processing Activity (cont’d)
Outbox Processing Activity (cont’d)Outbox Processing Activity (cont’d)
Once the transactions are loaded from the database into the single packet compression takes place.
Packet compression at this time is about 1/3 the size of the original file
Outbox Processing Activity (cont’d)Outbox Processing Activity (cont’d)
After compression encryption is applied
The packet remains the same size after encryption
Outbox Processing Activity (cont’d)Outbox Processing Activity (cont’d)
Completion of encryption leaves a single compressed encrypted packet and HDR file.
Outbox Processing Activity (cont’d)Outbox Processing Activity (cont’d)
If a packet size has been set for a remote the single packet spawns sub packet using its packet number followed by an _ and then a sequential number 1209_1 1209_2
Outbox Processing CompleteOutbox Processing Complete
The packet/s are moved to the transport folder and the single large packet is moved to the backup folder
Major FeaturesMajor Features
Change MaxExchange REM file from Pervasive to SQL Server Express MXZREM.MAX now MXZREM.BIN
Administrator RoleAdministrator Role
Support Multi DB Sign-on and Administrator Role
Multiple Address Books on one MaxExchange Server
Multiple Address Books on one MaxExchange Server
Step 1:From the file menu Select Open Address Book or Add Address book
Step 2:Select the Address Book to open
Step 3:Select the SQL Server & log in
Adding Multiple Address Books (cont’d)Adding Multiple Address Books (cont’d)
Adding Multiple Address Books (cont’d)Adding Multiple Address Books (cont’d)
Step 4: Log into the database & select the MaxExchange Server
Step 5: Click on an Address Book to display Settings, Teams, and Remote Users
Adding Multiple Address Books (cont’d)Adding Multiple Address Books (cont’d)
Multiple Address BooksMultiple Address Books
Address Book Properties in Site Manager•Shows the assigned MaxExchange Server machine
Windows Authentication ModeWindows Authentication Mode
Staged Version UpgradeStaged Version Upgrade
One point of resistance to upgrade is the difficulty in shutting down the entire MaxExchange system to upgrade remote users.
MaxExchange 10 does the best job yet in allowing backwards compatibility synchronization.
This allows a staged approach for upgrading groups of remote users a few at a time while the system remains operational.
Staged Version Upgrade (cont’d)Staged Version Upgrade (cont’d)
Data for Remotes that have not been upgraded remain on the server in an Upgrade folder until the remote is upgraded to Maximizer CRM 11.
However incoming data from the remote is processed normally at the server
Staged Version Upgrade (cont’d)Staged Version Upgrade (cont’d)
After upgrade the remote must be manually updated to allow the normal flow of data and the movement of data from the Upgrade folder
MaxExchangeMaxExchange
Other Features
Auto send Remote packet during ALL processing cyclesAuto send Remote packet during ALL processing cycles
Purges the Backup folder and updates the last processed date field
Resolves issues to do with space on the server taken up by old data in the backup folder
Allows Administrators to know who is truly synchronizing or not
Allows Administrators to take advantage of the Event Notifications for remote users out of synchronization
Auto send Remote packet during ALL processing cyclesAuto send Remote packet during ALL processing cycles
Packet size to exact standards - no over sizingPacket size to exact standards - no over sizing
Resolves issues around ISP and other download file size restrictions
All packets are exactly the size as set in the Remote Site properties
Packet size to exact standards - no over sizingPacket size to exact standards - no over sizing
Refresh purges all outbox packetsRefresh purges all outbox packets
Eliminates packet redundancy and saving download time
A Refresh contains all data
The current number of Registry values is much smaller then in past versions.
This is a sample of a version 10 MaxExchange Registry
The current number of Registry values is much smaller then in past versions.
This is a sample of a version 10 MaxExchange Registry
Configuration moved from Registry to MACONFIGConfiguration moved from Registry to MACONFIG
Configuration moved from Registry to MACONFIG (cont’d)Configuration moved from Registry to MACONFIG (cont’d)
Current addition to the MACONFIG table for non-database specific settings for MaxExchange
Configuration moved from Registry to MACONFIG (cont’d)Configuration moved from Registry to MACONFIG (cont’d)
Remotes to synchronize to more then one databaseRemotes to synchronize to more then one database
In the past there were restrictions when a Remote synchronized multiple databases - the FTP passwords had to be the same on both servers.
Now a remote can synchronize to multiple databases on one or more servers.
Suspend synchronization of a RemoteSuspend synchronization of a Remote
Suspend the remote when users are unavailable for long periods of time
Upon return, the removal of this check will send the remote a refresh
This allows administrators to keep teams and team members properly configured by not having to delete remotes that are unavailable for long periods then add them back in and rebuild the team member synchronization
SPDM logs are now named after the databaseSPDM logs are now named after the database
SPDM logs are now named after the database, Database_name_log to accommodate multiple database synch
Common IssueCommon Issue
Combining MaxExchange Servers to one Remove all address books that are moving from site
manager Add each address book back, specifying the new
server Address book selected during installation stored in
MaConfig If uninstalling and reinstalling, not asked for address
book again (once Maconfig is established, no further prompts)
To remove address book from synch, remove from Site Manager