1. SQL Express

2. Confidential Information What’s New in Version 10  SQL Server 2005 Express Edition will replace the Pervasive Workgroup engine for Maximizer CRM workgroup editions in version 10+.  Why change?  Provides a single access method for integration (reporting and customizations)  Streamlines development and support effort 12PG

3. Confidential Information Key Features  Non-Enterprise installation embeds SQL Server Express  Installation to add initial values to MaConfig database (ME and MAX)  Allowed to create or connect to a new DB from the main application  Disallow different passwords for different databases  Disallow Address Book Folder Password  Allowed to have an AB with security turned OFF 13PG

4. Confidential Information Key Features (cont’d)  Add Quick Backup to the File menu in the main application  Restore and Create backups through Administrator  Allow user to restore a database created with the previous version backup  Support Upgrades from Pervasive to SQL Express for Entrepreneur and Group Editions  Simplify the create new DB wizard  Store vertical packs as SQL backups  Email transfer  Group edition allows for local or global databases (consistent with prior versions) 13PG

5. Confidential Information Key Features (cont’d)  MaxExchange Server and Remote Server installations embed SQL Express  Change MaxExchange Packets from Pervasive  Change MaxExchange REM file from Pervasive  MaxExchange data Encryption 13PG

6. Confidential Information Scalability and Performance SQL Express:  Supports one CPU (but can be installed on multi-processor servers)  1 gigabyte (GB) addressable RAM  4 GB maximum database size (10 GB under 2008 R2)  SQL Server Express is not supported on IA64 (Itanium) systems 15PG

7. Confidential Information Feature Set : SQL Server 2005 Edition Feature/FunctionalityExpressWorkgroupStandardEnterprise # of CPUs Supported 1; includes support for multicore processor 2; includes support for multicore processor 4; includes support for multicore processor Unlimited; includes support for multicore processor Memory1GB3GBLimit based on OS 64-bit SupportWith Windows on Windows With WOWNative Maximum Database Size4GBNo limit PartitioningNo Yes Database MirroringNo Yes Failover ClusteringNo Yes (2 notes only) Yes Management StudioNoYes Full Text SearchNoYes SQL Server Agent Job Scheduling Service NoYes Report ServerYes Analysis ServicesNo Yes Minimum Operating System Allowed W2K Pro (SP4) XP Home (SP2) W2K Pro (SP4) XP Pro (SP2) W2K Pro (SP4) XP Pro (SP2) W2K Server (SP4)

8. Confidential Information Installation  Maximizer CRM - Group Edition  Always uses our instance of SQL Express. We control sa password, and limit user count (15)  Each Server install includes a SQL Express instance and the SQL Server Management Studio Express (optional for workstation).  Each Workstation install behaves as in 9.5: if the machine will be a remote, install SQL Express  Sharing of Address Books via File menu, Connect to Address Book  We do NOT support Windows Authentication / SSO mode in the Group Edition.  SQL instance: \MAXIMIZER 16PG

9. Confidential Information Installation (cont’d)  Maximizer CRM – Enterprise Edition  Similar to prior Client/Server versions  Exception that if a local database engine is required for MaxExchange Remote, SQL Express is installed.  Sharing of local AB's occurs with a new File menu selection: "Connect to Address Book"  Needs the presence of existing SQL Server prior to install 16PG

10. Confidential Information Upgrading/Converting from Pervasive  There are 3 methods to converting the Pervasive database: 1. Upgrade Maximizer Enterprise Btrieve Database  Need to supply MAX and SAV (Backup) files 2. Restore from Pervasive Backup 3. Upgrade by opening the Address Book if Pervasive install present 17PG

11. Confidential Information Upgrading/Converting from Pervasive: Method 1 17PG

12. Confidential Information Upgrading/Converting from Pervasive: Method 2 17PG

13. Confidential Information Upgrading/Converting from Pervasive: Method 3 The path of the address book pointing to Pervasive file which it read from MxzDir.Cfg file 19PG

14. Confidential Information Upgrading/Converting from Pervasive: Method 3 (cont’d) After conversion the path will change to SQL instance/Maximizer with the DSN name of the address book

15. Confidential Information Sharing / Connecting to Workgroup Address Books  “Connect to Address Book” allows adding existing shared Address Books to a workstation’s Address Book List.  User chooses a machine running SQL from a list, and selects one or more of the Address Books hosted by that machine to connect to.  Selected Address Book(s) are added to the Address Book List specified (Local / Global). 21PG

16. Confidential Information Sharing / Connecting to Workgroup Address Books