Download TotalMail Installation

TotalMail installation and upgrade instructions
This document describes how to install or upgrade TotalMail using the TotalMail installation
package. The package and these instructions can be used for any of the following situations:

Installing or upgrading TotalMail client applications.

Installing or upgrading TotalMail agents and administrative applications.

Installing or upgrading the TotalMail and TMWSuite databases.
Note: TotalMail must be purchased from TMW separately from TMWSuite or TL2000. Unless
otherwise noted, all TotalMail interfaces to third-party software products are add-ons that must
also be purchased from TMW. For details, contact TMW Sales at 216-831-6606.
Preparing to install TotalMail ................................................................................................................................... 2
System requirements ........................................................................................................................................... 3
Executing the TotalMail installation file .................................................................................................................. 4
Using the Workstation option ............................................................................................................................ 7
Using the Agent option ....................................................................................................................................... 9
Running the TotalMail installation process without applying SQL .................................................... 12
Installing TotalMail and TMWSuite in a single database ..................................................................... 13
Installing TotalMail and TMWSuite in split databases ......................................................................... 18
Manually installing or upgrading the databases .................................................................................................. 25
Running the SQL files for the TotalMail database ........................................................................................ 26
Running the SQL files for the TMWSuite database ...................................................................................... 28
SQL file Quick Reference guide ....................................................................................................................... 28
Performing database maintenance ......................................................................................................................... 29
Copyright © 2017 TMW Systems, Inc.
A Business Confidential Document.
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TotalMail Installation
Preparing to install TotalMail
TMW strongly recommends you review this entire document before proceeding with the
installation or upgrade. In addition, you should perform each task on the following checklist:
1. If you already have a TotalMail database, collect the following information:

TotalMail database name

TotalMail database server name

Password for the TotalMail database server

Login and password information for the TotalMail and TMWSuite databases SQL
account for the user to access the TotalMail application
Note: If TotalMail and TMWSuite are installed on the same database, you will only need
this information for the installation or upgrade process.
2. If TotalMail and TMWSuite are not installed in the same database, collect the following
information about your TMWSuite database:

TMWSuite database name

TMWSuite database server name

Password for the TMWSuite database server

Login and password information for the TotalMail and TMWSuite databases SQL
account for the user to access the TotalMail application
3. Collect the name(s) of your mobile communications vendor(s).
4. Back up your TotalMail and TMWSuite databases.
5. On the computer that will execute the installation package, log in with a user name that has
administrative rights to both the local computer and the database server(s).
Note: To facilitate upgrading multiple computers, you can save the installation file on a
network location. However, you must still have administrative access to the local computers
to execute the file.
6. Shut down all TotalMail client and agent applications, as well as all TMWSuite applications,
on the local computer (this is extremely important).
Warnings:
1. TMWSuite cannot be open on the local computer while TotalMail is installed or upgraded.
TMWSuite applications access TotalMail features.
2. Close all application connections to the TotalMail database and TMWSuite database (if applicable)
before applying SQL during an upgrade. This includes, but is not limited to, ResultsNow by TMW,
The Dawg, Management Reporting, and Dynamics GP Integration.
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3. If any application(s) is connected to a database during the upgrade process, the system will display a
message identifying the open application(s). You can either close the applications, or have the
installation process close them for you. Having the applications closed by the installation process is
not recommended.
System requirements
These required system packages must be located on your hard drive before you can install or
upgrade TotalMail. If the system does not find an item, the TotalMail installation will install it
for you.

Windows Installer 3.1 Redistributable (v2).

Microsoft Data Access Components (MDAC) 2.8
Note: Once the system installs this package, follow the prompts to reboot your computer.
Locate the TotalMail installation file and restart the installation process.

Microsoft Web Service Enhancements 3.0 Runtime

Microsoft SQL Server 2008, 2008R, 2012 Management Objects

SQL Server 2008, 2008R, 2012 Backward Compatibility Components

Microsoft SQL Native Client

MSXML 6.0
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Executing the TotalMail installation file
When executed, the installation file launches a wizard that will guide you through the
installation or upgrade process. The initial steps of the wizard are the same for client, agent, and
database installations and upgrades.
1. From the TMW ClientCenter, download the TotalMailInstaller_build#.exe file to a
temporary directory.
Notes:
1. Build# represents the build version number you will see as part of the file name.
2. For instructions, see the ClientCenter help.
2. Run the installation file.
Note: To view the installation document online while performing the installation, use the
Click Here button to display it.
3. Select the I have read and understand the TotalMail Installation and Upgrade instructions
check box.
Click Proceed.
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4. The TotalMail - InstallShield Wizard window opens.
Click Next.
5. In the Choose an installation type dialog box, identify the installation type you want.
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Workstation
This option installs/upgrades these TotalMail client components:

TotalMail Viewer

Client documentation
If you want, you can also install these TotalMail system
administrator components by selecting the Install TotalMail
administration tools (Form Editor and Configuration) check
box.

Advanced Form Editor
Note: You can use the Advanced Form Editor with or without
a license. When used without a license, its functionality is
limited to slightly more that of the Standard Form Editor.
Contact TMW Systems to obtain a license for the Advanced
Form Editor.

TotalMail Configuration Utility
If you select this option, go to the Using the Workstation option
section of this document for further instructions.
Custom
Contact TMW Systems Support before using this option.
Agent
This option installs/upgrades the following TotalMail client,
administrative, and agent components:

TotalMail Viewer

Advanced Form Editor

TotalMail Configuration Utility

Transaction Agent, Delivery Agent, and other TotalMail
agents

Client and administrative documentation
Note: The Agent option allows you to execute the SQL files to
upgrade the TotalMail and TMWSuite databases
automatically.
If you select this option, go to the Using the Agent option section
of this document for further instructions.
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Using the Workstation option
After choosing Workstation as the installation type, follow these steps to complete the process:
1.
In the Setup will install TotalMail in the following folder dialog box, locate the TotalMail
installation folder on the local computer. By default, the files are saved in C:\Program
Files\TMW Systems, Inc\TotalMail.
If you need to change the directory, click Browse to specify the location of your choice.
Click Next.
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2. In the TotalMail Setup dialog box, review the current settings.

If the settings are correct, click Next to start installing the files.

If the settings are not correct, click Back; make the necessary changes; advance to this
dialog box, and then click Next to start installing the files.
3. The upgrade process will take several minutes. Several progress bars will indicate the setup
status. Sample progress bar:
In the completion dialog box, click Finish.
4. Open and test the TotalMail Viewer to verify it is working properly.
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Using the Agent option
After choosing Agent as the installation type, follow these steps to complete the process:
1. In the Setup will install TotalMail in the following folder dialog box, locate the TotalMail
installation folder on the local computer.
The files are saved to the default directory: C:\Program Files\TMW Systems, Inc\TotalMail
To change the default directory, click Browse to specify the location of your choice.
Click Next.
2. Choose the vendor(s) for which your TotalMail system is licensed.
Click Next.
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3. The SQL Server Information dialog box displays two sections.
The top section contains two options that determine if SQL Login information is collected
and if SQL upgrade scripts are run during the installation process.
If you choose to run SQL upgrades automatically, you must select your database
configuration from the lower section of the window.
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Select the appropriate option from the top section.
Do not collect SQL
Server info, I will
manually configure
my system later
Select this option to bypass collecting SQL Login information and
applying the SQL files needed to upgrade the TotalMail or
TMWSuite databases. All TotalMail client and agent applications,
as well as client and agent documentation, will still be installed
on the local computer.
Notes:
1. By default, the installation process always collects SQL Login
information. Selecting this check box will bypass the
collection.
2. Select this option if any of the following conditions applies:

You have already upgraded or do not want to upgrade the
database(s), and want to upgrade the agent applications
on the local computer.

You are logged in to the local computer with a user name
that does not have administrative access to the database
server(s).
After clicking Next, go to the section Running the TotalMail
installation process without applying SQL.
I want to run the SQL
Upgrade scripts
This option is selected by default. The system will apply the SQL
scripts to the TMWSuite database during the installation process.
Note: Having the system run the SQL during the installation
process will take a while. Clear the check box if you do not want
the system to run the SQL files at this time. You will need to
apply the SQL manually to the database later.
If you select this option, go to Step 4.
Note: For information on updating the TMWSuite and TotalMail databases by running the
SQL files manually, see the Manually installing or upgrading the databases section.
4. If you selected I want to run the SQL Upgrade scripts check box in the top section, select
one of the following options:
Single Database
Select this option to upgrade the TotalMail and TMWSuite
databases if they are installed in the same database.
Click Next, and go to Installing TotalMail and TMWSuite in a
single database.
Split TMWS
Select this option to upgrade the TotalMail and TMWSuite
databases if they are installed in separate databases.
Click Next, and go to Installing TotalMail and TMWSuite in split
databases.
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TL2000
Select this option to upgrade the TotalMail database for the
TL2000 interface.
Click Next, and go to Installing TotalMail and TMWSuite in split
databases.
TotalMail Only
This option is custom. Select it only if you are not using TotalMail
with a dispatch system. Click Next.
Running the TotalMail installation process without applying SQL
These steps complete the installation process continued from selecting Do not collect SQL
Server info, I will manually configure my system later in the Using the Agent option section.
To complete the TotalMail installation process without having it automatically apply SQL to the
TotalMail or TMWSuite databases, follow these steps.
1. In the TotalMail Setup dialog box, verify the set up information is correct for the installation.
Click Next.
2. The upgrade process will take several minutes. Several progress bars will indicate the setup
status.
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The InstallShield Wizard Complete dialog box will open when the installation is finished.
Click Finish.
3. Open and test the TotalMail Viewer and all agents to verify they are working properly.
Installing TotalMail and TMWSuite in a single database
Follow these instructions to complete the installation process for a Single Database.
1. In the SQL Server Information dialog box, provide the connection information for the
database.
Make the appropriate entries in the following fields:
Enter the connection
information for your
TotalMail Server
The name of the server that hosts the TotalMail database
TotalMail SQL Login
The SQL server login ID
TotalMail SQL
Password
The SQL server login password
Note: If the server name is not listed in the drop-down field,
select the I do not see my server(s) listed and would like to
manually enter the name(s) check box. The TotalMail Server
field becomes a free-form text field. Enter the name of the server.
2. Click the Test Connection button to verify the server connection.
A confirmation message will open.
3. Click OK to close the message, and then click Next.
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4. In the TotalMail Setup dialog box, select database to upgrade.
Click Next.
5. The following message will appear if you have not backed up your database.
"The specified database has not been backed up within the last 12 or more hours or the
last backup was not a Full Backup. Continuing without a Full Backup could lead to data
corruption or loss.
Do you wish to Continue at Your Own Risk?"

Click No to exit the installation process and back up your database.

Click Yes if you want to proceed without backing up the database.
If you selected Yes, another backup message appears.
"It has been determined that you do NOT have a current full backup and
you have chosen to continue anyway. This can lead to catastrophic data
loss.
This installer will NOT prompt you to do a backup!
Are you CERTAIN that you wish to continue?"

Click No to exit the installation process and back up your database.

Click Yes if you are confident to continue with the installation process.
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6. If an application remains connected to one of the databases, the system displays a message
identifying the open application. Do one of the following:

Click Cancel to exit the installation. Close the connected application and restart the
installation.

Select the I wish to continue and have the Installer terminate these connections for me
check box. (Not recommended)
Note: Your computer may be listed in the Host Name column. This is typical and you
may continue with the installation process.
Click Next.
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7. In the TotalMail User Account Setup dialog box, identify the SQL accounts for the TotalMail
and TMWSuite databases.
Notes:
1. If this information is already in the system registry, this dialog box will not appear.
2. TotalMail does not use SQL server user accounts to access the TotalMail application.
Enter the appropriate information in the following fields.
TotalMail Login
The SQL server TotalMail database login ID.
TotalMail Password
The SQL server TotalMail database password
TMWSuite Login
The SQL server TMWSuite database login ID
TMWSuite Password
The SQL server TMWSuite database password
Notes:
1. If you do not want to identify the SQL accounts at this time, select the Skip this step, I
will manually configure this at a later time check box. You will need to enter this
information when you first log in to the TotalMail application.
2. If necessary, select the Create SQL Accounts if they don’t exist check box and add new
login and password information in the appropriate fields to create new SQL account
data for the TotalMail and TMWSuite databases.
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8.
In the TotalMail Setup dialog box, verify the set up information is correct for the
installation.
Note: If you selected the I want to run the SQL Upgrade scripts check box in the Using the
Agent option section, the Process SQL setting will be set to Yes. The system will run the SQL
scripts as part of the installation process. This may take a while.
Click Next.
The upgrade process will take several minutes. Several progress bars will indicate the setup
status.
9. When the installation is complete, a message box opens. Click Finish.
10. Open and test the TotalMail Viewer and all agents to verify they are working properly.
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Installing TotalMail and TMWSuite in split databases
These steps complete the installation process when selecting Split TMWS or TL2000 Database
in Step 6 of the section Using the Agent option.
Use the following steps to complete the TotalMail installation process for split databases.
1. The SQL Server Information dialog box appears.
2. Make the appropriate entries in the following fields to identify the SQL Server system
administrator account information:
Enter the connection
information for your
TotalMail Server
The name of the server that hosts the TotalMail database
TotalMail SQL Login
The SQL server login ID
TotalMail SQL
Password
The SQL server password
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TotalMail
Note: If the server name is not listed in the drop-down field,
select the I do not see my server(s) listed and would like to
manually enter the name(s) check box. The TotalMail Server
field becomes a free-form text field. Enter the name of the server.
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Enter the connection
information for your
TMWSuite Server
The name of the server that hosts the TMWSuite/TL2000
database
TMWSuite SQL Login
The SQL server login ID
TMWSuite SQL
Password
The SQL server login password
Note: If the server name is not listed in the drop-down field,
select the I do not see my server(s) listed and would like to
manually enter the name(s) check box. The TMWSuite Server
field becomes a free-form text field. Enter the name of the server.
3. Click the Test Connection buttons to verify the server connections.
4. Click Next.
The Select Your TotalMail Database dialog box opens.
You can create a new installation or upgrade to an existing database. Do one of the
following:

To upgrade to an existing database:
a) Select the TotalMail database from the drop-down list.
b) Click Next. A warning message appears:
"NOTICE:
When you click "Ok," the installer will now check the databases on the
TMWSuite Server you specified in the previous step. This could be very time
consuming. Expect an average of 5 to 8 seconds per database on that server.
Click OK to proceed."
c) Click OK and continue with Step 5.
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
To Create new TotalMail database tables:
a) Select the I want to create a new TotalMail database check box.
b) Enter the name of the database in the field next to the Create DB button.
c) Click Create DB. The system creates the database. This may take some time.
The system adds the new database name to the list of TotalMail databases in the
Select Your TotalMail Database drop-down field.
d) Continue to Step 5.
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5. Click Next.
The following message will appear if you have not backed up your database.
"The specified database has not been backed up within the last 12 or more hours
or the last backup was not a Full Backup. Continuing without a Full Backup
could lead to data corruption or loss.
Do you wish to Continue at Your Own Risk?"

Click No to exit the installation process and back up your database.

Click Yes if you want to proceed without backing up the database.
If you selected Yes, another backup message appears.
"It has been determined that you do NOT have a current full backup and
you have chosen to continue anyway. This can lead to catastrophic data
loss.
This installer will NOT prompt you to do a backup!
Are you CERTAIN that you wish to continue?"

Click No to exit the installation process and back up your database.

Click Yes if you are confident to continue with the installation process.
6. If an application remains connected to one of the databases, the system displays a message
identifying the open application. Do one of the following:

Click Cancel to exit the installation. Close the connected application and restart the
installation.

Select the I wish to continue and have the Installer terminate these connections for me
check box. (Not recommended)
Note: Your computer may be listed in the Host Name column. This is typical and you
may continue with the installation process.
Click Next.
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7. If the TotalMail User Account Setup dialog box opens, identify the SQL accounts for the
TotalMail and TMWSuite databases.
Notes:
1. If this information is already in the system registry, this dialog box will not appear.
2. TotalMail does not use SQL server user accounts to access the TotalMail application.
TotalMail Login
The SQL server TotalMail database login ID.
TotalMail Password
The SQL server TotalMail database password
TMWSuite Login
The SQL TMWSuite database login ID
TMWSuite Password
The SQL TMWSuite database password
Notes:
1. If you do not want to identify the SQL accounts at this time, select the Skip this step, I
will manually configure this at a later time check box. You will need to enter this
information when you first log in to the TotalMail application.
2. If necessary, select the Create SQL Accounts if they don’t exist check box and add new
login and password information in the appropriate fields to create new SQL account
data for the TotalMail and TMWSuite databases.
Click Next.
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8.
In the TotalMail Setup dialog box, verify the set up information is correct for the
installation.
Click Next.
Note: If you selected the I want to run the SQL Upgrade scripts check box in the Using the
Agent option section, the Process SQL setting will be set to Yes. The system will run the SQL
scripts as part of the installation process. This may take a while.
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The upgrade process will take several minutes. The following two windows will appear
next to each other.
The SQL CMD window shows that the TotalMail script is being applied.
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When the TotalMail script is applied, a new window appears. It shows that the TMWSuite
script is being applied.
Note: If you are installing only TotalMail, TL2000, or using a single database, you will see
only one of these windows with the associated script name.
After the installation is complete, your Data folder shows all DBMods for both TMWSuite
and TotalMail.
9. Open and test the TotalMail Viewer and all agents to verify they are working properly.
Manually installing or upgrading the databases
If you chose the Agent installation option in the TotalMail Setup dialog box and selected the Do
not collect SQL Server info, I will manually configure my system later check box, the required
SQL was not applied by the installation wizard. You must apply them manually. These SQL
files are needed to install, or upgrade, the TotalMail and TMWSuite databases. The files are
stored on the local computer.
The following sections describe how to run the SQL files manually for these database upgrades.
The following facts about the SQL files are extremely important:

If TotalMail and TMWSuite are installed in the same database, you will run one unified SQL
file update.

If TotalMail and TMWSuite are installed in separate databases, you will run two SQL files.

SQL Server 6.5 and SQL Server 7.0 are not supported.

The SQL files must be run in the exact order shown in the following sections.
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Running the SQL files for the TotalMail database
Follow these steps to install or upgrade the TotalMail database using the SQL files.
1. Back up your TotalMail and TMWSuite databases.
2. Shut down all TotalMail client and agent applications, as well as all TMWSuite applications,
on the computer that will execute the installation file (this is extremely important).
Warning: Since TMWSuite applications can access TotalMail features directly, TMWSuite cannot
be open on the local computer while TotalMail is installed or upgraded.
3. Open SQL Server Management Studio on the local computer.
4. Connect to your TotalMail database server, and select the database that hosts TotalMail.
5. Select File > Open.
6. The SQL files required to install or upgrade the TotalMail database are located in the DATA
sub folder of the TotalMail installation folder on the local computer. For most computers,
the full folder path will be:
C:\Program Files\TMW Systems, Inc\TotalMail\DATA.
SQL files are found in these folders:

Split-Suite (TMWSuite DB)

Split-TML (TotalMail DB)

TML-4-TL2k (TL2000 only)

Unified-TML-Suite (DB contains both Suite and TotalMail)
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Select the SQL file that matches your database server and configuration.
Database version
SQL Server 2008,
2008R, 2012
Configuration
Single database
Folder and SQL file
TMWSuite:
TMWSystems, Inc\TotalMail\Data\
Unified-Tml-Suite.sql
TL2000:
TMWSystems, Inc\TotalMail\Data\Tml-4TL2k.sql
SQL Server 2008,
2008R, 2012
Separate databases
TotalMail: Split -Tml.sql
7. Select Query > Execute.
8. When the query completes, check the message at the bottom of the Messages tab:

If the message reads, “Query batch completed,” the upgrade was successful. Proceed to
the next step.
Note: The query may produce several Sysdepends warnings, which are irrelevant in all
cases. Warnings in general can be safely ignored. If you are not sure about a warning,
contact TMW Systems Support.

If the message reads, “Query batch completed with errors,” contact TMW Systems
Support before proceeding.
9. Select Query > Execute.
When the query completes, check the message at the bottom of the Messages tab. If the
message reads, “Query batch completed,” proceed to the next step.
Note: For additional information on this message, see the note for Step 8 in this section.
10. If TotalMail and TMWSuite are installed in the same database, the database upgrade or
installation is complete.
If TotalMail and TMWSuite are installed in separate databases, proceed to the next section
to upgrade the TMWSuite database.
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Running the SQL files for the TMWSuite database
Follow these steps to install or upgrade the TMWSuite database manually using the SQL files.
Note: The following procedures are only needed if TotalMail and TMWSuite are installed in
separate databases.
1. In SQL Server Management Studio, connect to your TMWSuite database server, and select
the database that hosts TMWSuite.
2. Select File > Open.
3. The SQL files required to the install or upgrade the TMWSuite database are located in the
DATA sub folder of the TotalMail installation folder on the local computer. For most
computers, the full folder path will be:
C:\Program Files\TMW Systems, Inc\TotalMail\DATA.
Locate the appropriate folder and select the SQL file that matches your database server
version:
Database version
SQL Server 2008,
2008R, 2012
Configuration
Separate databases
Folder and SQL file
TMWSystems, Inc.\TotalMail\Data\SplitSuite.sql
4. Select Query > Execute.
5. Close SQL Server Management Studio.
Note: If you have set up a DTS package to transfer check calls, please contact TMW Systems
Support for assistance.
SQL file Quick Reference guide
This section summarizes the SQL files needed for several different database versions and
configurations.
All folders will appear under the DATA sub folder of the TotalMail installation folder on the
local computer. For most computers, the full path will be C:\Program Files\TMW Systems,
Inc\TotalMail\DATA.
The SQL files must be run in the exact order listed for each database version and configuration.

TMWSuite

Single
Unified-Tml-Suite.sql

Split
Split-Tml.sql
Split-Suite.sql
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
TL2000
Tml-4-TL2k.sql
Performing database maintenance
There may be times when you download a new version of TotalMail that you see a note like this
on ClientCenter's Software Delivery Page
IMPORTANT NOTE:
TotalMail Release 14.10 includes a required database modification to the checkcall table.
This DBMod is included in this release as a separate utility file,
[checkcall_optimization.sql]. We recommend that this DBMod be executed during off
hours or added as a task to the your next schedule maintenance period. Please note:
Totalmail 14.10 will run successfully without the DBMods applied, but you will not be
permitted to upgrade to TotalMail 14.20 or higher until after the DBMods are completed.
Required Utility Description(s)
·
checkcall_optimization
o Purpose: Reduces the overall size of the checkcall table through the
conversion of fixed width char fields to variable width varchar fields.
The note identifies a required change that is not handled by the installation program.
In this example, it instructs you to apply a SQL file that contains a database modification that
converts the fixed width of character fields to variable widths. This modification will reduce the
overall size of the checkcall table.
The note also instructs you to apply the DBMod during off hours or your next schedule
maintenance.
If you accepted the default location when installing/upgrading TotalMail, the SQL files for
database modifications are found in C:\Program Files (x86)\TMW Systems,
Inc\TotalMail\DATA\Utilities
For assistance, contact your TMW Support representative.
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