DVMAX Research Server and Client Installation (New Site)

Owned by John Bellos (Unlicensed)
Last updated: Apr 14, 2017 by Amy Blanchard

Operating Systems: All
Applies to: New facilities which have not used previous versions of DVMAX


Before you start 

Contact your DVMAX Research Representative to obtain a link to download the current installer.


Install v3.1

  1. Double-click on the DVMAX Research installer icon
  2. When the InstallShield Wizard opens, click Next
  3. Accept the terms in the license agreement and click Next
  4. Choose the destination where you would like to install the server application and click Next. The default location is the C: drive. If you would like to install the application in a different location, click Change and select a new destination.
  5. Choose to install DVMAX Research Server and click Next
  6. The applications are ready for installation. Click Install.

  7. You will also need to install a PDF Creator application. Select Language for this part of the installation and continue through the installation of this application.
      ** If the PDF Creator installer does not open automatically please contact your DVMAX Research representative for a link to download a stand-alone version of the installer.

  8. When the install has completed, click Finish to close the InstallShield Wizard.



Launch DVMAX Server

  1. Launch the DVMAX Research Server program locally (not as a service)
  2. You will get a message that no datafile has been found
  3. Choose Open
  4. Point to your Datafile, typically located in C:/DVMAXResearch/Data/ folder.

Set Server Backup Preferences

  1. From the Edit pull-down, choose Database Settings…
  2. Click on the Backup Icon
  3. Set the Scheduler to your sites preferences. This is typically set to backup every day sometime in the middle of the night.
  4. Click on the Configuration Tab
  5. In the Attachments section click Add File. Navigate to the .4DIndx file stored in your Data folder. (It will have the same name as your datafile with the extension .4DIndx).
  6. In the Backup File Destination Folder Section choose the location in which you would like your backup stored. (Click on the … icon next to the default destination to change the path).
  7. In the Log Management Section, check the Use Log File if it is not checked already.
    1. If you are turning this on for the first time, a dialog will appear asking to save the new journal file.
    2. Leave the default name, and save it  in your Data folder.
  8. No changes need to be made to the default settings on the Backup and Restore Tab
  9. Click OK to save changes
  10. Manually initiate a backup - From the file pull-down, choose Backup

Set Cache Settings

  1. Go to the File menu and choose Database Settings.
  2. Click on the Database / House icon.
  3. Click on the Memory tab.
  4. Change the Maximum Size to a higher valiue, depending on your system.
  5. If you're running Windows 64-Bit Server, set the Maximum size to 3-4 GB, if you have the free memory.
  6. If you're running Macintosh Server, set the Maximum size below 2 GB. (We recommend 1500 MB)
  7. The other values listed on this page should be left at their defaults. Changing any other values could have an adverse affect on your system. 
  8. Quit and re-launch the DVMAX Research Server Application for these changes to take effect. (This can be done following the steps in the next section)

Register DVMAX Research as a Service

  1. After upgrade is complete, choose Register Current Database as Service from the File pull-down 

Install DVMAX Research Client

Users who need access to the Setup functions of DVMAX Research will need to have DVMAX Research Client installed on their workstations. DVMAX Research client will also be necessary to import your users and passwords and turn on single sign-on (if applicable).

  1. Double-click on the installer icon
  2. When the InstallShield Wizard opens, click Next
  3. Accept the terms in the license agreement and click Next
  4. Click Next on the ReadMe Information screen
  5. Choose the destination where you would like to install the client application and click Next
  6. Choose to install DVMAX Research Client and click Next
  7. The applications are ready for installation. Click Install.
  8. When the install has completed, click Finish to close the InstallShield Wizard. 

Opening DVMAX Research Client for the First Time

  1.  The first time you open DVMAX Research Client on any workstation you may see a runtime error stating that the database cannot be opened. This is expected. Click Continue.
  2.  From the Connect to Server window that opens, highlight your server and click OK.