This article explains how to upgrade an existing installation of CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach legacy versions. If you are installing these programs for the first time, see our article on how to install CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach for the first time.

If upgrading to version 2019.2.1 or higher, some of the steps have changed.  Please see our article, How do I update or upgrade CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach? for the updated procedure. 



To upgrade CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach to a legacy version, do the following:

1. Complete all tasks in the Pre-Installation Checklist.
2. Download the installation software using CCH® Software Delivery Manager.
   • If the file is not downloaded on the server, copy the file to the server, or a folder that is accessible from the server.
3. While logged onto the server, double-click the downloaded file to extract the contents of download (the CD\DVD Image) to a known location.
   • The installation process should automatically start after the extraction process has completed.
4. If the installation is being started manually, browse through the CD\DVD Image folders and right-click on PfxEngSetup.exe and select Run as administrator. The Install screen will then display.
   • For Workpaper Manager, browse to the Workpaper Manager CD\DVD Image, right-click on PfxWMSetup.exe and select Run as administrator.
   • When upgrading, you do not need to install a SQL instance. The SQL database instance for the program already exists.
   • If the currently installed features include additional features such as Knowledge Coach, these features will be upgraded. This will not give the option to install additional features.
5. Click Next. The License Agreement dialog displays.
6. Read the license agreement. If you agree to the terms, select I accept the terms in the license agreement and click Next.
7. Click Next. 
8. Read the warning message, create a backup if applicable, check the box that you've read the warning and click Next. The Ready to Install dialog displays.  
   • If your system does not meet the requirements for the application you are installing, InstallShield displays a message listing the missing components. Click Cancel to install the necessary components. 
9. Click Install. 
10. Click Finish. 
11. After upgrading the server the workstations can be upgraded by browsing to the Engagement CD Image share or the Workpaper Manager CD Image share on the server. Press Windows Key+R and type \\servername\Engagement CD Image (where servername is the name of your server) and press Enter.
    • For Workpaper Manager, type \\servername\Workpaper Manager CD Image and press Enter.
12. Repeat steps 4-10 for the workstation.
13. Complete any applicable tasks in the Post-Installation Checklist.