How do I move CCH® ProSystem fx® Scan Administrator to a new computer?

The video below shows how to move CCH® ProSystem fx® ScanAdministrator to a new computer or server using v14 or newer. CCH doesn't provide support assistance for previous versions of CCH® ProSystem fx® Scan.



The following procedure is valid for Scan v14 and newer versions of CCH® ProSystem fx® Scan.
  • We recommend that, if you have jobs currently in the original Queue, you skip the AutoFlow on each job. See our article 000081598 "What does Ready for AutoFlow(0 pages validated) mean in CCH® ProSystem fx® Scan?" for further explanation and steps.
  • The existing History of jobs on the original CCH® ProSystem fx® Scan Administrator host can't be transferred to the host, but you can transfer the Archive and Export folders' contents to the new CCH® ProSystem fx® Scan Administrator system, if desired.
To move Scan Administrator to a new machine, do the following:
  1. In The original CCH® ProSystem fx® Scan Administrator application, export the settings from the Folder Settings (, General Settings, and AutoFlow Settings tabs by doing the following:
    1. Click the tab you are exporting settings from.
    2. In the Export/Import Settings list, select Export Settings.
    3. Navigate to the location where you want to save the settings.
      • You may need the original settings file when you set up the new CCH® ProSystem fx® Scan Administrator computer, so consider saving the settings to a removable drive or network location that will be accessible from the new computer. Settings files have an XML file name extension.
    4. Enter a unique name for the settings file.
    5. Click Save.
  2. On the original CCH® ProSystem fx® Scan Administrator computer, navigate to ?:\CCH ProSystem fx Scan\Permkey (where ? is the drive that CCH® ProSystem fx® Scan Administrator is installed on).
  3. Copy the entire Permkey folder to the same location where you saved the settings files.
    • If you intend to download a new permission key, this step might not be necessary.
  4. Uninstall CCH® ProSystem fx® Scan from the system using the Windows Control Panel.
  5. If you want the new CCH® ProSystem fx® Scan Administrator computer to use the same UNC name as the existing original CCH® ProSystem fx® Scan Administrator computer, do the following; otherwise, skip the following two steps.
    1. Change the name of the existing original CCH® ProSystem fx® Scan Administrator computer, and then restart that computer.
    2. Change the name of the new CCH® ProSystem fx® Scan Administrator computer to the old name of the original system, then restart it 
  6. Download and install Scan Administrator on the new computer.
    • Note: If you copied the Permkey folder from the old CCH® ProSystem fx® Scan Administrator host, select the permkey in that folder when you are prompted to select a permkey during the installation process.
  7. After restarting, log in to the new CCH® ProSystem fx® Scan Administrator computer as an administrator.
  8. In CCH® ProSystem fx® Scan Administrator, import the settings for the Folder Settings (you can further edit them to update the folder paths, etc, if needed) if they differ the installation defaults, as well as General Settings, and AutoFlow Settings tabs that you exported from the old computer.
    1. Click the tab you are importing settings into.
    2. In the Export/Import Settings list, select Import Settings.
    3. Navigate to the location where you saved the settings file for this tab.
    4. Select the settings file, and then click Open.
    5. Click Save.
  9. With anti-virus still disabled, click on the General Settings tab and click Check Now to have the latest catalog updates applied.
    • If new updates are detected, you'll be prompted to install them; you should confirm this.
    • If new updates are detected and installed, CCH® ProSystem fx® Scan Administrator will close briefly during the installation and then re-appear.

Notes

  • If a folder is missing or not shared correctly, a red circle with an exclamation mark displays next to the file path on the Folder Settings tab.
  • If the name for the new Scan Administrator computer is different from the name for the old Scan Administrator computer, and your Import, Archive, and Export folders are on the same computer, you must update the hostname in the UNC path.
  • Some services might need to be altered. If the Archive, Import or Export folders, are not on the same computer as Scan Administrator, the PDF Export Service and the Folder Monitor Service must use the Domain Administrator log on rights. You can set these in Windows Services.

Additional Information

Process for Versions Prior to v14

If you have an older version of Scan, the recommended workflow is to first update to the latest version of Scan on the old computer, and then perform the process above. If you cannot upgrade to the latest version of Scan, and you have a copy of your original Scan installation files, you can use the procedure below to move Scan Administrator to a new computer.
  • Note: To apply Scan and catalog updates for older versions of Scan, you must have the original update files that were provided when your version of Scan was current.

Steps on the Old Computer

  1. Go to C:\ProSystem fx Scan\IA\Client\binnt.
  2. Copy the CCHWatch.xml file to the Windows Desktop.
  3. Copy the C:\ProSystem fx Scan\Permkey folder to the Windows Desktop.
    • Note: if you intend to download a new permission key, this step might not be necessary.
  4. Uninstall Scan from the old computer.
  5. If you want the new Scan Administrator computer to use the same UNC name as the old Scan Administrator computer, change the old computer name, and then restart the computer.

Steps on the New Computer

  1. If you want the new Scan Administrator computer to use the same UNC name as the old Scan Administrator computer, change the new computer name, and then restart the computer.
  2. Ensure that the system's anti-virus software is disabled.
  3. Log into the new computer as an Administrator.
  4. Right-click the Scan installer file and choose Run as Administrator.
  5. Follow the instructions to install Scan Administrator. When prompted for your Permkey, do one of the following:
    • Use Existing Permission Key using your firm's SSO.
    • Select Browse to Permkey, then browse to and select the Fxperm02 file.
  6. After installation completes, restart the computer.
  7. Copy the CCHWatch.xml file from the old computer into the C:\ProSystem fx Scan\IA\Client\binnt folder on the new computer.
  8. Right-click the Scan Administrator shortcut and select Run as administrator.
  9. On the Folder Settings tab, verify that all the Import, Export, and Archive folders have been created and are shared, correcting any issues that need to be resolved.
    • If a folder is missing or not shared correctly, you'll see a red circle with an exclamation mark next to the path.
    • If your new Scan Administrator system's Windows name is different, and your Import, Archive or Export folders are on the same computer, you'll need to update the hostname in the UNC path.
  10. Click Save on the Folder Settings tab.
  11. If you have the original Scan update and catalog update files for your version of Scan,
    1. Close Scan Administrator.
    2. Install the updates.
    3. Right-click the Scan Administrator shortcut and select Run as administrator.
  12. If needed, alter the services. If any of your Scan folders are not on the same computer as Scan Administrator, you'll need to set the PDF Export Service and the Folder Monitor Service to use the Domain Administrator log on rights. This can be set in Windows Services. 
  13. To install Scan Workstation or PDFlyer on your users' computers:
    1. Go to  \\\Workstation.
    2. Run the installation file for CCH ProSystem fx Scan Workstation or PDFlyer.
  Solution Tools
  Attachments
 Solution Id 000021670/000021670
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!