Error: "database servername\instancename\databasename is not set up correctly" when logging in to CCH® Prosystem fx® Practice Management?

There can be many different reasons for receiving the error that the database servername\instancename\databasename is not set up correctly. Below are the top three common causes and corrections for this error. If these three resolutions do not correct your error, please contact Support for further assistance.
  1. Check to make sure the machines have access to the CPAS directory and the CPAS directory is in the correct location. 
    • To check the installation path on a workstation, go to c:\program data\prosystem fx\practice management and open the cpas.ini file. 
    • Make sure that users can browse to that path, that the path exists, and that all users have full control of that CPAS directory.
  2. Make sure the pmnet.ini file includes correct information. There are two pmnet.ini files on each machine that will need to be verified to make sure the information is accurate. 
    • The first is located in c:\program data\prosystem fx\practice management. Open the pmnet.ini file and verify that the server name and database name are correct. 
    • The second location is under c:\user\username\appdata\roaming\prosystem fx practice management. Open the pmnet.ini file and check all data within this file for accuracy.
  3. A user account needs to be created. 
    • Browse to the cpas\vpm directory and open cpassqlutil.exe. On the login screen, verify your servername\instancename is correct, choose SQL Server Authentication, enter SA for the username and your SQL Server Authentication password (the default password will be PracticeUser1 unless configured differently by your IT department), and select Logon
    • Once logged in, go to File > Accounts > Assign User Account
    • The account name is your database name.
    • The password is Today12345.
    • Select the database from the dropdown.
    •  Leave everything else as default, and click Save.
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