How do I download and install the latest update for CCH® ProSystem fx® Engagement or Workpaper Manager?

Updates to CCH® ProSystem fx® Engagement and CCH® ProSystem fx® Workpaper Manager are periodically released. Downloaded updates are applied to the Engagement or Workpaper Manager version that you currently have installed. The updates on the support site do not upgrade you to a newer annual release version.  

Example: If you have Engagement 7.5 installed, after installing an update you will still have Engagement 7.5 installed. 

Warnings!

  • The update will fail to install if you are not already on the same version of the software as the update.
    • Example:  If you have Engagement 7.5 installed you cannot download and install an update listed for Engagement 2017.
    • Note: The version number naming convention changed after version 7.5 and started using the release year. Therefore, 7.2 is not the same version as 2017.2.x.
  • The update should be run on all modules listed: Workpaper Management, Terminal Server Client, Terminal Server Database, and Administrator installations to avoid errors when logging in.
  • If you need to upgrade the software to a new release version, please refer to one of the following:



To install the latest update to an existing installation, do the following:
  1. Click one of the following links based on the program you license.
  2. Find the Release section for the version of the software that you currently have installed. Then locate the desired update listed and click Release Notes to review what changes may be applied when installing the update.
    • Example: If you have Engagement or Workpaper Manager 7.5 installed, locate the Release 7.5 section. 
  3. Click Download file, next to the update that you want to install.
  4. Three options for the download are given. The first option is used for most installations. Click Download file, next to the first option. 
    • Note: The second and third options are provided for IT and advanced users to push the update install to all computers in an office. If you would like to use one of these options, please contact your IT dept, or local network administrator about setting up the installation. 
  5. Depending on your browser options, you may receive the option to save the file or run it. Click Save File, or Save As
  6. After the download completes, browse to the file location it was saved to in the previous step, right-click on the file and choose Run as Administrator
    • Notes:
      • The default save location for most browsers is C:\Users\[username]\Downloads. 
      • It recommended to also copy the downloaded file to the shared Engagement or Workpaper Manager CD image folder on the server, for easy access to all users. 
        • The shared path is usually \\[server name]\Engagement CD Image, or \\[server name]\Workpaper Manager CD Image.
  7. Click Next through the Welcome window.
  8. Click Install
  9. When the installation has completed you will get a message saying that the installation was successful. Click OK
Note: When an update for a version has been released, the software downloads in CCH® Software Delivery Manager are updated as well to include the most recent versions of the software. As of the December 2016 update for Engagement and Workpaper Manager version 7.5, the CCH® Software Delivery Manager downloads will be able to update the existing installation
  • Example: The September version of Engagement 7.5 (7.5.100.1200) will be able to download the most recent version of 7.5 from the CCH® Software Delivery Manager and the installation will update.
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