CCH­® ProSystem fx® Workpaper Manager: 2021 System Requirements

  • Article Type:
  • Documentation
  • Last Modified:
  • 12/12/2022

Objectives

To provides the System Requirements for 2021 CCH® ProSystem fx® Workpaper Manager.

Environment

  • CCH ProSystem fx Workpaper Manager
  • 2021 System Requirements

Details

Below lists the 2021 system requirements for the following:
Administrator Module - [Return to Top]

System Requirements

Recommended

Minimum

Microprocessor
  • 64-bit multi-core processor

32-bit:

  • Intel® Pentium® 4 Processor, 2 GHz


64-bit:

  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM64T support

Supported Operating System
  • Microsoft® Windows® 8.1 64-bit
  • Microsoft® Windows® 10 64-bit
  • Microsoft® Windows Server® 2016
  • Microsoft® Windows Server® 2019

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows® 8.1 64-bit
 
  • Microsoft® Windows Server® 2016 

Important!

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • All Microsoft® Windows® Home Editions are not supported.

System Memory

4 to 8 GB RAM

32-bit:

  • 2 GB RAM

64-bit:

  • 4 GB RAM

Notes:

  • Additional memory improves performance and may be required to run additional applications simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.

Drive Space

Administrator requires approximately 405 MB of drive space when installed with the CD image, 3.5 GB of drive space in the Temp folder, and additional space required for data.

Video

Super VGA at 32-bit color quality with a resolution of 1024 x 768.
Note: CCH­® ProSystem fx® Workpaper Manager does not support large fonts.

Network Environment

Microsoft®

Client for Microsoft® Networks and Microsoft® TCP/IP.

Other Software

SQL

Microsoft® SQL Server® 2016, SP1

  • Microsoft® SQL Server® 2016 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2016 Business Intelligence Edition (64-bit)
  • Microsoft® SQL Server® 2016 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2016 Express Edition (64-bit)
Microsoft® SQL Server® 2017
  • Microsoft® SQL Server® 2017 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2017 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2017 Express Edition (64-bit)
Microsoft® SQL Server® 2019
  • Microsoft® SQL Server® 2019 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2019 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2019 Express Edition (64-bit)

Microsoft® SQL Server® 2014, SP1

  • Microsoft® SQL Server® 2014 Standard Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Business Intelligence Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Enterprise Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Express Edition (32-bit and 64-bit)
Notes: These sections describe how to set up SQL with Engagement manually.
  • Depending on usage, Standard, Business Intelligence, or Enterprise Edition of Microsoft® SQL Server® may be necessary.

Data Access Components

The following items are installed automatically with Engagement:

  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1 
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • Microsoft® Visual C++® 2015-2019 Redistributable-x86
  • SQL Native Client 2012 (x86 for 32-bit; x64 for 64-bit)

Microsoft® .NET Framework 4.7.2 Full is required by Engagement.
CCH­® ProSystem fx® Workpaper Manager 2021 supports Adobe® Acrobat® Standard, Professional, and Reader® DC, 2017 and 2020 32-bit versions only.  However, editing with a CCH­® ProSystem fx® Workpaper Manager functionality is only available with Adobe® Acrobat® Standard or Professional. 

Note: CCH­® ProSystem fx® Workpaper Manager workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat®/Reader® DC, 2017 and 2020.

Web Browser
  • Microsoft® Edge

Email

Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to use network or Internet email

None

Other Hardware

Internal or External Installation Media Drive, if applicable

Any internal or external Installation Media compatible drive, if applicable for reading the installation media.


Workpaper Management Module - [Return to Top]

System Requirements

Recommended

Minimum

Microprocessor
  • Multi-core processor
32-bit:
  • Intel® Pentium® 4 Processor, 2 GHz
 
64-bit:
  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM 64T support

Supported Operating System
  • Microsoft® Windows® 8.1 64-bit
  • Microsoft® Windows® 10  64-bit

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows® 8.1 64-bit
Notes:
  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • All Microsoft® Windows® Home Editions are not supported.

System Memory

 4 to 8 GB RAM32-bit: 2 GB RAM
64-bit: 4 GB RAM
Notes:
  • Additional memory improves performance and may be required to run additional applications simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.

Drive Space

Workpaper Management requires requires approximately 621 MB or drive space, 3.5 GB of drive space in the Temp folder, and additional space required for data.

Video

Super VGA at 32-bit color quality with a resolution of 1024 x 768.
Note: CCH­® ProSystem fx® Workpaper Manager does not support large fonts.

Other Software

Microsoft® Office

 
  • Microsoft® Office 2019, 32-bit and 64-bit
  • Microsoft® Office 365™ Desktop Semi-Annual Enterprise Channel
    • Notes:
      • ​Only Professional editions of Microsoft® Office are certified to work with Engagement.
      • Microsoft® Office 365™ Online version is not supported.
  • Microsoft® Office 2016, 32-bit and 64-bit

SQL
  • Microsoft® SQL Server® 2016 Express, SP1
  • Microsoft® SQL Server® 2017 Express
  • Microsoft® SQL Server® 2014 Express, SP1
Notes:
If you need to set up SQL manually, follow the instructions provide in the article, "How do I create a new Microsoft® SQL Server® instance for CCH® ProSystem fx® Engagement or Workpaper Manager?"
  • 64-bit editions of SQL Server®
  • Standard Editions of SQL Server®
  • Enterprise Editions of SQL Server®
These sections describe how to set up SQL with CCH­® ProSystem fx® Workpaper Manager manually.

Data Access Components

The following items are installed automatically with CCH­® ProSystem fx® Workpaper Manager:
  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1 will be installed with Workpaper Management and Terminal Server Database
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • Microsoft® Visual C++® 2015-2019 Redistributable-x86
  • SQL Native Client 2012 (x86 for 32-bit; x64 for 64-bit)

Microsoft® .NET Framework 4.7.2 is required by Workpaper Management and Knowledge Coach.
If 2016 Office is installed, the following item is installed automatically:
  • Visual Studio® Tools for the Office System 4.0 Runtime
Visual Studio® Tools for Office (VSTO).

CCH­® ProSystem fx® Workpaper Manager 2021 supports Adobe® Acrobat® Standard, Professional, and Reader® DC, 2017 and 2020 32-bit versions only.  However, editing with a CCH­® ProSystem fx® Workpaper Manager functionality is only available with Adobe® Acrobat® Standard or Professional. 

Note: CCH­® ProSystem fx® Workpaper Manager workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat®/Reader® DC, 2017 and 2020.

Web Browser
  • Microsoft® Edge

E-mail

Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to use network or Internet e-mailNone

Other Hardware

Internal or External Installation Media Drive, if applicable

Any internal or external Installation Media compatible drive, if applicable for reading the installation media.


Terminal Services Client Module - [Return to Top]

System Requirements

Recommended

Minimum

Number of Peak Users

Varies based on hardware; maximum is 20 users per server

Processor

64-bit multi-core processor

Support Operating Systems
  • Microsoft® Windows Server® 2016
  • Microsoft® Windows Server® 2019
Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows Server® 2016 
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundation are not supported.
  • Installing CCH­® ProSystem fx® Workpaper Manager on a server that is also a Domain Controller is not supported.
  • Installing CCH­® ProSystem fx® Workpaper Manager on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.

Memory

8 GB RAM or more
Note: Memory consumption varies based on usage. More memory may be necessary for improved performance.

Microsoft® Office
  • Microsoft® Office 2019, 32-bit and 64-bit
  • Microsoft® Office 365™ Desktop Semi-Annual Enterprise Channel
    • Notes: ​
      • Only Professional editions of Microsoft® Office are certified to work with CCH­® ProSystem fx® Workpaper Manager.
      • Microsoft® Office 365™ Online version is not supported.
  • Microsoft® Office 2016, 32-bit and 64-bit

Citrix®
  • Citrix® XenApp® 7.7
  • Citrix® XenApp® 7.12
  • Citrix® XenApp® 7.17
  • Citrix® XenApp® 7.5
  • Citrix® XenApp® 7.6


Terminal Services Database Module - [Return to Top]

System Requirements

Recommended

Minimum

Processor

64-bit multi-core processor

Supported Operating System
  • Microsoft® Windows Server® 2016 
  • Microsoft® Windows Server® 2019

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows Server® 2016 
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing CCH­® ProSystem fx® Workpaper Manager on a server that is also a Domain Controller is not supported.
  • Installing CCH­® ProSystem fx® Workpaper Manager on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.

Memory

4 GB RAM or more
Note: Memory consumption varies based on usage. More memory may be necessary for improved performance.

SQL

Notes:
If you need to set up SQL manually, follow the instructions provide in the article "How to create an instance for Microsoft® SQL 2014, 2016, 2017"
  • Microsoft® Windows Server® 2014, SP1 (Standard, Enterprise, Business Intelligence, or Express)
  • Microsoft® SQL Server® 2016 SP1 (Standard, Enterprise, or Express)
  • Microsoft® SQL Server® 2017 (Standard, Enterprise, or Express)
  • Microsoft® Windows Server® 2014, SP1(Standard, Enterprise or Express)


Note Regarding Adobe® Acrobat®/Reader® DC, 2017 and 2020 - [Return to Top]

CCH­® ProSystem fx® Workpaper Manager 2021 supports Adobe® Acrobat® Standard, Professional, and Reader® DC, 2017 and 2020 32-bit versions only.  However, editing with a CCH­® ProSystem fx® Workpaper Manager functionality is only available with Adobe® Acrobat® Standard or Professional. 

The "Protected Mode" must be turned off in Adobe® Acrobat® Standard or Professional to use CCH­® ProSystem fx® Workpaper Manager functionality, such as: tickmark definitions, workpaper notes, and workpaper references, By default, "Protected Mode" is on. CCH­® ProSystem fx® Workpaper Manager will detect this setting and prompt you to disable it.

  • If you select Yes, Protected Mode is turned off and the workpaper is opened with CCH­® ProSystem fx® Workpaper Manager functionality in place.
  • If you select No, the workpaper opens in Protected Mode, and CCH­® ProSystem fx® Workpaper Manager functionality is disabled.

To manually set Adobe® Acrobat® Standard or Professional DC, and 2017, to always open with Protected Mode turned off, do the following:
  1. Open Adobe® Acrobat®.
  2. Select Edit > Preferences > General.
    • Note: In Adobe® Acrobat® DC or 2017: Select Edit > Preferences > Security (Enhanced).
  3. Uncheck the Enable Protected Mode at startup option.
  4. Click OK.
  5. Restart Adobe® Acrobat®.

Additional Information

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