How to find which CCH® ProSystem fx® Engagement or Workpaper Manager upgrade to install.

Important!
  • Upgrading from versions older than the currently supported versions may require upgrades to other supporting programs that have changed in the system requirements. Check the system requirements for each version of the software before upgrading to assure the new version will be supported.
  • Support will only assist with upgrading an environment to a currently supported version. If upgrading an environment to an unsupported version, please consult our PCS services by contacting your sales representative.
    • Example: Wanting to upgrade version 2018 to 2020, while the oldest supported version is 2021.
  • Both servers and workstations must upgrade in the order corresponding below. If the upgrade is attempted out of order on either machine, the software may not be able to upgrade the databases properly.
  • Upgrading the software means running the upgrade on the existing system, not migrating the data to a higher version or performing an installation on a machine for the first time. If using the backup and restore utility to migrate the data, the paths below may not be adequate. Please consult support if unsure how to proceed.

For information upgrading to version 7.5 or older:

Pease review the upgrade paths listed in the "To install 2019" section of this article. Upgrade to 7.5 instead of 2017.


      To install v2023:​​

      7.5 > 2018 > 2020 > 2021 > 2023
      2017 > 2019 > 2021 > 2023
      2018 > 2020 > 2023
      2019 > 2021 > 2023
      2020 > 2022 > 2023
      2021 > 2023
      2022 > 2023
      
      

          Please review the system requirements for Engagement or Workpaper Manager v2023 linked below:


          To install v2022:

          7.5 > 2018 > 2020 > 2021 > 2022
          2017 > 2019 > 2021 > 2022
          2018 > 2020 > 2022
          2019 > 2021 > 2022
          2020 > 2022
          2021 > 2022​​​​
          

            Please review the system requirements for Engagement or Workpaper Manager v2022 linked below:


            To install v2021:

            7.5 > 2018 > 2020 > 2021
            2017 > 2019 > 2021
            2018 > 2020 > 2021
            2019 > 2021
            2020 > 2021
            

            Please review the system requirements for Engagement or Workpaper Manager v2021 linked below:


            To install v2020:

            7.5 > 2018 > 2020
            2017 > 2019 > 2020
            2018 > 2020
            2019 > 2020

            Please review the system requirements for Engagement or Workpaper Manager v2020 linked below:


            To install v2019:

            3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            4.9 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            5.5 > 5.7 > 7.0 > 7.2 > 2017 > 2019
            5.7 > 7.0 > 7.2 > 2017 > 2019
            6.0 > 7.0 > 7.2 > 2017 > 2019
            6.1 > 7.0 > 7.2 > 2017 > 2019
            6.1.2 > 7.0 > 7.2 > 2017 > 2019
            6.5 > 7.1 > 7.2 > 2017 > 2019
            6.8 > 7.1 > 7.2 > 2017 > 2019
            6.9 > 7.1 > 7.2 > 2017 > 2019
            6.11 > 7.1 > 7.2 > 2017 > 2019
            7.0 > 7.2 > 2017 > 2019
            7.1 > 7.2 > 2017 > 2019
            7.2 > 2017 > 2019
            7.5 > 2018 > 2019
            2017 > 2019
            2018 > 2019
            Warning!: Engagement and Workpaper Manager v2019 or later no longer supports Microsoft® Windows Server 2012 / 2012R2 and  Microsoft® SQL Server® 2012. Please make sure that before beginning the installation of v2019 or later that both Microsoft® Windows Server 2012 / 2012R2 and  Microsoft® SQL Server® 2012 has been upgraded. System requirements for this version are no longer available. 
              Solution Tools
              Attachments
             Solution Id 000169661/000169661
             Direct Link
            To provide feedback on this solution, please login.

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