How do I use the Central File Room (CFR) Workpaper Path Change Utility?

Before utilizing the Utility, complete the following:

  • Decide which CFRs to move the workpapers for, and where to move them to. 
  • Ensure that the target location has adequate storage capacity to accommodate the workpapers currently stored in the CFR.
  • The CFR Workpaper Path Change Utility allows change to the workpaper path for a Central File Room (CFR) without assistance from support. 
  • Ensure that no one is currently synchronizing binders associated with that CFR. 
    • It will not be possible for a user to synchronize a binder associated with the CFR until moving it has been completed.

To use the Workpaper Path Change Utility, complete the following:

  1. Log into the CCH ProSystem fx Engagement Admin module. 
  2. Right-click on the CFRs changing the path for, and click Properties.
  3. Put a check in the box next to Disable LFR to CFR Synchronization.
  4. Click OK.
  5. Repeat the process for any additional CFRs.
  6. Close out of CCH ProSystem fx Engagement Admin Module.
  7. Copy the workpaper files from their original location and paste them to the desired location.
  8. Launch the CFR Workpaper Path Change utility. 
    • The utility is located in the "Utilities" folder of the Engagement CD Image.
    •  At "(X):\Pfx Engagement\Admin\Engagement CD Image\Utilities"
      • Where X is your installation drive.
    • The file is called "CFRworkpaper.exe."
  9. Choose the CFRs to change from the "Inactive CFR" drop-down. 
    • Only the CFRs flagged as "Disable LFR to CFR Synchronization" will appear here.
  10. Click the Browse button next to the "New CFR path" field.
    • If the central file room folder is on the local server do not use a mapped drive or UNC path.
    • If the central file room folder is being hosted on another machine or server you must must create mapped network drive OR
      • You can use a UNC path, if you can navigate to it through the "Network" tree in Windows.
        •  Select Folder on Office Server Dialogue
        • Note: if your networked PC/Server does not show up in this dialogue please close out of the utility and navigate through Windows to the UNC path. This should populate the remote machine into your local "Network" list. Check the utility again to see if the networked PC/Server now shows up in this dialogue.
  11. Browse to the folder the workpapers were copied into, and click OK.
  12. Put a check in the box next to I have confirmed all binder synchs with this CFR have stopped.
  13. Click the Modify button.
  14. Repeat the preceding steps as necessary for any additional CFRs.
  15. Close the CFR Workpaper Path Change Utility.
  16. Log in to the CCH ProSystem fx Engagement Admin module.
  17. Right-click on the CFRs that were moved and click Properties.
  18. Uncheck the box Disable LFR to CFR Synchronization.
When using the utility, after the workpapers have been manually copied into the destination path you will need to ensure the application has permission to access the new location.
  • Workpaper Location User Rights. Engagement uses the PFXSNYPFTService.exe service (or Pfx sync service) to transfer the workpapers from the LFR to the CFR that does not require the user to have rights to the CFR location. The service works by emulating File Transfer Protocol (FTP) and only requires that the service itself have rights to the destination location.

  • By default, the service runs under the Local System Account, which has full access to the local computer. However, if the CFR workpaper location is on another computer, the service must be configured to run under a user account with Full Control rights to the destination location of the workpapers folder. The first step in this process is to create a user on each server that has rights to all Engagement-related directories and folders. Once you have a user on each server you must modify the login on the office server (the server where the database files are located). See How do I modify the login for the PFXSYNPFTService? for instructions.

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