How do I create an Admin Package for CCH® ProSystem fx® Engagement Administrator or CCH® ProSystem fx® Workpaper Manager Administrator?

The Create Admin Package function creates a package containing office server information that can be used to synchronize data between any two office servers.

Admin Packages can be used to pass information to and from office servers that are disabled for synchronization. It is also used to pass main office server information to a secondary office server that is going to be disabled for synchronization. The following information is included in an Admin Package:

  • Staff logins
  • Licensing
  • Teams 
  • Staff groups 
  • Client groups 
  • Office server properties 
  • Central File Room properties 
  • Client and binder properties

To create an Admin Package:

  1. Go to Tools > Create Admin Package.
  2. Choose one of the following:
    • Save the file to the hard disk.
    • Attach the file to an e-mail.
  3. Click OK.

After you create the file, it can be applied to the other office server using Tools > Receive Admin Package in the Admin module. 

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