How do I modify an existing version of CCH® ProSystem fx® Engagement or Workpaper Manager?

To modify a current install (to add new program features or remove currently installed features):

  1. Close all CCH® ProSystem fx® Engagement or Workpaper Manager programs on your computer.
  2. Open the install image or navigate to the CD Image on the server by pressing Windows Key + R and type  \\{servername or IP}\Engagement CD Image, then press Enter.
    • For Workpaper Manager, it will be the Workpaper Manager CD image. 
  3. Right click on PfxEngSetup.exe, and select Run as Administrator.
    • Even if you have Knowledge Coach installed, it is okay to use PfxEngSetup.exe.
    • If using Workpaper Manager, it will be PfxWMSetup.exe
    • For v2019, right-click on Setup.exe and select Run as Administrator.​ Then click New Engagement Installation and continue to step 4.
  4. Click Next on the welcome screen.
  5. Select Modify, and then click Next.
    • The Custom Setup dialog displays.
  6. Select applications to install and deselect applications to remove.
    • Click the plus sign (+), where available, to select individual options to install or remove.
    • The Custom Setup dialog displays the amount of space required for installation.
  7. Click Next to display the Ready to Modify dialog.
  8. Click Install to begin the update process. 
  9. The InstallSheild Wizard Completed dialog displays when the process is finished.
  10. Click Finish.

Note: If you are modifying an installation for Terminal Server Client and have multiple terminal servers, it is important that all installations have identically installed modules for Engagement or Workpaper Manager (i.e. if Knowledge Coach is installed on one server, it must be installed on any other server).

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