"Could not locate your office server...please indicate your office server computer name," when logging into CCH® ProSystem fx® Engagement or Workpaper Manager.

Full Message Text

CCH Prosystem fx Engagement could not locate your office server. In order to log into prosystem fx engagement, licensing and staff rights information must be obtained from your office server. Please indicate your office server computer name.

Resolution

Before attempting the following, please verify that the server and workstation are on the same version. If not, the lower version machine will need to be updated. For steps, refer to the article How do I update or upgrade CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach to the newest version

If issue is occurring to everyone: If the issue is happening to one machine:
  1. Enter the hostname of the Office Server.
  2. If the same message returns, make sure you can  ping the server by name and it returns a valid IPV4 address.
  3. If it can't ping the server by name, set a SQL alias in the hosts file using the steps from the "Networking" section of the following article:
    • How do I use the CCH® ProSystem fx® Engagement or Workpaper Manager Configuration Utility.
      • Remove SQL instance aliases, SQL Cache, & Host file changes using the Configuration Utility before logging to Engagement or Workpaper Manager. 
    • If it still won't ping by name, try pinging by IP address to make sure there is a network connection.
      • If there is no network connection, then this a network configuration issue.  Please contact your firm's IT department to resolve the network configuration issue.  Engagement or Workpaper Manager MUST be able ping BOTH the IPv4 address and the machine name in order to properly communicate with the office server.
  4. If it's happening on multiple machines:
If after entering the server name, you are getting "The login and or password was incorrect," then verify the users login and password are not being entered incorrectly. You may need to verify spelling of the login with the admin module. There have been cases where a Windows Registry setting has caused the Office Server prompt to repeat.
  • It was found that this message can keep looping for users and may be caused by the FIPSAlgrithmPolicy Windows Registry setting being enabled. Backup the registry and then change the setting to "Enabled=0" to resolve this issue:
  • Warning: Modifying your system registry incorrectly can lead to Operating System corruption, possibly requiring reformatting and reinstalling the operating system. Do not attempt to modify the system registry if you are not comfortable doing so or do not understand the consequences of your actions.
    1. Hold the Window's Key + R on your keyboard.
    2. Type in the following for the Run input: Regedit
    3. Click OK. 
    4. Locate the following path in Registry Editor: HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\FIPSAlgorithmPolicy\
    5. Right-click on the FIPSAlgorithmPolicy for Export for backup purposes. 
    6. Double-click on Enable.
    7. Change the Value Data from 1 to 0.
    8. Click OK.
    9. Close out of Registry Editor.
Note: 
  • This message has been encountered when the network type on the Engagement or Workpaper Manager Administrator server has unexpectedly changed from a "Domain" or "Private" network type to a "Public" network type. Our firewall rules are only configured for the "Domain" and "Private" types for security purposes. If you find that the network type on the Engagement or Workpaper Manager Administrator server is set to "Public", please change it to be either "Domain" or "Private" to allow for our Windows Firewall rules to take effect.
  • This message has also been encountered when the there is an antivirus in place that is blocking the processes. What folder and file exclusions should be set for antivirus software to increase performance in CCH® ProSystem fx® Engagement or Workpaper Manager?
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