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:

• Attempt to log into the Engagement Admin module or Workpaper Manager Admin module 
  • If it cannot connect to the Admin module, then restart all Engagement services on the server.
    • How do I start, stop, or restart the CCH® ProSystem fx® Engagement or Workpaper Manager services?
  • If a reboot does not resolve, then perform an in-depth repair of the Engagement Administrator module
    • How do I repair an existing install of CCH® ProSystem fx® Engagement or Workpaper Manager.

If the issue is happening to one machine:

1. Enter the hostname of the Office Server.
   • Note: Do not use the full computer domain name (Example: computername@domain.com) and don't put "\\" in front of the computer name. 
     • What is the machine name requirement for CCH ProSystem fx Engagement?
2. If the same message returns, make sure you can  ping the server by name and it returns a valid IPV4 address.
   • How do I ping a computer by computer name or IP 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.
   • 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:
   • Make sure that the services on the server are started. 
     • How do I start, stop, or restart the CCH® ProSystem fx® Engagement or Workpaper Manager services?
     • Alternatively, try having all users save current work and log out of applications and then attempt to reboot the host server.
   • Make sure the Engagement or Workpaper Manager ports are not being blocked by firewall.
     • What ports are used by CCH® ProSystem fx® Engagement or Workpaper Manager for data transfer?

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.

• "You have entered an invalid login name and/or password" when logging in to CCH® ProSystem fx® Engagement or Workpaper Manager.

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?