How to install the Admin module (or server) for CCH® ProSystem fx® Engagement, Workpaper Manager, or Knowledge Coach.

  • Article Type:
  • How To
  • Last Modified:
  • 10/04/2023

Objectives

Environment

  • CCH ProSystem fx Engagement
  • CCH ProSystem fx Workpaper Manager
  • CCH ProSystem fx Knowledge Coach

Procedure

  • NOTE: If this is the first time installing Prosystem fx Engagement or Workpaper Manager after a recent purchase of the product, please scroll to the bottom of this article and read the "Additional Details" section.
  • Issues may occur if the installation of the application is attempted and the user has insufficient rights. Ensure the user account used to install the location has administrator rights to the machine. 
  1. Perform all items listed in the CCH® ProSystem fx® Engagement or Workpaper Manager Pre-Installation Checklist.
  2. Download the installation image for the application through Software Delivery Manager (SDM). 
  3. Once the installation image has been downloaded, right-click the .EXE file and choose "Run as Administrator". This will extract the installation package for the application to the same folder it was run from by default. The installation menu will open up automatically once it has been extracted.
  4. If an SQL instance is installed and the machine meets the system requirements, press "New Engagement Installation" or "New Workpaper Manager Installation".
  5. Read the prompt, then choose "Next".
  6. Read the prompt, then choose "I accept the terms in the license agreement" and click "Next".
  7. By default, "Workpaper Management" will be selected. That is the workstation portion of the program. Select the drop-down to the left of "Workpaper Management" and choose "This feature will not be available".
  8. Select the drop-down to the left of "Administrator" and choose "This feature, and all subfeatures, will be installed on local hard drive". 
    • Once complete, it should look like this:
    • image.png
  9. With the release of Engagement 2023, all new installations will have a new default installation directory of "C:\Program Files (x86)\Pfx Engagement". In Engagement 2022 and older, the default installation directory is "C:\Pfx Engagement\". If desired, to change this path, select "Browse" in the bottom right of this menu, then select the desired path for the installation. Click "Next".
    • Note: With the release of Engagement 2023, if Engagement was previously installed on the machine, the new installation default path "C:\Program Files (x86)\Pfx Engagement" will need to be changed to the original PFX Engagement folder to prevent a new directory, and databases, from being created.
    • Please note, for versions 2022 and older of the application, it is advised to install the application to the root of a local drive present in the machine. CCH ProSystem fx Engagement or Workpaper Manager does not support installations on a mapped drive.
  10. If desired, change the location of the Administrator Bin Database Path, choose "Browse" in the bottom right corner and select the desired path for this. Then, click "Next". 
  11. Click "Install".
  12. The application will begin to install. Let the operation complete unless requested to provide input. There may be numerous windows that open or multiple installers running. This is normal and expected, as the application will install various required software components that are required for the function of the application.
  13. Once the installation is completed, choose "I agree" then "Next". 
  14. Choose "Finish".

The installation of the Admin module is now complete. Please refer to the Additional Information section below if the application was purchased recently and it is the first time the product is being installed.

Additional Information

NOTE FOR FIRST-TIME INSTALLATIONS: Please do not attempt installation and consult a sales rep if our team has not been in contact for assistance with the first installation of this product. Support will not be able to assist with the installation if this is the first time installing the product. 
  • Support does not typically assist with the installation of this product. If there are issues, such as error messages or the installation does not complete, Support will assist to the best of their ability and within the scope of the services they provide. Support can be reached via support.cch.com or 1-800-739-9998, menu options 4, 2, 1 for support with this product. 
  • The Knowledge Coach portion of the Admin module is always included with the installation. It cannot be removed, avoided, or uninstalled. This is intended, even if Knowledge Coach is not installed.
  • Support will only support the 3 most recent years of the application. Versions older than 3 years are no longer supported and are considered end-of-life. Support will be minimal for these versions and resolutions are not guaranteed.
    • For example, if the 3 most recent versions are 2020.x, 2021.x and 2022.x, then 2019.x and older will no longer be supported.
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