How to install CCH® ProSystem fx® Engagement or Workpaper Manager on a Terminal Server, Citrix Server, or Golden Image environment.

  • Article Type:
  • How To
  • Last Modified:
  • 08/23/2023

Objectives

  • This article covers the installation process for terminal servers or similar environments for CCH Prosystem fx Engagement, Workpaper Manager, or Knowledge Coach. 
  • For information regarding the installation of other modules, please refer to the following article:
  • Engagement offers support terminal servers and similar environments. In order to achieve this, end-user Local File Room (LFR) information is stored on a dedicated server via the Terminal Services Database (TSDB) module. End users access their local file room from a terminal server, Citrix server, etc. via the Terminal Services Client (TSC) module. The TSC points to the TSDB for the LFR information. 

Environment

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

Procedure

Step 1: Install Terminal Services Database

Keep the following in mind when installing Terminal Services Database:

  1. The Terminal Server Database module should not be installed on the Terminal Server or Citrix Server that is running Terminal Services Client.
  2. The Terminal Services Database should be installed to a static location that is accessible for all of the load balanced servers. This location should be a dedicated Microsoft Windows Server with enough space to store data being created in the Terminal Services Client module.
  3. Do not install the Terminal Server Database to a system using a golden image as doing so will cause data loss in the Local File Room each time the machine is restarted.
  4. The Terminal Server Database module is primarily installed on the same server where the Engagement Administrator module or Workpaper Manager Administrator module is installed on. Alternatively, the Terminal Server Database can be installed on a second separate database server as long there is also an installation of Microsoft SQL Server present. For robust environments (for example, more than 40 users), Microsoft® SQL Server Standard Edition or Microsoft SQL Server® Enterprise Edition are recommended.
Procedure:
  1. Complete all tasks in the Pre-Installation Checklist .
  2. Ensure that no one is accessing the server where the Terminal Services Database is being installed.
  3. If the Administrator module has been installed, open the Engagement or Workpaper Manager install image or navigate to the CD Image on the server by pressing Windows Key + R and type \\{servername or IP}\Engagement CD ImageThen press Enter.
    • If the Administrator module has not been installed, both the Administrator and TSDB modules can be installed to the same machine at the same time. Download the installation image via Software Delivery Manager.
  4. Right click on Engagement CD Image\Installations\PfxEngSetup.exe, and select Run as Administrator.​
  5. Click Next.
  6. If there is no Engagement or Workpaper Manager program currently installed, the License Agreement will display. Read the license agreement. Select "I accept the terms in the license agreement" and click Next. The Custom Setup window displays.
  7. If Workpaper Management module is selected, click the down arrow next to the gray box, and change it to a red X This feature will not be installed to deselect Workpaper Management.
  8. Select "This feature will be installed on local hard drive" for Terminal Services Database.
    • If this is the same server as the Admin Server, and the Admin module is already installed, make sure that the Administrator selection is left as a gray box and do not change it. 
    • Change the installation path at the bottom of this menu now if desired. 
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  9. Click Next. The Ready to Install dialog displays.
  10. Click Install. The Installing ProSystem fx Engagement status bar displays as InstallShield completes the installation.
  11. When the InstallShield Wizard Completed dialog displays, click Finish.
  12. Complete any applicable tasks in the Post-Installation Checklist.

 

Step 2: Install Terminal Services Client
Keep the following in mind when installing Terminal Services Client:

  1. The number of peak users will vary based on hardware, however the maximum is 20 users per server (Terminal and Citrix server only).
  2. For configurations using virtual desktops, this process should be used to load the Terminal Server Client into the "Golden Image."
  3. The Terminal Services Database MUST be installed to a dedicated server before installing the TSC.
  4. The Terminal Server Client module should not be installed on the same server where the Terminal Services Database is currently installed.
Procedure:
  1. Open the Engagement or Workpaper Manager install image or navigate to the CD Image on the server by pressing Windows Key + R and type \\{servername or IP}\Engagement CD ImageThen press Enter.
  2. Right click on PfxEngSetup.exe, and select Run as Administrator.​
  3. Click Next.
  4. If there is no Engagement or Workpaper Manager program currently installed, the License Agreement will display. Read the license agreement. Select "I accept the terms in the license agreement" and click Next
  5. Workpaper Management is selected by default. Click the down arrow next to the gray box, and change it to a red X "This feature will not be installed" to deselect Workpaper Management.
  6. Click the down arrow next to the red X box for Terminal Services Client, and change it to a gray box "This feature will be installed" to select Terminal Services Client.
    • Choose "This feature, and all sub-features, will be installed on local hard drive" to install the module and all templates, sample binders, etc.
    • image.png
    • Choose Knowledge Coach by expanding the TSC module with the "+" icon to the left of the name.
  7. Click Next to display the Terminal Server Database Location dialog. Enter the name of the server where the Terminal Services Database is installed without \\.
  8. Click Next. The Ready to install screen displays.
  9. Click Install. The Installing ProSystem fx Engagement status bar displays as InstallShield completes the installation.
  10. When the InstallShield Wizard Completed dialog displays, click Finish.
  11. Complete any applicable tasks in the Post-Installation Checklist .

Additional Information

Note: Microsoft® Office Trust Center Settings will need to be set accordingly, please refer to the information below:
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