CCH­® ProSystem fx® Engagement & Workpaper Manager: 2023 System Requirements.

  • Article Type:
  • Documentation
  • Last Modified:
  • 03/01/2024

Objectives

CCH­ ProSystem fx Engagement & Workpaper Manager: 2023 System Requirements.

Environment

  • CCH ProSystem fx Engagement
  • CCH ProSystem fx Workpaper Manager

Details

Below lists the system requirements for the following:

Administrator Module - [Return to Top]

System Requirements

Recommended

Minimum

Microprocessor

  • 64-bit multi-core processor
  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM64T support

Supported Operating System

 
  • Microsoft® Windows® 10 64-bit
  • Microsoft® Windows® 11 64-bit
  • Microsoft® Windows Server® 2019
  • Microsoft® Windows Server® 2022

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 10 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
 
  • Microsoft® Windows Server® 2016 

Important!

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • All Microsoft® Windows® Home Editions are not supported.
  • All 32-bit operating systems are not supported.

System Memory

 8 GB RAM

  • 4 GB RAM

Notes:

  • Additional memory improves performance and may be required to run additional applications simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.

Drive Space

Administrator requires approximately 405 MB of drive space when installed with the CD image, 3.5 GB of drive space in the Temp folder, and additional space required for data.

Video

Super VGA at 32-bit color quality with a resolution of 1024 x 768.
Note: CCH ProSystem fx Engagement does not support large fonts.

Network Environment

Microsoft®

Client for Microsoft® Networks and Microsoft® TCP/IP.

Other Software

SQL

Microsoft® SQL Server® 2017

  • Microsoft® SQL Server® 2017 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2017 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2017 Express Edition (64-bit)
Microsoft® SQL Server® 2019
  • Microsoft® SQL Server® 2019 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2019 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2019 Express Edition (64-bit)

Microsoft® SQL Server® 2022

  • Microsoft® SQL Server® 2022 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2022 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2022 Express Edition (64-bit)

NOTE: Microsoft SQL Server 2014 is not supported. 

Microsoft® SQL Server® 2016, SP1

  • Microsoft® SQL Server® 2016 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2016 Business Intelligence Edition (64-bit)
  • Microsoft® SQL Server® 2016 Enterprise Edition (64-bit)
  • Microsoft® SQL Server® 2016 Express Edition (64-bit)


Workpaper Management Module, including Knowledge Coach - [Return to Top]

System Requirements

Recommended

Minimum

Microprocessor

  • Multi-core processor
 
  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM 64T support

Supported Operating System

 
  • Microsoft® Windows® 10  64-bit
  • Microsoft® Windows® 11  64-bit

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 10 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
 
Notes:
  • All Microsoft® Windows® Home Editions are not supported.
  • All 32-bit operating systems are not supported. 

System Memory

 8 GB RAM 4 GB RAM
Notes:
  • Additional memory improves performance and may be required to run additional applications simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.

Drive Space

Workpaper Management requires requires approximately 621 MB or drive space, 3.5 GB of drive space in the Temp folder, and additional space required for data.

Video

Super VGA at 32-bit color quality with a resolution of 1024 x 768.
Note: CCH ProSystem fx Engagement does not support large fonts.

Other Software

Microsoft® Office

 
  • Microsoft® Office 2016, 32-bit and 64-bit
  • Microsoft® Office 2019, 32-bit and 64-bit
  • Microsoft® Office 2021, 32-bit and 64-bit
    • Only Professional editions of Microsoft® Office are certified to work with Engagement.
  • Microsoft® Office 365™ Business (Desktop Version)
    • Microsoft® Office 365™ Online versions are not supported.
  • Microsoft® Office 2016, 32-bit and 64-bit

SQL

  • Microsoft® SQL Server® 2017 Express
  • Microsoft® SQL Server® 2019 Express
  • Microsoft® SQL Server® 2022 Express
Note:  While SQL standard or enterprise is compatible with the Workpaper Management module, express is suggested as it is provided for free with the install image and workstations do not require the enhanced functions or memory capabilities of a standard installation.
Note: Microsoft® SQL Server® 2014 is not supported. 
  • Microsoft® SQL Server® 2016 Express
Notes:
If you need to set up SQL manually, follow the instructions provided in the article "How do I create a new Microsoft® SQL Server® instance for CCH® ProSystem fx® Engagement or Workpaper Manager?"
  • 64-bit editions of SQL Server®
  • Standard Editions of SQL Server®
  • Enterprise Editions of SQL Server®
These sections describe how to set up SQL with Engagement manually.

Data Access Components

The following items are installed automatically with CCH ProSystem fx Engagement:
  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1 will be installed with Workpaper Management and Terminal Server Database
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • Microsoft® Visual C++® 2015-2019 Redistributable-x86
  • SQL Native Client 2012 (x86 for 32-bit; x64 for 64-bit)

Microsoft® .NET Framework 4.7.2 is required by Workpaper Management and Knowledge Coach.

If 2016 Office is installed, the following item is installed automatically:
  • Visual Studio® Tools for the Office System 4.0 Runtime
Visual Studio® Tools for Office (VSTO).

CCH ProSystem fx Engagement 2023 supports Adobe® Acrobat® Standard, Professional, and Reader® DC, 2020, and 2022 32-bit and 64-bit. However, editing with Engagement functionality is only available with Adobe® Acrobat® Standard or Professional.

Note: Engagement workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat®/Reader® DC, 2020, and 2022.

Web Browser

  • Microsoft® Edge

E-mail

Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to use network or Internet e-mailNone

Other Hardware

Internal or External Installation Media Drive, if applicable

Any internal or external Installation Media compatible drive, if applicable for reading the installation media.


Terminal Services Client Module - [Return to Top]

System Requirements

Recommended

Minimum

Number of Peak Users

Varies based on hardware; maximum is 20 users per server

Processor

64-bit multi-core processor

Support Operating Systems

 
  • Microsoft® Windows Server® 2019
  • Microsoft® Windows Server® 2022
Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows Server® 2016 
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundation are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • All 32-bit operating systems are not supported.

Memory

8 GB RAM or more
Note: Memory consumption varies based on usage. More memory may be necessary for improved performance.

Microsoft® Office

  • Microsoft® Office 2016, 32-bit and 64-bit
  • Microsoft® Office 2019, 32-bit and 64-bit
  • Microsoft® Office 2021, 32-bit and 64-bit
    • Only Professional editions of Microsoft® Office are certified to work with Engagement.
  • Microsoft® Office 365™ Desktop Semi-Annual Enterprise Channel
    • Microsoft® Office 365™ Online versions are not supported.
  • Microsoft® Office 2016, 32-bit and 64-bit

Citrix®

  • Citrix® XenApp® 7.7
  • Citrix® XenApp® 7.12
  • Citrix® XenApp® 7.17
  • Citrix® XenApp® 7.5
  • Citrix® XenApp® 7.6


Terminal Services Database Module - [Return to Top]

System Requirements

Recommended

Minimum

Processor

64-bit multi-core processor

Supported Operating System

 
  • Microsoft® Windows Server® 2019
  • Microsoft® Windows Server® 2022

Important Security Note:
We strongly recommend that all customers enable the enhanced security measures available in Windows 8 or higher operating system, including SMB 3.0 encryption for data in transit. SMB 3.0 requires explicit configuration.
  • Microsoft® Windows Server® 2016 
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • All 32-bit operating systems are not supported.

Memory

4 GB RAM or more
Note: Memory consumption varies based on usage. More memory may be necessary for improved performance.

SQL

Notes:
If you need to set up SQL manually, follow the instructions provide in the article "How do I create a new Microsoft® SQL Server® instance for CCH® ProSystem fx® Engagement or Workpaper Manager?"
  • Microsoft® SQL Server® 2017 (Standard, Enterprise, or Express)
  • Microsoft® SQL Server® 2019 (Standard, Enterprise, or Express)
  • Microsoft® SQL Server® 2022 (Standard, Enterprise, or Express)
Note: Microsoft® SQL Server® 2014 is not supported. 
  • Microsoft® SQL Server® 2016 (Standard, Enterprise, or Express)


Note Regarding Adobe® Acrobat®/Reader® DC, 2020, and 2022 - [Return to Top]

CCH ProSystem fx Engagement & Workpaper Manager 2023 supports Adobe® Acrobat® Standard, Professional, and Reader® DC, 2020, and 2022 32-bit and 64-bit. However, editing with Engagement functionality is only available with Adobe® Acrobat® Standard or Professional.

  • Acrobat 32-bit requires Protected Mode turned off to open and view Engagement workpaper. For further information please see Note Regarding Adobe® Acrobat®/Reader® DC, 2020, and 2022.
  • Acrobat 64-bit requires Protected Mode turned on to open and view Engagement workpaper. For further information please see Note Regarding Adobe® Acrobat®/Reader® DC, 2020, and 2022.

To manually set Adobe® Acrobat® Standard or Professional DC, 2020, and 2022 to always open with Protected Mode turned off or on, do the following:

  1. Open Adobe® Acrobat®.
  2. Select Edit > Preferences > General.
    • Note: In Adobe® Acrobat® DC: Select Edit > Preferences > Security (Enhanced).
  3. Uncheck the Enable Protected Mode at startup option.
  4. Click OK.
  5. Restart Adobe® Acrobat®.

Additional Information

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