CCH­® ProSystem fx® Workpaper Manager: 2018 System Requirements

Below lists the system requirements for the following:  

Administrator Module - [Return]

System Requirements

Recommended

Minimum





Microprocessor

  • 64-bit multi-core processor

32-bit:

  • Intel® Pentium® 4 Processor, 2 GHz


64-bit:

  • 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® 8.1 64-bit
  • Microsoft® Windows® 10  64-bit
  • Microsoft® Windows Server® 2012 R2
  • Microsoft® Windows Server® 2016
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.  For further information, please see our Data Security Best Practices knowledge base article.
  • Microsoft® Windows® 7, SP1
  • Microsoft® Windows Server® 2012 (64-bit)

Important!

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing Workpaper Manager on a server that is also a Domain Controller is not supported.
  • Installing Workpaper Manager on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as soon as possible.
  • All Microsoft® Windows® Home Editions are not supported.






System Memory

4 to 8 GB RAM

32-bit: 2 GB RAM

64-bit: 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 Workpaper Manager does not support large fonts.

Network Environment

Microsoft®

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

Other Software














SQL

Microsoft® SQL Server® 2014, SP1

  • Microsoft® SQL Server® 2014 Standard Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Business Intelligence Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Enterprise Edition (32-bit and 64-bit)
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® 2017
  • Microsoft® SQL Server® 2017 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2017 Enterprise Edition (64-bit)
Microsoft® SQL Server® 2012, SP2
  • Microsoft® SQL Server® 2012 Standard Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2012 Business Intelligence Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2012 Enterprise Edition (32-bit and 64-bit)
Notes:
  • If you need to set up SQL manually, see Appendix A: Installing SQL Server® 2012, Appendix B: Installing SQL Server® 2014, or Appendix C: Installing SQL Server® 2016 or 2017 in the Workpaper Manager Install Guide:
    • 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 Workpaper Manager manually.
  • Depending on usage, Standard, Business Intelligence, or Enterprise Edition of Microsoft® SQL Server® may be necessary.













Data Access Components

The following items are installed automatically with Workpaper Manager:

  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.17
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.6161
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • SQL Native Client 2012 (x86 for 32-bit; x64 for 64-bit)
The Following items are installed automatically with CCH ProSystem fx Workpaper Manager:
  • SQL 2016 CLR (x86 for both 32 and 64-bit), Admin only
  • SQL Server® 2016 Management Objects (SMO) (x86 for both 32-bit and 64-bit), Admin only

Microsoft® .NET Framework 4.6.1 Full is required by Workpaper Manager.

Web Browser

Microsoft® Internet Explorer® 11.
Microsoft® Edge

Email

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

None

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.



Workpaper Management Module - [Return]

System RequirementsRecommendedMinimum

Microprocessor

  • Multi-core processor
32-bit:
  • Intel® Pentium® 4 Processor, 2 GHz
 
64-bit:
  • 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® 8.1 64-bit
  • Microsoft® Windows® 10 64-bit
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.  For further information, please see our Data Security Best Practices knowledge base article.
  • Microsoft® Windows® 7, SP1
Notes:
  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as soon as possible.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • All Microsoft® Windows® Home Editions are not supported.

System Memory

4 to 8 GB RAM32-bit: 2 GB RAM
64-bit: 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 Workpaper Manager does not support large fonts.

Other Software

Microsoft® Office

  • Microsoft® Office 2016, 32-bit and 64-bit
  • Microsoft® Office 365™ - Desktop Version
    • Notes:
      • Only Professional editions of Microsoft® Office are certified to work with Workpaper Manager.
      • Microsoft® Office 365™ Online version is not supported.
 

SQL

  • Microsoft® SQL Server® 2014 Express, SP1
  • Microsoft® SQL Server® 2016 Express, SP1
  • Microsoft® SQL Server® 2017 Express
  • Microsoft® SQL Server® 2012 Express, SP2
Notes:
See Appendix A: Installing SQL Server® 2012, Appendix B: Installing SQL Server® 2014, or Appendix C: Installing SQL Server® 2016 or 2017 in the Workpaper Manager Install Guide:
  • 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 Workpaper Manager manually.

Data Access Components

The following items are installed automatically with CCH ProSystem fx Workpaper Manager:
  • 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++® 2008 Redistributable x86 9.0.30729.17
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.6161
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • SQL Native Client 2008 (x86 for 32-bit; x64 for 64-bit)

Microsoft® .NET Framework 4.6.1 is required by Workpaper Management.
If Office 2016 is installed, the following item is installed automatically:
  • Visual Studio® Tools for the Office System 4.0 Runtime
Visual Studio® Tools for Office (VSTO).

Web Browser

Microsoft® Internet Explorer® 11.
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]

System RequirementsRecommendedMinimum

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® 2012 R2
  • Microsoft® Windows Server® 2016
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.  For further information, please see our Data Security Best Practices knowledge base article.
  • Microsoft® Windows Server® 2012 (64-bit)
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundation are not supported.
  • Installing Workpaper Manager on a server that is also a Domain Controller is not supported.
  • Installing Workpaper Manager on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.

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 365™ Desktop version
    • Notes:
      • Only Professional editions of Microsoft® Office are certified to work with Workpaper Manager.
      • Microsoft® Office 365™ Online version is not supported.
 

Citrix®

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


Terminal Services Database Module - [Return]

System RequirementsRecommendedMinimum

Processor

64-bit multi-core processor

Supported Operating System

  • Microsoft® Windows Server® 2012 R2
  • Microsoft® Windows Server® 2016 
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.  For further information, please see our Data Security Best Practices knowledge base article.
  • Microsoft® Windows Server® 2012 (64-bit)
Important!
  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
  • Installing Workpaper Manager on a server that is also a Domain Controller is not supported.
  • Installing Workpaper Manager on a server that is also the firm's Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.

Memory

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

SQL

  • Microsoft® Windows Server® 2014, SP1 (Standard, Enterprise, or Business Intelligence)
  • Microsoft® SQL Server® 2016 SP1 (Standard or Enterprise)
  • Microsoft® SQL Server® 2017
    (Standard or Enterprise)
  • Microsoft® SQL Server® 2012, SP2 (Standard or Enterprise)

 

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