How do I use the CCH® ProSystem fx® Engagement or Workpaper Manager Configuration Utility?

Common Uses: 

The CCH® ProSystem fx® Engagement or Workpaper Manager Configuration Utility allows you to:

  • Register your Adobe® Acrobat® and Reader plugins.
  • Verify and replace the epace.xla add-in for Microsoft® Office Excel®.
  • Register the COM Objects necessary for proper function of Workpaper Manager.
  • Restart the Workpaper Manager PDF Print Service.
  • Set up Network Configuration.

Opening the Utility:

To open the Configuration Utility:

  1. Go to Start > All Programs > CCH ProSystem fx Engagement > Utilities menu.
    • For Workpaper Manager click Start > All Programs > CCH ProSystem fx Workpaper Manager.
  2. Right-click on CCH ProSystem fx Engagement Configuration Utility and select Run as Administrator
    • Note: If you are using Windows® 7, a dialog may open saying a program can't display a message on your desktop and that it needs your permission.
      • Select the Show me the message option, and the desktop will blank out. You will see the Configuration Utility.
        • If you do not see this, then you need to go to Start > Run/Search and type Services.msc, and then find and start the Interactive Services Detection (By default, this is stopped).
  3. You can also browse to ?:\Pfx Engagement\Common, or ?:\Pfx Workpaper Manager\Common, where ? is the drive the program is installed on, and right-click on PfxConfigUtil.exe and choose Run as administrator

Using the Configuration Utility: 

When you launch the utility, you will be presented with five tabs used to access each of the different configuration areas.

  • Adobe® Plugins: selectively installs the Engagement or Workpaper Manager Adobe® plugin for any installed and supported version of an Adobe® product. You can also add or edit the list of applications that are flagged for exclusion from the Amyuni simulated postscript setting.
    • This tab will display a list of Adobe® products installed on your machine.
      1. Select each Adobe® product for which you want the Engagement or Workpaper Manager  plugin installed, or check Select All to select all products
      2. Click Install to install the Engagement or Workpaper Manager plugins for the selected products.
    • If any applications do not print correctly when Postscript simulation is used, do the following:
      1. Click Advanced. The Adobe® Advanced dialog displays.
      2. Enter the applications to exclude from Postscript simulation, using the pipe key (|) to separate applications, or select Browse to select the applications.
      3. Click OK to close the Adobe® Advanced dialog.
  • Epace XLA: installs or re-installs the Engagement or Workpaper Manager Excel® add-in (epace.xla).
    • The utility will determine the proper source location and target path for the Excel® add-in, and indicates if the add-in is already installed to the correct location.
    • If necessary, enter the path of the file to be copied in the Source Location field, including the file name, based on the Engagement or Workpaper Manager installation location.
      • Examples:  
        • C:\Pfx Engagement\WM\Utilities\epace.xla.
        • C:\Pfx Workpaper Manager\WM\Utilities\epace.xla.
    • If necessary, enter the path of your Microsoft ®Office installation in the Target Path field.
      • Example:  C:\Program Files\Microsoft Office\OFFICE11\Library
    • Click Install to install the Excel® add-in.
  • Register COM: installs or re-installs any of the core Engagement or Workpaper Manager DLLs.
    • This tab will display a list of DLLs and their folder locations.
      1. Select each DLL to register, or check Select All to select the entire list.
      2. Click Register to complete the registration of the selected DLLs.
  • PDF Print Service: starts or restarts the Engagement or Workpaper Manager PDF Print Service.
    • This tab will display the print driver service status and the location of the service executable.
      1. Select one or more print services to start or restart.
      2. Click Restart. The service status is updated when the process is complete.
  • Networking: Solves possible network connection issues.
    • Under certain circumstances, network name resolution may not work properly, which will prevent a successful synchronization. This tab may be used to create the proper SQL Server connection entries and network hosts file entries for the affected machines.
    • Automatically Configuration: to automatically configure network settings:
      1. Click Detect in the Auto Detect group box.
      2. Click Save.
        • Important: In order for the Detect tab to work properly, the firewall has to have an exception for port 6737.
        • Note: If you choose to automatically configure network settings, all computers that you want to detect must have the Detect window open.
    • Manual Configuration: to manually configure networks settings:
      1. Click Configure in the Manual Settings group box.
      2. Enter the computer name and the TCP/IP address of the remote computer you are unable to connect with.
      3. Click Configure to save the newly entered information.
    • Cleaning Up Old Entries: to clean up old entries made by the utility:
      1. Select which settings you want to delete in the Delete Settings group box.
      2. Click Delete.
        • Note: If a computer name is already configured with a different TCP/IP address, the new information will overwrite the previous address.
  • Install All: runs all of the functions listed above for this utility.
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