How do I find which CCH® ProSystem fx® Engagement or Workpaper Manager upgrade I should install?
For ease of installation, here are the preferred upgrade paths (locate your current version on the left, and proceed rightward to the version you wish to install). Please check the CCH® ProSystem fx® Engagement or Workpaper Manager update pages to verify if there are any updates that may need to be applied.
Also, a quick view of supported technology can be found in the article CCH® ProSystem fx® Engagement and Workpaper Manager Supported Technologies.
- Upgrading from versions older than the currently supported versions may require upgrades to other supporting programs that have changed in the system requirements. Check the system requirements for each version of the software before upgrading to assure the new version will be supported.
- If upgrading from more than 2 versions prior to a supported version, please contact your Sales Representative to discuss using our Professional Consulting Services to aid in the upgrade process.
- Upgrading the software means running the upgrade on the existing system, not migrating the data to a higher version. If using the backup and restore utility to migrate the data, the paths below may not be adequate.
Note: If you are installing from Engagement or Workpaper Manager 7.1 & do not use the Engagement Terminal Database then you have the option to upgrade to 7.5 without installing 7.2.
To install v2020:
- 3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 4.9 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 5.5 > 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 5.7 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 6.0 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 6.1 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 6.1.2 > 7.0 > 7.2 > 2017 > 2019 > 2020
- 6.5 > 7.1 > 7.2 > 2017 > 2019 > 2020
- 6.8 > 7.1 > 7.2 > 2017 > 2019 >2020
- 6.9 > 7.1 > 7.2 > 2017 > 2019 > 2020
- 6.11 > 7.1 > 7.2 > 2017 > 2019 > 2020
- 7.0 > 7.2 > 2017 > 2019 > 2020
- 7.1 > 7.2 > 2017 > 2019 > 2020
- 7.2 > 2017 > 2019 > 2020
- 7.5 > 2018 > 2020
- 2017 > 2019 > 2020
- 2018 > 2020
- 2019 > 2020
To install v2019:
- 3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 4.9 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 5.5 > 5.7 > 7.0 > 7.2 > 2017 > 2019
- 5.7 > 7.0 > 7.2 > 2017 > 2019
- 6.0 > 7.0 > 7.2 > 2017 > 2019
- 6.1 > 7.0 > 7.2 > 2017 > 2019
- 6.1.2 > 7.0 > 7.2 > 2017 > 2019
- 6.5 > 7.1 > 7.2 > 2017 > 2019
- 6.8 > 7.1 > 7.2 > 2017 > 2019
- 6.9 > 7.1 > 7.2 > 2017 > 2019
- 6.11 > 7.1 > 7.2 > 2017 > 2019
- 7.0 > 7.2 > 2017 > 2019
- 7.1 > 7.2 > 2017 > 2019
- 7.2 > 2017 > 2019
- 7.5 > 2018 > 2019
- 2017 > 2019
- 2018 > 2019
To install v2018:
- 3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 4.9 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 5.0 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 5.5 > 5.7 > 7.0 > 7.2 > 2017 > 2018
- 5.7 > 7.0 > 7.2 > 2017 > 2018
- 6.0 > 7.0 > 7.2 > 2017 > 2018
- 6.1 > 7.0 > 7.2 > 2017 > 2018
- 6.1.2 > 7.0 > 7.2 > 2017 > 2018
- 6.5 > 7.1 > 7.2 > 2017 > 2018
- 6.8 > 7.1 > 7.2 > 2017 > 2018
- 6.9 > 7.1 > 7.2 > 2017 > 2018
- 6.11 > 7.1 > 7.2 > 2017 > 2018
- 7.0 > 7.2 > 2017 > 2018
- 7.1 > 7.2 > 2017 > 2018
- 7.2 > 2017 > 2018
- 7.5 > 2018
- 2017 > 2018
To install v2017:
- 3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 4.9 > 5.7 > 7.0 > 7.2 > 2017
- 5.0 > 5.7 > 7.0 > 7.2 > 2017
- 5.5 > 5.7 > 7.0 > 7.2 > 2017
- 5.7 > 7.0 > 7.2 > 2017
- 6.0 > 7.0 > 7.2 > 2017
- 6.1 > 7.0 > 7.2 > 2017
- 6.1.2 > 7.0 > 7.2 > 2017
- 6.5 > 7.1 > 7.2 > 2017
- 6.8 > 7.1 > 7.2 > 2017
- 6.9 > 7.1 > 7.2 > 2017
- 6.11 > 7.1 > 7.2 > 2017
- 7.0 > 7.2 > 2017
- 7.1 > 7.2 > 2017
- 7.2 > 2017
- 7.5 > 2017
To install v7.5:
Warning!: Engagement and Workpaper Manager v7.5 does not support Microsoft® SQL Server® 2008. Please make sure that before beginning the installation of v7.5 that Microsoft® SQL Server® has been upgraded. For more information on upgrading Microsoft® SQL Server®, see What versions of Microsoft® SQL Server® does CCH® ProSystem fx® Engagement or Workpaper Manager support.- 3.5 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 3.7 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 4.0 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 4.1 > 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 4.5 > 4.7 > 5.0 > 5.7 > 7.0 > 7.2 >7.5
- 4.7 > 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 4.9 > 5.7 > 7.0 > 7.2 > 7.5
- 5.0 > 5.7 > 7.0 > 7.2 > 7.5
- 5.5 > 5.7 > 7.0 > 7.2 > 7.5
- 5.7 > 7.0 > 7.2 > 7.5
- 6.0 > 7.0 > 7.2 > 7.5
- 6.1 > 7.0 > 7.2 > 7.5
- 6.1.2 > 7.0 > 7.2 > 7.5
- 6.5 > 7.1 > 7.5
- 6.8 > 7.1 > 7.5
- 6.9 > 7.1 > 7.5
- 6.11 > 7.1 > 7.5
- 7.0 > 7.2 > 7.5
- 7.1 > 7.5
- 7.2 > 7.5
While it is sometimes possible to reach your desired version in fewer upgrades (if your current version is 4.5 or earlier), this requires running the compressed database utility manually. If you are concerned with minimizing the number of upgrades required, contact technical support for assistance.
Solution Id | 000032727/sw26006 |
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Direct Link |