Is Windows Small Business Server a viable platform for CCH ProSystem fx Engagement?

ProSystem fx Engagement does not support Small Business Server.

There are several factors that make Small Business Server or Windows Server 2012 R2 Essentials less than desirable for use with Engagement:

  • Small Business Server and Windows Server 2012 R2 Essentials merge various roles into one system. In this environment, the server hosts Exchange for email, acts as the primary domain controller, and serves as file storage, among other roles.
  • Engagement is a resource intensive program which requires Microsoft SQL 2008, 2008 R2 or 2012. SQL is also resource and memory intensive.
    • In this environment, the server may become overburdened and slow with Engagement installed.
  • As the server also acts as the Exchange server, the network stack on the server is also taxed.
  • Engagement uses network connections during the synch process and when users are logging into the program. The combination of these two factors may lead to poor performance in Exchange or slow synchronization in Engagement.

Further, as the server functions as the primary domain controller having the Engagement Administrator module installed is not recommended. The following is from the Engagement Deployment guide:

  • "Due to issues with Admin Synch failures and transferring Transition Binder Packages between Office Servers, we strongly recommend against installing the ProSystem fx Engagement Administrator module on a Domain Controller. Additionally, installing the Engagement Administrator module on a Domain Controller puts the server into the role of being a database and file server. If the Domain Controller goes down, the Admin module and CFR’s will not be available. Our recommendation is to use a separate server for the Admin Module."

Note: Microsoft does not recommend installing SQL Server 2008 or SQL Server 2012 on a Domain Controller. For additional information, see Microsoft's article on Installing SQL Server on a Domain Controller.

Our recommendation is to use a Windows server that meets the resource recommendations provided in System Requirements.

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