What folder and file exclusions should be set for antivirus software to increase performance in CCH® ProSystem fx® Engagement or Workpaper Manager?

Listed below are the defaults. If you have changed the installation path during install, set your Central File Rooms to custom locations or put your Terminal Server Database on a different server, then you will need to adjust the path accordingly. For specific directions on setting the exclusions themselves, please contact your virus scanning software's vendor.

  • ?:\pfx Engagement
    • Where ? is the drive that CCH® ProSystem fx® Engagement or Workpaper Manager is installed on. 
    • Subfolders should also be included in the exclusion. 
  • epace.xla
    • This file is found in the Microsoft® Office Library folder, which can change depending on the installation of Microsoft® Office. Here are a few examples:
      • Microsoft® Office 2013, the location is C:\Program Files (x86)\Microsoft Office\Office15\Library.
      • Microsoft® Office 2016, the location is C:\Program Files (x86)\Microsoft Office\Office16\Library.
      • Microsoft® Office 365™ or Click-to-run versions of Office 2013, the location is C:\Program Files\Microsoft Office 15\root\Office15\Library.
  • epace.dot
    • This file is found in the C:\Users\[usersname]\AppData\Roaming\Microsoft\Word\STARTUP folder.
  • knowledgecoach.dot and knowledgetools.dot
    • These files are found in the C:\Users\[usersname]\AppData\Roaming\Microsoft\templates folder.
    • This folder location varies depending on where the Microsoft® SQL Server® instance for Engagement or Workpaper Manager was installed. Common locations include:
      • C:\Program Files (x86)\Microsoft SQL Server
      • C:\Program Files\Microsoft SQL Server


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