How do I run a Setup Force installation for CCH® ProSystem fx® Tax?
Important: If you run a Setup Force installation for a prior year, you must run a Setup Program installation from the current year.
Setup force installation instructions
- Use the most recent CCH ProSystem fx Tax installation image for the year that you need to run the Setup Force installation for.
- If you already have the most recent installation image, continue to step 2.
- Click to find out how to install or update CCH® ProSystem fx® Tax using Software Delivery Manager.
- When the installation image downloads and unzips, the installation will run. Exit the installation.
- Click to find information on the most recent release version for CCH ProSystem fx Tax.
- On your keyboard, press WINDOWS + R to bring up the Run line.
- Type ?:\[path]\setup force (? = drive, [path] = location path to the installation image) and press ENTER.
- Select the appropriate permission key option and click OK.
- Internet Download
- Select this option to download the permission key from the Internet.
- If you are installing Tax Preparation for the first time or installing a new year for the first time, this option is selected by default.
- If you are updating your permission key licensing or adding a newly licensed product, you would want to select this option.
- This option will prompt you for your Single Sign On (SSO).
- Click to see our article if you do not know your SSO.
- Select this option to download the permission key from the Internet.
- Use previously installed permission key
- If you already have CCH ProSystem fx Tax installed, this option will be selected by default.
- Permission key disk drive path
- Select this option to use a permission disk.
- You can either browse to your permission diskette or if you have downloaded the permkey.zip file from support.cch.com, you can also browse to it.
- Internet Download
- If you receive the message, "You are attempting to install a version of the CCH ProSystem fx software that is older than your currently installed version" click No and use the link in step 1 to download the most recent CCH ProSystem fx Tax installation image.
- Select Add Products and click OK.
- Select all of the available products that you need to add/update to your install and press OK.
- The recommended products will be highlighted by default.
- If you selected Tax Products in step 7, select the tax products you want to update or add and then click OK.
- If you did not select Tax Products in step 7, continue to step 9.
- On the Tax Product screen check the tax products and/or states/entities that you need to add or update on the left side of the screen.
- In the Fed/State Entities column
- If a box is checked and the box is gray, then not all the items are selected to install for that specific product.
- If a box is checked and the box is white, then all the items are selected to install for that specific product.
- You can click the "+" next to each product in order to check specific states/entities.
- Anything listed in the "Selected to Install" column will be installed.
- You do not need to check or select anything in this column. It is just a list of what will be installed.
- It is recommended that you leave "Tax Instructions" and "Cross-Reference" checked on the bottom of this screen. That will install the help files for the various tax products.
- "Multimedia Help" will install the multimedia tutorials for Tax Preparation.
- If you selected Tutorials in step 6, select any tutorials that you wish to install and then click OK.
- If any of the tax products that you selected to install are not currently installed, you will be prompted to assign that tax product to a destination drive.
- By default, the destination drive setting points to your local C:\ drive.
- If you install CCH ProSystem fx Tax to a network drive or a drive other than C:\, use the drop down arrow to select the correct drive letter.
- Once the correct drive letter has been selected, press Assign to Drive ?: (where ? = the drive letter that you selected).
- Verify that the products listed in the top "Products" window all point to the correct drive letter in the "Drive" column.
- Press OK.
- Select ProSystem fx Tax as the Program Group and click OK.
- Select Install Now and click OK.
- If installing a prior year, you may receive messages: "Unable to get Server Name" and "Unable to get Server Object".
- If you do, click OK on the message. This will be resolved in step 14.
- If installing a prior year, you may receive messages: "Unable to get Server Name" and "Unable to get Server Object".
- When prompted to reboot your computer, click Yes.
- If you ran Setup Force from a prior year, run a Setup Program installation from the current year's version of the CCH ProSystem fx Tax installation image.
- Click to find out how to run a Setup Program installation.
Notes
The "Force" switch forces files to the version on the installation image regardless of what version is currently installed.
- Setup Force will roll back all application files (.exe & .dll) along with the tax product files.
- Do not run Setup Force to roll back to an older version, just to use the program on that version.
- Setup Force should only be run if a Support Representative or a knowledge base article instructs you to run it.
- Unless specifically stated, Setup Force should not be run using a prior year disc.
Solution Id | 000193756/sw4633 |
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