System Requirements - Wolters Kluwer CCH

System Requirements

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System Requirements
Administrator Module
Workpaper Management Module, including Knowledge Coach
Terminal Services Client Module
Terminal Services Database Module
Note Regarding Adobe® Acrobat® 11, DC, and 2017

Administrator Module

System Requirements

Recommended

Minimum
Microprocessor
  • 64-bit multi-core processor

32-bit:

  • Intel® Pentium® 4 Processor, 2 GHz

64-bit:

  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM64T support
Supported Operating System
  • Microsoft® Windows® 8.1, 32 and 64-bit
  • Microsoft® Windows® 10, 32 and 64-bit
  • Microsoft® Windows Server® 2012 R2
  • Microsoft® Windows Server® 2016
  • Microsoft® Windows® 7, SP1
  • Microsoft® Windows Server® 2012 (64-bit)

Important!

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation
    are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this
    operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as
    soon as possible.
  • All Microsoft® Windows® Home Editions are not supported.
System Memory

4 to 8 GB RAM

32-bit:

  • 2 GB RAM

64-bit:

  • 4 GB RAM

Notes:

  • Additional memory improves performance and may be required to run additional applications
    simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.
Drive Space
 Administrator requires approximately 405 MB of drive space when installed with the CD image, 3.5 GB of
drive Space in the Temp folder, and additional space required for data.
Video
 Super VGA at 32-bit color quality with a resolution of 1024 x 768.

Note:
CCH ProSystem fx Engagement does not support large fonts.

Network Environment
Microsoft®

Client for Microsoft® Networks and Microsoft® TCP/IP.

Other Software
SQL

Microsoft® SQL Server® 2014, SP1

  • Microsoft® SQL Server® 2014 Standard Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Business Intelligence Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2014 Enterprise Edition (32-bit and 64-bit)

Microsoft® SQL Server® 2016, SP1

  • Microsoft® SQL Server® 2016 Standard Edition (64-bit)
  • Microsoft® SQL Server® 2016 Business Intelligence Edition (64-bit)
  • Microsoft® SQL Server® 2016 Enterprise Edition (64-bit)
Microsoft® SQL Server® 2012, SP2

  • Microsoft® SQL Server® 2012 Standard Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2012 Business Intelligence Edition (32-bit and 64-bit)
  • Microsoft® SQL Server® 2012 Enterprise Edition (32-bit and 64-bit)
Notes:

  • If you need to set up SQL manually, see Appendix A: Installing SQL Server® 2012, Appendix B:
    Installing SQL Server® 2014, or Appendix C: Installing SQL Server® 2016:

    • 64-bit editions of SQL Server®
    • Standard Editions of SQL Server®
    • Enterprise Editions of SQL Server®

These sections describe how to set up SQL with Engagement manually.

  • Depending on usage, Standard, Business Intelligence, or Enterprise Edition of Microsoft® SQL
    Server® may be necessary.
Data Access Components

The following items are installed automatically with Engagement:

  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.17
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • SQL Native Client 2008 (x86 for 32-bit; x64 for 64-bit)

The Following items are installed automatically with CCH ProSystem fx Engagement:

  • SQL 2016 CLR (x86 for both 32 and 64-bit), Admin only
  • SQL Server® 2016 Management Objects (SMO) (x86 for both 32-bit and 64-bit), Admin only

Microsoft® .NET Framework 4.6.1 Full is required by Engagement.
CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and
Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only
available with Adobe® Acrobat® Standard or Professional.

Note: Adobe® Acrobat® versions 11, DC, and 2017 are supported, but
Engagement workpapers must be opened with Protected Mode turned off. For further information please
see Note Regarding Adobe® Acrobat® 11,
DC, and 2017.

Web Browser
 Microsoft® Internet Explorer® 10 or higher.
Microsoft® Edge
Email

Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software
to use network or Internet email

None

Other Hardware
Internal or External Installation Media Drive, if applicable
 Any internal or external Installation Media compatible drive, if applicable for reading the installation
media.

Workpaper Management Module, including Knowledge Coach

System Requirements
Recommended
Minimum
Microprocessor
  • Multi-core processor
32-bit:

  • Intel® Pentium® 4 Processor, 2 GHz

64-bit:

  • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
  • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM 64T support
Supported Operating System
  • Microsoft® Windows® 8.1 32-bit and 64-bit
  • Microsoft® Windows® 10, 32 and 64-bit
  • Microsoft® Windows® 7, SP1
Notes:

  • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
  • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this
    operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as
    soon as possible.
  • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
  • All Microsoft® Windows® Home Editions are not supported.
System Memory
 32-bit: 2 GB RAM
64-bit: 4 GB RAM
Notes:

  • Additional memory improves performance and may be required to run additional applications
    simultaneously.
  • Memory consumption varies based on usage of Microsoft® SQL Server®.
Drive Space
 Workpaper Management requires requires approximately 621 MB or drive space, 3.5 GB of drive space in the
Temp folder, and additional space required for data.
Video
 Super VGA at 32-bit color quality with a resolution of 1024 x 768.
Note: CCH
ProSystem fx Engagement does not support large fonts.

Other Software
Microsoft® Office
  • Microsoft® Office 2016, 32-bit and 64-bit
  • Microsoft® Office 365™, 32-bit and 64-bit
    • Notes:
      • ​Only Professional editions of Microsoft® Office are certified
        to work with Engagement.
      • Microsoft® Office 365™ Online version is not supported.
  • Microsoft® Office 2013, SP1, 32-bit and 64-bit
SQL
  • Microsoft® SQL Server® 2014 Express, SP
  • Microsoft® SQL Server® 2016 Express, SP1
  • Microsoft® SQL Server® 2012 Express, SP2
Notes:
See Appendix A: Installing SQL Server® 2012, Appendix B: Installing SQL Server® 2014, or Appendix
C: Installing SQL Server® 2016

  • 64-bit editions of SQL Server®
  • Standard Editions of SQL Server®
  • Enterprise Editions of SQL Server®

These sections describe how to set up SQL with Engagement manually.

Data Access Components
 The following items are installed automatically with CCH ProSystem fx Engagement:

  • Microsoft® Jet Database Engine 4.0 with Service Pack 6
  • Microsoft® Soap Toolkit 3.0
  • MSXML 6.0, SP1
  • SQLXML 4.0, SP1 will be installed with Workpaper Management and Terminal Server Database
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.17
  • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
  • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
  • SQL Native Client 2008 (x86 for 32-bit; x64 for 64-bit)

Microsoft® .NET Framework 4.6.1 is required by Workpaper Management and Knowledge Coach.
If Office 2013 or 2016 is installed, the following item is installed automatically:

  • Visual Studio® Tools for the Office System 4.0 Runtime

Visual Studio® Tools for Office (VSTO).

CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and
Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only available
with Adobe® Acrobat® Standard or Professional.

Note: Adobe® Acrobat® versions 11, DC, and 2017 are supported, but Engagement
workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat® 11, DC, and
2017.

Web Browser
 Microsoft® Internet Explorer® 10 or higher.
Microsoft® Edge
E-mail
 Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to
use network or Internet e-mail 		None

Other Hardware
Internal or External Installation Media Drive, if applicable
 Any internal or external Installation Media compatible drive, if applicable for reading the installation
media.

Terminal Services Client Module

System Requirements
Recommended
Minimum
Number of Peak Users
 Varies based on hardware; maximum is 20 users per server
Processor
 64-bit multi-core processor
Support Operating Systems
  • Microsoft® Windows Server® 2012 R2
  • Microsoft® Windows Server® 2016
  • Microsoft® Windows Server® 2012 (64-bit)
Important!

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundation
    are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
Memory
 8 GB RAM or more
Note: Memory consumption varies based on usage. More memory may be
necessary for improved performance.
Microsoft® Office
  • Microsoft® Office 2016 , 32-bit and 64-bit
  • Microsoft® Office 365™, 32-bit and 64-bit

    • Notes: ​
      • Only Professional editions of Microsoft® Office are certified to work with
        Engagement.
      • Microsoft® Office 365™ Online version is not supported.
  • Microsoft® Office 2013, SP1, 32-bit and 64-bit
Citrix®
  • Citrix® XenApp® 7.7
  • Citrix® XenApp® 7.12
  • Citrix® XenApp® 7.5
  • Citrix® XenApp® 7.6

Terminal Services Database Module

System Requirements
Recommended
Minimum
Processor
 64-bit multi-core processor
Supported Operating System
  • Microsoft® Windows Server® 2012 R2
  • Microsoft® Windows Server® 2016
  • Microsoft® Windows Server® 2012 (64-bit)
Important!:

  • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation
    are not supported.
  • Installing Engagement on a server that is also a Domain Controller is not supported.
  • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
  • Linux® is supported for workpaper storage only.
Memory
 4 GB RAM or more

Note: Memory consumption varies based on usage. More memory may be necessary for
improved performance.
SQL
  • Microsoft® Windows Server® 2014, SP1 (Standard, Enterprise, or Business Intelligence)
  • Microsoft® SQL Server® 2016 SP1 (Standard or Enterprise)
  • Microsoft® SQL Server® 2012 Express
  • Microsoft® SQL Server® 2012, SP2 (Standard or Enterprise)

Note Regarding Adobe® Acrobat® 11, DC, and 2017

CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only available with Adobe® Acrobat® Standard or Professional.  

The “Protected Mode” must be turned off in Adobe® Acrobat® Standard or Professional to use Engagement functionality, such as: tickmark definitions, workpaper notes, and workpaper references, By default, “Protected Mode” is on. Engagement will detect this setting and prompt you to disable it.

  • If you select Yes, Protected Mode is turned off and the workpaper is opened with Engagement functionality in place.
  • If you select No, the workpaper opens in Protected Mode, and Engagement functionality is disabled.

To manually set Adobe® Acrobat® Standard or Professional, versions 11, DC, and 2017, to always open with Protected Mode turned off, do the following:

  1. Open Adobe® Acrobat®.
  2. Select Edit > Preferences > General. (In Adobe® Acrobat® DC or 2017, select Edit > Preferences > Security (Enhanced)).
  3. Uncheck the Enable Protected Mode at startup option.
  4. Click OK.
  5. Restart Adobe® Acrobat®.

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