WI for running updates for CCH Prosystem Fx Engagement or Workpaper Manager

• Service Delivery

• vITM

• When client requests an update or maintenance

1. Jump onto SQL-Server
2. Use CCH Software Delivery Manager?

• If the file is not downloaded on the server, copy the file to the server, or a folder that is accessible from the server.

2. While logged onto the server, double-click the downloaded file to extract the contents of download (the CD\DVD Image) to a known location.

• The installation process should automatically start after the extraction process has completed.

3. If the installation is being started manually, browse through the CD\DVD Image folders and right-click on Setup.exe and select Run as administrator. The Install screen will then display.

• When upgrading, you do not need to install a SQL instance. The SQL database instance for the program already exists.

• If the currently installed features include additional features such as Knowledge Coach, these features will be upgraded. This will not give the option to install additional features.

4. Click Update Engagement to Latest Version.
5. Click Next. The License Agreement dialog displays.
6. Read the license agreement. If you agree to the terms, select I accept the terms in the license agreement and click Next.
7. Click Next.
8. Read the warning message, create a backup if applicable, check the box that you’ve read the warning and click Next. The Ready to Install dialog displays.

• If your system does not meet the requirements for the application you are installing, InstallShield displays a message listing the missing components. Click Cancel to install the necessary components.

9. Click Install.
10. Click Finish.
11. After upgrading the server the workstations can be upgraded by browsing to the Engagement CD Image share or the Workpaper Manager CD Image share on the server. Press Windows Key+R and type \\SQL-Server\Engagement CD Image (where servername is the name of your server) and press Enter.

• For Workpaper Manager, type \\SQL-Server\Workpaper Manager CD Image and press Enter.

13. Complete any applicable tasks in the What is the Post-Installation Checklist for CCH® ProSystem fx® Engagement or Workpaper Manager?.