Audit
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Workpaper Management Module, including Knowledge Coach
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Terminal Services Client Module
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Terminal Services Database Module
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Note Regarding Adobe® Acrobat® 11, DC, and 2017
Administrator Module
System Requirements | Recommended | Minimum |
Microprocessor |
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32-bit:
64-bit:
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Supported Operating System |
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Important!
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System Memory |
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32-bit:
64-bit:
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Notes:
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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. |
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Network Environment | ||
Microsoft® | Client for Microsoft® Networks and Microsoft® TCP/IP. | |
Other Software | ||
SQL |
Microsoft® SQL Server® 2014, SP1
Microsoft® SQL Server® 2016, SP1
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Microsoft® SQL Server® 2012, SP2
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Notes:
These sections describe how to set up SQL with Engagement manually.
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Data Access Components |
The following items are installed automatically with Engagement:
The Following items are installed automatically with CCH ProSystem fx Engagement:
Microsoft® .NET Framework 4.6.1 Full is required by Engagement. |
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Web Browser |
Microsoft® Internet Explorer® 10 or higher. |
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Email |
Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software |
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Internal or External Installation Media Drive, if applicable |
Any internal or external Installation Media compatible drive, if applicable for reading the installation
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Workpaper Management Module, including Knowledge Coach
System Requirements | Recommended | Minimum |
Microprocessor |
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32-bit:
64-bit:
|
Supported Operating System |
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Notes:
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System Memory |
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Notes
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Drive Space |
Workpaper Management requires requires approximately 621 MB or drive space, 3.5 GB of drive space in the
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Video |
Super VGA at 32-bit color quality with a resolution of 1024 x 768. Note: CCH |
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Other Software | ||
Microsoft® Office |
Notes:
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SQL |
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Notes:
These sections describe how to set up SQL with Engagement manually. |
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Data Access Components |
The following items are installed automatically with CCH ProSystem fx Engagement:
Microsoft® .NET Framework 4.6.1 is required by Workpaper Management and Knowledge Coach.
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. |
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Web Browser |
Microsoft® Internet Explorer® 10 or higher.
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Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to use network or Internet e-mail
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None
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Other Hardware |
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Internal or External Installation Media Drive, if applicable |
Any internal or external Installation Media compatible drive, if applicable for reading the installation
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Terminal Services Client Module
System Requirements | Recommended | Minimum |
Number of Peak Users |
Varies based on hardware; maximum is 20 users per server |
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Processor |
64-bit multi-core processor
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Support Operating Systems |
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Important!
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Microsoft® Office |
Notes:
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Citrix® |
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Terminal Services Database Module
System Requirements | Recommended | Minimum |
Processor |
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Support Operating Systems |
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Important!
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Memory |
4 GB RAM or more |
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SQL |
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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:
- Open Adobe® Acrobat®.
- Select Edit > Preferences > General. (In Adobe® Acrobat® DC or 2017, select Edit > Preferences > Security (Enhanced)).
- Uncheck the Enable Protected Mode at startup option.
- Click OK.
- Restart Adobe® Acrobat®.
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