Workpaper Manager
Trial Balance Manager
Workflow Tool
Audit
Audit
Tax & Accounting
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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:
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| 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®.