CCH® ProSystem fx® Engagement - Server Migration

Maintaining your installation of CCH ProSystem fx Engagement on a solid, reliable server is an important component of ensuring that Engagement is working properly and efficiently. If your firm has purchased a new server, you want to be diligent and careful as you migrate your instance of Engagement from the old hardware to your new hardware. Let our expert consultants assist you in that process by leveraging their experience to guarantee a smooth transition of your valuable client data.

Type: Single-Client Training
Who Should Attend: IT Personnel
Advanced Preparation: New server hardware purchased, deployed, and configured in the firm’s network environment
Prerequisites Required: Yes
Prerequisites: Network experience
Program/Course Level: Basic

Objectives

• Develop a plan of action for all aspects of the server migration
• Review new server specifications to ensure adherence to system requirements
• Install the CCH ProSystem fx Engagement Administrator
• Migrate CCH ProSystem fx Engagement SQL Server Database and Central File Room workpapers
• Validate, conduct end to end testing, and review of data backup policies and procedures