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System Requirements

Below lists the system requirements for the following:

Administrator Module - [Return to top]

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 - [Return to top]

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 - [Return to top]

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 - [Return to top]

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  - [Return to top]

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®.