The successful installation and operation of CS Professional Suite applications may require adjustments to your firms' Windows permissions. Permissions are the rules associated with files and folders on a single computer or network. A system administrator with appropriate rights can assign permissions to an individual user, a user group, and/or a domain to determine whether you can access a file or folder and what you can do with it.

Work with your IT professional to implement the recommendations below and to work through any troubleshooting related to permissions.

Recommended permissions

User permissions

• Each user should have a local administrator account.
• Users need Full control over these directories and subdirectories:
  • C:\Users\<user>
  • C:\Windows\Temp

Server permissions

• All users need Read, Write, and Modify access to the network location where your CS Professional Suite applications are installed. 
• All users need the same permissions for the application and data folders located in X:\WinCSI, where X represents the drive where the application is installed.
• If your firm chooses to store data outside of the default WinCSI folder, all CS Professional Suite application data folders must also have Read, Write, and Modify access for all users.

CS Professional Suite permissions

• All users need Full control over the following locations.
• If your firm uses any non-default data locations, users need Full control over those as well.
• For 64-bit Windows operating systems, use the Program Files (x86) directory instead of the Program Files directory.

All CS Professional Suite Applications

Accounting CS

FileCabinet CS

Fixed Assets CS

Planner CS

Practice CS

Toolbox CS

UltraTax CS

Virtual Office CS / SaaS

Peer-to-Peer (P2P) Network Permissions

Follow the guidelines from the User permissions and Server permissions sections above.

SQL Permissions

• CS Professional Suite applications that use SQL databases require mixed-mode authentication.
• You can choose the authentication method during a manual install of SQL Server, while attaching the SQL Server instance to the appropriate CS Professional Suite application, or through the instance properties in SQL Server Management Studio.
• If permissions aren't set properly, it may be necessary for your firm's qualified IT professional to make the corrections or to reinstall the application (up to and including the creation of a new SQL Server instance).

Terminal Server Permissions

See below for application-specific permissions settings required in Terminal Server environments.

FileCabinet CS

Tips and troubleshooting

How to confirm that you are a local administrator on your computer

1. From the Windows Start menu, search for Computer Management.
2. In Computer Management click System Tools > Local Users and Groups > Users.
3. Right-click your user name and choose Properties.
4. Click the Member Of tab and verify that the Administrators group is listed.

Run as administrator

When you run a CS Professional Suite exe file (for the application, installation, or desktop setup), use the Run as administrator option to ensure proper registry of program files. 

1. Right-click the file you're trying to run.
2. Choose Run as administrator. 
3. If that option is not available, or you want to permanently set the file to run in Administrator mode:
   1. Choose Properties from the right-click menu.
   2. Click the Compatibility tab.
   3. In Settings section, mark the Run this program as an administrator checkbox.
   4. Click OK.
4. You may need to restart your computer to apply this change.

The Run as administrator option may be unavailable if:

• The application itself is prohibited from always running as administrator.
• The user is not logged into Windows as an administrator.
• The User Account Control (UAC) setting is disabled. For more information, see the User Account Control (UAC) Settings section below.

Hidden Administrator

This user account has full access to all files and folders on the computer, as well as additional privileges that user-created administrator accounts lack. To test for permissions issues or install applications with no restrictions:

1. From the Windows Start menu, search for the Command Prompt.
2. Right-click the Command Prompt option in the Start menu and choose Run as administrator.
3. In the Command Prompt window, enter net user Administrator /active:yes.
4. Press ENTER.

   Note: If you receive an error message in the command prompt stating that you do not have access to enable this Administrator account, try a different user account. An error during this process may indicate a permissions-related issue which may be causing other issues with the current user account.

5. Log out of your Windows profile.
6. Log back in using the Hidden Administrator account.with your current credentials. By default, this user account does not have a password and you aren't required to create one.
7. Perform the action you were having trouble with (installing or opening an application, for example)
8. When you're finished using the account, you can disable it by opening the Command Prompt as administrator again, typing net user administrator /active:no and hitting ENTER.

User Account Control (UAC) Settings

User Account Control is a feature in Windows that informs you when a program makes a change that requires administrator-level permissions. We recommend disabling UAC because it may interfere with the installation, performance, and functionality of CS Professional Suite applications

Based on the network or security policy of your firm, it may not be possible to disable User Account Control. If that's the case, work with your IT professional to determine if there are changes to your UAC settings that can be made to address any issues you may be having with our software.

Group Policy

If your firm has implemented Group Policy and is having issues regarding the CS Professional Suite, try the following basic troubleshooting steps.

1. Move a user out of the standard group policy.
2. Create a new user outside of your standard group policy.
3. Move a computer out of your firm's GPO.
4. If this resolves your issue, you need to find the GPO restriction that is conflicting with the CS Professional Suite and correct it.

Errors

• Access Denied Error for CS Professional Suite Applications
• UltraTax CS: Error - Cannot claim proforma screen lock
• UltraTax CS: Receiving sharing violation error when trying to install the application or to open a client

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