Follow this guide to ensure the successful installation and operation of FileCabinet CS.
Installing another application? Check out the Installation toolkits for the CS Professional Suite.
Before you install
Recommended pre-installation steps
Taking care of these items now will save you time throughout the year. Otherwise, you're more likely to run into slowness and errors during tax season.
- Turn the Windows User Account control to "Never Notify". Reboot your computer after making this change.
- Confirm you are an Admin-level user.
- Create antivirus exceptions. Do not temporarily disable your antivirus as a workaround.
- Create firewall exceptions. Do not temporarily disable your firewall as a workaround.
- Set Windows permissions.
- For terminal server installations, review the Terminal server best practices for CS Professional Suite applications.
Installation instructions
Where are you installing?
Before you download or start the installation, you need to get to the right workstation or server.
- For a standalone installation, sit at the workstation where you want to install FileCabinet CS.
- For a Local Area Network based server, sit at a workstation or the server.
Do not install to the C: drive of the server. Instead, install to a mapped drive that all workstations can access.
- For a Terminal Server, see Terminal server best practices for CS Professional Suite applications for installation examples and procedures.
If you have a network or Terminal Server, it's important that you know which drive you're installing to. The decision is up to you, and you'll need to create the installation path and any necessary folders before you start.
Download the installer
- Go to the workstation or server where you want to run the installation from.
- Go to the CS Professional Suite download page.
- Sign in to your account.
- Click the link to download FileCabinet CS.
- Click Proceed to Download.
- Click Download Now.
- If you are given the option to Run or Save the download, choose Save.
Close applications
These applications need to be closed on all workstations on the network:
- CS Professional Suite applications
- Microsoft Office applications, including Outlook.
Rebooting the server is the best way to make sure all processes for those applications are closed.
During installation
Run the installer
- Go to folder where the file was downloaded.
With Microsoft Edge, Google Chrome, or Mozilla Firefox open, press CTRL+J on your keyboard to open the download history.
- Find the downloaded file FileCabinetCS_CD2010.exe.
- Right-click the file and choose Properties.
- Click the Compatibility tab.
- Uncheck Run this program in compatibility mode and click OK.
- If the option is grayed out, click the Change settings for all users button and then uncheck Run this program in compatibility mode.
- Right-click the download file again and choose Run as Administrator.
- If prompted to allow the program to make changes to this computer, click Yes.
- When the installation begins, wait for the files to extract.
- Click Next to begin the installation. You must read and accept the license agreement to proceed with the installation.
- You'll see the Product Selection dialog with these options:
- Install products: Mark the FileCabinet CS option and check the location where the program will install.
- Other installation options: If you want to schedule the installation for later, mark Defer installation until a date and time specific later in this installation process.
- Click Install. The rest of the installation process is automatic.
- Click Finish.
Run the desktop or workstation setup
You might need to run a desktop setup. Click the for your environmental configuration below.
Standalone workstation installations
Local Area Network based installations
Terminal Server based installations
Troubleshooting installation issues
Unable to execute the specified command line
Firm ID and PIN do not match our records
After installation
License installation
After completing the installation, open FileCabinet CS. If you need to download updated licenses, you will be prompted to enter your Firm ID and PIN. The license process is automatic, but if it fails, see the "Installation issues" section above. After downloading and installing the licenses, FileCabinet CS will restart. Once the program is open again, choose File > CS Connect, mark Retrieve available updates and click Call now to check for and install updates.
SQL installation
If you use the SQL database format for your data and have a fresh installation or are unable to see your SQL data location when inside FileCabinet CS, you will need to run the SQL setup. See Installing FileCabinet CS on a SQL Server for instructions.
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