Planner CS Installation Toolkit

Show expandable text

Follow this guide to ensure the successful installation and operation of Planner CS.

Installing another application? Check out the Installation toolkits for the CS Professional Suite.

Before installation

Prepare to install

Failure to complete these recommended tasks could result in error messages and program failure. Consult your IT professional for assistance. 

  1. Turn the Windows User Account control to "Never Notify" External link. (What's this?)
    This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.
    If changes are made to the User Account Control settings, a reboot is required for them to take effect.
  2. Confirm you are an Admin-level user External link.
  3. Unblock the installation file to prevent the File downloaded from the internet" warning External link:
    1. Right-click on the installation file and select Properties.
    2. In the General tab, if it exists, click the Unblock button next to Security: This file came from another computer and might be blocked to help protect this computer.
    3. Click OK.
  4. Create antivirus exceptions. Do not temporarily disable your antivirus as a workaround; this is ineffective.
  5. Create firewall exceptions. Do not temporarily disable your firewall as a workaround; this is ineffective.
  6. Set Windows permissions.
  7. For terminal server installations, review the Terminal server best practices for CS Professional Suite applications.

Determine application location

By default, Planner CS will install to the same installation path used in previous Planner installations, or to C:\WinCSI if this is the first installation. If desired, you can choose a path other than the default. You should also create the installation path, which includes mapping any necessary network locations and creating folders.

For a standalone installation, complete the installation at the physical workstation where you want to install Planner CS. For a Local Area Network based server, complete the installation at the physical workstation or the server itself. For a Terminal Server, see Terminal server best practices for CS Professional Suite applications for installation examples and procedures.

Download the installer

Go to the physical workstation or server where you want to run the installation.

  1. Open the CS Professional Suite download page and sign in to your account.
  2. Click the link to download Planner CS.
  3. Click the Proceed to Download link, and then click the Download Now button.
  4. If you are given the option to Run or Save the download, choose Save. If you attempt to run the installation file rather than saving it, the application will not install properly and you may have issues moving forward.

During installation

Run the installer

Complete the following steps to run the installation file:

  1. Navigate to the folder where the file was downloaded.

    With Internet Explorer, Google Chrome, or Mozilla Firefox open, press CTRL+J on your keyboard to open the download history.

  2. Find the downloaded file plannerdownload.exe.
  3. Right-click the file and select Run as Administrator.

Installation options

When the installation begins, wait for the files to extract. You must read and accept the license agreement to proceed with the installation. After agreeing to the license agreement, click Next. After the installer checks for and installs the necessary Microsoft components, you will be taken to the Planner CS Product Selection dialog with the following options: 

Install products

  • Planner CS checkbox: Mark this box to install Planner CS. 
  • Planner Products button: Click this button to choose which products (platform, federal, and individual states) to install. 
  • Browse button: Click this button to change the installation path from the current "Installing to" location. See the "Determine application location" section above for recommendations and help deciding where to install.

Other installation options

  • Defer installation until a date and time specified later in the installation process: Mark this box to schedule the installation for later. 

After making your selections, click Next. The rest of the installation process is automatic. If the installation is successful, you will receive a message: "Setup is complete." Click OK to finish the installation.

Run the desktop or workstation setup

After the installation is complete, you may need to run the desktop setup to get an application icon on the desktop for other workstations. Click the link below that matches your firm's setup to determine whether you need to run the desktop setup. 

Standalone workstation installations

The desktop setup for your workstation was completed during the installation. You do not need to run it again unless you lose your desktop icon or as a troubleshooting step for other installation issues. 

Local Area Network based installations

You need to run the desktop setup on each machine that needs access to the application.

Terminal Server based installations

If users will remote in to the server where you installed Planner CS, you do not need to run the desktop setup. The server should already have a desktop icon once the full installation is finished. If there is no icon, run the desktop setup on the server.

To run the desktop setup application from each workstation, do the following:

  1. Verify that you’re logged in to your computer as an administrator.
  2. Close all open applications, including background virus protection applications.
  3. In Windows Explorer, browse the installation location you chose and then open UTP\Desktop\Setup.exe.
  4. Click OK and follow the prompts.

Troubleshooting installation issues

The Firm ID and PIN entered do not match our records

If you receive this message, your firm's Licensee or Firm Delegate needs to log in to the My Account page and click on Manage Firm to verify or change the license PIN. For more information on changing your PIN and recent license PIN policy updates, see Managing your license PIN.

Installation failed or other errors

If you receive a message that the installation failed:

  • Rename the UTP folder prior to attempting the installation again. The UTP folder is located at X:\WinCSI\, where X represents the drive where the application is installed.
  • Review all the recommendations in the "Preparing to install" section of this article above and verify that all preparation was completed successfully.
  • If the steps listed above do not resolve the errors, your IT Professional can follow How to perform a clean boot in Windows External link to determine whether a background application is interfering with the installation.

License or login issues

If you are unable to log in:

If you moved servers and your licenses are not correct, ask your IT Professional to update the following registry keys to the new installation path:

  • HKEY_LOCAL_MACHINE\Software\Creative Solutions\CSI Tools\Installation or HKEY_LOCAL_MACHINE\Software\WOW6432Node\Creative Solutions\CSI Tools\Installation
  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\App Paths\UTP.exe or HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Windows\CurrentVersion\App Paths\UTP.exe

Trending issues and important information are posted on the Planner CS alerts and notices page. If you experience any problems with the installation, check the alerts and notices to see if your issue is a common one and read about possible solutions.

After installation

Once the installation is complete, you can open the application.

Install licenses

Open Planner CS and choose Help > About Planner CS, then click the Download Licenses button.

Install states and updates

States: If you want to install a new state, you need to re-run the Planner CS installation from the beginning and choose that state from the Planner Products button.

Updates: If there are updates for Planner CS, you will be prompted to download them upon opening the application. You can also manually check for and download updates by choosing File > CS Connect, marking Retrieve available updates, and clicking Call Now.

First-time setup

New customers will need to complete the initial setup. See Resources for new users or Installation and setup guide.

Was this article helpful?

Thank you for the feedback!