Antivirus guidelines for CS Professional Suite applications

Thomson Reuters emphasizes the importance of up-to-date antivirus, anti-malware, and firewall solutions when using applications for processing and storing sensitive client and firm information. Consult with a qualified IT professional when selecting, implementing, and configuring antivirus, anti-malware, and firewall solutions for your firm's network and workstations.

Do not temporarily disable your antivirus as an alternative to setting the recommended exceptions. Many antivirus programs continue to run after being disabled, which means that undesired antivirus intervention can occur.

See also: Firewall guidelines for CS Professional Suite applications

Excluding specific folders from the scan

Certain antivirus applications allow exclusions or exceptions from scanning for specific folder locations. We recommend that you exclude the following folders from real-time scanning on all workstations that run the applications listed below.

This should be completed by your qualified IT professional.

  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\Program Files\Creative Solutions\Accounting CS
  • C:\Program Files (x86)\Creative Solutions\Accounting CS if on a 64-bit operating system
  • C:\ProgramData\Creative Solutions\Accounting CS
  • C:\Users\[username]\AppData\Local\Creative Solutions\Accounting CS

Note: See the SQL-based CS Professional Suite applications section below if you run an antivirus application on the machine where the SQL Server instance for Accounting CS is installed.

  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\Program Files (x86)\Common Files\Creative Solutions
  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • FileCabinet CS enables you to create multiple user-specified data and archive locations that could potentially reside outside of the CS Professional Suite default C:\WinCSI folder. We recommend excluding these folders from real-time antivirus scanning for any of these locations.

Note: See the SQL-based CS Professional Suite applications section below if you use an optional SQL data location and run an antivirus application on the machine where the SQL Server instance for FileCabinet CS is installed.

  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\Users\[username]\AppData\Local\Temp\
  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\ProgramData\Creative Solutions\Practice CS
  • C:\Program Files\Creative Solutions\Practice CS
  • C:\Program Files (x86)\Creative Solutions\Practice CS if on a 64-bit operating system
  • C:\Users\[username]\AppData\Local\Creative Solutions\Practice CS

Note: See the SQL-based CS Professional Suite applications section below if you run an antivirus application on the machine where the SQL Server instance for Practice CS is installed.

CS Professional Suite applications such as Accounting CS, Practice CS, Workpapers CS, and (optionally) FileCabinet CS use SQL databases. If you run an antivirus application on the machine where the SQL Server instance for your applications is installed, we recommend excluding the folder location of the Microsoft SQL Server instance from real-time scanning.

Refer to the table below to determine the default location of your Microsoft SQL Server installation, based on the version you are running.

Microsoft SQL Server 2012 C:\Program Files\Microsoft SQL Server\MSSQL11.[instance_name]
C:\Program Files (x86)\Microsoft SQL Server\MSSQL11.[instance_name] (if installed on a 64-bit operating system)
Microsoft SQL Server 2014 C:\Program Files\Microsoft SQL Server\MSSQL12.[instance_name]
C:\Program Files (x86)\Microsoft SQL Server\MSSQL12.[instance_name] (if installed on a 64-bit operating system)
Microsoft SQL Server 2016 C:\Program Files\Microsoft SQL Server\MSSQL13.[instance_name]
C:\Program Files (x86)\Microsoft SQL Server\MSSQL13.[instance_name] (if installed on a 64-bit operating system)
Microsoft SQL Server 2017 C:\Program Files\Microsoft SQL Server\MSSQL14.[instance_name]
C:\Program Files (x86)\Microsoft SQL Server\MSSQL14.[instance_name] (if installed on a 64-bit operating system)
  • The locations specified above are the default paths for the SQL Server instance folders, but SQL installations can be customized to place this folder in a different location. Contact your firm's qualified IT professional for assistance with a customized SQL Server installation.
  • For additional information on configuring antivirus in a SQL environment, see How to choose antivirus software to run on computers that are running SQL Server External link ( What's this?) on Microsoft's website.

UltraTax CS uses a local drive to temporarily store client data when a client is opened. We recommend that you exclude the following folders from real-time scanning:

  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\Users\[username]\AppData\Local\Thomson Reuters (for UltraTax CS 2014 and all future versions)
  • C:\Users\[username]\AppData\Local\Temp\UT13Data (for UltraTax CS 2013)
  • If you mark the Improve performance using local drive option in the Setup menu under  User Preferences in the Misc tab, the application will create a X:\WinCSI.net folder, where X represents your selected local drive. We recommend that you also exclude this folder from real-time scanning.

Citrix is an important component for firms that run CS Professional Suite applications in the Virtual Office CS or SaaS environment. We recommend excluding the following folders from real-time scanning:

  • C:\Program Files (x86)\Citrix\
  • C:\Users\[username]\AppData\Local\Citrix

If you use the FileCabinet CS Print Driver in the Virtual Office CS or SaaS environment and FileCabinet CS is not currently open, the application temporarily stores a print job in a local folder. We recommend excluding the following folders from real-time scanning:

  • C:\Users\[username]\AppData\Local\Temp\CSVOXfr_workdir
  • C:\Windows\Temp\CSVOXfr_workdir

For additional guidelines, see Citrix Guidelines for Antivirus Software Configuration. External link

Workpapers CS uses several local folders to run the application. We recommend that you exclude the following folders from real-time scanning on all workstations that run Workpapers CS.

  • X:\WinCSI (where X is the drive hosting the WinCSI folder)
  • C:\Program Files\Creative Solutions\Workpapers CS
  • C:\Program Files (x86)\Creative Solutions\Workpapers CS if on a 64-bit  operating system
  • C:\ProgramData\Creative Solutions\Workpapers CS
  • C:\Users\[username]\AppData\Local\Creative Solutions\Workpapers CS

Note: See the SQL-based CS Professional Suite applications section above if you run an antivirus application on the machine where the SQL Server instance for Workpapers CS is installed.

Note: While we recommend that the folder locations noted here be excluded from real-time scanning, you should continue to include them in your antivirus software's scheduled, off-hours scanning.

Excluding specific executable files from the scan

Some antivirus applications may not allow exclusions for entire folders but do allow exclusions for specific files. Listed below are the application-specific recommended exclusions for the CS Professional Suite.

This should be completed by your qualified IT professional.

Filename File location Description
AccountingCS.exe X:\WinCSI\Accounting CS executable file for Accounting CS
csiupd.exe X:\WinCSI\Accounting CS executable file for CS Connect
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services

Note: See the SQL-based CS Professional Suite applications table below if you run an antivirus application on the machine where the SQL instance for Accounting CS is installed.

Filename File Location Description
fcabapp.exe X:\WinCSI\Cabinet executable file for FileCabinet CS
fcab.exe X:\WinCSI\Cabinet executable file for FileCabinet CS
csiupd.exe X:\WinCSI\Cabinet executable file for CS Connect
setup.exe X:\WinCSI\Cabinet\Desktop executable file for FileCabinet CS desktop setup
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services
setup.exe X:\WinCSI\Tools\UTLicYY executable file for license installation, where YY represents the last two digits of the year version of UltraTax CS

Note: See the SQL-based CS Professional Suite applications table below if you use an optional SQL data location and run an antivirus application on the machine where the SQL Server instance for FileCabinet CS is installed.

Filename File location Description
dsw.exe X:\WinCSI\DSW executable file for Fixed Assets CS
dswapp.exe X:\WinCSI\DSW executable file for Fixed Assets CS
setup.exe X:\WinCSI\DSW\Desktop executable file for Fixed Assets CS desktop setup
csiupd.exe X:\WinCSI\DSW executable file for CS Connect
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services
setup.exe X:\WinCSI\Tools\UTLicYY executable file for license installation, where YY represents the last two digits of the year version of UltraTax CS
Filename File location Description
UTP.exe X:\WinCSI\UTP executable file for Planner CS
UTPKEYS.exe X:\WinCSI\UTP executable file for Planner CS
setup.exe X:\WinCSI\UTP\Desktop executable file for Planner CS desktop setup
CSIUPD.exe X:\WinCSI\UTP executable file for CS Connect
UTPCON.exe X:\WinCSI\UTP executable file for CS Connect
Filename File location Description
CreativeSolutions.Practice.exe X:\WinCSI\Practice CS executable file for Practice CS
csiupd.exe X:\WinCSI\Practice CS executable file for CS Connect
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services

Note: See the SQL-based CS Professional Suite applications table below if you run an antivirus application on the machine where the SQL Server instance for Practice CS is installed.

CS Professional Suite applications such as Accounting CS, Practice CS, Workpapers CS, and (optionally) FileCabinet CS use SQL databases. If you run an antivirus application on the machine where the SQL Server instance for your CS Professional Suite applications is installed, we recommend excluding the following executables from real-time scanning:

Filename File location
sqlbrowser.exe
(executable file for SQL Browser)
  • C:\Program Files\Microsoft SQL Server\90\Shared\
  • C:Program Files (x86)\Microsoft SQL Server\90\Shared\ (if on a 64-bit operating system)
sqlservr.exe
(primary executable file for Microsoft SQL Server suite)
  • C:\Program Files\Microsoft SQL Server\MSSQL XX.<INSTANCE_NAME>\MSSQL\Binn\
  • C:\Program Files (x86)\Microsoft SQL Server\MSSQL XX.<INSTANCE_NAME>\MSSQL\Binn\ (if on a 64-bit operating system) 
(Where XX represents the version of your SQL Server instance)

Notes

  • The file locations specified above are the default paths for these SQL Server executables. However, SQL Server installations can be customized to place these files in a different location. Your qualified IT professional needs to complete this process.
  • For additional information on configuring antivirus applications in a SQL environment, please see How to choose antivirus software to run on computers that are running SQL Server External link on Microsoft's website.
Filename File location Description
utwYY.exe X:\WinCSI\UTYY executable file for UltraTax CS, where YY represents the last two digits of the year version of UltraTax CS
utwapp.exe X:\WinCSI\UTYY executable file for UltraTax CS (2012 and prior)
csiupd.exe X:\WinCSI\UTYY executable file for CS Connect
utwYYk1.exe X:\WinCSI\UTYY executable file for UltraTax CS Bar Code Scan
utwYYsde.exe X:\WinCSI\UTYY executable file for UltraTax CS Source Data Entry
setup.exe X:\WinCSI\UTYY\Desktop executable file for UltraTax CS desktop setup
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services
setup.exe X:\WinCSI\Tools\UTLicYY executable file for UltraTax CS license installation
Filename File location Description
concentr.exe C:\Program Files (x86)\Citrix\ICA Client executable file for Citrix Connection Center
wfcrun32.exe C:\Program Files (x86)\Citrix\ICA Client executable file for Citrix Connection Manager
wfica32.exe C:\Program Files (x86)\Citrix\ICA Client executable file for Citrix HDX Engine
CtxTwnPA.exe C:\Program Files (x86)\Citrix\ICA Client executable file for Citrix Twain Redirection
SelfService.exe C:\Program Files (x86)\Citrix\SelfServicePlugin executable file for Citrix Receiver
SelfServicePlugin.exe C:\Program Files (x86)\Citrix\SelfServicePlugin executable file for Citrix Receiver
Receiver.exe C:\Program Files (x86)\Citrix\Receiver executable file for Citrix Receiver application

Note: For additional antivirus guidelines that may pertain to the CS Professional Suite, see Microsoft Antivirus Exclusion List on Microsoft's website and Citrix Guidelines for Antivirus Software Configuration on Citrix's website.

Filename File location Description
WorkpapersCS.exe X:\WinCSI\Workpapers CS executable file for Workpapers CS
csiupd.exe X:\WinCSI\Workpapers CS executable file for CS Connect
connectbgdl.exe X:\WinCSI\Tools executable file for CS Connect background services

Note: See the SQL-based CS Professional Suite applications table above if you run an antivirus application on the machine where the SQL Server instance for Workpapers CS is installed.

Note: While we recommend that the executable files noted here be excluded from real-time scanning, you should continue to include them in your antivirus software's scheduled, off-hours scanning.

Excluding specific file types from the scan

Some antivirus applications allow exclusions for specific file extensions. Listed below are file-type extensions for applications in the CS Professional Suite that can be excluded from real-time scanning.

This should be completed by your qualified IT professional.

Application File Extensions
Accounting CS .mdf, .ldf, .bdf, .bak
FileCabinet CS

.ccd, .cci

Planner CS .udx
Practice CS .mdf, .ldf, .bdf, .bak
SQL Server .mdf, .ldf, .bdf, .bak
UltraTax CS .ut*, .zpd (where * represents any character)
Virtual Office CS or SaaS environment .ica
Workpapers CS .mdf, .ldf, .bdf, .bak

Antivirus configuration tips

Antivirus applications are designed to detect, prevent, and remove viruses, spyware, malware, and other malicious software and to protect your workstation or server from threats.

  • Operating system: Check that your antivirus is designed for your operating system or server environment.
  • Scanning:
    • Schedule automatic scans during off-business hours. 
    • If installed on both workstations and servers, don't allow the workstations to perform real-time scanning on server drives. Letting the server scan its own drives reduces network delays and minimizes interference with network traffic.
  • Spyware and malware: If you have antispyware and anti-malware applications, you may need to create exclusions and exemptions within those applications (similar to those suggested above for antivirus applications) to prevent interference.
  • For additional antivirus guidelines that may pertain to the CS Professional Suite, see Microsoft Antivirus Exclusion List External link on Microsoft's website and Citrix Guidelines for Antivirus Software Configuration External link on Citrix's website.

Commonly used antivirus/anti-malware applications

Thomson Reuters doesn't endorse a specific vendor or product for antivirus protection. If you require additional assistance configuring your antivirus application, contact your software vendor.

Listed below are common antivirus vendors and links for support assistance.

External link What's this?
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