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Follow the steps in this guide to ensure that the Workpapers CS installation is successful and to help prevent issues operating the program.
If you are licensed for both Workpapers CS and Accounting CS, you need to install Accounting CS and access Workpapers CS from within the Accounting CS program; see the Installation Toolkit - Accounting CS for installation instructions.
If you are licensed for Workpapers CS only, follow the instructions below to install it.
Pre-installation requirements
Before installing, complete the following items:
Confirm you are logged in as an Admin level user
Install SQL
Workpapers CS works with both SQL Express and fully licensed versions of SQL. To see all the supported versions of SQL, see Workpapers CS System Requirements. You can choose to install SQL any of the following ways:
- Run the Workpapers CS Setup to install SQL Express 2014; the Workpapers CS installation comes packaged with SQL Express 2014 SP3 and you can choose to install it during step 2 of the Workpapers CS Setup. For instructions, skip to the "Workpapers CS installer" section and follow the steps through the rest of the article.
- Download and install SQL Express free directly from Microsoft. For instructions, see Upgrading or installing a Microsoft SQL instance. If you choose this option, review the Configuration requirements section below. Your firm's IT professional is responsible for configuring your SQL instance.
- Purchase a fully licensed version of Microsoft SQL Server from Microsoft and follow their installation instructions. If you choose this option, review the Configuration requirements section below. Your firm's IT professional is responsible for configuring your SQL instance.
SQL configuration requirements
If you choose to install SQL Express 2014 by running the Workpapers CS Setup, you can skip this section. If you are installing using any other method, your firm's IT professional is required to configure your SQL instance as follows:
- Use Mixed Mode authentication, not Windows authentication.
- Enable TCP/IP and Named Pipes protocols.
See SQL Server best practices for CS Professional Suite applications for more recommended configurations and procedures.
Workpapers CS installer
Download the installer
The installer is available on the CS Professional Suite download page. You'll need to sign in to your CS Web account to access to the download. After signing in, complete the following steps.
- Click the link to download Workpapers CS.
- Click the Proceed to Download link.
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Click the Download Now button.
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 program will not install properly and you may have issues moving forward.
Run the installer
Complete the following steps to run the installation file:
- Navigate to the folder where the file was downloaded.
- Run the accountingcsdownload.exe file.
- In the Choose Destination Folder dialog that opens, note the destination. You will use this Destination Folder location to re-run the installation later in the event that you need to restart the server or re-install. We recommend using the default destination. Click Extract to continue.
- If you receive a warning that the destination folder already exists, click Yes to overwrite the existing files; the files are not configurable so it's ok to overwrite them.
- Once the extraction is complete, the Workpapers CS Setup will automatically open.
Complete the Workpapers CS Setup
The Workpapers CS Setup opens automatically after running the installer as described above. You can start the Workpapers CS Setup on its own by browsing to the Workpapers CS xxxx.x.x Download folder (where xxxx.x.x is the version of Workpapers CS) and running the Setup.exe. The default location for the folder is the C: drive of the database server.
- With the Workpapers CS Setup running, click Install Workpapers CS.
- Answer the question on the Welcome to Workpapers CS Setup window. You must be sitting at the server where your database will reside, so you should move to that machine if you are not there already.
- Review the license agreement. If you agree, mark the I accept the terms of the License Agreement checkbox.
- If you receive a Pending Restart Detected window that prompts you to restart, you can choose the third option to Continue without restarting. If you see this warning repeatedly, you will need to restart.
- You will be taken to an Installation Steps window. See the next section for the rest of the instructions. Show me.
Installation Step 1, 2, and 3
The Installation Steps window may appear several times throughout the Workpapers CS Setup. Show me.
If Step 1, 2, or 3 has a green checkmark, it means that step is already complete. If you want to go through a step again (for example, to change the Step 1 path where the Workpapers CS shared files are installed or to link Workpapers CS to a different SQL instance) click the blue link to get to that step. If you click the Next button on this window, you will automatically be taken to the incomplete steps.
Step 1: Select where the Workpapers CS Shared Files reside
Use this step to indicate where the Workpapers CS shared files are installed. The Workpapers CS Shared Files are the system files for Workpapers CS; we recommend using the default WinCSI folder. Read the information on the Step 1 window for more tips on how to choose a location. Click Next once you select a location.
Step 2: Configure Database Server
Use this step to choose which SQL instance to use with Workpapers CS or to create a new instance (which will automatically link to Workpapers CS). Details on each option are below.
Use an existing instance of Microsoft SQL Server
Install a new instance of Microsoft SQL Server 2014 Express Edition
Step 3: Install Workpapers CS on this computer
Use this step to install the Workpapers CS desktop icon and create any files necessary to run Workpapers CS on the local machine.
- Choose Install Workpapers CS; despite what the Workpapers CS Setup window says, we recommend installing Workpapers CS on the database server as a troubleshooting tool. Click Next.
- This window is informational only and lists the components that need to be installed on the machine, if any. Click Next.
- Wait for the installation to complete. If the installation completes successfully, you will automatically move to the next screen.
- If you need to install Workpapers CS on other machines in a network, read the instructions on the Workpapers CS Setup dialog. You can also find those instructions in Running desktop setup.
Completing the Workpapers CS Setup Wizard
When the Workpapers CS Setup is complete, you can mark the Run Workpapers CS option to start the program. Click Finish. Workpapers CS is now installed.
Installation issues
Common installation issues are listed below.
There is a problem accessing the SQL server
Error: Failed to install Microsoft Visual C++ Redistributable Package
Error: Failed to locate OSQL.EXE
Timeout message while updating the Accounting CS database to a newer version
Trending issues and important information are posted on the Accounting CS / Workpapers CS alerts and notices page. If your issue is not listed above, check the alerts and notices to see if your issue is a common one and read about possible solutions.
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