Installations and updates

Installing Planner CS

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Standard installations: For step-by-step instructions, see the installation instructions (PDF).

Terminal server environment installations: If you plan to install your CS Professional Suite application in a terminal server environment, or if you plan to move the application from an existing local or network installation to a terminal server environment, as a critical first step please open and review Terminal Server Best Practices for CS Professional Suite Applications (PDF).

You have the option to install states during the installation. For instructions, see Installing state modules.

Running desktop setup

If you're installing Planner CS on a network and this is your first time installing, you must run the desktop setup application on each workstation that will run Planner CS. The desktop setup adds a shortcut to the network installation, ensures each workstation meets the minimum operating system requirements, and confirms all required components are installed. 

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. Click Start on the Windows taskbar and choose Run.
  4. In the Run dialog, enter <x:\folder>\WINCSI\UTP\Desktop\Setup.exe (where <x:\folder> represents the server location where you installed the application).
  5. Click OK and follow the prompts.

Updating applications and licenses

Viewing details about application updates

For details about updates and changes to the version of Planner CS that you have installed, see User bulletins.

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