Caseware server installation

With Working Papers, you can automate your entire working paper file quickly and efficiently, and easily add account properties, such as leadsheet groupings, analytical review classifications, and tax linkages. Working Papers accommodates journal entries of all descriptions and types, so you can automatically create different reports and working papers. For simple write-up clients, you can directly enter all types of transactions and even perform automatic bank reconciliations.

Full consolidation, foreign currency translations, and fund accounting features are available for more complex work. As you enter data, all working papers are instantly updated, making Working Papers a comprehensive "real-time" working paper system. Note: To help you get started in more complex environments such as a terminal server, see Setup: Environments and Configuration.

To run CaseWare Working Papers and related products, you must meet or exceed the following system requirements:. Note: Additional hard drive space is required for templates and engagement files. The size of open client files will vary depending on the features used and the size of documents managed.

Working Papers has built-in compression that significantly reduces the size of compressed files. Note: CaseWare Connector is compatible with both Office bit and bit, however a bit Operating System is required. Note: Contact Technical Support before implementing this type of solution. When users exit the engagement file, the processor utilization returns to normal. A user attempts to print a large CaseView document and receives an error indicating that the connection to the server was broken before the entire document was transferred.

Resolution: This issue is a caused by a limitation in the Citrix universal printer driver UPD , and is related to the size of the document. When CaseView prints to a session printer, the output is captured by the UPD and sent over the network to the client.

The UPD in the client then spools the document in a temporary file. If there isn't enough space in the client to store the temporary file, the UPD aborts the printing process and closes the connection. Files on a workstation disk should only be used with a copy of Working Papers installed directly on the workstation.

This prevents these users from launching Working Papers. Resolution: This error can sometimes be resolved by clearing the Working Papers registry settings on the Citrix server. Contact CaseWare Support for more information on how to do this. VER file if clearing the registry settings does not resolve the issue. Multiple Sync copies of an engagement file are observed after a user has been working remotely and Working Papers reconnects to the network containing the Sync Top-Level Parent.

Resolution: : An extra setting is required for users who are working on Sync copies of an engagement file and who do not have continuous connectivity to the network containing the Sync Top-Level Parent.

To add this setting, open the CV. When SpeedScreen latency reduction manager is on, there is a possibility that CaseWare will not respond.

Resolution: Disable SpeedScreen latency reduction manager or use the SpeedScreen Latency Reduction Manager utility on the MetaFrame server to create exception entries for generic input fields. Once exception entries have been created, SpeedScreen functionality is modified or turned off on the server. Resolution: Use the command line ' nbtstat -R'. This will clear your NetBios name cache, a known fix for improving performance.

The issue can occur if Working Papers was installed before the upgrade was made. For any issues that are not covered in this guide, contact our support team at support caseware. Visit us: www. All Files. Install Working Papers When installing Working Papers on your workstation, ensure that you close all other programs first. On the Dashboard, click Software Downloads. To install Working Papers on your workstation: Locate the downloaded installation file, then double-click it to launch the InstallShield Wizard.

On the Welcome screen, click Next. Read the License Agreement, then select I accept the terms in the license agreement. On the right-hand pane, click New Rule In the Rule Type dialog, select Port and click Next.

Select UDP , then select Specific local ports and enter , in the field. Select Allow the connection and click Next. Select the profiles for which the rule should apply. Enter a Name and optional Description for the rule. Click Finish. A port exception is added to the Windows Defender Firewall. The CaseWare License Info dialog displays.

On the left-hand pane, expand Subnet Servers. Enter the Network License String into the License code field. Use a Network License as your Default Registration Method You can configure your registry so that your staff automatically connect to the Network License when registering Working Papers. In the Value data field, type 1 and click OK. On the menu, click Edit New String Value. Name the new string value Server Name.