startCCH Software Installation Minor Release Service
How To

CCH Software Installation Minor Release Service

Training and Consultancy
Last update: Reading time 3 minutes
Installations
    This service is specifically for minor updates in the form of service packs or hot fixes which are included in the next major release but available to customers who wish to apply them outside of the release cycle.

    Our development lifecycle delivers regular major updates for our suite of products including our compliance software. This service is specifically for minor updates in the form of service packs or hot fixes which are included in the next major release but available to customers who wish to apply them outside of the release cycle. 

    Details of what is included in each release is available via communities. Customers and their IT support who are confident or have been trained by our teams to run the updates in house however we offer the service to run the updates on your behalf either remotely on your premise or via your hosted provider.

    As part of our release update service, our consultant will discuss and plan the deployment of the CCH Suite across your business. Considering your requirements, impact of downtime, system availability, licensed modules and best practices available whilst formulating a plan for deployment. Confirmation of  the schedule and agreed plan will be sent via an email.

    Note: Service packages for installation updates are available for 3 minor releases. Major release are not included in the service package. Installation Minor Release Packages can be ordered via your account manager to accommodate normal business hours or out of hours (Mon-Thurs). 

    Note: Additional services will be required to align your system with our current release where they are more than one major version behind.  Complete thistechnical questionnaire regarding your environment to aid discussions and planning for your project. 

    Once the service is complete you will receive an update installation report for your records.

    Details of our currently supported environment can be foundhereand should be reviewed as part of planning any technical work involving the CCH Suite of products. 

    The update installation process can be broken down into three key steps, the details within each stage will vary based on each project with responsibilities shared with customers own IT support.

    For some customer it may be preferable to arrange for an out of hours service to reduce downtime on your live systems during the core hours. This can be factored into scoping of the process.

    Pre-Update
    • Review of current infrastructure
    • Review of items requiring update
    • Impact assessment to business operation
    • Update schedule planning and key tasks allocation including backups
    Server Side
    • Verification of environment and prerequisites to ensure compatibility
    • Validation of resources to optimise performance
    • Backup planning and execution for failsafe
    • Execution of update
    End User Side
    • Update of end user deployment methodology
    • Deployment to key workstations
    • Deployment to Terminal Server/Remote Desktop Servers
    • Advise on and configure process to assist office wide deployment

    Related documents

    CCH Compliance Pack Implementation
    This document outlines an implementation session aimed at assisting users with the effective set up of CCH Tax and Accounting software. The session will cover best practices, compliance options, pre-configuration checks, data migration discussions, and training opportunities. Key objectives include reviewing current processes and confirming tasks and responsibilities. Target participants are decision-makers and managers. The session lasts up to three hours and includes an agenda focused on operations, data security, compliance training, and useful resources such as eLearning and webinars.
    Azure Information
    This document provides guidance on selecting Azure architecture and hardware provisioning specifically for SQL Server. It recommends the Ebdsv5/Ebsv5 series for those seeking optimal performance and cost-effectiveness. Key advice includes prioritizing P core processors, focusing on clock speed over core count for SQL performance, and utilizing Proximity Placement Groups. Relevant Microsoft resources for best practices and pricing strategies are linked, as well as additional support materials for products and training from Wolters Kluwer.
    CCH Accounts Production Corporate: Refresher (10134647/10134661)
    A streamlined service for existing users who require a quick update or refresher on key processes within CCH Accounts Production. This service is ideal for those returning to CCH Accounts Production after a break or seeking to refresh their skills in line with current standards and software updates. 
    CCH Accounts Production Corporate: Professional online (10134646)
    An advanced programme for experienced users of CCH Accounts Production who wish to develop their expertise or update their knowledge. This service covers the latest updates, advanced functionalities, and troubleshooting techniques, helping users to stay current and maximise efficiency in their accounts production work. 
    CCH Accounts Production Corporate: Practitioner (10134645/10134660)
    A comprehensive onboarding programme for new users with little or no prior experience of accounts production software. This service covers accounts production for corporate entities, guiding users through CCH Central and CCH Accounts Production software.