Topic results Installations

OnboardingCCH CentralCCH Practice Management
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.
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CCH Company Secretarial
Installing the Service
This document outlines the steps to install the CCH Company Secretarial service. Users must first acquire a CCH Company Secretarial license before running the CCH Central Suite Installer (CSI). It provides a link for detailed instructions on using the installer and notes that the service can be accessed via the Start menu under Services.
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CCH Audit Automation
CCH Audit Automation: Master Pack Installation/Update Guides
This document provides links to the Master Pack Installation and Update Guides for CCH Audit Automation, which includes resources for three specific packs: CCH Master Packs, Mercia Master Packs, and PCAS Master Packs. Each section contains direct links to the respective update and installation guides, aimed at assisting users in the installation and updating processes of these SQL-based packages.
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CCH Interactive Checklist
CCH Interactive Checklist: Installing the software
This document provides detailed instructions for installing the CCH Interactive Checklist software locally on a computer, including prerequisites such as .Net Framework 4.0 and SQL Server Express 2014. Users will find guidance on installation steps, including managing installation options and creating a database connection if SQL is not installed. The document outlines the launch process, creating clients and checklists, and using the software effectively, along with references to user support and a user guide. Additional appendices guide users on creating databases and changing SQL Server access modes.
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CCH Central
CCH Backup and Restore Utility (Installation Guide)
The document provides an installation guide for the CCH Backup and Restore Utility v6.0.1, aimed at IT Support Professionals assisting CCH Clients. It outlines prerequisites such as administrative rights and necessary Microsoft and SQL Server updates. The installation steps include downloading the software, ensuring compliance with prerequisites, and entering user credentials. The guide emphasizes the importance of local administrator access for installation, and it concludes with a legal disclaimer regarding the accuracy and proprietary nature of the provided information.
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Onboarding
CCH Software Suite: Self Installation Guide
The CCH Central Suite Installer (CSI) is designed to be a comprehensive tool to carry out new software installations and software updates for the CCH Central Suite of products
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Training and Consultancy
CCH Software Installation Service
The CCH Central Suite installation service provides a structured approach for deploying multiple modules reliant on Microsoft technologies. The process includes a pre-installation review of current and proposed infrastructure, server-side configuration, and end-user deployment. Consultants will create a tailored deployment plan while considering downtime and system requirements. Clients receive an installation report post-service, and the installation process entails significant collaboration with the customer's IT support. Technical questionnaires and system requirements are available to aid this planning.
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Training and Consultancy
CCH Software Migration Service
This document outlines the CCH Software Migration Service, detailing the process of migrating servers, specifically focusing on the CCH Suite. It defines server migration and explains the components involved, including SQL software installation, database management, and end-user access. Different migration pathways (on-premises to cloud, cloud to cloud, etc.) are discussed, emphasizing the importance of planning, testing phases, and stakeholder communication. The document categorizes migration projects into three categories based on complexity and requirements and concludes with recommendations for technical preparations and a link for a technical questionnaire to aid project planning.
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Training and Consultancy
CCH Software Installation Release Service
This document outlines the process for updating the CCH Suite software, detailing the role of technical consultants in managing installations. It emphasizes regular major updates, planning deployment considering business requirements, minimizing downtime, and compliance with current release schedules. The update process involves three key steps: pre-update review, server-side execution, and end-user deployment. Customers can opt for installation services either during normal or out-of-hours, and additional services are required for systems more than one version behind. Upon completion, an update installation report will be provided.
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Training and Consultancy
CCH Software Installation Minor Release Service
This document outlines a service for minor updates, such as service packs and hot fixes, available to customers outside the regular release cycle of major updates for the CCH suite of products. It details the update installation process, including pre-update assessments, server-side execution, and end-user deployment, with options for out-of-hours services to minimize downtime. Customers can request these services through their account manager, and an update installation report will be provided post-completion. Additional services may be required for systems more than one major version behind.
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Training and Consultancy
FAQs - Installations
This document outlines frequently asked questions related to practice management conversions, covering topics such as technical recommendations, pre-installation information, installation timelines, and system readiness. It addresses the possibility of maintaining operations during installations, service hours, collaboration with IT providers, and post-installation reporting. Additionally, it discusses user capabilities for software setup, updates, and system migration to the cloud.
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Training and Consultancy
CCH Central suite Multi-Release Service
The CCH Central Suite Multi-Release service offers customers the ability to upgrade to the latest version of CCH Central Suite software in a comprehensive package. This service includes an initial system audit, planning, and deployment managed by technical consultants. Key steps involve reviewing current infrastructure, assessing impact on operations, and executing updates for both server and end-user environments. Customers may choose out-of-hours service to minimize downtime. A service report is provided upon completion, and details about the process and requirements can be found through the provided links.
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Training and Consultancy
CCH Software Environment
The CCH Central Suite is a comprehensive software application featuring various modules reliant on Microsoft technologies. The accompanying diagram illustrates its components and configuration. For inquiries regarding specific services and business requirements, users are encouraged to contact their account manager. Additionally, system requirements and recommendations are accessible via a provided link.
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Training and Consultancy
CCH Site Recovery Consultancy Online
The CCH Central Suite is a complex application requiring robust infrastructure support to ensure operational continuity. The Site Recovery Consultancy provides a structured recovery solution in cases of data loss or system failures. The process includes a thorough review of current systems, installation of compatible environments, and validation of data recovery. Post-service, clients receive an installation report, and it's recommended to consult on supported environments and complete a technical questionnaire for efficient recovery. Key recovery steps encompass reviewing infrastructure, executing installations, and configuring end-user deployment methodologies.
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Training and Consultancy
CCH Installation: Single release update weekday out of hours (10133803)
The CCH Central Suite is a multifaceted application consisting of numerous modules and dependencies on Microsoft technologies. This section summarises what is included as part of the installation service, no matter what size your business. Contact your account manager with any queries on the services provided and requirements specific to your business.
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CCH Central
Technical Services - CCH Software Installation Services
The document outlines the technical services offered for the installation and deployment of the CCH Suite software, aimed at ensuring its effective integration within businesses. It details installation strategies, collaboration with IT teams, and various services including software installation, migration, updates, and recovery support. Key offerings include the CCH Software Environment, Installation and Migration Services, minor release updates, and recovery consultancy. The emphasis is on providing comprehensive support tailored to individual business needs to facilitate a smooth transition and optimal system performance.
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CCH Trust Accounts
SQL Server Connection String
This document provides a technical overview of the Trust Accounts software's database options, focusing on the differences between the C-Tree and SQL Server databases. It discusses limitations of an older SQL Server connection string method and introduces a new approach allowing for more flexibility, including support for Windows authentication and encrypted connections via TLS1.2. Users can now specify connection strings through DATABASE.INI or individual registries, enabling enhanced configuration. Additional explanations are provided for drivers and parameters necessary for optimal connection, improving integration with other systems like Central.
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Twinfield
Installing Twinfield Analysis
Twinfield Analysis is an Excel add-in that allows users to import and securely link data from Twinfield companies directly into Microsoft Excel. This tool, compatible with Microsoft 365, enables continuous data updates while maintaining spreadsheet layout and calculations. Users can retrieve data from multiple companies simultaneously, consolidating it into a single spreadsheet for analysis and report creation. The installation is done through the Microsoft Office store via the "Get Add-ins" option in Excel, where users can search for and add Twinfield Analysis.
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CCH KPI Monitoring
CCH KPI Monitoring: Version Upgrades (10085092)
The document outlines the process for upgrading from CCH KPI Monitoring version 9 to version 10, indicating that it requires one online session, while upgrades from earlier versions necessitate two sessions. It states that current alerts will be migrated to the new version during the upgrade. Additionally, the consultant requires remote access to the CCH KPI Monitoring server to facilitate the upgrade.
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CCH KPI Monitoring
CCH KPI Monitoring: Installation and Configuration (10089948)
The document outlines the installation and configuration process for CCH KPI Monitoring, mandatory for new customers and conducted online across two sessions on the same day. It specifies that version upgrades from 9 to 10 require one session, while earlier versions need two. An installation team member needs remote access to both the designated server and the SQL database. Additionally, various online services related to alert management and server name changes are available, all provided by the installation team. Relevant system requirements are also linked.
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CCH KPI Monitoring
CCH KPI Monitoring: Automated Debt Chasing Package (10120316)
This document outlines a solution to enhance debt management through automated reminders and task creation using CCH KPI Monitoring combined with CCH Practice Management. It details features such as customizable payment reminders, automatic task allocation for overdue debts, and the ability to track a client's debt history comprehensively. Additionally, it mentions options for postal reminders and the requirement for certain modules and extra fields for optimal functionality. The document also describes the service delivery process, including a discovery call and a testing phase before implementation.
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CCH KPI Monitoring
CCH KPI Monitoring: Company House API Sync Package (10120318)
The document outlines the capabilities of KPI Monitoring v10, which integrates with Companies House public data to enhance compliance monitoring for organizations. It features continuous data updates every 12 hours, customizable alerts for various company-related events, and enhanced reporting options compatible with tools like Power BI and Excel. The service delivery includes two consultancy sessions for setup and configuration. A prerequisite for using the solution is having KPI Monitoring version 10.6.2 or higher with the Workflow Module. Remote access to the necessary SQL Server is required for implementation.
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CCH KPI Monitoring
CCH KPI Monitoring: Consultancy (10089949/10089950)
This document outlines a practical and interactive consultancy focused on CCH KPI Monitoring for practices. Key offerings include customizing standard alerts, training participants on creating and amending alerts, and providing process consultancy. The consultancy is session-based, typically lasting up to three hours, allowing for the creation of approximately five alerts per session. It targets attendees with a solid understanding of the practices and CCH KPI Monitoring, requiring SQL knowledge for those creating their own alerts. Participants will learn to effectively use the features within CCH KPI Monitoring.
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CCH KPI Monitoring
CCH KPI Monitoring: Client Service Package (10120317)
The document outlines a KPI Monitoring package designed to track workflow and alert both clients and internal contacts about key process stages. Key features include automated reminders for clients to submit information and approve work, tax liability notifications, and internal alerts for managers on job status and milestones. The service involves three implementation sessions, with the final one focused on refining the solution based on feedback. Access to the SQL Server hosting the software is required.
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