CCH Interactive Checklist · CCH INTERACTIVE CHECKLIST - UPDATE INSTALLATION INSTRUCTIONS –MARCH...

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CCH Interactive Checklist

Update installation instructions

Version 6.4 - March 2017

CCH INTERACTIVE CHECKLIST - CHECKLIST UPDATE VERSION 6.4 – MARCH 2017

Legal Notice

Disclaimer

Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software.

Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time.

Copyright

These update notes may not be copied, altered, edited, disposed of or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential.

Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd.

© 2016 Wolters Kluwer (UK) Limited

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All other trademarks are the property of their respective owners.

Wolters Kluwer (UK) Limited 145 London Road, Kingston Upon Thames, Surrey KT2 6SR

CCH INTERACTIVE CHECKLIST - UPDATE INSTALLATION INSTRUCTIONS –MARCH 2017 1

Contents

1. Introduction 2

2. CCH Online ICADC product page 3

3. Important - backup your data 4

4. Download and install the update files 5

5. Update the checklist database 8

6. Support 11

2 CCH INTERACTIVE CHECKLIST - UPDATE INSTALLATION INSTRUCTIONS - MARCH 2017

1. Introduction

Please refer to the ICADC homepage including the ‘View what’s changed’ button for details of the checklists and changes included in this update.

Important

Applying the update is a 3 stage process as described on the following pages:

1. Backup your database. 2. Download and install the update files. 3. Apply the update to each of your databases.

Please ensure you perform all 3 steps otherwise the updated checklists will not be available.


2. CCH Online ICADC product page

The downloads referred to below are all available from the CCH Online product page. To access this page, log into CCH Online via https://portal.wolterskluwer.co.uk/login.

Select Audit and Accounts Tools

Select Interactive Company Accounts Disclosure Checklist

https://portal.wolterskluwer.co.uk/login


3. Important - backup your data

We strongly recommend that you take a backup of your database before installing the update and also that you take regular backups of your data on an ongoing basis in case of loss due to equipment failure. Detailed instructions on how to backup and restore data can be downloaded from CCH Online.

Note: Where you maintain multiple databases you will need to back each one independently.

Select the option to download the guide


4. Download and install the update files

Note: This update also includes an the update to version 1.2 of the CCH Interactive Checklist Software. If you have not previously applied this update you must apply this update to all computers on which ICADC is installed. However, the final step, Updating the Checklist Database, need only be run once on each database that you use to store checklists.

If you have previously installed the 1.2 update you will only need to install this update on computers from which you need to run the software to update your databases. If you run a single centralised database you will therefore only need to do this on one computer. If you run local databases on each computer, you will need to install the update files on each computer that has a local database.

The relevant update files are downloaded from CCH Online from the product homepage:

When prompted by your browser, select the option to save it to your hard disk to a temporary folder. In the example shown below the folder C:\Temp has been used. The file downloaded is

Select the download option


called ICADC Checklist Update 6.4.zip and this contains the installation executable (EXE file). You first need to extract the EXE file from the zip and you can either do this using a proprietary program or using Windows Explorer as follows:

If you are presented with a User Accounts Control warning, such as the following, please click on Yes to proceed.

You will be presented with a series of dialogs as follows:

2. Double click on the EXE file to run it

1. Select the ZIP archive in the folder view


Click Next

1. If you originally installed the software in the default directory then accept the default offered. If you installed the software in a different directory, use the Browse button to enter or select the location where the software is installed.

2. Click Next


You will see a brief display of a progress bar while the installation progresses and on completion the following Installation Complete dialog will be displayed:

You are now ready to apply the update to your database – please complete the process by following these steps.

5. Update the checklist database

The final step is to run the update on each database you have created to hold checklist data. If you have a single centralised database, you will only need to do this once and the new checklists

Click Next to start the installation

Click Finish and proceed to next step of the process.


will be available to all users. If you have multiple local databases, you will need to follow the steps outlined below on each database.

Launch the CCH Interactive Checklist software, select the database to be updated and log in as someone with System Manager rights.

The Checklist updates dialog will appear listing the new checklists and new versions of your existing checklists. If you do not see the checklists listed per the homepage in the dialog you have either selected a database that has already been updated or the update files have not been correctly installed on this instance of the software.

For example:

2. Select database to be updated

3. Click Login

1. User must have System Manager rights

Select the Settings option from the ribbon bar

Select Install checklist updates


The system will now run the scripts to add the new checklists to your database displaying progress messages as each checklist is added.

The following message will appear after the process is complete:

Select Install

Progress message

Select OK to close the message


The database is now updated.

6. Support

If you are experiencing difficulty and need assistance with installing the software, please contact our software support team via email [email protected] or by phone on 0844 561 8166.

Select OK to close dialog

mailto:[email protected]

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