From your machine, select the Windows button on the lower left and type mstsc.exe. When the Remote Desktop Connection box comes up, enter KSMICEEHOST as noted below (you can also access this from Horizon):   Select Connect > Enter your KSM network credentials. You may receive a DUO prompt.  Locate Engagement on the desktop. Use your network name (first initial last name) to login. The password is 1234 (you will need to change it). The server to connect to is KSMICEESRV when prompted. Select Yes to create a profile and Yes to make it your default. Once you are in, please select Tools > Options and make the changes as noted below:   If you need to copy files out, please use U:\DMS_Upload

ISSUE: Need to add an Engagement Team or specific staff to a binder SOLUTION: If the binder is finalized, please continue to this link:  Engagement - Adding staff to a finalized binder Express sync the binder Right click over the binder > select Properties Select Binder Staff > Assign > Highlight the team > Select the Right Arrow > OK > OK Express Sync the binder to the CFR Once the assigned person or team synchs the binder, they will have the rights assigned to them and will have access

ISSUE: Staff is trying to publish a TB report but they keep getting the Microsoft Excel - Compatibility Checker window Staff de-selects the checkbox and selects continue, but it keeps appearing for every report Also, Engagement will not re-activate until the window above is located and marked continue so Engagement appears locked up RESOLUTION: 2 different solutions. Since it is a TB report that is generated inside of Engagement, it cannot be opened and saved to the desktop as an XLSX file and brought back in. Option 1: During the roll forward, staff should have checked the box to convert all DOC and XLS to DOCX and XLSX If work is minimal, delete the binder and re-roll Option 2:  Delete the existing TB report. Re-create the WP from the current TB.  When the WP is published it will be in the XLSX format and will not throw the dialog box above.

ISSUE: staff trying to create a new file from template receive the following error: epace component cannot be created secommon.wptemplates SOLUTION: Close Engagement, OUtlook, Word, Excel Might have to use task manager to end word and excel Click windows button > Type AppChecker Select Fix All (ignore that Knowledge Coach is not being repaired) Open Engagement and test import again

ISSUE: Staff needs to install Engagement on machine SQL Express 2019 is the first step SOLUTION: Please close, and leave closed, ALL applications during this process. Do not open Outlook, or any other applications as it could cause interference with a successful installation. Navigate to C:\Clients\Engagement\SqlExpress2019 (not SqlExpress 2022) Locate and double-click to run CCH ProSystem fx SQL 2019 Instance Installer.exe Accept the license agreement and select Next You may receive the next message noting a reboot is required. This ensures that all applications in the foreground and background are closed. Select Close. Select Cancel. Reboot your machine. Select Restart Anyway if prompted. If you do NOT receive the above message, select Install or Upgrade SQL PROFXENGAGEMENT If you did reboot, Navigate to C:\clients\CCH\Engagement\SqlExpress2019 again Locate and double-click to run CCH ProSystem fx SQL 2019 Instance Installer.exe. Agree to the license, select Next The install will take between 5-8 minutes. Do not select any options, click on any screens, or work in any other applications until it is finished please. Select Close once the following screen appears. You will NOT need to reboot after the SQL Express installation is completed.

ISSUE: Staff is missing Knowledge Coach installation RESOLUTION: Staff are able to update their system with Knowledge Coach at their convenience by running a modify installation. The process will take approx 7-9 minutes. Follow the steps below for a successful implementation: Close Engagement, Outlook, Word, Excel, Adobe In the Windows search field, type "appwiz.cpl" and press Enter Once the Programs and Features finishes loading, locate CCH ProSystem fx Engagement > Select Change Once the following screen appears, select Next Select Modify > Next Expand Workpaper Management > Locate Knowledge Coach > Click the small drop-down > Select "This feature will be installed on local hard drive." > Next > Select Install Once the process has completed, Open Engagement. If you get the message to update KC workpapers, select Yes. Please do not open any applications until the process has completed. You should not need to reboot. If you receive an error regarding a KC subscription, please send an email to the helpdesk and CC: Tony Miller.