UltraTax CS Installation toolkit

Installation considerations

There are some things you and your Information Technology (IT) professional can do to help prevent issues during installation. Share this with your IT professional and review these considerations before you start installing.

Where are you installing?

  • Non-network/standalone computer installations should be on the computer's C: drive. You'll sit at the computer you are installing
    UltraTax CS
     to.
  • Local Area Network (LAN) or server installations should not be on the C: drive of the server. Instead, map a drive to the server and install there. You'll sit at one of the workstations on the network or at the server directly.
  • Terminal server installations should be on the local drive of the terminal server. You'll sit at the terminal server console.

Permissions

Make sure you sign in as a Windows administrator to prevent issues during installation. Check with your IT professional if you have questions or consult Windows' support site.
note
We provide this information as a courtesy. If you still have questions or need help, you'll need to contact a qualified IT professional. Support is available to help with Thomson Reuters products within our scope of service.
In addition, you'll want to set these permissions in Windows:
  • Each person using CS Professional Suite products should have a local administrator account.
  • Your staff needs
    Full control
     over these directories and subdirectories:
    • C:\Users\<user>
    • C:\Windows\Temp
    • C:\Users\[username]\AppData\Local\Thomson Reuters
    • C:\Users\[username]\AppData\Local\Temp\UTYYData
    • X:\WinCSI\Licenses*
    • X:\WinCSI\Tools*
    • X:\WinCSI\DeprData*
    • X:\WinCSI\UTYY*
    • X:\WinCSI\UTYYSys*
    • X:\WinCSI\UTYYData *
    note
    * X:\ represents the drive the program is installed on.
    YY represents the year of UltraTax CS.
  • If you're on a server, you need to set these server permissions in Windows:
    • Everyone needs
      Read
      ,
      Write
      , and
      Modify
       access to the network location where you installed the application.
    • Everyone needs the same permissions for the application and data folders located in [drive name]:\WinCSI.
  • If you use Virtual Office or SaaS, also grant full control for these folders:
    • C:\Program Files (x86)\Citrix\ICA Client
    • C:\Program Files (x86)\Citrix\Receiver
    • C:\Program Files (x86)\VO Citrix
    • C:\Users\[username]\AppData\Roaming\ICA Client
    • C:\Users\[username]\AppData\Local\Citrix

System Requirements

You'll need to make sure each computer accessing CS Professional Suite products meets the minimum system requirements.

Firewall

CS Professional Suite applications communicate with our authentication servers to validate staff credentials. Your firewall may require you to set exceptions to specific web addresses. If so, create exceptions for the following addresses.
  • *.thomsonreuters.com/*
  • *.tr.com
  • auth.onvio.us
  • gstatic.com
Make sure the following ports are open for inbound and outbound traffic:
  • Port 80
  • Port 443 (CS Connect uses SSL for data encryption)
  • Port 8080 (CS Connect uses this port as an HTTP alternative)
Your firewall may require you to set exceptions to specific web addresses. If so, create exceptions for the following addresses.
  • connect.creativesolutions.com
  • secureconnect.creativesolutions.com
  • csdownloads.thomsonreuters.com
note
If your firewall requires IP addresses, open Command Prompt and type
ping secureconnect.creativesolutions.com
 (to obtain the IP address for Port 443) and
ping connect.creativesolutions.com
 (to obtain the IP address for Port 80).

Antivirus

UltraTax CS uses a local drive to temporarily store client data when a client is open. We recommend you exclude the following folders from real-time scanning:
  • X:\WinCSI
     (where X is the drive hosting the WinCSI folder)
  • C:\Users\[username]\AppData\Local\Thomson Reuters
  • C:\Users\[username]\AppData\Local\Temp\UTYYData
     (where YY is the year of UltraTax CS)
  • If you mark the
    Improve performance using local drive
     option in the Setup > User Preferences > Misc tab, the application will create a
    X:\WinCSI.net
     folder, where X represents your selected local drive. We recommend that you also exclude this folder from real-time scanning.
Some antivirus applications may not allow exclusions for entire folders but do allow exclusions for specific files. Listed below are recommended exclusions. Note that each reference of "YY" indicates the year of UltraTax CS.
  • X:\WinCSI\UTYY\utwYY.exe
  • X:\WinCSI\UTYY\utwapp.exe
  • X:\WinCSI\UTYY\csiupd.exe
  • X:\WinCSI\UTYY\utwYYk1.exe
  • X:\WinCSI\UTYY\utwYYsde.exe
  • X:\WinCSI\UTYY\Desktop\setup.exe
  • X:\WinCSI\Tools\connectbgdl.exe
  • X:\WinCSI\Tools\UTLicYY\setup.exe
Some antivirus applications allow exclusions for specific file extensions. Exclude .ut* and .zpd from real-time scanning.

Related Content

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Install