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Getting started with Checkpoint Tools for PPC
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This article applies to:

  • Product: Checkpoint Tools

Install Checkpoint Tools for PPC

Before you install Checkpoint Tools for PPC, make sure you meet the system requirements and have a Checkpoint user ID with Tools products assigned to it. Product assignments are done in the Checkpoint User Administration System by your site administrator. If you didn't receive an email with your Checkpoint user ID and instructions on how to sign in to Checkpoint, or you're having issues assign Tools products to users, email a product request.
Checkpoint Tools for PPC are available to install on a local computer or network, and is also available on Virtual Office CS. It also includes PPC's Practice Aids, PPC's Workpapers, PPC's Interactive Disclosure Checklist, and PPC's Engagement Letter Generator. If you're using PPC's SMART Practice Aids, refer to their installation guide instead.
  1. Sign in to Checkpoint.
  2. On the Toolbar, select
    More
     then
    Tools
     from the list.
  3. From the list of Tools, select
    PPC Install/Update
    .
  4. Select
    Install/Update
     to open the installer window.
  5. Select the
    Product Installer
     link to download the
    setup.exe
     file. If prompted, allow the download.
    If the setup.exe file doesn't start downloading, right-click on
    Product Installer
     and select
    Open in a New Window
    . In the new window, press
    F5
     on your keyboard and
    setup.exe
     should begin downloading.
  6. Once
    setup.exe
     has finished downloading, double-click it to open and begin the installation.
    note
    • If this is a first-time install, you'll need to enter your Checkpoint username and registered email address before you can proceed.
    • The
      Username
       field only accepts up to 20 characters. If you need to, you can edit your username in the Checkpoint Administrator portal with the help of an administrator, or you can manually update the AccountNum.xml file.
  7. Choose the type of installation you want to do then select
    Next
    .
  8. Mark the checkboxes for the products you want to install. The list of products here are what your Checkpoint user ID is currently licensed for.
  9. Select
    Next
    .
  10. If you're doing an Administrative install, select
    Browse
     next to the Administrative Install Location, and choose a folder to download the installation files. Otherwise, make sure the default locations are correct. Select
    Browse
     next to the item if you need to change them.
  11. Select
    Next
    .
  12. Read and accept the license agreements by marking the checkbox next to each license agreement.
  13. Select
    Install
    .
    The Download Manager will show the progress for each of the products you selected and any required components. This process can take several minutes, depending on your network and the number of products you're installing.
  14. Once the installation is complete, you'll get a list of products that were installed. If you did an Administrative install, the locations each product was installed to will show. You can print this for future reference.
  15. Select
    Finished
     to complete the installation.
  16. For Administrative Installations only:
     Go to the folder you selected to download the installation files to and confirm you have a folder for each individual product. Each folder will have a
    Setup.exe
     file or a Windows Installer (MSI) file. Use these files to install or update the titles as needed.